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Jeroen Werber

Managing Director and Senior Biotechnology Research Analyst at TD Cowen Inc.

Yaron Werber is a Managing Director and Senior Biotechnology Research Analyst at TD Cowen, specializing in innovative biotech sector research and analysis across all company sizes. He covers a broad portfolio of companies, including Amylin Pharmaceuticals, Genzyme, GlaxoSmithKline, Human Genome Sciences, and Amag Pharmaceuticals, and is recognized for a robust track record—his calls have achieved a 54% success rate with an average return of 9.7% per rating and individual stock gains as high as 267.5%. With over 20 years of industry experience, Werber began as a senior biotech analyst and VP at SG Cowen, led U.S. healthcare and biotech equity research at Citi from 2004 to 2015, was founding CFO at Ovid Therapeutics, and rejoined TD Cowen after executive leadership roles. He holds both MD and MBA degrees and has earned recognition from Institutional Investor, Starmine, and the Wall Street Journal for stock-picking performance, and has also been licensed with relevant securities registrations.

Jeroen Werber's questions to IONIS PHARMACEUTICALS (IONS) leadership

Question · Q3 2025

Jeroen Werber questioned whether the reduction in acute pancreatitis (AP) events for Olzarsen would primarily be in patients with a history of AP or also prevent new events. He also asked for clarification on the estimated U.S. patient population for hereditary angioedema (HAE), noting discrepancies with other companies' estimates.

Answer

Brett Monia, CEO, explained that higher triglycerides correlate with more AP events, and patients with prior AP events have a higher chance of recurrence, consistent with the data. He emphasized that the 12-month study duration makes the results even more remarkable. Kyle Jenne, Chief Global Product Strategy Officer, confirmed Ionis's estimate of 7,000 HAE patients in the U.S., with 75% on prophylactic therapy, and stated the focus is on the switch market, not being aware of an 11,000 patient estimate.

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