James, nice post. But Gilead has 24.7B CASH CEO Martin and his team are on the warpath. The reason I like "Gedanken" experiments with GILD is because of their culture. They're nimble, entrepeneurial, and bold. Just the type that buys PPHM. http://www.fool.com/investing/general/2015/09/23/247-billion-says-gilead-is-up-to-something.aspx insert-text-here Regards, Joe