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DewDiligence

07/09/14 12:19 PM

#180213 RE: ronpopeil #180210

Have positions in the following biotechs in one or more of the institutional, personal, and family accounts I manage: ENTA (largest position), MON, AGN, ABT, MNTA, MRK, SYT, FMI, BMY, ZMH. Some of these (e.g. AGN, BMY, ZMH) are longstanding holdings with a very low cost basis that are difficult to justify selling for tax reasons.