Brian Orelli, PhD

GlaxoSmithKline had to recall its obesity drug alli, but it isn't clear if Arena Pharmaceuticals and VIVUS will be able to benefit.

Biotech has fallen on potential pricing pressure for hepatitis C drugs from Gilead Sciences and AbbVie, but there may be more to the sell-off, providing a buying opportunity for some high flyers, such as Regeneron Pharmaceuticals.

Horizon Pharma, Actavis, Alkermes, and Perrigo have all purchased companies in part to move out of the U.S. and lower their tax rates. The strategy could make companies such as Jazz Pharmaceuticals a takeout target.

Celgene's Otezla isn't going to beat antiinflamatory drugs from AbbVie, Johnson & Johnson, and Amgen on efficacy, but the biotech can still find a niche for its new psoriatic arthritis drug.

MannKind's Afrezza faces an advisory committee meeting. If approved, the inhaled insulin will have to compete with injected versions made by Eli Lilly and Novo Nordisk.

Exelixis' trial continues, but investors worry that it won't be able to compete with Johnson & Johnson and Medivation.

Capturing procrastinators is key for keeping prices down.

Avoid drugs like XOMA's gevokizumab and look at antivirals and antibiotics like Gilead Sciences' Sovaldi.

Will Geron follow the same fate as Idenix Pharmaceuticals and Bristol-Myers Squibb, or can it overcome the FDA's clinical hold.

Two tweets highlight expectations of Gilead Sciences and Orexigen.

Exelixis, Vertex Pharmaceuticals, and Prana Biotechnology expect to release data this year.

Trading in Pfizer was halted last week because of pending news. While we see that all the time in smaller biotechs -- MannKind will likely be halted next week during an FDA advisory committee meeting -- it's rare for larger pharmas such as Pfizer or Merck

Cardiovascular side effects might kill Intercept's chances for off-label use, killing OCA's chances to get established well ahead of Conatus Pharmaceuticals, Gilead Sciences and Isis Pharmaceuticals.

Regeneron, which is partnered with Sanofi, has been on a tear over the past few years because of its eye drug Eylea and a pipeline that includes a PCSK9 drug that will compete with Amgen's evolocumab.

Biogen Idec's Tecfidera is succeeding where Novartis and Sanofi struggled.

The FDA can't make up its mind about how much data Sarepta's Duchenne muscular dystrophy drug, eteplirsen, needs for approval, and it's sending shares on a roller coaster.

Gilead and AbbVie are set to gain the most from developing new hepatitis C cocktails; Enanta Pharmaceuticals will benefit from AbbVie's sales.

Investors are craving the risk that's offered by the IPOs of Ultragenyx Pharmaceuticals and Dicerna Pharmaceuticals.

The five biotechs with the largest number of shares sold short as a percentage of float.

Gilead Sciences' Sovaldi is looking better than Vertex Pharmaceuticals' Incivek, but how much AbbVie's all-oral cocktail will cut into Gilead's sales remains to be seen.