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 4
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The “Battle of the Pills” continues in HIV, breast cancer, UC/Crohn’s and HS. Listen as Kerry and Luisa consolidate their thoughts after the latest Q4 results calls on the upcoming clinical trial readouts for long-acting HIV medicines (GSK, Gilead), oral SERDs in breast cancer (AstraZeneca, Eli Lilly, Roche), TL1A’s in UC/Crohn’s (AbbVie, Merck & Co, Roche, Sanofi/Teva) and HS (AbbVie, Novartis, UCB).