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
Episode 1
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We review our first research notes of 2026 and summarise investor sentiment on large pharma after our annual January 50@50 (speedy zooms). We have termed 2026 “The Battle of the Pills”. Great news for patients – not just in obesity but also breast cancer, lung cancer, multiple sclerosis, cardiomyopathy, hypertension, cholesterolaemia, atopic dermatitis & beyond.