S&P Pharma Dose
Channel Details
S&P Pharma Dose
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.
Recent Episodes
36 episodes
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...
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.
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 rece...
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...
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 Lipito...
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 Capi...
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 mark...
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 A...
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 questione...
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 he...
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 2...
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 rat...
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 p...
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...
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 comp...
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 litiga...
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 th...
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 rh...
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...
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 stalw...
Episode 17: Pharma Outlook in 7 Minutes
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...
Episode 13: Four Takeaways - Merck & 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 comp...
Episode 14: PBMs Still Have a Role? Focus on Express Scripts
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...
Episode 12: Pharma Chat - It's All in the Transparency
Analysts Arthur Wong and Adam Dibe discuss pharma trying to improve their public image, pharma pricing and transparency, Merck's disclosing their gros...
Episode 11: Four Takeaways - Eli Lilly
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 i...
Episode 10: U.S. Tax Reform - Positive But Some Near Term Concerns For Pharma Ratings
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 phar...
Episode 8: Generic Drug Pricing
Analysts Tulip Lim and Kim Logan join the show to discuss their thoughts on pricing in the generic drug space.
Episode 9: Pharma and Trump
Analyst Arthur Wong explores the potential mixed credit implications the Donald Trump presidential election win may hold for the pharmaceutical indust...
Episode 7: Pharma Chat - Recent Topics
Healthcare analysts Arthur Wong and Adam Dibe chat about some recent pharma developments – Amgen's biosimilar on Humira, Big Pharma's interest in bi...
Episode 5: Brexit & Pharma - No Rating Changes, But Negative Implications
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 chan...
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Episode 5: Brexit & Pharma - No Rating Changes, But Negative Implications
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 chan...
Episode 6: S&P's Positive Ratings Outlook for CROs - What is driving it?
In this episode, healthcare analyst Matt Todd chats about what is driving the recent positive ratings actions in the contract research organization (C...
Episode 4: What's Behind The Ratings On Amgen
In this episode, healthcare analysts Arthur Wong and Adam Dibe address questions regarding the prospects for Amgen's core portfolio, its drug pipeline...
Episode 2: What Lies Ahead For Teva
In this episode, healthcare analyst Arthur Wong discusses our expectations for the ratings on generic drug giant Teva, which is seeking to close its $...
Episode 3: How Company Healthcare Exchanges Could Affect The Industry
In this episode, healthcare analyst Arthur Wong shares his thoughts on the potential rise of company healthcare exchanges and what impact these entiti...
Episode 1: Our Rating Action On Gilead
In this episode, healthcare analysts Arthur Wong and Adam Dibe discuss the rationale behind our recent rating action on biopharmaceutical company Gile...