Krensavage Asset Management as of Sept. 30, 2015
Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 23 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Enanta Pharmaceuticals (ENTA) | 9.6 | $26M | 730k | 36.14 | |
| United Therapeutics Corporation (UTHR) | 9.5 | $26M | 200k | 131.24 | |
| Baxalta Incorporated | 8.2 | $23M | 722k | 31.51 | |
| Teva Pharmaceutical Industries (TEVA) | 7.6 | $21M | 373k | 56.46 | |
| Orthofix International Nv Com Stk | 7.5 | $21M | 610k | 33.75 | |
| Impax Laboratories | 6.8 | $19M | 531k | 35.22 | |
| Indivior | 5.5 | $15M | 4.5M | 3.43 | |
| Halyard Health | 5.5 | $15M | 536k | 28.44 | |
| Amgen | 5.2 | $14M | 104k | 138.32 | |
| CONMED Corporation (CNMD) | 4.7 | $13M | 275k | 47.74 | |
| Merck & Co (MRK) | 4.5 | $12M | 250k | 49.39 | |
| Hill-Rom Holdings | 3.9 | $11M | 206k | 51.99 | |
| Sucampo Pharmaceuticals | 3.8 | $11M | 528k | 19.87 | |
| RTI Biologics | 3.8 | $10M | 1.8M | 5.68 | |
| DepoMed | 2.6 | $7.1M | 375k | 18.85 | |
| Allergan | 2.4 | $6.6M | 24k | 271.82 | |
| Spectrum Pharmaceuticals | 2.3 | $6.4M | 1.1M | 5.98 | |
| Invacare Corporation | 2.1 | $5.8M | 402k | 14.47 | |
| Biota Pharmaceuticals Inc cs | 1.8 | $5.1M | 2.6M | 1.98 | |
| Juniper Pharmaceuticals Incorporated | 1.2 | $3.3M | 280k | 11.78 | |
| Digirad Corporation | 0.6 | $1.7M | 458k | 3.74 | |
| Furiex Pharmaceuticals | 0.5 | $1.4M | 146k | 9.77 | |
| Theravance | 0.5 | $1.3M | 176k | 7.18 |
