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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.... more
FAQs about S&P Pharma Dose:How many episodes does S&P Pharma Dose have?The podcast currently has 35 episodes available.
September 21, 2020What Bausch RemainCo’s Credit Quality Post-Spinoff Could Look LikeIn 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....more8minPlay
August 05, 2020Regeneron Pharmaceuticals: Steady Growth vs. Heavy Product ConcentrationS&P Global Ratings' senior pharma analyst, Ji Liu, discusses the puts and takes for our new Regeneron Pharmaceuticals ratings....more9minPlay
February 11, 2020Episode 34: More Color on PPD’s Rating After IPOIn 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....more7minPlay
January 21, 2020Episode 33: Pharmacy Benefit Manager Industry In 2020: Less Regulatory Overhang, Expect More ConsolidationsIn 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....more11minPlay
August 01, 2019Episode 32: Pfizer Finds Home For Upjohn, Though Lessened Diversity Results In Lower RatingThe 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....more9minPlay
March 07, 2019Episode 31: Thoughts On Pharma’s Washington GrillingS&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....more13minPlay
August 03, 2018Episode 30: Rebates And Pharma Supply ChainHealthcare 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?...more11minPlay
July 11, 2018Episode 29: Just When You Thought It Was Safe to Go Back In the Water - Amazon Buys PillPackManaging 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?...more18minPlay
May 18, 2018Episode 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 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?...more11minPlay
February 05, 2018Episode 27: Bezos, Buffett, and Dimon - Welcome to the Healthcare PartyA 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....more14minPlay
FAQs about S&P Pharma Dose:How many episodes does S&P Pharma Dose have?The podcast currently has 35 episodes available.