Epstein Secrets

From: jeffrey E. <[email protected]> Sent: Monday, August 8, 2016 8:59 PM To: Ens, Amanda; Richard Kahn Subject: Re: Preferreds, thoughts on fixed income, man

is has a 19% 30-day vol (vs 24% for the common stock) and 30% 90-day vol (vs 41% for the common stock)= For comparison, PFF had a 4.5-5% vol. From: jeffrey =. [mailto:[email protected] <mailto:[email protected]> I Sent: Monday, August 08, 2016 4:40 PM To: Ens, Amanda Subject: Re: Preferreds, tho

to TEVA was already built into most analyst models, the =NDA sale was not. Revenue thus looks 3 EFTA_R1_01555604 EFTA02454073 in line. Botox and Restasis, two impo=tant products, are still growing at 16% and 21% respectively. AGN has an aggressive buyback program, target=ng $5bn this year and they sho

From: jeffrey E. <[email protected]> Sent: Tuesday, August 9, 2016 2:23 PM To: Ens, Amanda Subject: Re: Preferreds, thoughts on fixed income, mandatory conver

tel:212.449.7781> Mobil=: 917.386.3280 <tel:917.386.3280> <javascript:_e(=78%7D,1cvmr );> </=> The power of global conne=tionr <1=> <1=> From: jeffrey =. [mailto:[email protected] <javascript:_e(%7B%7D;cvmr/jeevacation@=mail.comt> I Sent: Monday, August 08, 2016 4:14 PM To: Ens, Amanda Subject:

s to TEVA. While=the generics sale to TEVA was already built into most analyst models, the =NDA sale was not. Revenue thus looks in line. Botox and Restasis, two impo=tant products, are still growing at 16% and 21% respectively. AGN has an aggressive buyback program, target=ng $5bn this year and they sho

Phone: > Mobile: <mailto The power of global connections'" From: Jeffrey E. [mailto:[email protected] <mailto:[email protected]> Sent: Monday, August 08, 2016 4:14 PM To: Ens, Amanda Subject: Re: Preferreds, though

erreds, thoughts on fixed income, mandatory converts send more detail of the bond On Mon, Aug 8, 2016 at 2:26 PM, Ens, Amanda < <mailto > wrote: Jeffrey, I continue to like the AGN, TEVA and FTR mandatory convert preferreds. While AGN missed on sales today, is was mostly due to noise around the last

s to TEVA. While the generics sale to TEVA was already built into most analyst models, the ANDA sale was not. Revenue thus looks in line. Botox and Restasis, two important products, are still growing at 16% and 21% respectively. AGN has an aggressive buyback program, targeting $5bn this year and they sho

From: Jeffrey E. [mailto:[email protected] <mailto:[email protected]> Sent: Monday, August 08, 2016 4:14 PM To: Ens, Amanda Subject: Re: Preferreds, though

andatory converts send more detail of the bond On Mon, Aug 8, 2016 at 2:26 PM, Ens, Amanda <[email protected] <mailto:amanda.ens@bamIcom» wrote: Jeffrey, I continue to like the AGN, TEVA and FTR mandatory convert preferreds. While AGN missed on sales today, is was mostly due to noise around the last

s to TEVA. While the generics sale to TEVA was already built into most analyst models, the ANDA sale was not. Revenue thus looks in line. Botox and Restasis, two important products, are still growing at 16% and 21% respectively. AGN has an aggressive buyback program, targeting $5bn this year and they sho

From: Jeffrey E. [mailto:[email protected] <mailto:[email protected]> Sent: Monday, August 08, 2016 4:14 PM To: Ens, Amanda Subject: Re: Preferreds, though

: Re: Preferreds, thoughts on fixed income, mandatory converts send more detail of the bond On Mon, Aug 8, 2016 at 2:26 PM, Ens, Amanda d » wrote: Jeffrey, I continue to like the AGN, TEVA and FTR mandatory convert preferreds. While AGN missed on sales today, is was mostly due to noise around the last

s to TEVA. While the generics sale to TEVA was already built into most analyst models, the ANDA sale was not. Revenue thus looks in line. Botox and Restasis, two important products, are still growing at 16% and 21% respectively. AGN has an aggressive buyback program, targeting $5bn this year and they sho

<1=> <1=> </=> From: jeffrey =. (mailto:[email protected] <mailto:[email protected]> I Sent: Monday, August 08, 2016 4:14 PM To: Ens, Amanda Subject: Re: Preferreds, tho

s to TEVA. While=the generics sale to TEVA was already built into most analyst models, the =NDA sale was not. Revenue thus looks in line. Botox and Restasis, two impo=tant products, are still growing at 16% and 21% respectively. AGN has an aggressive buyback program, target=ng $5bn this year and they sho