2 names are moving together; 50% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| LLY | Eli Lilly and Company | Healthcare | -2.5% | Group member |
| GILD | Gilead Sciences, Inc. | Healthcare | -1.1% | Most structurally connected |
Cohort
2 namesParticipation
50% this sessionObserved history
1 daily buildsFiling coverage
2/2 membersdemand / volume affecting revenue
“HIV HIV product sales increased 10% to $5.0 billion for the three months ended March 31, 2026, compared to the same period in 2025, primarily due to higher demand and average realized price, partially offset by unfavorable inventory dynamics.”
GILD 10-Q
product pipeline / R&D affecting expense
“The increase was primarily due to: • Net unrealized gains from equity securities compared to net unrealized losses in 2025; • Higher product sales; and • Lower acquired in-process research and development (“IPR&D”) expenses; partially offset by • Higher income tax expense;”
GILD 10-Q
demand / volume
“This decrease was partially offset by higher demand for Livdelzi, Hepcludex and chronic hepatitis B virus (“HBV”) products.”
GILD 10-Q
Diabetes and HIV Treatments can stay leader-led if secondary names fail to join while GILD keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.