Year-to-date, Gilead is ahead 31 percent, Celgene 50 percent and Biogen easily a snappy 35 percent.
The stock price of Gilead Sciences, the leading maker of HIV drugs, barely budged yesterday.
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Gilead argues this hide-and-seek approach is unnecessary, because the FDA interpretation is not binding.
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It isn't clear whether Gilead will pursue permission to market the drug for HIV prevention.
The other drug in Phase 3 trials is Viread--Gilead's biggest-selling drug to treat HIV.
The challenge here: Gilead competes not with biotech companies but with deep-pocketed Big Pharma.
My list still embraces Google, Apple, JPMorgan Chase, Goldman Sachs, Gilead Sciences and Disney.
That would be bad news for hepatitis C players such as Gilead and Bristol-Myers Squibb.
But Gilead Sciences came along with a better once-a-day combo and it has stolen the entire market.
Gilead ( GILD - news - people ) is advancing through clinical trials now.
Bullish action in Gilead options this morning suggests some strategists are positioning for the stock to extend gains.
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The new formula is publicly available, but to sell tenofovir, companies must be licensed by Gilead Sciences Inc.
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But this morning Gilead announced that the Food and Drug Administration had agreed to remove the liver warning.
After years of regulatory struggles and stops and starts, Gilead is reaping the rewards of its bet on viruses.
The few health care properties that sell at premiums are mid-teens growers like Celgene, Gilead, Express Scripts and Medco.
Upside is possible for Gilead, Genentech and Amylin Pharmaceuticals (nasdaq: AMLN - news - people ).
"The impact is huge, " says Norbert Bischofberger, chief scientific officer at Gilead Sciences, the third-biggest biotech by market capitalization.
Approval of another CF Foundation-backed drug, from Gilead Sciences, is expected any day.
So there's a good deal of uncertainty about whether Gilead can pull off what its pharma competitors could not.
Gilead (nasdaq: GILD - news - people ) invented Tamiflu, then licensed it to Roche .
Gilead already has seven drugs in development for the treatment of hepatitis C.
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The market still starved for growth stories wants Biogen, Gilead Sciences and Celgene.
That library provided three Gilead drugs that made it to market: Viread for HIV, Vistide for AIDS and Hepsera for hepatitis B.
The chief executive of Gilead Sciences carries a Canon Elph pocket camera that he whips out to capture Gilead moments.
Such concerns earlier this month prompted 14 Democratic members of Congress to write Gilead to caution the drugmaker about Stribild pricing.
Porges points out that Gilead (nasdaq: GILD - news - people ) gets a royalty on Tamiflu sales.
Gilead is also testing a protease inhibitor for hepatitis C, a disease for which there aren't a lot of great treatments.
But unlike Atripla and another HIV combination treatment called Complera, each of which contain a Gilead medicine, Stribild contains only Gilead compounds.
They note that Gilead froze prices through 2013 for drugs provided to ADAPs, or AIDS Drug Assistance Programs, run by the states.
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