EFTA01452806.pdf

From: Tazia Smith Sent: 3/3/2014 2:33:23 PM To: CC: Paul Morris ; Vahe Stepanian Subject: Fw: Healthcare Foun ation M ical update + Basket) [C) Classification: Confidential Hi Rich - 2 of 3 here --- Forwarded by Tazia Smktv n 03:032014 02.33 PM --- From. Tata Snit To. jeevacationftmailecm. Nay CmiPl i Paul Morris Cc =Mi.e. Date. 03/032014 02:17 PM But/lett- Healthcare (Foundation Medical update + Basket) (C) Classification: Confidential "* Prepared exclusively for Jeffrey Epstein - KCP US ** Jeffrey - Your Foundation Medical (FMI) is down —6% (bigger than expected 4O 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: Healthcare Original Modified Current Total Equity Bristol Myers (BM1) $ 2.50 5 2.00 5 2.00 Pfizer (PFE) 5 2.50 $ 2.00 $ 2.00 Merck (MRK) $ 2.50 $ 2.00 $ 2.00 Valera (atx) $ 1.50 $ 1.00 $ 1.00 Actayis (ACT) $ 1.50 $ 1.00 $ 1.00 Gilead (GILD) $ 1.50 $ 1.10 $ 0.✓0 $ 1.50 Mylan IMYL) $ 1.00 $ 1.00 5 1.00 Endo Health (ENDF) 5 1.00 5 1.00 $ 1.00 HCAHoldings (HCA) 5 0.50 5 1.00 $ 1.00 Rite Aid (RAD) $ 0.50 $ 0.50 $ 0.50 Foundation Medical IFMI) $ 0.70 $ 0.70 Ariad IARI4) 5 0.10 $ 0.10 Sangarric Bicsciences (SGMO) 5 1.00 $ 1.00 Biogen (Bile) 5 3.50 $ 0.60 $ 1.10 Agerion IAEGR) $ 0.50 $ 0.50 CVS Caremark (CVS) $ 1.00 $ 1.00 Healthcare Sub Total S 15.00 $ 14.60 $ 2.80 5 17.40 CONFIDENTIAL - PURSUANT TO FED. R. GRIM. P. 6(e) DB-SDNY-0 110065 CONFIDENTIAL SDNY_GM_00256249 EFTA01452806