Gilead Sciences Inc (GILD)

[BlackDoggie]

Could be, and I would think that there are other companies that might have interest. Recent earnings analysis on GILD's falling sales in HCV, coupled with an upcoming HIV patent cliff, made me think that this might be a nice play for them over 10 years. They've got the HIV market for now, have the physician and marketing network, and could use a potentially disruptive new drug to solidify that market past the next 2-3 years. That'd be nice support for their baseline outlook.

Always interested in any opinions or thoughts though, contrary or otherwise, so I appreciate the discussion.