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.
(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.