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 3
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Berenberg
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Season 1
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Episode 3
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What a week on the obesity battlefield. Listen as Kerry and Luisa dissect the contrasting 2026 guidance from Novo Nordisk and Eli Lilly, the Hims’ obesity pill, TrumpRx, Super Bowl adverts and Clash Royale. The conversation also captures the latest updates on the “Battle of the Pills” in multiple sclerosis for Roche vs Novartis.