Epstein Secrets

From: Richard Kahn Sent: 12/15/2016 5:46:20 PM To: jeffrey E. [[email protected]] Subject: Fwd: US Healthcare Year Ahead...Buy ACAD, AGN, ANTM, CELG, CVS, DHR, EW, EVHC, RARE, REGN, WBA Attachments: image00

the HIX ($14.3bn in 2018), Medtech Tax (2.3%), pharma industry tax ($4.1bn in 2018) & Cadillac tax (effective 2020). As for the views by analysts... Biotech (+) — believe sector will outperform largely as pricing risk has diminished (although will remain in pockets) but pipelines/growth remains. Ying’s to

From: Richard Kahn To: "jeffrey E." <[email protected]> Subject: Fwd: BAML HC...

hat our analyst hosted (see link) as our sector specialist was up in Boston for the meeting. M&A is one of the primary reasons why we're BULLISH on Biotech — more in the write-up from yesterday on the Fear of Missing Biotech Basket — MLDIFOMB. From: Ens, Amanda Sent: Monday, August 01, 2016 2:53 PM T

l.com CC: ; Paul Morris Vahe Stepanian [ Subject: WY and Biotech [CI Attachments: 182298_20140422_20140423_1.pdf Classification: Confidential Jeffrey - _] Nav Gupta Vinit Sahni Just posting you on your biotech basket - earnings a positive catalyst reversing that downtrend in Gilead. Biogen repor

From: Tazia Smith ii Sent: 4/23/2014 11:54:05 AM To: [email protected] CC: ; Paul Morris Vahe Stepanian [ Subject: WY and Biotech [CI Attachments: 182298_20140422_20140423_1.pdf Classification: Confidential Jeffrey - _] Nav Gupta Vinit Sahni Just posting you on your biotec

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 o

hat our analyst hosted (see link) as our sector specialist was up in Boston for the meeting. M&A is one of the =rimary reasons why we're BULLISH on Biotech — more in =he write-up from yesterday on the Fear of Missing Biotech Basket —=MLDIFOMB. From: Ens, Amanda Sent: Monday, August 01, 2016 2:53 PM T