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Share Name Share Symbol Market Type Share ISIN Share Description
Cambridge Cognition Holdings Plc LSE:COG London Ordinary Share GB00B8DV9647 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 79.50 77.00 82.00 82.00 79.50 79.50 79,532 08:00:27
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Health Care Equipment & Services 5.0 -3.1 -12.4 - 25

Cambridge Cognition Share Discussion Threads

Showing 451 to 474 of 475 messages
Chat Pages: 19  18  17  16  15  14  13  12  11  10  9  8  Older
DateSubjectAuthorDiscuss
19/1/2021
07:27
Very nice trading update and it looks like they were indeed profitable in Q4, as they had previously forecast. We should be looking at a maiden year of profitability in 2021. Particularly pleased to see the order backlog increase so meaningfully, long may it continue.
40 fathoms
13/1/2021
23:39
Not a chance Cogstate are involved in my view. You go to Cogstate for an excellent commercial/commodity type offering. You go to COG for complex/bespoke research projects exploring leading edge ideas that require analysis and insight. With this large, multi-year, research driven project, COG would be the only commercial group qualified in my view. The reason I suspect COG are involved can be seen from looking at the linkedin page of Biogen's Matt Hobbs, who moved across from COG last year. With no disrespect intended to the excellent scientific team at Cogstate, when it comes to innovation they are not a patch on the COG team (Pam Ventola is a possible exception). For example COG are still researching their voice based products and are probably still at least 24 months away from having a validated product, COG are already in the market and getting paid with their voice project. If we move on to other aspects such as wareables, social cognition, digital phenotyping etc, COG are so far ahead of Cogstate it is not even really open for debate. Where Cogstate are (have been) much stronger than COG is with commercialisation and they continue to do an excellent job at that. However their commercial focus also means they only purse areas where they can get paid at scale rather than one off bespoke projects.
40 fathoms
13/1/2021
19:07
Well, I don't see it that way. Biogen is partners with Eisai. Eisai owns 7% of Cogstate. On top of that, Eisai just bought the rights for Cogstate's technology on the Healthcare segment (not clinical trials). I'm not sure if this study would be included on the Healthcare segment or not (likely not), but if it would, I would guess that Eisai is right now pushing for Cogstate to be the partner, right?
mm84
13/1/2021
11:03
Biogen, Apple to launch virtual study on cognitive decline The research project will be conducted using the Apple Watch and iPhone, and is set to begin during 2021. COG lead the world in this area digital wearables and are the only ones I know off who have previously used apple watches in trials to measure cognition. I reckon there has to be a very good chance that they are involved in this project.
40 fathoms
07/1/2021
21:22
What newsflow?
mm84
29/12/2020
16:31
Great chart blasting to new yearly highs on high volume. Backed up by positive news flow. Bought in here!
essential
25/11/2020
23:29
I am assuming you are talking about AD in a healthcare context ? I don't think it will have any impact what so ever as the article itself says it is seen as complementary to cognitive testing not a replacement. Firstly as a triage tool and from a price and ease of administration viewpoint you will never beat a digital test costing a few US$. Secondly, even if you can detect beta amyloid in the blood you will still need to monitor and assess the cognitive impact, which will very greatly amongst patients and that can only be done by cognitive testing. Finally, at present this is a tiny part of COGs business and even if this was (and it wont) to close the triage AD market to COG there a large number of other health care applications for their various tests. If it has any negative impact it would be more for a company like IXICO, if they were ever to move in to the healthcare setting.
40 fathoms
25/11/2020
17:37
I wonder if this is good or bad for COG? hxxps://www.mcknights.com/news/clinical-news/breaking-alzheimers-diagnostics-breakthrough-first-commercial-blood-test-to-detect-amyloid-beta-hits-the-market/
mm84
12/11/2020
14:25
MM, At one level it is an interesting idea. I suspect for many reasons, not least of which would be insufficient cash, it would be Very hard to pull off.
40 fathoms
12/11/2020
14:25
MM, At one level it is an interesting idea. I suspect for many reasons, not least of which would be insufficient cash, it would be Very hard to pull off.
40 fathoms
11/11/2020
22:26
Hey guys, what if Cogstate buys COG?
mm84
08/11/2020
18:20
40F, I have to admit that the FDA briefing note taxed my endurance (121 pages plus figures) but as you say the FDA are extremely positive and clearly from cog's reported view from October 2019 they see it as a massive opportunity. Thanks for posting all this on the board. It really does appear from this and other opportunities that cog are in a very good place for future significant growth over the short to medium term. S
stevee1234
07/11/2020
04:40
This outcome is broadly as expected from the Adcom, the surprise this week is how positive the FDA position was in its briefing paper. The position is the FDA seem to love it and the Adcom panel are saying the case for Aducanumab has not been proven. My take is the FDA will approve regardless, and will likely put on some label limits or phase IV requirements, however for COG this would still see very significant demand for triage testing.
40 fathoms
07/11/2020
04:32
Today, the U.S. Food and Drug Administration (FDA) Peripheral and Central Nervous System Drugs Advisory Committee voted 1 yes, 8 no and 2 uncertain on the question, “Does Study 302 (EMERGE), viewed independently and without regard for Study 301 (ENGAGE), provide strong evidence that supports the effectiveness of aducanumab for the treatment of Alzheimer’s disease?”. The Advisory Committee also voted 0 yes, 7 no and 4 uncertain on the question, “Does Study 103 (PRIME) provide supportive evidence of the effectiveness of aducanumab for the treatment of Alzheimer’s disease?”, and 5 yes, 0 no and 6 uncertain on the question, “Has the Applicant presented strong evidence of a pharmacodynamic effect of aducanumab on Alzheimer’s disease pathophysiology?R21;. Finally, the Advisory Committee voted 0 yes, 10 no and 1 uncertain on the question, “In light of the understanding provided by the exploratory analyses of Study 301 and Study 302, along with the results of Study 103 and evidence of a pharmacodynamic effect on Alzheimer’s disease pathophysiology, it is reasonable to consider Study 302 as primary evidence of effectiveness of aducanumab for the treatment of Alzheimer’s disease?”
40 fathoms
06/11/2020
13:39
hxxps://www.sharecast.com/news/aim-bulletin/cambridge-cognition-hoping-to-ride-coat-tails-of-biogen-alzheimers-programme--7093535.html This was from COG last year on the issue.
40 fathoms
06/11/2020
13:14
40F, thank you very much for all the information, I will read up on this in more detail this evening. Cheers Steve
stevee1234
06/11/2020
12:43
So next steps is today's Advisory Committee meeting, then depending on their recommendations (and the FDA can ignore the Adcom recommendations) then a final decision must be given by the PUDFA date in March 2021. However it could come at anytime prior to that.
40 fathoms
06/11/2020
12:40
Stevee, just as a reminder the approval of Aducanumab would not in itself be a direct benefit to COG. They were not involved in the trial and have no link to Biogen or Eisai. However, what it does mean is that with a disease modifying drug on the market, GPs need a quick and cheap way to work out if a persons memory is normal and if they should be passed on to a specialist. GPs have neither the time, training nor resources to do this via old fashioned pencil and paper methods. There are only 3, possibly 4, companies globally that offer a regulatory approved, validated, cloud-based test that you can conduct (without supervision) on a tablet or a PC. COG is one of those 3. I have no doubt as we speak management is discussions with all sorts of parties about offering this test if Aducanumab is approved. So the FDA must give a decision by March, if approved the drug will be available from next summer. It seems highly likely to me that if it looks like it will get approved you will see COG starting to sign deals end of this year early next.
40 fathoms
06/11/2020
12:24
https://www.fda.gov/media/143502/download
40 fathoms
05/11/2020
23:51
Hi 40F, that sounds interesting news re. The FDA. Could you please post a link or advice where I can read these briefing papers. Also based on what you know what are the next steps in FDA approval, are they waiting for data/information from cog, is there any follow up session where they could announce approval. Cheers S
stevee1234
04/11/2020
15:38
Huge news for COG ... the FDA just released its briefing papers for the Friday Adcom meeting on Aducanumab. "Based on the considerations above, the applicant has provided substantial evidence of effectiveness to support approval" Seems pretty clear that the FDA want to approve it.
40 fathoms
27/10/2020
13:13
SP creeping back up!
oliversanvil
27/10/2020
09:29
EISAI AND JD HEALTH ESTABLISH A JOINT VENTURE COMPANY IN CHINA TO IMPLEMENT HEALTH SERVICE PLATFORM Aiming to make a new contribution through a One-Stop Online Service for people living with Dementia. SO no doubt this will tie up the Cognigram product Eisai licensed yesterday. If they are not already COG management should get on the phone to one of the other Chinese digital health platforms, who will be forced to offer a competing product. Ping An Healthcare would be good !
40 fathoms
26/10/2020
08:04
40F something similar for cog would indeed be transformational for the share price. My fingers and toes are crossed in hope, also a fair degree of confidence significant deals will be announced over time.
stevee1234
Chat Pages: 19  18  17  16  15  14  13  12  11  10  9  8  Older
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