Acker: Buy hated biotech companies after trial setbacks if the drug works
Andy Acker · Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP.274) · Oct 6, 2022 · at 50:10
Andy Acker, healthcare portfolio manager at Janus Henderson, discusses his core contrarian investment philosophy when responding to clinical trial failures.
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“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.”
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