Andy Acker

6 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Oct 6, 2022 by Andy Acker · said 1 times in 1 episodes since 2023 · across every show →

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

Mentions by year

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2023 1 mention in 1 episode

Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356) Dec 14, 2023 · 1 mention · from 1:28
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Everything said about Andy Acker, oldest first

Oct 6, 2022 negative

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)

Oct 6, 2022

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)

Oct 6, 2022

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)

Oct 6, 2022 positive

Opinion

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)

Oct 6, 2022

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)

Oct 6, 2022

Insight

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)

Andy Acker

Mentions by year

Everything said about Andy Acker, oldest first

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