ペプチドリームとサンバイオだそうだ。
両方底値で仕込めたね、おめでとう

The Citywire AA-rated manager, who runs the Comgest Growth Japan fund, says his positions in the country’s little-discussed biotech space are likely to outperform this year.
‘There are two names we have bought into recently within this sector: PeptiDream and SanBio.

tp://citywireselector.com/news/contrarian-calls-why-aa-rated-kaye-backs-japanese-biotech/a1119367?ref=citywire_global_latest_news_list