Andy Acker

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.

Andy Acker, a Portfolio Manager at Janus Henderson Investors, specializes in healthcare strategies, focusing on biotech opportunities often overlooked by mainstream investors. He discusses the significant advancements in drug development despite challenges faced by biotech stocks. Acker explains his investment process, including idea filtering and assessing management teams. He highlights breakthroughs in gene therapy for severe genetic conditions and shares insights on navigating rising healthcare costs amid evolving market trends. His contrarian view unveils promising green shoots in a seemingly empty room.

Andy Acker, a Portfolio Manager at Janus Henderson Investors, brings his expert insights on navigating the often-overlooked biotechnology sector. He shares his fascinating journey from biochemistry at Harvard to investment success. Acker discusses significant advancements in drug development and the implications of the '90-90 rule' for biotech stocks. He delves into gene-based therapies and the potential they hold for addressing unmet medical needs. With a focus on current market risks and opportunities, Acker sheds light on how contrarians can thrive in this empty room of investment.