Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from their latest 13F’s. This week we’ll take a look at:
Gilead Sciences Inc (GILD)
Gilead Sciences develops and markets therapies to treat life-threatening infectious diseases, with the core of its portfolio focused on HIV and hepatitis B and C. Gilead’s acquisition of Pharmasset brought rights to hepatitis C drug Sovaldi, which is also part of newer combination regimens that remain standards of care. Gilead is also growing its presence in the oncology market via acquisitions, led by CAR-T cell therapy Yescarta/Tecartus (from Kite) and breast and bladder cancer therapy Trodelvy (from Immunomedics).
A quick look at the price chart below shows us that the stock is up 10.56% in the past twelve months.
Source: Google Finance
(Shares)
Israel Englander – 2,540,190
Cliff Asness – 2,053,073
Ray Dalio – 790,644
Paul Tudor Jones – 521,017
Steve Cohen – 512,125
Bernard Horn – 421,900
John Rogers – 368,411
Joel Greenblatt – 281,452
Ken Griffin – 278,387
Chuck Royce – 80,000
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