(A top pick Sept 9/03. Up 58%.) As a potential treatment for Alzheimer's. Good technology. Has some US financing which will get US investors interested.
He likes it, the only downside is that because the Japaneese market has risen 40% over the last year, it's a bit expensive right now. He suggests going to a different fund which is not so centered on the Japaneese market.
The name of the company was indistinct and this is the closest result in the data base. It is a biotech company focused on brain health. It acquired an AI company called Metro Mark. It is signing more and more deals with pharmaceutical companies for up-front and royalty payments.