[REPLAY] Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP.274) | Capital Allocators – Inside the Institutional Investment Industry | Podwise
This podcast episode delves into the fascinating world of biotech investing, exploring the latest advancements in disease treatment, gene therapy, and the challenges faced by healthcare companies. Andy Acker, a seasoned portfolio manager in the healthcare space, shares his insights and investment strategies, highlighting the importance of conviction, risk management, and spotting undervalued companies with promising products, even amidst bear markets.
