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efta-efta01189183DOJ Data Set 9OtherFrom: Tazia Smith <I
Date
Unknown
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DOJ Data Set 9
Reference
efta-efta01189183
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2
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0
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From: Tazia Smith <I
To: [email protected]
, Vahe Stepanian
, Nay Gupta
, Paul Morris
Cc: Vinit Sahni
Subject: Healthcare (Foundation Medical update + Basket) [C]
Date: Mon, 03 Mar 2014 19:17:56 +0000
Inline-Images: unnamed; unnamed(1); unnamed(2); unnamed(3)
Classification: Confidential
* • Prepared exclusively for Jeffrey Epstein - KCP US • *
Jeffrey -
Your Foundation Medical (FMI) is down -6% (bigger than expected 4Q loss last week, but inline forward guidance); recall
you're long 25k shares at $27.50, stock is presently $33.58 (chart below). Consider adding on weakness (or take your —$150k
gain if you're view has has changed).
The rest of your Healthcare basket is down an average of -1.5%. We know you're bullish on the group and its recent positive
momentum - your basket below, consider adding a leg here:
Original
Modified
Current
Total
Equity
Bristol Myers (BMY)
5
2.50
5
2.00
$
2.00
Pfizer (PFE)
5
2.50
5
2.00
$
2.00
Merck (MRK)
5
2.50
5
2.00
$
2.00
Valeant (VRX)
S
1.50
$
1.00
$
1.00
Actavis (ACT)
5
1.50
$
1.00
$
1.00
Gilead (GILD)
5
1.50
$
1.10 $
0.40 $
1.50
Mylan (MYL)
5
1.00
$
1.00
$
1.00
Endo Health (ENDP)
5
1.00
$
1.00
$
1.00
HCA Holdings (HCA)
S
0.50
$
1.00
$
1.00
Rite Aid (RAD)
5
0.50
$
0.50
$
0.50
Foundation Medical (FMI,
$
0.70 $
0.70
Ariad (ARIA)
$
0.10 $
0.10
Sangamo Biosciences (SGMO)
$
1.00 $
1.00
Biogen (BNB)
$
0.50 $
0.60 $
1.10
Agerion (AEGR)
$
0.50
$
0.50
CVS Caremark (CVS)
5
1.00
5
1.00
Healthcare Sub Total
$
15.00
$
14.60 $
2.80
$
17.40
EFTA01189183
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Tazia Smith
Director I Key Client Partners - US
Deutsche Bank Securities Inc
Deutsche Asset & Wealth Management
345 Park Avenue, 26th Floor
New York, NY 10154
Petnitri,* Pee-post
This communication may contain confidential and/or privileged information.
If you are not the intended recipient (or have received this communication
in error) please notify the sender immediately and destroy this
communication. Any unauthorized copying, disclosure or distribution of the
material in this communication is strictly forbidden.
Deutsche Bank does not render legal or tax advice, and the information
contained in this communication should not be regarded as such.
EFTA01189184
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