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Cayston gets approved. Hurdle removed. Not just an HIV company.

|Includes: Gilead Sciences, Inc. (GILD)

Very pleased with GILD execution.  Cayston gets approved and its HIV franchise continues to improve.  Like the stock holding in above $47.50, load the boat if it breaks its resistance over $50.  It will move to $60 given its reasonable valuation and free cash flow yield over 5%.

Disclosure: Long GILD