EFTA01071289Set 9
2015-08-1330p17,719w
believe these are likely to be drivers of an Dubravko Lakos-BuJas AC
(1-212) 622-3601
outperformance of equities levered to the housing recovery. In this report, we identify ... ranges from the obvious Homebuilders and Building Products to Bhupinder Singh
(t-212)622-9812
derivative plays in Durables, Retail, and Financials, see Figure 3. After more than six
bhupinder.singh@jpmorgan.com ... equities that
offer stronger growth and cheaper valuation than housing. Scott A Linstone
(1-212) 622-9970
Key variables for housing recovery — the job market continues to strengthen, scott.a.linstonegnmorgan.com
consumer
https://www.justice.gov/epstein/files/DataSet%209/EFTA01071289.pdf
EFTA00314931Set 9
2017-06-083p838w
staff who
777 United Nations Plaza, New York, NY 10017 USA TEL +1-212-6874300 FAX +1-212-983-8246 www.lpinst.org
EFTA00314931
have worked closely with appreciate her skills, command ... United Nations Plaza. New York. NY 10017 USA zu +1-212.687-4300 FAX +1-212-983-8246 www.ipinst.org
EFTA00314932
understanding precisely the goals and the mission of the
Conference ... Larsen
President
777 United Nations Plaza. New York, NY 10017 USA ru +1-212-687-4300 FAX +1-212-983-8246 www.ipinst.Org
EFTA00314933
https://www.justice.gov/epstein/files/DataSet%209/EFTA00314931.pdf
EFTA00598930Set 9
2015-10-025p4,184w
likely to broaden over time as data from additional trials support (1-212)622-5676
Keytruda's efficacy in a larger patient population. Given that Opdivo is
Bloomberg JPMA SCHOTT ... been granted a restricted label, we expect the uptake to be skewed towards (1-212)622-1267
the PD-L1+ non-sq patients. For, BMY, today's Keytruda label further ... NSCLC marketplace. Overall, we continue to see Merck as a (1-212)622-5350
competitive I/O player with a lead in multiple tumors with large unmet
need such as HNSCC
https://www.justice.gov/epstein/files/DataSet%209/EFTA00598930.pdf
EFTA01853326Set 10
2011-10-114p519w
Technologies, LLC
259 W. 30th St. Suite 801
New York, NY 10001
Direct: 1-212-643-8001 X264
Fax: 1-212443-8005
Cell:
EFTA_R1_00248842
EFTA01853326
Email
Web: www.MThvac.com ... Technologies, LLC
259 W. 30th St. Suite 801
New York, NY 10001
Direct: 1-212-643-8001 X264
Fax: 1-212-643-8005
Cell
Email
EFTA_R1_00248843
EFTA01853327 ... Technologies, LLC
259 W. 30th St. Suite 801
New York, NY 10001
Direct: 1-212-643-8001 X264
Fax: 1-212-643-8005
Cell:
Emai
Web: www.MThvac.com
EFTA
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01853326.pdf
EFTA00306883Set 9
2014-06-027p4,747w
aggressive clinical development approach to pembro with compelling data seen thus (1-212) 622-5676
far in melanoma (Yervoy-naive and refractory), NSCLC (I st-line and pre-treated ... Yervoy melanoma, admittedly small indication) with a PDUFA in October. Jessica Fye
(1-212) 622-4165
• Merck confirms PD-I efficacy in IL PD-L1+ NSCLC with 47% irRC ORIL ... irRC (26% based on RECIST) across all three doses, and we (t-212) 622-5350
note that 80% of patients had at least some tumor shrinkage, suggesting a clear
place
https://www.justice.gov/epstein/files/DataSet%209/EFTA00306883.pdf
EFTA00807286Set 9
2018-05-292p390w
order to return capital.
745 5th Avenue, New York, NY 10151
(T) 1-212-486-4444 • (F) 1-212-320-0474
EFTA00807286
In addition to the above, we hope ... David J. Mitchell
745 5th Avenue, New York, NY 10151
(T) 1-212-486-4444 • (F) 1-212-320-0474
EFTA00807287
https://www.justice.gov/epstein/files/DataSet%209/EFTA00807286.pdf
EFTA01146217Set 9
2012-10-268p6,030w
Loeys AC
spreads, and little sign of worsening credit fundamentals keep us overweight (1-212) 834-5874
both equity and credit vs government debt, especially in higher-yield.
• Economics - Bottom ... Commodity Mementos, Oct 25).
Agriculture Weekly. Dietz et al.
4
EFTA01146220
Jan Loeys
1-212) 834-5874
Global Asset Allocation
The n Morgan View J.P.Morgan
26 October 2012
Interest rates ... Source Morgan
6
EFTA01146222
Jan Loeys
1-212)834-5874
Global Asset Allocation
The M. Morgan View
J.P.Morgan
26 October 2012
Disclosures
Analyst Certification: The research analyst(s) denoted
https://www.justice.gov/epstein/files/DataSet%209/EFTA01146217.pdf