Forget Moderna: This Biotech Juggernaut Is a Way Better Buy Right Now
Key takeaways
- The analyst who called NVIDIA in 2010 just named his top 10 stocks and Gilead Sciences wasn t one of them.
- Moderna (NASDAQ:MRNA) is back in the headlines after ripping 63.17% higher year to date on a surprise Q1 revenue triple and renewed pipeline excitement.
- Strip away the bounce and the fundamentals tell the same story long-term investors have heard for three years running.
Forget Moderna: This Biotech Juggernaut Is a Way Better Buy Right Now Sundry Photography / i Stock Editorial via Getty Images Alex Sirois Thu, May 21, 2026 at 8:36 PM GMT+7 4 min read MRNA GILD NVDA Quick Read Gilead Sciences (GILD) more than tripled Q1 2026 free cash flow, with its HIV franchise growing 10% and Biktarvy patent protection extended to April 2036, while also returning $419 million to shareholders. Moderna (MRNA) has surged 63% higher year-to-date but faces 40% revenue collapse in 2025, and is burning cash following a $1.34 billion Q1 GAAP net loss.
Gilead offers retirement-portfolio-quality returns through sustainable free cash flow generation and shareholder capital returns, while Moderna’s bounce reflects a crowded headline trade disconnected from fundamentals of ongoing revenue decline and cash burn.
The analyst who called NVIDIA in 2010 just named his top 10 stocks and Gilead Sciences wasn t one of them. Get them here FREE.