Andrew Summers

Healthcare-focused investment manager and founder of Summers Value Fund with a background at Invesco and Janus Capital; specializes in concentrated, long-term healthcare and biotech investing and has served on public and private company boards.

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Jan 22, 2026 • 60min

Andrew Summers of Summers Value Partners on healthcare, biotech $GILD, $QURE and $ELMD | S08 E02

Andrew Summers, founder of Summers Value Fund, shares insights from his extensive experience in healthcare and biotech investing. He discusses regulatory complexities impacting the sector, recent underperformance, and the attractiveness of biotech as it matures. Summers highlights the dramatic patent cliffs ahead for large pharmaceutical companies and the role of innovative treatments like GLP-1s. He also explores how technologies like AI are reshaping drug development and why small-cap healthcare offers compelling opportunities.

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