Leerink analyst Geoffrey Porges sees a minor near-term impact to Gilead Sciences (GILD) after the company ended all clinical trials of Zydelig in frontline settings due to safety concerns. While a "significant portion" of Zydelig current use remains intact, the move "thwarts any future growth opportunity" for the cancer drug, Porges tells investors in a research note. The analyst, however, believes his core thesis on Gilead remains intact. He reiterates an Outperform rating on the shares. News of the trial halts could be a modest incremental positive for other competitors in the B cell malignancy class, but may raise concerns of other PI3 kinase inhibitors such as Infinity Pharmaceuticals' (INFI) duvelisib, Porges writes.