Nov. 5, 2025
The Reason Healthcare Stocks Are Undervalued | Sean Carroll
In this episode of Meet the Expert, Elliot Kallen speaks with Sean Carroll, Portfolio Manager at Janus Henderson, overseeing $15 billion in healthcare and biotech investments. They dive into the innovations reshaping medicine—from obesity and cancer drugs to robotic surgery and genetic therapies.
Sean explains why the healthcare sector remains undervalued despite breakthroughs in biotech and how investors can capitalize on the next wave of medical innovation. From GLP-1 weight-loss drugs to precision oncology, this conversation reveals where science, money, and technology intersect to define the future of healthcare.