EFTA01358265.pdf

From: Vahe Stepanian Sent: 8/6/2015 11:57:59 AM To: Jeffrey Epstein [email protected] CC: Daniel Sabba Ariane Dwyer- Paul Morris Stewart Oldfield Richard Kahn Subject: SGMO and VIPS (C) Classification: Confidential Jeffrey — as you may have seen, SGMO and VIAB reported earnings yesterday afternoon and this morning (respectively). Each name is down 17%+ on the back of the reports as both missed analyst expectations. Recall that you're long the following: Ticker Quantity Date of Purchase Cost Basis SGMO 50,000 5/28/2013 $8.44 VIAB 5,000 6/10/2015 $67.74 Thank you, Vahe 15910 US $ 5 :'7,58 ; 7.59 4x4 aM At 11:49 Vol 1,382,929 0 13,570 H 8.606 I /.390 Val 10.81211 """ Isnl 5 EstImates Sangamo BioSciences Inc Periodicity glffiffir Source 0 USD 1) Earnings History (ERN) 2) Current Multiples 3) Analyst Coverage (ANR) Next kmouncernent (E) 10/22/15 Trailing 12M P/E NA. Buy/Hole/Sell 7/0/0 Prior Announcement 08/0S/15 Forward 12M P/E NA. Current Price 7.55 Avg/Implied 1 Day Move / N.A. Est. LTG (EPS) NA. Target Price 22.00 b Current Consensus (EEO) 2D Current Period Overview (Q3/15) AdtratrrsilUte 11) S tech - -0.170 • 0.122 -39.73t Beat:4 Met:1 Missed:2 12) EPS GAAP -0.170 -G.115 -47.8.31i Beat:4 Met:1 Missed:2 Beat 4 of 8 13) Sales 8.358M 14.600M -42,75%i Beat:4 Met:0 Missed:3 Beat 7 of 8 311 Net Income adjusted+ -12.12611 -8.286M -48,34% Beat:4 Met:0 Missed:3 Beat 5 of 5 15) Operating Profit 4.65514 16)ERITOA -8.00011 1) Earnings Trends (B4) • Q2s Only 51 Estimate Revision Charting (EEG) faf'ea ft tat 141~ a 164 ihatat Kr slice • . CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0045758 CONFIDENTIAL SDNY_GM_00191942 EFTA01358265