What Bausch RemainCo’s Credit Quality Post-Spinoff Could Look Like
S&P Pharma Dose
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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Regeneron Pharmaceuticals: Steady Growth vs. Heavy Product Concentration
S&P Pharma Dose
S&P Global Ratings' senior pharma analyst, Ji Liu, discusses the puts and takes for our new Regeneron Pharmaceuticals ratings.
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Episode 34: More Color on PPD’s Rating After IPO
S&P Pharma Dose
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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Episode 33: Pharmacy Benefit Manager Industry In 2020: Less Regulatory Overhang, Expect More Consolidations
S&P Pharma Dose
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, CVS and Rite Aid.
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Episode 32: Pfizer Finds Home For Upjohn, Though Lessened Diversity Results In Lower Rating
S&P Pharma Dose
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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Episode 31: Thoughts On Pharma’s Washington Grilling
S&P Pharma Dose
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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Episode 30: Rebates And Pharma Supply Chain
S&P Pharma Dose
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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Episode 29: Just When You Thought It Was Safe to Go Back In the Water - Amazon Buys PillPack
S&P Pharma Dose
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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Episode 28: President Trump's American Patient First Speech - Placebo?
S&P Pharma Dose
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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Episode 27: Bezos, Buffett, and Dimon - Welcome to the Healthcare Party
S&P Pharma Dose
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.
info_outlineS&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.