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.
Latest episodes
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7 min
What Bausch RemainCo's Credit Quality Post-Spinoff Could Look Like
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,…
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8 min
Regeneron Pharmaceuticals: Steady Growth vs. Heavy Product Concentration
S&P Global Ratings' senior pharma analyst, Ji Liu, discusses the puts and takes for our new Regeneron Pharmaceuticals ratings.
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7 min
Episode 34: More Color on PPD's Rating After IPO
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.
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10 min
Episode 33: Pharmacy Benefit Manager Industry In 2020: Less Regulatory Overhang, Expect More Consolidations
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,…
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9 min
Episode 32: Pfizer Finds Home For Upjohn, Though Lessened Diversity Results In Lower Rating
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…
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12 min
Episode 31: Thoughts On Pharma's Washington Grilling
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…
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10 min
Episode 30: Rebates And Pharma Supply Chain
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 r…
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17 min
Episode 29: Just When You Thought It Was Safe to Go Back In the Water - Amazon Buys PillPack
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-rum…
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11 min
Episode 28: President Trump's American Patient First Speech - Placebo?
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…
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14 min
Episode 27: Bezos, Buffett, and Dimon - Welcome to the Healthcare Party
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…
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18 min
Episode 26: Generic Drug Pricing - When Does the Pain Stop?
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…
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18 min
Episode 25: Four Things We Are Watching For On Teva
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.
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9 min
Episode 24: Et Tu Amazon? Amazon and Impact on Pharma Pricing
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…
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8 min
Episode 23: CVS Health Possibly Seeks to Buy Aetna - Surprised? You Shouldn't Be
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 industr…
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11 min
Episode 22: Reflections - Mylan NV Earnings 2Q17
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 gra…
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14 min
Episode 21: Endo Intl Downgrade to 'B' - Litigation, Generics, and Opioids
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…
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9 min
Episode 20: Rite Aid Corp. - What's Next For the Company?
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 Walgr…
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11 min
Episode 19: Reflections - Eli Lilly Earnings 2Q17
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,…
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12 min
Episode 16: Four Takeaways - Amgen Inc.
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/Ar…
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17 min
Episode 15: Pharma Chat - CRO Consolidation
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 a…