Epstein Secrets

t Animal Health to Lilly for $5.4B (NOVN VX +2.3%, GSK LN +5.3%, LLY no volume) • Astrazeneca ADR's closed +8.8% yesterday on Sunday Times story of Pfizer talks (trading +6.9%) • Philips misses estimates, adjusted EBITA 12% light on HC + lighting, weaker EM & FX (trading -7.0%) • Accor O1 sales miss

TVVOU (buy) & upgrades SMLP/NCLH (buy), Imperial initiates VRNS (op) ••• Jefferies initiates AKRX/ANAC/PRGO/XNPT (buy), JMP initiates HIVE (mp) ••• Jefferies assumes NKTR/PCRX/SHPG/SLXP/TEVANRX (buy) & AGN/SGNT/SUPN (hold) ••• KBW upgrades LION, Raja initiates ERIC (mp), Roth initiates GSVC (buy) ••• Sti

rades NFLX (buy), Citi upgrades SRPT, CS upgrades FB ••• GS initiates HIVEJTVVOU (buy) & upgrades SMLP/NCLH (buy), Imperial initiates VRNS (op) ••• Jefferies initiates AKRX/ANAC/PRGO/XNPT (buy), JMP initiates HIVE (mp) ••• Jefferies assumes NKTR/PCRX/SHPG/SLXP/TEVANRX (buy) & AGN/SGNT/SUPN (hold) ••• KBW

STT, TXI, XOOM, HA Shareholder Meetings: DFZ, STX, ONP, XNY Equity/Mixed Shelfs: CAMP, LTD Other Newspaper Articles & Stories Barron's positive: Pfizer (PFE) Barron's WSJ cautious: Sears Holdings (SHLD) WSJ • Shake-up on charges for UK asset managers FT • Day of reckoning as European banks' bill

grades BIDU (buy) & initiates SKX (buy) ••• BTIG upgrades FB (buy), DB downgrades X, Evercore downgrades DLR ••• GS downgrades CRS and CHKR (sell), Jefferies initiates DKS (hold) • JPM downgrades EW, MS initiates FINUFL (ew) & assumes NKE (ow) and UA (ew) ••• Steme initiates RLGY (neut), Bofa downgrades

iew & sales forecast missed estimates (trading -6%) • Nike Q4 profit up 22% beating estimates as sales jumped in US (guidance ok) (trading -2%) • Pfizer boosts share buyback by $10 Billion (keeps repurchase strategy as best use of cash) • Adobe to buy privately held Neolane (digital marketing compan

vercrest Asset Management (SAMG) 4.79M shares priced at $11 IPO's: IBEX LN, MATAS DC, KGX GY, Ocean Yield books closing today US Key Research: ••• Jefferies initiates OCN/PMT/WAC (buys) & NSM/PFSI/PHH (holds), Roth re-establishes BDE (neut) •••• Opco initiates ZINC (op) & PANW/HXL (perform), SocGen initi

e year (and sixth worst day ever) closing -11.6% with talk of margin calls as newly listed PeptiDream fell 28% due to a cancellation of a pact with Pfizer. After the Australian close, Kevin Rudd announced he would accept the challenge of his successor Julia Gillard to stand for Labor leadership, with b

IPO's (lock-up expires): Tumi Holdings (TUMI) US Key Research: ••• Barcap reinstates NDAQ (ow), Citi downgrades MOSNHS, DB initiates ADS (buy) ••• Jefferies upgrades ADBE (buy), JPM upgrades BSAC & downgrades RBCN ••• Piper upgrades ARMH, Roth adds DGIT to focus list, Stifel upgrades MLNX (buy) ••• SunT

, RTN, SSH, STML Shareholder Meetings: ATK, CA, ENV, MCK, GNMT, EA Equity/Mixed Shelfs: EQR Other Newspaper Articles & Stories Barron's positive: Pfizer (PFE) WSJ WSJ negative: Outlook for potash WSJ WSJ positive: Barclays (BARC LN) WSJ EFTA00386265 • Manning found not guilty of aiding enemy FT

s below — SIMG topped Secondaries (announced/priced): NLCH, TRS, STNG, BCRX, CUZ, FER SM IPO's: N/A US Key Research: ••• Atlantic downgrades XYL, Jefferies downgrades OPTR, Wells cuts NVDA/ROK & upgrades TVL ••• BMO cuts DCI, RBC upgrades GGP, SunTrust initiates GDP (buy), Evercore upgrades WU • JPM up