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efta-efta01189183DOJ Data Set 9Other

From: Tazia Smith <I

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DOJ Data Set 9
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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 FMI US $ J 33.48 -2.15 *---- 033.41/33.50K 2x25 At 14:02 Vol 196,450 C 35.37Q H 35.48Y L 33.10D Val 6.719M 99 Save As 99 Actions - 97) ladterTh Table am'glErLine Chart ll al al Onare Mc. L.", =NEM .aLne lia r ' /D 3D in on rm 13Y i sr Max Daily , L 4): security/study RI US Nulty Dricc + Track :A Annotate- kg--News 0., Zoom ' . . i Last Price 33.48 T Hill on 09/30/13 39.64 -6- Average 28.982 1 Low on 09/24/13"18.00 4 Event O •40 IV. Volume -0.1.96M SMAVG (15) 0.196M I PA(latiLati. .•aljniritwan , AAIHI - Sep Oct Nov 2013 Dec Jan 2014 Feb 5M 411511 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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