Investopedia website mentions Sangamo as potential threat to GILD HIV franchise

Sangamo BioSciences  currently has two major gene therapy programs in HIV. Both could be highly disruptive and hopefully provide functional control of the HIV virus, i.e. one treatment and your immune system would be able to control the virus without further medications.

 http://www.investopedia.com/stock-analysis/042015/ignore-these-risks-gilead-your-peril-gild.aspx

Gilead Sciences (NASDAQ: GILD) has enjoyed remarkable success in the past year thanks to the launch of two instant billion-dollar blockbuster hepatitis C therapies, however, even best-in-breed biotech stocks like Gilead Sciences still face risks that could leave investors in the lurch. Read on to learn which three risks concern me most, and how they could impact Gilead Sciences down the road.
No. 1: The launch of a disruptive HIV medicineGilead Sciences is the leading maker of HIV medicines, and its long-standing dominance in that indication has provided it with the financial firepower to orchestrate game-changing investments, including its $11.2 billion acquisition of the company responsible for inventing its top-selling hepatitis C drug Sovaldi.
Gilead Sciences' success in HIV hasn't come overnight. Instead, it's due to the launch of a string of remarkable therapies that have changed HIV from a death sentence into a chronic disease, and from the development of multi-drug combination therapies that have significantly improved dosing regimens. However, if Gilead Sciences gets too comfortable in its position at the top, innovative research into an HIV vaccine could pose a big threat.
Although we're miles away from the commercialization of vaccine-like treatments that could control HIV without the need to take multiple pills daily in perpetuity, there are programs percolating at small biotech companies that investors ought to be tracking.
One of those research programs is under way at Sangamo Biosciences.
In March, the FDA gave the go-ahead to begin phase 1 studies of a gene-editing approach that could someday offer HIV patients a functional cure. The trial is being conducted by the City of Hope medical center using Sangamo technology to collect blood from HIV patients and reengineer it to eliminate the CCR5 protein used by the virus to infect cells. Also, Sangamo is already using that gene-editing technology in another phase 2 trial of SB-728-T for HIV, which is due to report results this year.
Admittedly, Sangamo's research is still in the early stages, but it's a great example of some of the game-changing work that's occurring in HIV treatment, and for that reason, Gilead Sciences investors need to keep an eye on it.