Episodios
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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.
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S&P Global Ratings' senior pharma analyst, Ji Liu, discusses the puts and takes for our new Regeneron Pharmaceuticals ratings.
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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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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.
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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.
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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?
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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?
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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?
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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.
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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.
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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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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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