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Epstein File EFTA02456385: Brennan and CI (DS11)

CorrespondenceDate unavailableEFTA024563851 keyword hits
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Email correspondence dated August 1-2, 2016, between Amanda Ens, Richard Kahn, and Jeanne Brennan regarding healthcare sector stock analysis and investment positioning. The email discusses a basket of healthcare stocks including ALXN, ILMN, BSX, RTX, and REGN, with references to Wall Street Journal headlines about MRK and Bank of America Merrill Lynch (BAML) healthcare sector thoughts. The document contains financial analysis and investment recommendations.

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Excerpt 1
Names =n HC - UNH, BIIB 5 Most ow Stocks - ALXN =note that this is a Top 10 OW amongst ALL stocks in SPX), ILMN, BSX, =RTX, REGN [Note ISRG, BIIB, HUM, **CI**
Excerpt 2
- =uy the MLDIFOMB Basket Date: =/b>August 2, 2016 at 2:59:54 PM =DT To: =/b>Richard Kahn Cc: Jeanne **Brennan** Headlines=coming across from WSJ that MRK/
Excerpt 3
From: Ens, Amanda Sent: Monday, August 01, 2016 2:53 PM To: 'Richard Kahn' Cc: 'Jeanne **Brennan**' Subject: BAML HC Thoughts on =ositioning/Flows..

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