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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.
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Signup to Generate a PitchOver the Pill is a business podcast hosted by Berenberg, with 18 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.
Berenberg hosts Over the Pill, a business show with 18 episodes published.
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Episode #18
This week Luisa & Kerry re-cap on their learnings in HIV and obesity after Merck & Co’s pipeline call last week with read across to GSK (ViiV) and Gilead plus Q2 results from Novo and Eli Lilly. Kerry was also on the road with Novo Nordisk last week.
Episode #17
Now over halfway through 2Q results season, Luisa and Kerry review their key takes for AZN, GSK, Sanofi, UCB, BMY and ABBV. The duo also debate the FT article published overnight which suggested a pharma mega-merger may be back on the table, in the form of AZN/BMY. AZN: A plus B equals plan D: a new number one BMY: Future hinges on pipeline and peers
Over the Pill
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 newsflow - Merck & Co’s approval for the Lipfendra (cholesterol-lowering pill), GSK’s camlipixant phase 3 mixed dataset (cough reduction) and Lilly’s acquisition of Atai (psychedelics for depression).
Over the Pill
<p>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 newsflow - Merck & Co’s approval for the Lipfendra (cholesterol-lowering pill), GSK’s camlipixant phase 3 mixed dataset (cough reduction) and Lilly’s acquisition of Atai (psychedelics for depression). </p>
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, cholesterol, HIV and China.
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Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:
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