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 5
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Kerry and Luisa re-group after a week apart with updates on “the aesthetics of weight loss” (after time on the road with our Galderma analyst), AbbVie’s opportunity to restore aesthetics harmony (amylin/HarmonyCA), GSK’s acceleration in business development (a new battle of the pills emerging versus Merck’s Winrevair) and more on the TL1A’s in colitis/Crohn’s after breakfast with Teva (Merck & Co, Roche, Sanofi/Teva).