Brian Orelli, PhD

Arena Pharmaceuticals expands its marketing partnership with Eisai. The Japanese pharma's endorsement could be a good sign that VIVUS and Orexigen are on the right track.

Amarin appeals to the Food and Drug Administration, but evidence from Merck and others will make it hard to change the FDA's mind. Amarin would be better off focusing on its sales fight with GlaxoSmithKilne.

Positive but perplexing data testing imetelstat in myelofibrosis should have Geron's investors excited, and Incyte, Cell Therapeutics, and Gilead Sciences a little worried about their competing drugs.

ImmunoGen could be a bad-news buy. A pair trade with Seattle Genetics might be a good bet.

VIVUS continues to struggle to sell its obesity drug Qsymia. Investors in Arena Pharmaceuticals and Orexigen should take note.

MannKind has plenty of cash to get it to an FDA decision on Afrezza, but whether it can snag a partnership from Bristol-Myers Squibb and AstraZeneca or some other big pharma remains to be seen.

Johnson & Johnson finalizes settlement with government over marketing of three drugs and alleged kickbacks to Omnicare.

Tweets about Gilead Sciences, PDL Biopharma, Depomed, Vertex Pharmaceuticals, and Sarepta Therapeutics highlight thoughts from this week.

Investors in Arena Pharmaceuticals, Medivation, Johnson & Johnson, and VIVUS have to watch Japanese Pharmas' earnings reports because the companies sell drugs that affect the U.S. companies directly or through competition.

The demise of Ariad Pharmaceuticals' Iclusig is good news for Novartis' Gleevec or Bristol-Myers Squibb's Sprycel.

Amarin and Arena Pharmaceuticals take opposite approaches to deal with their flailing drugs.

MannKind is on the home stretch towards gaining FDA approval for Afrezza, its inhaled insulin that will compete with injected insulins from Eli Lilly and Novo Nordisk.

Dendreon's debt and competition from Johnson & Johnson and Medivation will make it hard to find an acquirer.

Amarin's Vascepa already had zero chance at an expanded approval thanks to trials on drugs sold by Merck and AbbVie. The FDA's actions don't change much.

Vertex's Incivek has taken a beating as doctors wait for new hepatitis C drugs from Gilead and Johnson & Johnson.

The delay in when the Affordable Care Act penalty will be enforced won't affect much.

Tweets from this week highlight Medivation, Ariad Pharmaceuticals, Depomed, and PDL Biopharma.

New data from Medivation and Astellas should help their prostate cancer drug, Xtandi, take market share from Dendeon's Provenge and Johnson & Johnson's Zytiga.

Both Gilead and Johnson & Johnson have advisory committee meetings this week for their hepatitis C drugs that will be used in combination with injected drugs from Merck and Roche. Neither looks like much of an issue for the companies.

Tweets featuring Medivation's and Johnson & Jonson's prostate cancer drugs, Amarin's outcomes study, designing Sarepta Therapeutics' clinical trial, and more.