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.
Episodes
15 episodes
Episode 15
Following busy weekends of tennis and pop concerts, Luisa and Kerry reconvene to debate key takes from meetings last week with Merck & Co’s Head of R&D, Dean Li, and Teva’s CEO, Richard Francis. Topics covered include oncology, choleste...
Episode 14
As the June medical conference season comes to an end, Luisa and Kerry discuss key takes from ADA and ASCO. The team weave in feedback from their recent discussions with lung cancer and obesity key opinion leaders.
Episode 13
After a period of travel to visit and meet with R&D Leaders and other pharma representatives, Kerry and Luisa re-group. With conference season well underway, the team run through some key highlights from ASCO and prepare for ADA. Expect det...
Episode 12
Listen to Kerry and Luisa discuss the findings of their analysis of the latest remuneration packages for the executive committees: Pharma CEO remuneration. 202...
Episode 11
With Q1 reporting season now underway, Luisa & Kerry run through key highlights from Sanofi and Roche results with a focus on longer dosing interval Dupixent. As usual obesity is in focus after CMS had to extend its Medicare bridge program ...
Episode 10
Back from their travels, Luisa and Kerry “provide an update” after a jam-packed week of East Coast investor meetings. They discuss the obesity pill launches (Wegovy pill versus Foundayo), latest M&A trends (with a focus on Alumis as a poten...
Episode 9
Before heading on Easter break, the team discuss key takeaways from DrugBank and
Episode 8
Luisa records from the road this week as she visits AstraZeneca and Sanofi “up north”. Kerry highlights key takes from her meetings with GSK at the recent Berenberg UK conference. The duo also discuss the longevity of Sanofi’s
Episode 7
It’s time for Top of the Pills 2026! Kerry and Luisa discuss their analysis of the top 50 drugs by NPV from Berenberg DrugBank. The team also highlight their “...
Episode 6
This week brings the first special guest to OTP! Luisa and Kerry discuss the aesthetics of weight loss with ...
Episode 5
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 busines...
Episode 4
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, Gil...
Episode 3
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 la...