Opportunities in Healthcare Investing

Andy Acker, a portfolio manager at Janus Henderson Investors, dives into the dynamic world of healthcare investing. He explores the post-pandemic recovery of healthcare stocks, emphasizing innovation as a driver for future opportunities. Acker highlights the booming obesity market and emerging drug therapies in biotech, while also navigating the complexities of patient access and rising costs. The conversation turns to cutting-edge pneumococcal vaccine developments, showcasing leaders like Pfizer, and discusses how AI is reshaping medical investments.