What podcasts say about Rob Davis

Every statement, with the speaker, the exact quote and the moment it was said.

What Rob Davis has said on podcasts

8 statements · 6 positive · 1 negative · 1 mixed

on Merck pipelinePositiveFeb 4, 2026· Mad Money w/ Jim Cramer
Merck sees over $70 billion in potential commercial opportunity.
“we now see line of sight to over $70 billion of potential commercial opportunity”
Listen at 33:14
Open the episode · Mad Money w/ Jim Cramer 2/3/26
on Merck growth driversPositiveFeb 4, 2026· Mad Money w/ Jim Cramer
Merck’s ten key growth drivers represent 70% of its potential opportunity.
“Those alone account for 70% of the $70 billion I was referring to.”
Listen at 34:12
Open the episode · Mad Money w/ Jim Cramer 2/3/26
on EnlicitidePositiveFeb 4, 2026· Mad Money w/ Jim Cramer
Merck’s enlicitide pill could match Repatha efficacy at lower cost.
“we have in the form of a simple to take, easy to use pill that brings like. efficacy that you would get with a drug like Repatha, but at affordable cost”
Listen at 34:46
Open the episode · Mad Money w/ Jim Cramer 2/3/26
on Cholesterol-lowering drugsNegativeFeb 4, 2026· Mad Money w/ Jim Cramer
Only 6% of eligible patients currently use these cholesterol drugs.
“only 6% of people who could be on these drugs are.”
Listen at 35:56
Open the episode · Mad Money w/ Jim Cramer 2/3/26
on WinrevairPositiveFeb 4, 2026· Mad Money w/ Jim Cramer
Winrevair’s potential pulmonary-hypertension expansion could double its market.
“That could double the size of the month.”
Listen at 36:53
Open the episode · Mad Money w/ Jim Cramer 2/3/26
on Merck long-acting influenza antiviralPositiveFeb 4, 2026· Mad Money w/ Jim Cramer
Merck’s long-acting antiviral reduced flu risk 76% in a phase-two study.
“We showed 76% reduction in the risk of getting the flu for patients who are on that in our phase two study.”
Listen at 37:29
Open the episode · Mad Money w/ Jim Cramer 2/3/26
on Merck pipelinePositiveFeb 4, 2026· Mad Money w/ Jim Cramer
Merck’s pipeline will meaningfully benefit patients for years.
“our ability to have a real impact for patients, I think, is going to have a meaningful impact for years into the future”
Listen at 38:32
Open the episode · Mad Money w/ Jim Cramer 2/3/26
on Merck most-favored-nation agreementMixedFeb 4, 2026· Mad Money w/ Jim Cramer
Merck’s most-favored-nation agreement has a manageable financial impact.
“It does have impact, but it's manageable.”
Listen at 39:18
Open the episode · Mad Money w/ Jim Cramer 2/3/26

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.