Epstein Secrets

proving 213 (trading +1.9%) • Syngenta FY EBITDA light, EPS slight better, revs in line, div better, conf call +ve for Q1 (trading -1.4%) • Elan: Biogen to Pay Elan $3.25bn for the full rights to Tysabri (trading +10%) • Nokian Renkaat O4 miss buy dividend increase, +ve conf call sees 2013 ENIT slig

o $780mn, faces major sanctions as a result (trading +1.0%) • Monte Paschi may disclose as early as today the size of losses masked by derivatives (Bloomberg) • Ireland and Portugal are looking to tap ECB's OMT bond-buying program according to Die Welt (MNI) • Former popular party treasurer Barcenas to

ial Jeffrey - _] Nav Gupta Vinit Sahni Just posting you on your biotech basket - earnings a positive catalyst reversing that downtrend in Gilead. Biogen reported this morning (bottom line miss, top-line beat), stock has come in from pre-market highs of $310, now -$303 (3-day chart below). Just a re

,533.85 8 444,518.32 Source: Pershing, LLC and Bloomberg PX_LAST As of 4/22/14 Live Description Trade

Classification: Confidential Jeffrey - Just posting you on your biotech basket - earnings a positive catalyst reversing that downtrend in Gilead. Biogen reported this morning (bottom line miss, top-line beat), stock has come in from pre-market highs of 5310, now — $303 (3-day chart below). Just a re

know, you've got your zero-cost option on for some exposure to yen weakness. (Embedded image moved to file: pic24428.gif)source: Pershing, LLC and Bloomberg (Embedded image moved to file: pic23103.gif) Biogen - 3-day inter-day chart (Embedded image moved to file: pic27254.gif) (Embedded image moved to

From: Richard Kahn Sent: Tuesday, August To: jeffrey E. Subject: Biogen Headlines coming across =rom WSJ that MRK/AGN have expressed =nterest in BIIB (link). BIIB is =9%. stock at 3:27pm is 330.90 you own 2,O95 shares

ead the group higher (evidenced by ALXN, =ELG, BIIB moves), I'd recommend BUYING our customized/optimized =iotech basket — MLDIFOMB (can be found on Bloomberg). =his basket is based on the XBI but strips out non-traditional names that happen to be in the =ndex. 2 EFTA_R1_01559579 EFTA02456386 While th

s from Akebia Therapeutics Inc, Alexion Pharmaceuticals. Alnylam Pharmaceuticals, AMAG Pharmaceuticals. Inc., Amgen. Inc., Auxilium Pharmaceuticals, Biogen Idec Inc. Celgene Corp, Chimerix Inc. Cubist Pharmaceuticals Inc.. Gilead Sciences Inc.. GW Pharmaceuticals PLC. ImmunoGen Inc.. Incyte Corporation

N STANLEY RESEARCH NORTH AMERICA 7.1;r4.-.713er Jey e C.; _LC. Matthew Harrison • David Friedman. M. Key Ratios and Statistics Reuters: GILD.O Bloomberg: GILD US Biotechnology / United Stales of America Shr price. close (Jul 23. 2014) $90.34 Mkt cap. curt (mm) $152.143 62-Week Range $90.74-55.9

cl. Alzheimer's (2H14), Tysabri in SPMS (mid-2015), STX-100, Neublastin and Lupus. Guidance points to strong underlying growth for blz and stock — Biogen remains a top pick: Even without the AIFA benefit, guidance still incr. by -$1.30 or 11%. We've raised our 2014E/2015E EPS to $13.00/$16.28 from $

owing cash. PAORGAN STANLEY RESEARCH NORTH AMERICA _LC Matthew Harrison r12 714 62:» David Friedman, Key Ratios and Statistics Reuters: BUB.0 Bloomberg: BIIB US Biotechnology / United Stales of America Shr price. close (Jul 22. 2014) $303.67 Mkt cap. curt (mm) $72.313 52-Week Range 5358.89-203

number of private investments. These have included Cerexa (NLV-I, exited in sale to Forest Labs, 5.4x multiple), Stromedix (NLV-I, exited in sale to Biogen Idec, 1.8x multiple plus milestones), Chimerix (NLV-IL, IPO - April, 2013, NASDAQ: CMRxX), and Auxilium (Sprout IX, NASDAQ: AUXL, exited at 4.6x). e

es for the foreseeable future. 29 eValuatePharma 3° Burrill Biotech 2012 Report " New Leaf Analysis of public company financial data as provided by Bloomberg » Battelle R&D Magazine Annual Global R&D Funding Forecast 37 CONTROL NUMBER 257 - CONFIDENTIAL HOUSE_OVERSIGHT_024048 The Fund Managers expect th