Krensavage Asset Management as of Dec. 31, 2017
Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 16 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Enanta Pharmaceuticals (ENTA) | 15.8 | $51M | 867k | 58.68 | |
| United Therapeutics Corporation (UTHR) | 13.6 | $44M | 294k | 147.95 | |
| Bioverativ | 12.3 | $39M | 730k | 53.92 | |
| Gilead Sciences (GILD) | 10.7 | $34M | 478k | 71.64 | |
| Sucampo Pharmaceuticals | 7.3 | $23M | 1.3M | 17.95 | |
| McKesson Corporation (MCK) | 6.2 | $20M | 127k | 155.95 | |
| Invacare Corporation | 5.8 | $19M | 1.1M | 16.85 | |
| Halyard Health | 5.7 | $18M | 395k | 46.18 | |
| RTI Biologics | 5.5 | $18M | 4.3M | 4.10 | |
| Orthofix International Nv Com Stk | 5.5 | $18M | 324k | 54.70 | |
| Amgen (AMGN) | 4.7 | $15M | 88k | 173.90 | |
| Merck & Co (MRK) | 2.8 | $9.0M | 160k | 56.27 | |
| CONMED Corporation (CNMD) | 2.6 | $8.4M | 165k | 50.97 | |
| Juniper Pharmaceuticals Incorporated | 0.7 | $2.1M | 440k | 4.85 | |
| Aviragen Therapeutics | 0.5 | $1.6M | 2.8M | 0.57 | |
| Digirad Corporation | 0.3 | $910k | 354k | 2.57 |
