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 2
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Results season is upon. Listen in for the latest snippets we have picked up plus a summary of our final research reports in January. Our speedy zoom schedule revealed that pharma is investable again. It’s obesity with a larger side-dish of pharma names. Investor sentiment is highest on AstraZeneca, Merck & Co & UCB and lowest on Sanofi, AbbVie and Zealand.