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

And that is an understatement iMessage 2018-07-17 13:31:08 UTC 1 Sender: Participants: ( ), Self ( [email protected] ) Thanks for yesterday Sumant loved how you think EFTA00782677 iMessage 2018-07-17 13:31:08 (11TC) r71 Sender: Participants: Thanks for yesterday Sumant loved how you thin

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

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

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

In traffic D 08:07:17 pin done 02:04:03 pm Bring as many as you Ike 02:05:59 pm • • EFTA01619580 2018/07/17 Deepak Thanks for yesterday Sumant loved how you think A O 01:31:08 pm 2018/08/12 Deepak How are you ? Judging by his tweets Krauss seems ok I'm going to a retreat in England W

) 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.