EFTA01452793.pdf

From: Tazia Smith Sent: 3/3/2014 2:17:56 PM To: CC: Vinit Sahni ; Nay Gupta Paul Morris Vahe Stepanian Subject: Healthcare (Foundation Medical update + Basket) ICI Classification: Confidential * * Prepared exclusively for Jeffrey Epstein - KCP US * • Jeffrey - Your Foundation Medical (FMI) is down —6% (bigger than expected 4Q 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 IBMT) $ 2.50 $ 2.00 $ 2.00 Pfizer (PFE) $ 2.50 $ 2.00 $ 2.00 Merck (MRK) 5 2.50 5 2.00 5 2.00 Valeant MIX} $ 1.50 5 1.00 $ 1.00 Accavis (ACT) 5 1.50 5 1.00 5 1.00 Gilead (GILD) 5 1.50 5 1.10 $ 0.40 $ 1.50 Mylan (MYL) S 1.00 5 1.00 $ 1.00 Endo Health (ENDP) 5 1.00 $ 1.00 $ 1.00 HCA Holdings (HCA) S 0.50 $ 1.00 $ 1.00 Rite Aid (RAD) $ 0.50 $ 0.50 $ 0.50 Foundation Medical IFMI) $ 0.70 $ 0.70 Ariad (ARIA) 5 0.10 $ 0.10 Sangarno Biosciences (SGMO) $ 1.00 $ 1.00 Biogen (BNB) $ 0.50 5 0.60 $ 1.10 Agerion(AEGR} 5 0.50 $ 0.50 CIS Caremark (CYS) $ 1.00 $ 1.00 Healthcare Sub Total $ 15.00 $ 14.60 $ 2.80 5 17.40 CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0 110042 CONFIDENTIAL SDNY_GM_00256226 EFTA01452793