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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Cambridge Cognition Holdings Plc | COG | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| 0.00 | 0.00% | 52.00 | 08:00:00 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 52.00 | 52.00 | 52.00 | 52.00 | 52.00 |
| Industry Sector |
|---|
| HEALTH CARE EQUIPMENT & SERVICES |
| Top Posts |
|---|
Posted at 23/4/2024 08:02 by earwacks Excellent summary again Fathom. It occurred to me that Monument could end up having a higher market cap than Cog at some stage. They did say they had some exciting news at the beginning of the year. I guess this is it! |
Posted at 23/4/2024 07:27 by 40 fathoms Today's RNS confirms the Cambridge Cognitions equity in Monument Therapeutics is valued at @2.5 million based on the closed funding round. This compares to a carrying value of GBP65k. In addition the 12.5% top line gross royalty is worth considerably more than the equity. So at the mark from this recent funding round the value of Monument Therapeutics to Cambridge Cognition is in excess of 5 million. Should this or Monument's other drug enter phase II trials the total value will be significantly more than the current COG market cap.Monument Therapeutics strategy is out-license Phase II drug development. So its possible, with a favorable outcome in this proof of mechanism trial, that in the next 12 months a deal could be reached with Pharma. It is probably worth pointing out that Monument Therapeutics is not developing new drugs, its reformulating generic drugs and paring them with a digital biomarker to ensure they get to patients in which they will work. This should remove safety related risk from the clinical trials as these well known and widely used APIs. |
Posted at 21/4/2024 08:22 by cerrito Yes thanks from me as well,40 Fathoms, for the Monument Article.I am going on the basis that COG did not contribute to the £1.5m and to me they seem optimistic talking about Phase 2 starting early next year. I see Monument ended 2022 with £1.2 m in cash but did a funding round in early 2023. In the here and now, given that we were told in the January TS that the results will be out in April we should expect a Notice of Results RNS in the next few days |
Posted at 04/3/2024 12:01 by earwacks I have the occasional look in as he does sometimes conduct a good interview, nBut his doctor like prognosis on chart reading is quite ridiculous, particularly on illiquid small caps that seem more inappropriate than bigger market cap stock. I did follow Alpesh Patel (ex barrister/stock analyst). He used charts more for momentum investing, which I kind of get, but still find it pretty micky mouse investing. Paul Scot says he has been approached by the board of Cog for an interview. Paul is interested in Cog to a degree but has been a bit wary of late. Seems to be getting slightly more interested again. I expect you are correct about sudden moves. Brett Gordon has increased his stake twice recently without much impact. I think it must have been an overhang from director sells in the acquired companies. Normally his buys would have pushed the stock right back up. |
Posted at 21/2/2024 07:21 by 40 fathoms "Cambridge Cognition Holdings plc (AIM: COG), which develops and markets digital solutions to assess brain health, is pleased to announce a new strategic partnership with ActiGraph, a leading provider of wearable technologies for clinical trials. The partnership will deliver a broad suite of assessments to provide a fully rounded view of mental and physical capabilities. With both companies holding leading positions in their respective markets, it is anticipated that the co-promotion planned under the agreement will support growth in market share in the future."Looks like a very sensible partnership. |
Posted at 18/1/2024 20:47 by earwacks Many thanks yet again Fathom. Looking forward to Monument news, as indeed cog end of month. Not expecting to much movement up yet. Even record results don’t impress at the moment! Gl |
Posted at 15/12/2023 20:16 by cerrito Thanks for that 40 Fathoms.I have yet to listen but did go on the Winterlight website for the first time and saw that there was no reference to their relationship with COG except the Jan 11 23 article-the latest one in their news section. I note trading over the last 3 weeks has been miniscule. Those who bought sub 50 will do well. |
Posted at 13/6/2023 07:53 by 40 fathoms "Cambridge Cognition (AIM: COG), which develops and markets digital solutions to assess brain health, is pleased to announce it has won a £2 million contract for a pivotal cancer therapy trial. The Company will provide its proprietary cognitive assessments (CANTAB®) as an exploratory endpoint with revenue from the contract expected to be recognised over the next five years."Excellent, another chunky contract and all the better for being in an non CNS trial as a safety endpoint. |
Posted at 07/1/2023 09:32 by 40 fathoms Yesterday evening Eisai/Biogen recived accelerated FDA approval for Lecenamab, which will now be renamed as Leqembi. This is a drug that will be used to treat early stage Alzheimers and although it is far from perfect this is a pivotal moment along the path to changing the treatment paradigm in AD.The follow on effects for Cambridge Cognition over the next decade will be significant and twofold. Firstly, you will see a significant number of new AD clinical trials initiated, both for new APIs targeting beta amyloid and also targeting new mechanisms of action. In addition you will start to see trials of drug combinations. Leqembi and Donepezil would be an obvious one, given that Aricept is also an Eisai drug. A share of all this additional work will come to Cambridge Cognition. Secondly, now that we have the ability to modify the disease, faster and earlier diagnosis of AD is going to be crucial. It will not be affordable, nor practicable to definitively test everyone (PET scan or lumbar puncture) who turns up in the GP clinic saying they forgot where they left the car in the carpark last week or they could not remember the name of their postman. The answer is a quick, cheap and accurate digital test that will determine if your cognition is normal, both against your peer group but also against yourself when tested longitudinally. There are only two companies that are in a position to provide widely validated, highly sensitive, digital administered tests and Cambridge Cognition is one of these companies. Over the next decade, globally. Tests in this health screening market should be somewhere between 5 million & 50 million annually, multiply this number by @ $10-$12 per test (this is an estimate of what Cogstate will receive via its licensing agreement with Eisai) and then assign a percentage of the resultant figure to Cambridge Cognition. If we take 5 million tests per year and US$ 10 dollars per test and assign a 10% market share to Cambridge Cognition that would be US$ 5 million dollars in annual revenue and note that revenue has 95%+ gross margin. If we keep Cambridge's share of the market at 10% but increase the $ per test to $12 and estimating a market of 30 million tests per year. We would see a COG revenue of $36 million per year. Just for a little bit more context as to how this market might evolve you might look at what Eisai and Cogstate are starting to do in Japan. In Japan it is mandatory for an employer to offer an annual health check, known as kenko shindan. Eisai is working on having their Cognigram tests included for all over 50s. They are starting to also have them embedded in private health insurance physicals and they are also exploring with the government making them a part of the driving licence renewal process, after a certain age. The other factor to consider is that once you are on some form of treatment you will be tested regularly to make sure the drug is having a positive effect. Last but not least Eli Lilly will be filling with the FDA before the end of 2023 for approval of their beta amyloid clearing therapy known as daonanemab. Should this be approved this will reinforce all of the factors highlighted above.. |
Posted at 13/9/2022 02:09 by 40 fathoms @tratante - While Cambridge Cognition has the most sensitive measures in AD it is not the digital test market leader, that is Cogstate which is listed in Australia. Nevertheless, there is still very significant growth in the AD market for COG, especially with their new voice product and some of the multimodal work they are doing which is absolutely at the leading edge.The point I wanted to make is that less than 20% of COGs revenue and even less of its contracted back log comes from dementia trials. COG covers the whole CNS spectrum and outside of AD it is by far the (digital) market leader. This is important because the research dollars spent on these other conditions in total, is many, many times that spent on Alzheimer's. Think Attention Deficit Disorders, OCD, stroke, TBI, Autisum, Epilepsy,MS,Sleep Disorders, Depression, Schizophrenia, Parkinson's, Huntingdon's, PTSD, addiction issues, Cognition as a safety endpoint in non CNS drugs .... the list goes on. But your point remains, the ability to be able to objectively and repeatidly test various aspects of cognition away from a test centre and without a rater present is a fast growing niche with a huge moat and only Cambridge Cognition and Cogstate have validated and viable digital products. At this point these two are only competing against, traditional pencil and paper tests and are capturing significantly less than 10% of the trial opportunities available to them. Within 10 years all clinical trial related cognitive test will be digital. The last point in order not to make this post too long, CNS trials are often very long in duration (as you are usually looking at change overtime) and require large numbers of participants in order to be properly powered. At this point neither COG nor CGS are working on many Phase III trials. As Phase I and II trails progress some will move to Phase III and this is where the mega sized contracts are. Last year Cogstate signed a Phase III AD contract worth @US$15.5 million over 4 years. |
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