Some of the top securities in the index are Amgen (NASDAQ: AMGN), Teva Pharmaceuticals (NASDAQ: TEVA), Gilead Sciences (NASDAQ: GILD) and Celgene (NASDAQ: CELG).

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Gilead (nasdaq: GILD - news - people ) invented Tamiflu, then licensed it to Roche .

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Porges points out that Gilead (nasdaq: GILD - news - people ) gets a royalty on Tamiflu sales.

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Genentech (nyse: DNA - news - people ) and Gilead Sciences (nasdaq: GILD - news - people ) could beat Wall Street's expectations in the third quarter, according to two analysts using prescription databases to forecast company sales.

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