Epstein Secrets

Date: December 15, 2016 at 10:59:39 AM EST To: "Rich Kahn" Pd Reply-To: "Ens, Amanda" co The US team

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

ust 25, 2016 at 9:35:43 AM EDT To: Richard Kahn Rich, With yesterday's weakness in healthcare on pric

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

ust 25, 2016 at 9:35:43 AM EDT To: Richard Kahn Rich, With yesterday's weakness in healthcare on pric

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

25, 2016 at 9:35:43 AM EDT To: Richard Kahn c > Rich, With yesterday's weakness in healthcare on pric

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

/b>December 15, 2016 at 10:59:39 =M EST To: =/b>"Rich Kahn' Reply-To: =/b>"Ens, Amanda" The =S team i

) 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.