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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA00702577: Targeted and Overnight (DS9)

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This document presents investment analysis and rationale regarding AGN (Allergan) and TEVA pharmaceutical companies, discussing their business mix, geographic footprint, and strategy. It references analyst Sumant Kulkarni from BAML (Bank of America Merrill Lynch) who issued strong buy recommendations on both stocks overnight.

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Excerpt 1
Investment Rationale We like AGN's business mix (some relatively durable brands/biosimilars), geographic footprint, thoughtful and **targeted** strategy, strong
Excerpt 2
BAML analyst Sumant Kulkarni reiterated his strong buys on AGN and TEVA **overnight**.

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