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I see massive opportunity in Gilead...reminds me a lot of what was happening with Apple in May...$90 a share, and now its up 42% and still looking inexpensive. The sentiment was that Apple is just an iPhone company and now the phones are commoditized. And now folks say Gilead is just a Harvoni company and now all HepC has been cured.

Gilead has a huge cash position to weather this and the 2.6% dividend is a nice treat while we wait. Gilead's P/E of 6.7 is downright silly in this light.
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