Hosted by Arthur Wong, Ji Liu, and other editors and analysts, the S&P Pharma Dose podcast from S&P Global Ratings discusses all things pharma from a credit perspective.
In this episode, Ji Liu, primary analyst for Bausch Health, discusses a number of investor questions after Bausch announced its intention to spin off its eye health business unit, specifically regarding its capital structure, key business strengths, key business weaknesses, and other concerns.
S&P Global Ratings' senior pharma analyst, Ji Liu, discusses the puts and takes for our new Regeneron Pharmaceuticals ratings.
In this episode of S&P Pharma Dose, senior healthcare analyst Ji Liu discusses his view on Pharmaceutical Product Development LLC (PPD) after its recent IPO on Feb. 5, 2020.
In this episode of S&P Pharma Dose, Ji Liu, Deep Banerjee and Andy Sookram discuss the annual PBM outlook report along with their view on high-profile issuers UnitedHealth, Cigna, CVS and Rite Aid.
The S&P Pharma Guy, Arthur Wong, shares S&P Global's thoughts on Pfizer Inc.'s announcement it was spinning off Upjohn, home to legacy products Lipitor, Viagra, and Lyrica. Pfizer remains a pharma giant and leading player in the industry. However, the lessened diversity will result in a lower rating.
S&P Global's pharmaceutical themed podcast show returns with some quick thoughts on the pharma industry's testimony at a congressional hearing on Capitol Hill. A comprehensive list of challenges/criticisms of the industry, but where were the suggested solutions? Noise level on pharma pricing is only going to increase as we near presidential election.
Healthcare analysts Tulip Lim and Ji Liu drop in on the S&P Pharma Guy, Arthur Wong, to talk how HHS's proposal to ban rebating from the Medicare market. What's the impact on the ratings of the pharma supply chain players?
Managing Director, Bob Schulz from S&P Global's retail team and Director, Tulip Lim, of the healthcare team drop in on the show to share thoughts on Amazon's recent no-longer-a-rumor move into the pharmacy space. What does it mean for the pharmaceutical supply chain? How concerned should we be from a ratings standpoint for the pharmacy chains and pharma wholesalers?
The S&P Pharma Guy, Arthur Wong, shares S&P Global's initial thoughts on President Trump's recent speech on lowering drug prices. The speech questioned the validity of drug rebates and criticized foreign countries for paying too little for drugs, but stopped short of limiting proposing pharma list price increases or enabling Medicare to negotiate directly for pricing. Limited credit impact?
A surprise announcement by Amazon.com Inc., Berkshire Hathaway Inc., and JPMorgan Chase & Co. that they are jointly forming a new company to tackle health costs for their employees has caused quite a stir. S&P pharma analyst, Arthur Wong, shares his quick thoughts and takeaways as to what it may mean for pharma.
The S&P Pharma Guy, Arthur Wong, shares why generic drug pricing in the U.S., which has been under increasing pressure, should begin to stabilize in 2018. However, the U.S. generic drug environment will likely remain challenging over the near term and S&P harbors longer-term concerns on the industry.
The S&P Pharma Guy, Arthur Wong details four things S&P is watching for on Teva over the next three quarters that would help determine whether the ratings stay investment grade.
S&P Global Ratings analyst Arthur Wong takes an early look as to what a possible entry of Amazon.com Inc. into the pharma ecosystem may mean to drug pricing for generic and branded pharma. Warning: More questions than answers at this point.
S&P Global Ratings analyst Arthur Wong shares why a potential CVS Health/Aetna is not that all surprising, and that it will mean more pricing pressure on the pharmaceutical industry as well as drive further consolidation in the pharmaceutical channel and amongst pharmaceutical companies.
Guest analyst, Kim Logan, drops in to share her reflections on generic giant Mylan NV's second quarter performance and shares her thoughts on the company maintaining investment grade ratings.
S&P Global Ratings analyst Arthur Wong discusses the recent downgrade of Endo International, which took another significant charge for its mesh litigation settlement, while dealing with ongoing pressures in the generic and opioid markets.
S&P Global Ratings retail analyst Andy Sookram swings by the show to discuss the ratings and prospects of major U.S. pharmacy player, Rite Aid, now that its merger with rival Walgreens Boots Alliance Inc. has been canceled, and is instead selling roughly half its stores to Walgreens.
S&P Global Ratings credit analyst Arthur Wong shares his thoughts on Eli Lilly's recent earnings call, including thoughts on top drug prospect, the rheumatoid arthritis treatment, baricitinib, continued sales and margin growth, pipeline challenges, and the potential for M&A, all in the context of the ratings.
S&P Global Ratings credit analyst Arthur Wong attempts to share S&P's current thoughts on the ratings outlook for pharmaceuticals in seven minutes or less, given looming U.S. corporate tax reform, continued industry M&A, and challenges faced by the generics and specialty pharma subsectors.
S&P Global Ratings credit analyst Arthur Wong discusses the ratings and outlook on Amgen Inc., its challenge in replacing the declining sales of stalwart products such as Epogen/Aranesp, Neupogen/Neulasta, and Enbrel, and its capacity for debt financed acquisitions/share repurchases.
S&P Global Ratings credit analysts Matt Todd and Arthur Wong chat about various recent topics in the industry, including consolidation in the contract research organization space and the potential return of speculative inventory buying.
S&P Global Ratings credit analyst Shannan Murphy drops in on the show to discuss the role of pharmacy benefit managers (PBMs) in this changing health care market, with a focus on a major independent PBM, Express Scripts Holding Co.
S&P Global Ratings credit analyst Arthur Wong discusses the ratings and outlook on Merck & Co. Inc., prospects of Keytruda, and what capacity the company has for acquisitions at the current ratings.
Analysts Arthur Wong and Adam Dibe discuss pharma trying to improve their public image, pharma pricing and transparency, Merck's disclosing their gross and net pricing, and Johnson & Johnson's acquisition of Actelion.
Analyst Arthur Wong discusses the ratings and outlook on Eli Lilly, in the wake of the company's upbeat earnings guidance despite the recent loss of its high profile drug prospect, the Alzheimer's treatment, solanezumab.
Analyst Arthur Wong shares S&P's thoughts on potential U.S. corporate tax reform, and discuss that while it could be a long term positive for the pharmaceutical industry, there are some concerns in the period immediately following implementation, mainly around what companies would do with all that cash.
Analyst Arthur Wong explores the potential mixed credit implications the Donald Trump presidential election win may hold for the pharmaceutical industry.
Analysts Tulip Lim and Kim Logan join the show to discuss their thoughts on pricing in the generic drug space.
Healthcare analysts Arthur Wong and Adam Dibe chat about some recent pharma developments – Amgen's biosimilar on Humira, Big Pharma's interest in biopharmaceutical company, Medivation, Inc., and an investor question on specialty pharma company Endo International PLC.
In this episode, healthcare analyst Matt Todd chats about what is driving the recent positive ratings actions in the contract research organization (CRO) space.
Healthcare analysts Arthur Wong and Adam Dibe discuss their quick thoughts on Brexit and what it means for U.S. rated pharma companies. No rating changes at this time, but some concerns on what Brexit may mean for product approval times and research funding.
In this episode, healthcare analysts Arthur Wong and Adam Dibe address questions regarding the prospects for Amgen's core portfolio, its drug pipeline, the competition, and its increasing capacity for acquisitions.
In this episode, healthcare analyst Arthur Wong discusses our expectations for the ratings on generic drug giant Teva, which is seeking to close its $40.5 billion acquisition of Allergan's generic business. Mr. Wong also fields investors' questions concerning the prospects for Teva's business side and its stance on acquisitions.
In this episode, healthcare analysts Arthur Wong and Adam Dibe discuss the rationale behind our recent rating action on biopharmaceutical company Gilead and field investors' questions concerning the company, including growth expectations and its capacity for acquisitions.
In this episode, healthcare analyst Arthur Wong shares his thoughts on the potential rise of company healthcare exchanges and what impact these entities may have on the pharmaceutical industry and pharmaceutical company ratings.