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COG Cambridge Cognition Holdings Plc

48.50
0.00 (0.00%)
03 May 2024 - Closed
Delayed by 15 minutes
Cambridge Cognition Investors - COG

Cambridge Cognition Investors - COG

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% 48.50 08:00:28
Open Price Low Price High Price Close Price Previous Close
48.50 48.50 49.00 48.50 48.50
more quote information »
Industry Sector
HEALTH CARE EQUIPMENT & SERVICES

Top Investor Posts

Top Posts
Posted at 26/2/2024 10:34 by earwacks
Newspaper tips are bottom of the pack behind even broker recommendations.i think stockopedia did some actual research into it. Individual investor/journalists can have some influence depending on their following, short term. Ultimately it’s institutional buys and directors, liquidity of stock that affects prices but mainly the numbers hitting or beating targets and forecasts. Life science had a dreadful 2023 which resulted in loan notes being required here to back up successful and possibly crucial takeovers. Patience is often rewarded well. Pretty good list of them here on the top stock holder list. I did get a small top up in last week and hoping to add again before we get lift off
Posted at 26/2/2024 10:07 by bedford1976
To be honest the share price hasn't gone up very much considering the Midas tip yesterday.
Obviously Sunday paper share tips do do generate as much investor interest as you would think.
Posted at 13/10/2023 04:42 by 40 fathoms
This link is to an investor day video that was posted today by Cogstate to help investors understand the their cognitive digital trials business. The video is long, so it might something for the weekend viewing.

Cogstate is a very similar company to CAMCOG. However, it is further advanced in its commercial development and has a much narrower focus, primarily on Alzheimer's (@70% of revenue) and rare diseases (@10% of revenue). At this point the companies are rarely in direct competition and for both of them their biggest competitors remain the providers of traditional pencil and paper tests. Just to give a sense of the potential size and scope of these markets last year Cogstate put out an estimate that despite being far in the lead in AD they still only had @17% of cognitive testing in the AD trials market. It is also worth noting that CAMCOG is involved with numerous early stage AD trials and will end up with a decent share of the AD market overtime.

The video gives a very good overview of the cognitive testing business case and also the huge and deep moat that these companies are able to enjoy. It also shows very clearly how well CAMCOG is positioned in the cognitive trial services ecosystem. CAMCOG is far ahead, both in terms of its technology and the scope of services it is able to offer in to trials. It is also probably also worth mentioning that AD only represents about 15% of the total spend in CNS space.

I hold both companies and it is clear that both will grow revenue significantly in the coming 3 or 4 years. However, for CAMCOG specifically we should understand it is about 3 or 4 years behind Cogstate in its move from R&D and validation to commercialisation. Cogstate clearly demonstrates the commercial path and revenue trajectory that we are on.
Posted at 26/4/2023 12:20 by earwacks
Also investor briefing and webinar may 3rd. Questions can be presubmitted or at the webinar
Posted at 02/4/2023 08:54 by earwacks
Looks very interesting the shareholder register. I see the top holder is Nigel Wray 14 percent(sarecens rugby)dominos pizza amongst other things. Is he South African by any chance?
Then there is a guy called Brett Gordon)possibly the Boston investor. Then the usual , Axa, Octopus, Perpetual and a health care fund, Lichternstein bank. Surprisingly small amount held by staff. Out of the 35 million shares looks like 40 percent held by others and Pi’s. Looks quite a healthy balance. Take your point about royalty license. Was a sensible move to spin out Monument. That could have become quite a drain on Cog. I think she is a very smart lady and sounds very much in touch about planning the best route to commercialisation. Walk before running etc. at the moment this stock is still on a bit of a racy valuation but with good reason and that could look a lot cheaper on next update hopefully. Good luck and thanks again for your inputs 40F
Posted at 24/8/2022 01:02 by 40 fathoms
The link above is to a youtube video of a panel discussion hosted at Helix 22 focused on innovation in precision diagnostics. The video is very interseting but I have linked in to start where Jenny Barnett, CEO of Monument Therapeutics and former longtime CSO at Cambridge Cognition introduces herself.

For investors that don't know Monument It provides a very neat overview of what they are looking to do. As a reminder Cambridge Cognition holds an @30% stake and its technology underpins the Monument Therapeutics biomarkers, for which they will receive a double digit toppling royalty on any commercialisation.

Also worth noting from the Monument Therapeutics website a couple of new developments, they are now also in clinical validation with digital biomarkers for Autisum and Post COVID Cognitive Impairment.

For refenrence the value of the Monument Therapeutics stake is on the Cambridge Cognition book at @50k.
Posted at 14/4/2022 04:19 by 40 fathoms
Here are the various links to the post results interviews on different platforms

Directors Talk



Proactive Investors



Vox Markets
Posted at 12/4/2022 15:03 by pre
Courtesy of Erratum posted on LSE thread - type http instead of HTpp and page 51 makes very interesting reading re: apple & Iphones etc:


erratum

Posts: 36

Price: 158.00

No Opinion

Apple/ Biogen Intuition StudyToday 14:46
It does not seem to have been posted on this board before but this Apple/Biogen study contract, that they won last year is hugely important and all investors and potential investors should be aware of it. I assume COG are unable to talk about it due to confidentiality constraints.

Cambridge Cognition is providing the cognitive tests to the Apple/Biogen sponsored Intuition Study. This is a huge and ground breaking digital study using IPhones and Apple watches to monitor @25,000 participants over a number of years and looking for signs of Mild Cognitive Impairment (MCI). It would seem that this contracts relates to the GBP2.3 million study win that they disclosed last year.

How do I know this ? Below is a link to a recent Biogen presentation and on page 51 you will see a reference to CANTAB being used as part of the Intuition study. For those that don't know CANTAB is COG's cognitive testing product. You can look up the Intuition study to see its purpose and scope, it is co-sponsored by Apple and Biogen



This is huge and completely ground breaking in and of itself but if the study produces useful insights who do you think Apple will call if they want to embed cognitive tests in to their products.
Posted at 24/11/2021 02:24 by 40 fathoms
Here is the link to the latest Share Magazine investor video. I think it has taken them a while to figure out but it seems to me they are now able to articulate the investment case in a simple and clearly understandable way for even non specialist investors.
Posted at 15/4/2021 13:40 by davidosh
An investor in COG has dedicated a pledge to charity if the share price reaches £1.45 this year for a £200 donation to be made to a small deserving charity. I was only dedicated this week and looks like it will be hit this week at the current rate of growth in share price.

Hundreds of investors are doing the same



You can choose any company and any charity or simply match another investor and their pledge. I am hoping to get to £100k for lots of smaller deserving charities mainly but all donations much appreciated.

Lets hope the markets stay positive and investors are generous.

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