Andy Acker, CFA
Andy Acker is a Portfolio Manager at Janus Henderson Investors responsible for managing the Global Life Sciences and Biotechnology strategies since 2007 and 2018, respectively. He also leads the firm’s Health Care Sector Research Team. Andy was assistant portfolio manager on the Global Life Sciences strategy from 2003 to 2007. He joined Janus in 1999 as a research analyst focused on companies in the biotechnology and pharmaceutical industries. Prior to this, he worked as a strategy consultant for the Boston Consulting Group and as a health care analyst for Morgan Stanley Venture Partners.
Andy received his bachelor of science degree in biochemical sciences from Harvard University, graduating magna cum laude and Phi Beta Kappa. He also earned an MBA with honours from Harvard Business School. Andy holds the Chartered Financial Analyst designation and has 27 years of financial industry experience.
What’s next for biotech’s M&A boom?
A regulatory hurdle may delay some merger and acquisition activity in the sector – but is unlikely to stop dealmaking.
Investing in the next wave of innovative medicines
In our latest panel discussion portfolio manager Andy Acker, research analyst Agustin Mohedas, scientist Dr. Stephen Harrison and Akero’s CEO Andrew Cheng, detailed the remarkable advances in disease categories that previously had limited treatment options, like NASH, a severe form of nonalcoholic fatty liver disease.
Biopharma delivers blockbuster growth
How innovation is driving drug revenue growth in biopharma.
Global Perspectives: Why biotech could be embarking on a new decade of growth
A wave of innovative therapies is beginning to hit the market, transforming the prospects of the biotech firms behind the science.
Two sides of healthcare, one strong investment case
The healthcare sector has been resilient through market drawdowns but also benefits from significant long-term growth drivers.
Biotech rides a wave of positive data
Positive clinical trial data in 2022 could lead to record drug launches over the coming year.
Healthcare stocks show signs of strength
Andy Acker discusses how pricing power, growing demand, and an improving outlook for biotech could bolster the sector heading into 2023.
Amid volatility, healthcare’s appeal grows
Amid an environment of higher-than-expected inflation, rate hikes and a slowing global economy, health care’s defensive nature may offer attractive characteristics.
Signs of recovery in biotech?
Low valuations, positive clinical trial data and clarity around drug pricing reform could help revive the sector’s beaten-down stocks.
Making sense of drug pricing reform for investors
Why we believe the biopharma industry should be able to adapt to drug pricing changes.
Healthcare’s recession playbook
Some areas of healthcare benefit from steady demand and the ability to pass on price increases – appealing qualities amid slowing economic growth.
How weight loss could yield gains for investors
A breakthrough in anti-obesity medication could help millions of people struggling with excess weight and create a new growth opportunity for healthcare investors.