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 6
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This week brings the first special guest to OTP! Luisa and Kerry discuss the aesthetics of weight loss with Berenberg consumer analyst, Bethan Davies. The team consolidate thoughts on recent data readouts, including Zealand/Roche’s P2b petrelintide (obesity) and Roche’s P3 giredestrant (1L breast cancer), and the possible implications of the FDA one P3 trial proposal.