EFTA00665656Set 9
2016-08-256p1,417w
loss on 2 of its 5 Copaxone patents from yesterday's IPR decisions & MYL
confirming that the third IPR decision is expected by 1-Sept, our analyst Sumant has notes ... TEVA,
MYL & MNTA walking through his assumptions/thoughts.
For TEVA, while today's ruling is somewhat of a setback, I'd argue that risk/reward is still positive given
shares are already ... decisions as a particularly attractive
opportunity and are reiterating our Buy rating.
For MYL, little credit is given to the stock for Copaxone (especially with recent concerns over EpiPen
pricing
https://www.justice.gov/epstein/files/DataSet%209/EFTA00665656.pdf
EFTA00820341Set 9
2016-08-256p1,243w
loss on 2 of its 5 Copaxone patents from yesterday's IPR decisions & MYL
confirming that the third IPR decision is expected by 1-Sept, our analyst Sumant has notes ... TEVA,
MYL & MNTA walking through his assumptions/thoughts.
For TEVA, while today's ruling is somewhat of a setback, I'd argue that risk/reward is still positive given
shares are already ... decisions as a particularly attractive opportunity and
are reiterating our Buy rating.
For MYL, little credit is given to the stock for Copaxone (especially with recent concerns over EpiPen
pricing
https://www.justice.gov/epstein/files/DataSet%209/EFTA00820341.pdf
EFTA00820350Set 9
2016-08-256p1,339w
loss on 2 of its 5 Copaxone patents from yesterday's IPR decisions & MYL
confirming that the third IPR decision is expected by 1-Sept, our analyst Sumant has notes ... TEVA,
MYL & MNTA walking through his assumptions/thoughts.
For TEVA, while today's ruling is somewhat of a setback, • argue that risk/reward is still positive given
shares are already largely discounting ... decisions as a particularly attractive opportunity and
are reiterating our Buy rating.
For MYL, little credit is given to the stock for Copaxone (especially with recent concerns over EpiPen
pricing
https://www.justice.gov/epstein/files/DataSet%209/EFTA00820350.pdf
EFTA02145737Set 10
8p1,904w
DLTR, JOY, NRG. TGT. TJX. LINTA #'s pre-open.-
- JCP, LTD, MNST, MYL, PLL. GRPN earnings after close-
- Apple Shareholder Meeting today. ECB President Draghi to speak in Munich ... PACT, PDCE, SRT, STWD, SUSS, SWC, VPHM, XIN
Reporting Post-Close: JCP, LTD, MNST, MYL, PLL, ADC, AFCE, AGO, AHT, AMSF, AMSWA,
ANIK, ANW, ARI, ATSG, BEE, BOOM, BSFT
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02145737.pdf
EFTA00386460Set 9
2013-08-018p2,693w
CTRX, DTV, FLR, IRM, K,
MPC, MYL, PG, PPL, PWR, SCG, TDC, TE, TWC, VMC, WPX, XEL, XOM, XRAY, AAWW, ABMD, ABX, ACOR, ACW, ALE,
AMAG, ANSS, ARNA, ASTX ... storage change @ 10:30am
Conferences: CS Gaming, Lodging, Leisure, Restaurants (NYC)
Analyst/Investor Days: MYL
Non•Deal Roadshows: ASUR, BP, CCL, DOX, GTLS, HBHC, HF, LAZ, SIX, SSH, STML, TBBK
https://www.justice.gov/epstein/files/DataSet%209/EFTA00386460.pdf
EFTA00306883Set 9
2014-06-027p4,747w
Impax Laboratories (IPXL), Kythera Biopharmaceuticals (KYTED, Mallinckrodt (MNK), Merck & Co., Inc. (MRK),
Mylan Inc. (MYL), Perris° Company (PRGO), Pfizer Inc. (PFE), Sagent Pharmaceuticals (SGNT), Teva Pharmaceuticals (TEVA),
Valeant Pharmaceuticals
https://www.justice.gov/epstein/files/DataSet%209/EFTA00306883.pdf
EFTA02123847Set 10
2013-10-3110p2,550w
BEAM, CAH, CI, CLX, COP, DISCA, EL, HAR, IRM, IVZ, MA, MPC,
MYL, NI, PNW, PPL, PRGO, PWR, SCG, TDC, TE, TWO, XOM, AAP, ALKS, ANR, AYR, BGCP, BLC,
BWEN
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02123847.pdf
EFTA00414238Set 9
2012-05-046p1,839w
STFC, MAR, ROG, AKRX, B, EDGE, BFS, ETR, TRNO, ARI, ARW, UNS, MCHX, MYL, OXY,
VASC, CDNS, ITW
Equity/Mixed Shelfs: WAL ($400M), DUF ($500M), EBS ($180M), NBTB, IPI
Other Newspaper
https://www.justice.gov/epstein/files/DataSet%209/EFTA00414238.pdf
EFTA00419539Set 9
2012-02-175p1,590w
regarding Iran, Eurozone Flash PMI's, Earnings
(COG, EXPD, GPC, HD, M, MDT, MHS, MYL, WMT, CHK, DELL, KFT)
Wednesday: Existing Home Sales, MBA Mortgage Applications, CS Global Paper & Packaging
https://www.justice.gov/epstein/files/DataSet%209/EFTA00419539.pdf