That would be bad news for hepatitis C players such as Gilead and Bristol-Myers Squibb.
Today, the concerns over its pipeline take a back seat to an exciting development for Gilead and the stock has risen about 3% in response.
That leaves Merck vulnerable to competition from Gilead and GlaxoSmithKline.
Growthies in healthcare like Gilead and Biogen got my money.
Interferon-free regimens from Gilead and AbbVie Inc.
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The study awarded particularly high marks to Microsoft, Merck, Aflac, and Gilead for their disclosure policies and procedures.
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My list still embraces Google, Apple, JPMorgan Chase, Goldman Sachs, Gilead Sciences and Disney.
The market still starved for growth stories wants Biogen, Gilead Sciences and Celgene.
If I pare my list to half a dozen, it would embrace Citigroup, JPMorgan, Bank of America, Qualcomm, Gilead Sciences and General Motors.
"The answer is dependent on how the major stakeholders, public health agencies, community physicians, patient advocacy groups, FDA, and other regulatory agencies think of this, " said Howard Jaffe, president of the Gilead Foundation, a charitable giving arm of Gilead Sciences, and a co-author on the paper.
Upside is possible for Gilead, Genentech and Amylin Pharmaceuticals (nasdaq: AMLN - news - people ).
Regulators had just dealt a big setback to an experimental Gilead drug, and Martin snapped a shot of his glum-looking research chief, who was in mourning.
Among the largest underlying components of FBT, in trading today Alexion Pharmaceuticals Incorporated ( ALXN) is off about 2.3%, and Gilead Sciences Incorporated ( GILD) is lower by about 2.4%.
Among the largest underlying components of IBB, in trading today Pharmasset Incorporated ( NASD: VRUS) is up about 2.7%, Celgene Corporation ( NASD: CELG) is up about 0.2%, and Gilead Sciences Incorporated ( NASD: GILD) is up by about 0.3%.
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While the five year rankings were dominated by internet companies like Google, Priceline.com, Akamai Technologies and biotech firms like Gilead Sciences, Celgene Corp and Biogen Idec, the Q1 2011 numbers favor semiconductor and mobile communications companies.
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Among the largest underlying components of IVW, in trading today Amazon.com Inc. ( NASD: AMZN) is up about 0.9%, Verizon Communications Inc ( NYSE: VZ) is down about 0.1%, and Gilead Sciences, Inc. ( NASD: GILD) is up by about 0.2%.
Among the largest underlying components of ACWI, in trading today Chevron Corporation ( NYSE: CVX) is off about 0.2%, Altria Group Inc ( NYSE: MO) is up about 0.3%, and Gilead Sciences, Inc. ( NASD: GILD) is up by about 1.2%.
Genentech (nyse: DNA - news - people ) and Gilead Sciences (nasdaq: GILD - news - people ) could beat Wall Street's expectations in the third quarter, according to two analysts using prescription databases to forecast company sales.
The few health care properties that sell at premiums are mid-teens growers like Celgene, Gilead, Express Scripts and Medco.
My horses embrace Gilead Sciences, Celgene and Biogen Idec in that order.
Cut to October 2001 and the same restaurant: Gilead's new HIV drug, Viread, has just won approval, and Martin focuses again on his top scientist, who is giddy and grinning.
Gilead argues this hide-and-seek approach is unnecessary, because the FDA interpretation is not binding.
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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.
To have less than 2% of the voices in the board room from biotech while trying to become more biotech-like seems like an absurdity, especially when there are a large number of seasoned (and often retired) executives from biotech available with experiences at Genentech, Gilead, Genetics Institute, Immunex, Centocor, and certainly an even longer list of venture-backed biotechs.
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Gilead's two drugs in Phase 3 trials--the ones most likely to be approved next--are extensions of Gilead drugs that are already approved and marketed.
One is an HIV drug that combines Gilead's Truvada (which itself is a combo of two Gilead drugs to treat HIV) and Sustiva from Bristol-Myers Squibb into a one-pill, once-a-day regimen.
For Gilead to keep growing between now and then, several analysts are betting that it will make an acquisition--either of a whole company or of specific drugs in development from other companies.
One is an HIV drug that combines Gilead's Truvada (which itself is a combo of two Gilead drugs to treat HIV) and Sustiva from Bristol-Myers Squibb (nyse: BMY - news - people ) into a one-pill, once-a-day regimen.
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