From: Tazia Smith

From: Tazia Smith To: [email protected] Cm Nay Gu to , Paul Morris , Vahe Stepanian , Vinit Sahni Subject: Re: Biotech Update... Gilead beat, shams halted [C] Date: Tue, 22 Apr 2014 20:16:17 +0000 Inline-Images: unnamed; unnamed(1); unnamed(2): unnamed(3); unnamed(4); unnamed(5); unnamed(6): unnamed(7) Classification: Confidential Jeffrey - sure you see this. just making sure. Gilead shares are halted in the after-market following a significant lop and bottom-line earnings beat ($1.48 vs $0.92 cons eps, $5bn on the topline vs. expecations of $3.96bn) as you know. you're long 8100 shares at an average price of 679.41. stock dosed today at $72.86. just reported. Shares expected to re-open at 4:30pm GILD US 16:00 • . 71.60 72.86 /72.87 II Save As A ACUO. • at ee t • III ta0,t One Chan man m === Orl '6 . C Stcyntv/64646 I Iv -t 0 :, 6 16 7 666. 66 r.. + Track / Annotate ni News • Zoom O.5 • . • Last Price 72.86 W T High cc 02/25/14 83.95 -• Average 66.0548 • 1. Low on 06/21/13 48.83 60 55 SO - • Volume 23.969M • LI" ? 4014 (u2. m L ' Jun Sep Dec 2013 Mar 2014 ROT Mao To: $01YOCOUNI mat. cam. Cc Paul /Awns. Volio SWponlanicltv Dale: 000202014 03:42 PA Swim Basch Up** ICI Classification: Confidential Jeffrey - Biotech forming a base to some extent (strong market backdrop. clearly) - you're gajpglijs on your basket exduding the Mad (outlier due to M8A prospects vs. group drivers) 1-ma price history charts below. As of 4/2/14 3:27 pm Description Trade Date Quantity Current Price Unit Cost Market Value Current Total Cost Unrealized G/I. SANGAMO BIOSCIENCES 5/28/2013 50,000.00 $ 17.51 S 8.44 $ 875,500.00 422,214.00 $ 453,286.00 MOGEN 2/14/2012 2,095.00 $ 308.71 $ 119.55 $ 646,747.45 250,454.95 $ 396,292.50 FOUNDATION MEDICINE 1/13/2014 25,000.00 $ 31.62 27.51 5 790,500.00 687,663.50 S 102,836.50 GILEAO SCIENCES INC Multiple 8,100.00 $ 73.79 $ 79.41 $ 597,699.00 643,204.00 $ (45,505.00) Total Biotech S 3,043,139.83 S 2,294,533.85 $ 906,910.00 AR1AD PHARMACEUTICALS Multiple 16,535.00 $ 8.03 $ 17.60 $ 132,693.38 290,997.40 $ (158,304.03) SOMO Imo Price History EFTA01199029 sap us 9 1 17.51 -.44 0%..r• At 15:33 Vol 496,463 0 18.02 IniningS vassiorAs eiliehoin • P.' Ea ME Eili3 Oil Mr • I I I k Track Annotate I I I I ICl I I 06 18 19 20 Mar 2014 017.50/17.53Q 3x7 18.29Q L 17.277 Val 8.74611 Tif WR. • TI1 n EMMEN --- . hey MiEl News , Zoom 1 1 25.00 24.00 23.00 22.00 21.00 20.00 19.00 C • Last Price 17.51 • Close on 03/05 ---- 19.61 T High on 03/19 09:30 24.455 '0- Average 21.0466 1 Low on 03/28 14:30 16.64 Pa 2014 Blie. Imo Poo,. Elisio IBII8 US I I 83 ''' - 0308.48'308.940 2x2 15:32 1 1,177,378 311.64 ' ' 317.00 306.50K Val 365.942M IngltharES 49 Save As 94 Actions • - to On EMI - - - === cs.“.tyrs..fr • hem o fr I . Track / Annotate • News Zoom I 1 I •360 c • Last Price 308.8301 0.350 • Close on 03/05 ---- 339.00 ' T High on 03/19 12:00 357345 Average 327.3412 1 Low on 03/28 15:30 294.12 ?• Volume 16854 I I I I I SMAVG (15) 84245 06 07 10 11 12 13 14 17 18 19 20 21 24 25 26 27 28 31 01 02 Mar 2014 Apr 2014 -340 1.-330 •310 IMBED 300 -390 Wan GILD I no Puce Histo GILD US 1 77, . RS • .%1 0373.84 /73.85Z 15x2 '.t 15:33 . 1 13 625 138 L 75.16P t 75.25 L 73.34' Val 1.0128 GILD US E IC DO OrPite w•69 C Uctriten%* " F•rt Track / Annotate = News c. zoom I 84.00 L\ rusent,„/"Thr i • Last Price 73.85 • Close on 03/05 ---- 82.87 T High on 03/06 09:30 82.93 + Average 75.4902 - 1 Low on 03/28 14:00 68.00 I I I I I I • Volume 0.162M I I I I I I I i .11 SMAVG (15) 1.093M I I I 06 07 10 11 12 13 14 17 18 19 20 21 24 25 26 27 28 31 01 02 Nor 2014 Por 2014 82.00 80.00 78.00 76.00 72.00 70.00 68.00 5M EVI lire Price History EFTA01199030 Intl US $ 131.58 -.29 Q31.47/31.590 1x4 At 15:34 Vol 179,323 C 31.45Q F32.450 131.09D Val 5.65M ONERIMW Ea Do En (=wig _ • .. WM= EMIZI II! . II cocn.st,cy ter, a I : Track / Annotate News Zoom 1 1 1 1 1 1 1 1 1 1 1 FE Volume 2300 I 1 I I • SHAVG (15)14883 1 1 1 1 1 1 1 c • Last Price 31.58 • Close on 03/05 - - - - 35.53 T High on 03/14 10:00 4437 4- Average 37.0131 .1 Low on 04/01 12:30 30.71 I I I I I i l l I 4 4 I I ihalra_LI 4400 42.00 •40.(0 •38A, •36.(8 •3400 •30.00 06 07 10 11 12 13 14 17 18 19 20 21 24 25 26 27 28 31 Mar 2014 01 02 Apr 2014 0.2M Tazia Smith croxrcortay Clianl Paters • US CO Sccuillias Inc Passiow-to Per form. This communication may contain confidential and/or privileged information. If you are not the intended recipient for 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. EFTA01199031