What podcasts say about Jeroen Werber
Every statement, with the speaker, the exact quote and the moment it was said.
What Jeroen Werber has said on podcasts
10 statements · 7 positive · 1 negative · 2 neutral
Biotech degrossing may begin easing after October 31 fund closes.
“The gross thing theoretically, hopefully is going to start abating after the October 31st sort of, you know, annual close for many funds.”
Open the episode · Episode 199 - October 16, 2026Listen at 12:32
A Democratic congressional sweep could lead to AI regulation.
“if the Democrats sweep Congress, which is in some ways increasingly now a risk or a potential. whether they're going to move to regulate AI”
Open the episode · Episode 199 - October 16, 2026Listen at 13:01
Isomorphic Labs is speculated to have a $50 billion valuation.
“there's speculation that they have a 50 billion valuation”
Open the episode · Episode 199 - October 16, 2026Listen at 13:30
The 25 largest XBI stocks are performing well.
“if you look at the 25 top stocks in the XBI, they're performing very well.”
Open the episode · Episode 199 - October 16, 2026Listen at 13:54
Interest rates may rise again, possibly twice, by year-end.
“there's probably going to be another raise, expected probably even two from here, maybe one certainly by the end of the year.”
Open the episode · Episode 199 - October 16, 2026Listen at 14:42
Biotech stocks are reasonably priced overall.
“things are fairly, you know, reasonably priced.”
Open the episode · Episode 199 - October 16, 2026Listen at 20:24
Teva, Argenx, and First Tracks show strong celiac-disease data.
“all of them show really good data.”
Open the episode · Episode 199 - October 16, 2026Listen at 40:37
The celiac-disease drugs reduce lymphocyte attack on the epithelial lining.
“they're showing a reduction in the attack on the epithelial lining with lymphocytes.”
Open the episode · Episode 199 - October 16, 2026Listen at 40:40
These celiac-disease drugs have shown activity in vitiligo.
“The good news is these drugs also work so far in vitiligo.”
Open the episode · Episode 199 - October 16, 2026Listen at 43:00
Argenx has important phase-three MMN data forthcoming for C2 antagonists.
“they have very important to phase three data coming up in mmn multifocal motor neuropathy with their C2 antagonists”
Open the episode · Episode 199 - October 16, 2026Listen at 46:40
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.