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Hosted by Berenberg · 🇬🇧 gb · EN-GB · 15 episodes
Established thought leaders with verified media credentials.
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.
Berenberg hosts Over the Pill, a business show with 15 episodes published.
After a week visiting investors across the US, Luisa and Kerry record from LA! Listen as the duo explain the most discussed company, AstraZeneca (following the Wainua clinical trial disappointment) and debate pipeline ne
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 on
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.
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
Listen to Kerry and Luisa discuss the findings of their analysis of the latest remuneration packages for the executive committees: Pharma CEO remuneration. 2026 brings greater alignment with shareholders as LTIPs are mor
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 Medi
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
Before heading on Easter break, the team discuss key takeaways from DrugBank and Rebate Round-up publications. Luisa and Kerry also touch on the latest clinical data readouts for AZN’s anti-IL-33 in COPD and the unfoldin
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 Sa
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 “Annual check-up” series, detailing key findings from pharma a
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 Zeal
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
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
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 conversat
Results season is upon. Listen in for the latest snippets we have picked up plus a summary of our final research reports in January. Our speedy zoom schedule revealed that pharma is investable again. It’s obesity with a
We review our first research notes of 2026 and summarise investor sentiment on large pharma after our annual January 50@50 (speedy zooms). We have termed 2026 “The Battle of the Pills”. Great news for patients – not just
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Over the Pill is hosted by Berenberg. The show is categorised under business and has published 15 episodes.
Over the Pill has published 15 episodes.
Over the Pill regularly covers business. It sits in the business category.
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