dave seaburg? >> biotech in general, i gravitate toward the larger cap names the names that are showing real earnings growth and returning cash to shareholders. the technology is there still. there's no question this growth is going to continue in biotech but it's going extremely concentrated. it's going to be the players that absolutely have the ability to show value. and i look at the larger names like the celgenes of the world, the amgens of the world, the bigger players i'd stay with. >> how about gilead? fresh talk of another buyout. >> we talked earlier this week about the fact that stock had a couple of days where you couldn't put your finger on what's going on. i think something is going on where there's smoke there's fire. the last quarter for gilead was ridiculously good. stock performance never really is commensurate with the reports they put forth. i think this stock is cheap. i think gilead's going higher from here. >> the other part of this whole space is the pharma side of it and a l