Epstein Secrets

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

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

pportunity. AGN A Pfd: $861.00 (6.4% strip yield) TEVVF Pfd: $883.25 (8.1% strip yield) EFTA00820341 With TEVA confirming the 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,

<[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

pportunity. AGN A Pfd: $861.00 (6.4% strip yield) EFTA00820350 TEVVF Pfd: $883.25 (8.1% strip yield) With TEVA confirming the 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,

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

as a buying opportunity. AGN A Pfd: $861.00 (6.4% strip yield) TEVVF Pfd: $883.25 (8.1% strip yield) With TEVA confirming the 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,

From: Richard Kahn c:I > To: "jeffrey EI Subject: Fwd: Allergen and Teva Date: Thu, 28 Jul 2016 17:47:26 +0000 Wadi merits: agn.pdf; teva.pdf; Cvt_Primer_2013_NEWEST.FDF !ohne-Images: ima

lobal generic capabilities, vertical integration into the active pharmaceutical ingredients (API) business, and a branded specialty pharma business (Copaxone, Treanda, Ai lett, Nuvigil and other products). Investment Rationale We believe Teva is a compelling investment opportunity as we like the company'

-stage small molecule antiviral • Safe and effective small molecule with broad spectrum antiviral activity including Varlcella Zoster Vitus (V2V), Epstein.Barr Virus IEBV), & Herpes Simplex 1 and 2 (HSV-1/2) History of Valomadclovir Stearate (EPB-348) • EPB-348 invented by MedMr AB (MIV.606) • Ucen

ies In orphan diseases • Multiple Sclerosis (MS) • US prevalence of approx. 400,000 patients; Potential market of approx. $1.5.3 billion based on Copaxone, Avonex, & Rebif comparables • ldlopathk Pulmonary Fibrosis (IPF) • US incidence of approx. 20,000-50,CCOcases annually; Global market was value

From: Ens, Amanda Sent: Tuesday, February 14, 2017 3:47 PM To: jeffrey E.; Richard Kahn Subject: *TEVA 7% TEWF - Play the preferred if you believe there's a dvd cut coming Would add to your position. We have a BUY on TEV

http://researchl.ml.com/C?q=OX0V-tRcQHjB6iVg2p0aPw> , limited visibility into US generic launches is a risk to TEVA's 2017 outlook (we already model Copaxone generics in 1Q17). That said, we continue to like the risk/reward on the shares especially if Teva could execute against somewhat reset expectations