Mark Dainty

Mark Dainty, Portfolio Manager at Blue Box Asset Management, specializes in life sciences and precision medicine. He delves into the nuances of precision medicine, comparing its complexities to dating apps in terms of success probabilities. Dainty discusses the critical differences between 'developers' and 'enablers' in investment strategies, particularly focusing on risky early-stage stocks. He highlights the potential of companies like Natera and Guardant Health, and shares insights on navigating high-risk portfolios while balancing innovation and execution in healthcare investments.