Epstein Secrets

From: "Jeffrey E." <[email protected]> To: Richard Kahn Subjec

From: "Jeffrey E." <[email protected]> To: Richard Kahn Su

e loss on 2 of its 5 Copaxone patents from yesterday's IPR decisions & MYL confirming that the third IPR decision is expected by 1-Sept, our analyst Sumant has notes out on TEVA, MYL & MNTA walking through his assumptions/thoughts. For TEVA, while today's ruling is somewhat of a setback, I'd argue that

<[email protected]> To: Richard Kahn Subject: Re: Add to TEVA and AGN Date: Thu, 25 Aug 2016 16:36:10 +0000 Dumb On Thursday, 25 August 2016, jeffrey E. <[email protected]> wrote: no On Thu, Aug 25, 2016 at 11:34 AM, Richard Kahn < > wrote: amanda is recommending we add to the two convertible pr

From: "Jeffrey E." <[email protected]> To: Richard Kahn Sub

e loss on 2 of its 5 Copaxone patents from yesterday's IPR decisions & MYL confirming that the third IPR decision is expected by 1-Sept, our analyst Sumant has notes out on TEVA, MYL & MNTA walking through his assumptions/thoughts. For TEVA, while today's ruling is somewhat of a setback, • argue that

From: Richard Kahn • To: "Jeffrey E." <[email protected]> Subject: Re: Add to

h Floor New York, NY 10022 tel faxcell On Aug 25, 2016, at 12:36 PM, jeffrey E. [email protected]> wrote: Dumb On Thursday, 25 August 2016, jeffrey E. <[email protected]> wrote: no On Thu, Aug 25, 2016 at 11:34 AM, Richard Kahn • > wrote: amanda is recommending we add to the two convertible pre

e loss on 2 of its 5 Copaxone patents from yesterday's IPR decisions & MYL confirming that the third IPR decision is expected by 1-Sept, our analyst Sumant has notes out on TEVA, MYL & MNTA walking through his assumptions/thoughts. For TEVA, while today's ruling is somewhat of a setback, I'd argue that

From: Richard Kahn Sent: Thursday, December 15, 2016 5:46 PM To: Jeffrey E. Subject: Fwd: US Healthcare Year Ahead...Buy ACAD, AGN, ANTM, CELG, CVS, DI-IR, EW, EVHC, RARE, REGN, WBA attached are equity healthcare ideas Ric

Sent: Thursday, December 15, 2016 5:46 PM To: Jeffrey E. Subject: Fwd: US Healthcare Year Ahead...Buy

) but pipelines/growth remains. Ying's top =icks are CELG =amp; REGN;=Tazeen's top picks are ACAD =amp; RARE. Spec Pharma (-) — =eadwinds remain w/ Sumant's top =ick AGN =iven lower risk to reimbursement pressures & an underappreciated =ipeline. =/span>Leverage & CF remain the key focus for investors.

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

n pockets) but pipelines/growth remains. Ying’s top picks are CELG & REGN; Tazeen’s top picks are ACAD & RARE. Spec Pharma (-) — headwinds remain w/ Sumant’s top pick AGN given lower risk to reimbursement pressures & an underappreciated pipeline. Leverage & CF remain the key focus for investors. Tools/A