>> shelia, it's a fantastic segue. let's bring in jeff. jeff, you were just quoted, back to you. what do you make of today. do we need to really worry ability gilead's impact on the entire sector? >> well, today was an interesting overreaction, probably. the likelihood that congress can dictate price to gilead is infinitesimally small, in our opinion. and really, this isn't the beginning of a change in drug pricing overall. so we're not concerned about this, but there's definitely some evidence that the conviction about the sector and about this rally that is now two years long is starting to wane. we would say, this is not the end of the biotech boom of 2013, but it might be the beginning of the end. >> okay, when you say maybe the eighth inning, jeff, where would you remain invested in the biotech sector? >> well, paradoxically, we like the large caps. we think if you look several years out, the large cap biotechs are still relatively affordable. they're trading at only nine or ten times what's likely to be peak 2017/2018 earnings. and as such, they're pretty attractive, even b