Over the Pill
Welcome to “Over the Pill”, the Berenberg podcast where Kerry Holford & Luisa Hector lift the curtain on the messy reality of analysing pharma share prices. With over 30 years of friendship, Kerry & Luisa invite listeners into their regular debates on pharma strategy, drug pipeline prospects and commercial power.
Over the Pill
Latest Episodes
Episode 18
This week Luisa & Kerry re-cap on their learnings in HIV and obesity after Merck & Co’s pipeline call last week with read across to GSK (ViiV) and Gilead plus Q2 results from Novo and Eli Lilly. Kerry was also on the road with Novo Nord...
Episode 17
Now over halfway through 2Q results season, Luisa and Kerry review their key takes for AZN, GSK, Sanofi, UCB, BMY and ABBV. The duo also debate the FT article published overnight which suggested a pharma mega-merger may be back on the table, in...
Episode 16
After a week visiting investors across the US, Luisa and Kerry record from LA! Listen as the duo explain the most discussed company, AstraZeneca (following the Wainua clinical trial disappointment) and debate pipeline newsflow - Merck & Co’...