Yaron Werber
Biotech analyst · Host, Biotech Hangout
aka Jeroen Werber
“Technically the study failed because the primary endpoint was the high dose did not do as well against placebo. The lower dose... looked better, which is actually consistent with the phase 1b data... there was also a slowdown of deterioration of ADAS cog and also CDR summer boxes 0.54 points which is considered clinically meaningful by FDA. The bogey was 0.5. So based on that Biogen is going to go into phase three.”
“we know that the lower the better on ldl. That's no longer questionable. And do you really need outcomes?”
Yaron Werber
One-line summary: Biotech analyst and host of the Biotech Hangout roundtable; tracked here for CNS/Alzheimer's and cardiometabolic clinical-data reads.
What they're known for
Biotech equity analyst and host/moderator of the Biotech Hangout roundtable. On-air he typically frames each name's clinical dataset before the panel debates it. (Note: AssemblyAI diarization transcribed his name as "Jeroen Werber" — recorded as an alias.)
Why they matter to stock-market
As moderator, Werber supplies the primary data summaries the panel reasons over — e.g. the diranersen tau Ph2 readout (inverted dose response; 0.54-point CDR-SB slowdown; advancing to Ph3) and the framing that LDL "lower is better" no longer requires CV-outcomes data for a PCSK9 approval. His summaries are the factual substrate for the tau and oral-PCSK9 reads tracked here.
Said
Speaker-attributed claims extracted from diarized sources. Each bullet mirrors one entry in quotes: frontmatter — keep them in sync.
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On biogen-tau-failure-to-brain-shuttle-rerate:
"Technically the study failed because the primary endpoint was the high dose did not do as well against placebo. The lower dose... looked better, which is actually consistent with the phase 1b data... there was also a slowdown of deterioration of ADAS cog and also CDR summer boxes 0.54 points which is considered clinically meaningful by FDA. The bogey was 0.5. So based on that Biogen is going to go into phase three." — 2026-07-17-podcast-biotech-hangout-episode-189-july-17-2026 (2026-07-17)
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On oral-pcsk9-class-disruption:
"we know that the lower the better on ldl. That's no longer questionable. And do you really need outcomes?" — 2026-07-17-podcast-biotech-hangout-episode-189-july-17-2026 (2026-07-17)
Sources
Related
- biogen-tau-failure-to-brain-shuttle-rerate · oral-pcsk9-class-disruption
- biogen · ionis · merck
- sam-facelli · matt-gline · john-maraganore — Biotech Hangout co-panelists