Gilead Sciences is a biopharmaceutical company that develops treatments for HIV/AIDS, hepatitis C, liver disease, hematology/oncology and inflammation. Its leading drugs include HIV drugs Biktarvy and Genvoya and antiviral medication Veklury. Hardy says Gilead's oncology business is progressing and its core HIV business is stable. He expects oncology will account for a growing percentage of Gilead's overall revenue over time, driven largely by key drugs Yescarta and Trodelvy. Base sales growth in these oncology drugs could even get a boost from additional approved indications. CFRA has a "buy" rating and $107 price target for GILD stock, which closed at $92.49 on Dec. 3.