First, last Friday, Novo Nordisk put out a press release saying preliminary data show its drug works better than Byetta. And then, yesterday an analyst downgraded the stock just ahead of the company's long anticipated release of long-term results on its once-a-week version of Byetta.    Read More

"You continue--day after day--to knock the company at every opportunity. I understand you had a difficult relationship with the CEO before, but you shouldn't hold a grudge against the company for it..."   Read More

Despite at least a couple of analysts coming out with relatively bullish post-ASCO research notes on Pfizer's oncology drug pipeline, PFE shares have fallen to yet another new low intra-day and have crossed another threshold.   Read More

The irreverent producers of "Squawk on the Street" who are stationed in the pod next to mine here at CNBC like to call it "Pharmapalooza." They're referring to weeks like the one coming up when nearly every big drug company reports earnings.    Read More

This morning there's a plethora of stuff to blog about: the Takeda-Millennium deal, more commentary about Merck and Schering-Plough and the extent of the Vytorin/Zetia fallout, Genentech's biotech bellweather earnings after the closing bell today, just to name a few.    Read More

First, Pfizer gave up on its inhaled insulin Exubera, then NovoNordisk threw in the towel and now it looks like Lilly is going to bow out. Alkermes, which is working on a palm-sized product called, "AIR Insulin," put out a press release today saying it expects its partner on the device, Lilly, to decide next week that it will exit the deal. ALKS shares hit a new low on the news.    Read More