Published Dec 14, 2023

[REPLAY] Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP.274)

Andy Acker, Portfolio Manager at Janus Henderson, unravels the complexities of biotech investing, emphasizing risk management, diversification, and the transformative potential of gene therapy and precision medicine amidst industry volatility and regulatory challenges.

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Dexa/Capital Allocators – Inside the Institutional Investment Industry

[REPLAY] Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP.274)

Topics covered

Popular Clips

Launch Success Factors

Unmet Medical Needs

Management's Impact

New Frontiers in Therapy

Biotech Market Dynamics

Biotech Market Dynamics

Precision Medicine Advances

Trading Psychology Insights

Defensive Investment Strategies

Gene Therapy Innovations

Biotech Breakthroughs

Innovative Drug Development

Biotech Market Recovery

Investing in Biotech

Episode Highlights

Investment Strategies

Biotech Industry Challenges

Scientific Innovations

Related Episodes

Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP.274)

Rod Wong – Empty Rooms: Innovation in Biotech at RTW (Capital Allocators, EP. 310)

Rodrigo Bitar – Empty Rooms: Investing in Venezuela (Capital Allocators, EP.268)

Andy Lee – Empty Rooms: Investing in Tax Assets at Parallaxes Capital (Capital Allocators, EP.305)

Kiyan Zandiyeh – Empty Rooms: Venture Capital on the Emerging Frontier at Sturgeon Capital (Capital Allocators, EP.317)

Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)

Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380)

[REPLAY] Dan Ariely – Investing in Irrationality (Capital Allocators, EP.93)

[REPLAY] - Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)

[REPLAY] Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

Ted Martell – Empty Rooms: Commercial Real Estate Non-Performing Loans in NYC at Maverick Real Estate (EP.349)

[REPLAY] - Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)

[REPLAY] Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17)

[REPLAY] - Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

Andy Redleaf - Evolution of Markets (Capital Allocators, EP.46)

[REPLAY] Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP.274)

Topics covered

Popular Clips

Episode Highlights

Investment Strategies

Biotech Industry Challenges

Scientific InnovationsAndy Acker explores the transformative advancements in gene therapy and precision medicine, highlighting their potential to address unmet medical needs. He shares insights into innovative drug developments that are reshaping the biotech landscape.

Scientific Innovations

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