Gilead (GILD) is up 12% this year after shifting focus to new HIV and oncology treatments. They reported their best Q2 growth in three years, with overall sales hitting $7.8 billion, up 10% from last year. HIV therapies are driving the bulk of this. Biktarvy brought in $3.8 billion, and their PrEP sales crossed $1 billion for the first time. They are also close to an FDA approval with Merck (MRK) for a new weekly HIV pill. Oncology is acting as a second growth pillar, with their breast cancer drug Trodelvy seeing sales jump 26% to $457 million. They did report a Q2 EPS loss of $8.45, but the market largely shrugged it off since it was tied to recent R&D acquisitions like Arcellx and Tubulis. They still expect $12 billion in free cash flow this year and recently raised their dividend. Biktarvy's patent is also protected until 2033, which gives them a long runway before generic competition kicks in.