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 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.

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.

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 â€" 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.

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.