Nick Cameron

Portfolio Manager

Nick is responsible for the Healthcare team.

Prior to joining Antipodes in 2019, Nick was an investment analyst with Watermark Funds Management in Sydney where he managed a long-short global equities portfolio in the healthcare sector. Previously he worked as an investment and M&A analyst for private medical services provider Genesis Care where he focused on new business development and acquisition opportunities in the radiation oncology, cardiology and sleep medicine sectors. Nick also has experience covering the healthcare and biotechnology sectors as an equity analyst with Deutsche Bank and Credit Suisse.

After completing a Bachelor of Science and a Bachelor of Biotechnology with Honours, Nick obtained his Ph.D. in Biotechnology from Griffith University in Queensland.

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The investment case for Sanofi

Except for a select few, major pharmaceutical shares have performed poorly over the last few years thanks to negative real interest rates (favouring duration), heightened risk of US drug pricing reforms, intensifying competition and many companies facing large patent cliffs over the next decade.
  • 9 min
  • By Dr Nick Cameron

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