Subject: Re: Biotech Update... note bounce in Foundation Medine on
withdrawal of prior secondary offering [C]
From: Tazia Smith sz: >
Date: Wed, 16 Apr 2014 11:45:54 -0400
To: jeevacation@gmail.com
Cc: Nav Gupta
Paul Morris <
Vahe Stepanian
Vinit Sahni
Classification: Confidential
Jeffrey -
Uptick in Biotech today ahead of earnings for the big caps (biogen, gilead,
celgene) next week. Your positions below with P/L. Please note that your
Foundation Medicine has really bounced off it's recent lows of $—$24 (chart
below); yesterday the company withdrew a prior filing for a $150mm secondary
offering. We break out Ariad because it is more M&A driven at this point
than sector beta.
From: Taz • jeevacati Paul Morris, Vahe
Stepanian Nav Gupta Vinit Sahni/db/-
Date: 04/02/2014 03:42 PM Subject:
Biotech Update... [C]
Classification: Confidential
Jeffrey -
Biotech forming a base to some extent (strong market backdrop, clearly) -
you're up $906k on your basket excluding the Ariad (outlier due to M&A
prospects vs. group drivers) 1-mo price history charts below.
EFTA01479567
SGMO lmo Price History
BIIB lmo Price History
GILD lmo Price History
FMI lmo Price History
Tazia Smith
Director I Key Client Partners - US
DB Securities Inc
Deutsche Asset & Wealth Management
345 Park Avenue, 10154-0004 New York, NY, USA
Te
Fa
Mobil
Email
EFTA01479568