In this podcast episode, Aita shares his shifting perspective on biotech investing, moving from a purely scientific approach to a more holistic probabilistic analysis that reveals market mispricings and opportunities in drug development. He recounts his journey through top hedge funds like Millennium and Citadel before founding his own firm, Cutter Capital, during the pandemic's market shifts. Aita discusses his investment strategies that blend thematic exploration with market neutrality, emphasizing the significance of mentorship, ongoing learning, and a strong investment framework. His insights offer valuable guidance for those looking to enter the healthcare investment space.
