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

ies assumes NKTR/PCRX/SHPG/SLXP/TEVANRX (buy) & AGN/SGNT/SUPN (hold) ••• KBW upgrades LION, Raja initiates ERIC (mp), Roth initiates GSVC (buy) ••• Stifel initiates EVDY (buy), Citi upgrades AZN (buy), Piper assumes RKUS (ow) EFTA00370850 • Stifel cuts CWH (sell), Raja upgrades MAIN/RUTH and GRGI (st

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

blishes BDE (neut) •••• Opco initiates ZINC (op) & PANW/HXL (perform), SocGen initiates CTSH (buy) & INFY (hold) • Ascendiant initiates AMSC (buy), Stifel initiates ANN (hold), UBS downgrades ACN ••• FBR initiates DCO (op), Raja upgrades FFIV, B. Riley initiates MOVE (buy), EFTA00388232 • RBC initia

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

B 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) ••• SunTrust initiates APD/PX (buys) & upgrades ADS (buy) & cuts AXLL, GS cuts NTGR (sell) ••• Wells cuts HPQ/LUFK & upgrades R