Andy Acker

person on 1 show · 6 statements across 1 episodes · said 1 times in 1 episodes since 2023

Capital Allocators 1

On the record as a speaker too: Andy Acker across every show, appearances and statements → this page counts the times other people say the name.

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Capital Allocators 1

2023 1 mention in 1 episode

every mention on every show, scene by scene, with the transcript →

6 statements about Andy Acker, every show

Acker: Buy hated biotech companies after trial setbacks if the drug works
“So it's really buying when a company is the most controversial, the most hated, but where you have high conviction that a product really works.”
Andy Acker Oct 6, 2022 ▶ 50:10 Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP.274)
CAPITAL ALLOCATORS Assertion Supported
Acker: Physician prescriptions determine 80% of healthcare spending
“So the physicians write the prescriptions that affect 80% of healthcare spending.”
Andy Acker Oct 6, 2022 ▶ 16:34 Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP.274)
CAPITAL ALLOCATORS Assertion Not checkable as stated
Acker: Wall Street drug launch estimates are wrong 90% of the time
“And what we've found again in more than 23 years of investing in health care is that the consensus estimates from Wall Street Are wrong about 90% of the time.”
Andy Acker Oct 6, 2022 ▶ 14:54 Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP.274)
CAPITAL ALLOCATORS Assertion Supported
Acker: The industry average success rate for Phase 3 trials is 50%
“And if you think about the industry statistics for a phase three study, the average success rate of the industry is about 50%.”
Andy Acker Oct 6, 2022 ▶ 11:51 Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP.274)
CAPITAL ALLOCATORS Assertion Supported
Acker: 90% of drugs entering clinical trials never reach the market
“If you look at the industry over the last multiple decades, 90% of the products that begin human clinical testing never make it all the way to market.”
Andy Acker Oct 6, 2022 ▶ 10:45 Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP.274)
Acker: Healthcare investors can have a bigger impact than practicing physicians
“I also felt that I could have a bigger impact as an investor than I could as a practicing physician. And then what's been really gratifying is that's turned out to be true.”
Andy Acker Oct 6, 2022 ▶ 2:47 Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP.274)

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