Epstein Secrets

DA & revs inline, raising FY guidance, mainly in Maersk line EFTA00406719 (trading +1.0%) Astrazeneca ups guidance after selling Nexium rights to Pfizer, ups guidance (trading +0.70%) Salzgitter Q2 inline (post profit warning June 26th), leaves outlook unchanged (trading +1.5%) Merck Q2 good beat

e and extends the time frame out until November expiration. Secondaries (announced/priced): DW, TRS, MWE, EDR, CLWR, EROC IPO's: N/A Key Research: Barcap initiates SCSS (ow) & ZZ (uw) and PANW (ew), Key downgrades SCSC Key Research: GS downgrades DPZ/ENVI & resumes TIBX (neut) & initiates PANW (buy)

ify signaling an early rise to rates or QE3). S&P futures -13 handles = 1362.20 last. ***CHKP, EAT report pre-open / NFLX, TXN #'s after close*** Pfizer announces deal to divest infant nutrition business to Nestle for $11.85B cash (high end) premium) (Reuters) AstraZeneca to acquire Ardea Bioscien

ed 4.25 Secondaries (announced/priced): N/A IPO's: N/A Key Research: Key Research: ABVT Key Research: (ow) Key Research: BMC Key Research: Barcap upgrades HTWR/AZN LN & downgrades NOVOB DC, BMO downgrades CHSI JPM upgrades ARM LN & initiates PPG (ow), RBC initiates IPHI (op) & downgrades MS u

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

ce Holdings (1598665) files for $100M IPO through Citi, Papa Murphy's Holdings (FRSH) launches IPO (anticipated pricing May 1) US Key Research: • Barcap downgrades QEP, Brean initiates FSLR/SPWR (buy) & SUNE (hold) ••• Cantor upgrades NFLX (buy), Citi upgrades SRPT, CS upgrades FB ••• GS initiates H

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

ice range 280p-330p (pricing Nov 12), Savino Del Bene launches IPO (freight forwarder, est market cap €300-350M) EFTA00380438 US Key Research: • Barcap downgrades CRUS, Brean upgrades BIDU (buy) & initiates SKX (buy) ••• BTIG upgrades FB (buy), DB downgrades X, Evercore downgrades DLR ••• GS downgr

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

0 (below), Green REIT plc IPO launch (€200M+ thru JPM & Davy, pricing July 12) 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 ••• Pip