1/20/2021
`
`
`
`The Best Investment Information Sources
`
`ÿ
`ÿ
`
`
`
`The Best Investment Information Sources
`
`ÿ
`ÿ
`
`ÿ
`
ÿ
`
`The Best Investment Information Sources
`
`Using SEC Filings, Analyst Reports, and Company Websites
`
`“a Ns
`
`_
`_
`
`or,
`on
`“oe
`
`a= \ @?
`
`BY JUSTIN KUEPPER | Updated January 13, 2021
`
`If you're interested in international investing, choosing investments registered with the Securities
`
`and Exchange Commission (SEC) is the safest choice. The SEC regulates foreign stocks and
`
`other assets traded on the exchanges, and foreign companies mustfile reports with them.
`
`When foreign companies register with the SEC, you're able to use the financial reports theyfile
`as sourcesof information alongside reputable analyst reports and data from company websites
`to help you determine whether an international investmentis right for your portfolio.
`
`https://www.thebalance.com/top-best-sources-of-investor-information-1979207
`
`
`
`
`
`
`The Best Investment Information Sources
`
`Using SEC Filings, Analyst Reports, and Company Websites
`
`“a Ns
`
`_
`_
`
`or,
`on
`“oe
`
`a= \ @?
`
`BY JUSTIN KUEPPER | Updated January 13, 2021
`
`If you're interested in international investing, choosing investments registered with the Securities
`
`and Exchange Commission (SEC) is the safest choice. The SEC regulates foreign stocks and
`
`other assets traded on the exchanges, and foreign companies mustfile reports with them.
`
`When foreign companies register with the SEC, you're able to use the financial reports theyfile
`as sourcesof information alongside reputable analyst reports and data from company websites
`to help you determine whether an international investmentis right for your portfolio.
`
`https://www.thebalance.com/top-best-sources-of-investor-information-1979207
`
`
`
`
`
`
`
`
`
`
`1/5
`
`
`
`Mylan Exhibit 1079
`Mylan v. Regeneron, IPR2022-01226
`Page 1
`
`Mylan Exhibit 1079
`Mylan v. Regeneron, IPR2022-01226
`Page 1
`
`
`
`1/20/2021
`
`
`
`The Best Investment Information Sources
`
`ÿ
`ÿ
`
`ÿ
`
ÿ
`
`SEC Filings
`
`The U.S. Securities and Exchange Commission requires all publicly traded U.S. and foreign
`companiesto report financial information from their annual reports to the SEC. Foreign
`companiestraded in the U.S. are also required to make yearly filings containing the same
`informationif listed on U.S. exchanges.
`
`The SEC makesforeign and domestic company filings available through their EDGAR
`
`database, making it a quick and easy wayto find financial information. Some specialty services
`like SECFilings.com or Edgar Online offer customizable alerts and other features.
`
`There are several reports filed with the SEC. The most common are:
`
`10-K (Annual Report): Annual reports provide investors with a detailed overview of a
`
`company's fiscal year, including financial statements and a discussion of the results by
`
`managementin plain English terms.
`
`https://www.thebalance.com/top-best-sources-of-investor-information-1979207
`
`
`
`
`
`
`SEC Filings
`
`The U.S. Securities and Exchange Commission requires all publicly traded U.S. and foreign
`companiesto report financial information from their annual reports to the SEC. Foreign
`companiestraded in the U.S. are also required to make yearly filings containing the same
`informationif listed on U.S. exchanges.
`
`The SEC makesforeign and domestic company filings available through their EDGAR
`
`database, making it a quick and easy wayto find financial information. Some specialty services
`like SECFilings.com or Edgar Online offer customizable alerts and other features.
`
`There are several reports filed with the SEC. The most common are:
`
`10-K (Annual Report): Annual reports provide investors with a detailed overview of a
`
`company's fiscal year, including financial statements and a discussion of the results by
`
`managementin plain English terms.
`
`https://www.thebalance.com/top-best-sources-of-investor-information-1979207
`
`
`
`
`
`
`
`
`
`
`2/5
`
`
`
`Mylan Exhibit 1079
`Mylan v. Regeneron, IPR2022-01226
`Page 2
`
`Mylan Exhibit 1079
`Mylan v. Regeneron, IPR2022-01226
`Page 2
`
`
`
`
`
`1/20/2021
`
`10-Q (Quarterly Report): Quarterly reports provide a slightly less comprehensive
`overview of a company's quarter and includefinancial statements from the period and
`
`some managementdiscussion.
`
`The Best InvestmentInformation Sources
`
`ÿ
`ÿ
`
`ÿ
`
ÿ
`
`8-K (Current Event): Current event reports cover any material events that affect the
`company, ranging from fundamental press releases to new partnerships.
`
`Form 3, 4, and 5 (Insider Trading): Insider trading reports provide investors with
`
`notifications whenever companyinsiders purchaseor sell shares, which can be an
`
`essential indicator when done outside of stock plans.
`
`Schedule 13D and 13G (Institutional Investment): Institutional investment reports
`provide investors with notifications when an entity (such as a hedge fund or mutual fund)
`acquires a significant stake.
`
`Many foreign companies trade on U.S. exchanges as American Depository Receipts (ADRs).
`ADRsarereceipts that reflect the price of a company's stock in their home country.
`
`Some foreign companiesfile SEC reports, and othersfile foreign issuer reports that can be
`much moredifficult to access and parse for useful information. Other foreign businessestrading
`on non-U.S. exchangesoften file only with their own country's regulatory body. Unfortunately,
`thesefilings may appear in foreign languages and can be much morechallenging to analyze
`than SECfilings.
`
`https://www.thebalance.com/top-best-sources-of-investor-information-1979207
`
`Two commonforeign SEC filings include:
`
`
`
`
`
`
`8-K (Current Event): Current event reports cover any material events that affect the
`company, ranging from fundamental press releases to new partnerships.
`
`Form 3, 4, and 5 (Insider Trading): Insider trading reports provide investors with
`
`notifications whenever companyinsiders purchaseor sell shares, which can be an
`
`essential indicator when done outside of stock plans.
`
`Schedule 13D and 13G (Institutional Investment): Institutional investment reports
`provide investors with notifications when an entity (such as a hedge fund or mutual fund)
`acquires a significant stake.
`
`Many foreign companies trade on U.S. exchanges as American Depository Receipts (ADRs).
`ADRsarereceipts that reflect the price of a company's stock in their home country.
`
`Some foreign companiesfile SEC reports, and othersfile foreign issuer reports that can be
`much moredifficult to access and parse for useful information. Other foreign businessestrading
`on non-U.S. exchangesoften file only with their own country's regulatory body. Unfortunately,
`thesefilings may appear in foreign languages and can be much morechallenging to analyze
`than SECfilings.
`
`https://www.thebalance.com/top-best-sources-of-investor-information-1979207
`
`Two commonforeign SEC filings include:
`
`
`
`
`
`
`
`
`
`
`3/5
`
`
`
` !
`
`Mylan Exhibit 1079
`Mylan v. Regeneron, IPR2022-01226
`Page 3
`
`Mylan Exhibit 1079
`Mylan v. Regeneron, IPR2022-01226
`Page 3
`
`
`
`
`
`1/20/2021
`
`20-F (Annual Report): These annualreports follow generally accepted accounting
`principles (GAAP), which standardize the reports and help investors understand and
`
`compare companies.
`
`The Best InvestmentInformation Sources
`
`ÿ
`ÿ
`
`ÿ
`
ÿ
`
`6-K (Quarterly/Current): These are the foreign version of 8-K reports, including 10-Q-
`type information for most ADRs.
`
`Corporate Website
`
`Corporate websites can contain a wealth of information about a company,from financial
`
`statements and annual investor reports to news and press releases. Companiesalso publish
`
`financial presentations and investor contact information. It's usually much easier to find financial
`
`data on company websites than at government agencies.
`
`International investors looking for information benefit from these types of reports, as much of the
`time they cover information for shareholders not covered in SEC filings.
`
`Financial Statements
`
`Financial statements generally include a summary of a company's assets, liabilities, and equity,
`
`called a balance sheet. The income statement summarizes revenues and expenses, and a
`
`statement of cash flowstells you how well a companyis using its cash to pay for operations,
`
`debts, and investments.
`
`These statements might be nameddifferently in various countries, but they cover the same
`information in general.
`
`The International Finance Reporting Standards Foundation (IFRS) and the
`
`International Accounting Standards Board (IASB) provide investor information that
`
`can help you determine which countries follow reporting standards and work to
`standardize financial statements globally.
`
`CompanyPresentations
`
`Company presentations can provide an excellent overview of past performance and projections
`for the coming quarters or year. Many companies upload investor informational presentations
`
`under an investor relations section on their websites.
`
`News/Press Releases
`
`https://www.thebalance.com/top-best-sources-of-investor-information-1979207
`
`
`
`
`
`
`6-K (Quarterly/Current): These are the foreign version of 8-K reports, including 10-Q-
`type information for most ADRs.
`
`Corporate Website
`
`Corporate websites can contain a wealth of information about a company,from financial
`
`statements and annual investor reports to news and press releases. Companiesalso publish
`
`financial presentations and investor contact information. It's usually much easier to find financial
`
`data on company websites than at government agencies.
`
`International investors looking for information benefit from these types of reports, as much of the
`time they cover information for shareholders not covered in SEC filings.
`
`Financial Statements
`
`Financial statements generally include a summary of a company's assets, liabilities, and equity,
`
`called a balance sheet. The income statement summarizes revenues and expenses, and a
`
`statement of cash flowstells you how well a companyis using its cash to pay for operations,
`
`debts, and investments.
`
`These statements might be nameddifferently in various countries, but they cover the same
`information in general.
`
`The International Finance Reporting Standards Foundation (IFRS) and the
`
`International Accounting Standards Board (IASB) provide investor information that
`
`can help you determine which countries follow reporting standards and work to
`standardize financial statements globally.
`
`CompanyPresentations
`
`Company presentations can provide an excellent overview of past performance and projections
`for the coming quarters or year. Many companies upload investor informational presentations
`
`under an investor relations section on their websites.
`
`News/Press Releases
`
`https://www.thebalance.com/top-best-sources-of-investor-information-1979207
`
`
`
`
`
`
`
`
`
`
`4/5
`
`
`
` !
`
`Mylan Exhibit 1079
`Mylan v. Regeneron, IPR2022-01226
`Page 4
`
`Mylan Exhibit 1079
`Mylan v. Regeneron, IPR2022-01226
`Page 4
`
`
`
`1/20/2021
`
`
`
`The Best InvestmentInformation Sources
`
`ÿ
`ÿ
`
`ÿ
`
ÿ
`
`Company newsandpress releases can contain a wealth of information about day-to-day
`operations, financial performance, or upcoming events.
`
`Contact Information
`
`Investor contacts, such as Investor Relations Officers, are excellent resources for investors
`
`looking for data they can't find elsewhere.
`
`Analyst Reports
`
`Securities analysts can be a great source of information for investors. While sell-side analysts—
`
`analysts whose work focuseson selling investments—may be biasedat times, theystill offer
`
`some valuable information in a single location. This makes the researcha lot easier, especially
`
`for international investors.
`
`While good sourcesof information, use analyst reports with caution. They are geared
`
`toward institutions and are focused on their purposes, not the goals of individual
`
`investors.
`
`Buy-side analysts—analysts that work for mutual funds or institutions that purchase investments
`—are an even better source of information since they are typically not as biased, but their
`
`research usually isn't as widely available.
`
`Analyst reports are sometimes found on investor-focused websites such as Morningstar and
`
`Yahoo Finance. Stockbrokers also provide information for investors on their websites,
`
`newsletters, or other correspondence.
`
`https://www.thebalance.com/top-best-sources-of-investor-information-1979207
`
`
`
`
`
`
`Company newsandpress releases can contain a wealth of information about day-to-day
`operations, financial performance, or upcoming events.
`
`Contact Information
`
`Investor contacts, such as Investor Relations Officers, are excellent resources for investors
`
`looking for data they can't find elsewhere.
`
`Analyst Reports
`
`Securities analysts can be a great source of information for investors. While sell-side analysts—
`
`analysts whose work focuseson selling investments—may be biasedat times, theystill offer
`
`some valuable information in a single location. This makes the researcha lot easier, especially
`
`for international investors.
`
`While good sourcesof information, use analyst reports with caution. They are geared
`
`toward institutions and are focused on their purposes, not the goals of individual
`
`investors.
`
`Buy-side analysts—analysts that work for mutual funds or institutions that purchase investments
`—are an even better source of information since they are typically not as biased, but their
`
`research usually isn't as widely available.
`
`Analyst reports are sometimes found on investor-focused websites such as Morningstar and
`
`Yahoo Finance. Stockbrokers also provide information for investors on their websites,
`
`newsletters, or other correspondence.
`
`https://www.thebalance.com/top-best-sources-of-investor-information-1979207
`
`
`
`
`
`
`
`
`
`
`5/5
`
`
`
`Mylan Exhi
`bit 1079
`Mylan v. Regeneron, IPR2022-01226
`Page 5
`
`Mylan Exhibit 1079
`Mylan v. Regeneron, IPR2022-01226
`Page 5
`
`
Accessing this document will incur an additional charge of $.
After purchase, you can access this document again without charge.
Accept $ Charge
Still Working On It
This document is taking longer than usual to download. This can happen if we need to contact the court directly to obtain the document and their servers are running slowly.
Give it another minute or two to complete, and then try the refresh button.
A few More Minutes ... Still Working
It can take up to 5 minutes for us to download a document if the court servers are running slowly.
Thank you for your continued patience.
This document could not be displayed.
We could not find this document within its docket. Please go back to the docket page and check the link. If that does not work, go back to the docket and refresh it to pull the newest information.
Your account does not support viewing this document.
You need a Paid Account to view this document. Click here to change your account type.
Your account does not support viewing this document.
Set your membership
status to view this document.
With a Docket Alarm membership, you'll
get a whole lot more, including:
- Up-to-date information for this case.
- Email alerts whenever there is an update.
- Full text search for other cases.
- Get email alerts whenever a new case matches your search.
One Moment Please
The filing “” is large (MB) and is being downloaded.
Please refresh this page in a few minutes to see if the filing has been downloaded. The filing will also be emailed to you when the download completes.
Your document is on its way!
If you do not receive the document in five minutes, contact support at support@docketalarm.com.
Sealed Document
We are unable to display this document, it may be under a court ordered seal.
If you have proper credentials to access the file, you may proceed directly to the court's system using your government issued username and password.
Access Government Site
