From: Tazia Smith <I
To: jeevacation@gmail.com
Cc: Vinit Sahni , Nay Gupta , Paul Morris
, Vahe Stepanian
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
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• Last Price 33.48
T Hill on 09/30/13 39.64
-6- Average 28.982
1 Low on 09/24/13"18.00
IV. Volume -0.1.96M 5M
SMAVG (15) 0.196M
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Sep Oct Nov Dec Jan Feb
2013 2014
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
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EFTA01189184