My Speech at the Gilead Sciences Shareholder Meeting

I spoke at the Gilead Annual Shareholders Meeting today, and my full speech is here:

This is a simply phenomenal biotech/health care/pharma company that has done amazing things in HIV treatment, is doing amazing things in oncology, and has an impressive portfolio of assets both pre and post-approvals that benefit human lives.  My own firm owns it on our Core Dividend Growth portfolio, and I have been a shareholder for a long time.  We own it because we like what they are doing, and what they have the potential to be, not because we don’t like it.  If we didn’t like it, we wouldn’t care what they do with DEI policies.

My own efforts as an owner of the business and a fiduciary for my clients continues, as does the efforts of our fine consultants at Bowyer Research.  It is too early to tell where things are going with Gilead, but we know we are on the right side of this position, so we are going to keep making our case!