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 Shares Traded Last Trade
  0.00 0.0% 121.00 8,865 08:00:00
Bid Price Offer Price High Price Low Price Open Price
118.00 124.00 121.00 121.00 121.00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Health Care Equipment & Services 10.09 0.25 1.40 86.4 38
Last Trade Time Trade Type Trade Size Trade Price Currency
11:01:31 O 2,500 121.89 GBX

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12/6/202205:47Cambridge Cognition Holdings (COG)373
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Cambridge Cognition Daily Update: Cambridge Cognition Holdings Plc is listed in the Health Care Equipment & Services sector of the London Stock Exchange with ticker COG. The last closing price for Cambridge Cognition was 121p.
Cambridge Cognition Holdings Plc has a 4 week average price of 116p and a 12 week average price of 116p.
The 1 year high share price is 192.50p while the 1 year low share price is currently 99p.
There are currently 31,170,093 shares in issue and the average daily traded volume is 19,656 shares. The market capitalisation of Cambridge Cognition Holdings Plc is £37,715,812.53.
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 hTtps:// 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.
40 fathoms: I think the share price dip is a combination of things. Firstly we have come up pretty hard in last couple of weeks, secondly the market has been a bit skittish the last few days and I think if you don't know the company well it would be easy to see the company as expensive. Give it a day or two as management gets out and about and talks about the structural outlook and specifically the outlook for COG. I imagine our new broker will be putting them in front of a new client base. Also, I have just seen that Singer has taken up, marginally, its target price but taken down its recommendation from buy to hold. I think Mr Like's forecasts for next year are clearly wrong he has revenue only growing by 20% which will be off by at least half by my reckoning. Nevertheless maybe that also had a short term impact.
40 fathoms: There we go, another GBP 1 million contract " Cambridge Cognition Holdings Plc (AIM: COG), which develops and markets digital solutions to assess brain health, is pleased to announce that it has won a contract worth just over £1 million with a top 10 pharmaceutical company to provide digital cognitive assessments for a pivotal phase III autoimmune disease trial. Revenue from the contract is expected over the next three years."
40 fathoms: Cambridge Cognition tipped in today’s Sunday Times Https:// Behind pay wall but conclusion is “ The pharmaceutical sector values Cambridge Cognition highly but the City doesn’t look to have realised how much. It is benefiting from an increase in the number of clinical trials and more drugs in the pipeline at pre-clinical stage. Singer Capital Markets predicts sales will rise 24 per cent by next year. The stock should surge, too — buy.”
40 fathoms: In CNS for remote digital measures of cognition there is effectively no competition to Cogstate and Cambridge Cognition, for all the reasons we have mentioned before. To the extent that they do have competition it is pencil and paper tests. Outside of CNS, I think you should be looking at it the other way around. To what extent should other CROs be worried about the competition to their offering. These guys don't have validated digital measures and it is much easier and cheaper for them to bring in a Cogstate or a Cambridge Cognition for that function. This is already happening Cogstate has partnered with ERT (Now Clario), Cambridge Cognition provides its services to a number of CROs. As trials move more and more in to voice, wearables, RW etc these guys move further and further ahead, their tests get more and more sensitive. Pushing a pen and paper test on line with a rater looking over your shoulder on zoom is not competition. That said, I am not sure either Cogstate or Cambridge Cognition are interested in commodity style work. Both have excellent gross margins and a tonne of high margin growth ahead of them. One of the things Matthew Stork has done here to recognise what COG does is valuable to its clients and to make sure they are properly paid for work they do. We have 80% gross margins, from memory Cogstate has 60% so their is no need to chase after the crumbs. The difference in gross margins between the two before you ask, is we in essence just provide software, in addition to software Cogstate also provides services such as Raters and rater training and these are lower margin products. You will note the CGSs margin jumps about a bit based on the product mix booked during any reporting period.
manuelbeanster: Hi guys, Brad O'Connor, Cogstate's CEO, recently mentioned that he calculates Cogstate market share in all Alzheimer's Disease-related clinical trials in the US to be 13%. When asked about who he believed he was going up against, he mentioned Signant Health and WCG (VeraSci). Now, as far as I understand it, these 2 companies aren't focused solely on cognition. They seem to be enabling remote clinical trials while also offering cognition tests. What type of "threat" do these types of companies represent? I mean, if a sponsor goes to one of these companies looking for the "whole package", is it fair to assume that they'll tell the sponsor "Oh, we can do a lot of stuff for you, cognition testing included"? I'm sure that if a sponsor wants the best technology for its trial, they'll go with Cambridge Cognition, but what if cognition isn't the main focus for them? Won't these "we do it all" companies benefit from already being involved in the clinical trials while Cambridge Cognition is trying to get the sponsors to notice it? Is it fair to assume that, if cognition is just a secondary endpoint, a sponsor will go with the integrated solution? Cheers
km18: ...from last year... Company overview:“Optimising the assessment of cognition” – that’s what you will find if you start reading on the website of Cambridge Cognition. They are a leading company in neuroscience technology. Their products are focused in optimising the assessment of cognition, for the benefit of better brain health. With more than 30 years of experience, their technology is recognised worldwide and creates value for clients in over 100 countries, among which you could find the top 20 pharmaceutical companies and many academic research institutions. We should note that today’s company has not been profitable in the past 4 years. However, we would like to include it as a company developing in an emerging industry with great potential. Growth is organic, without any acquisitions done in the period 2011-2020. As a result, the biggest figure for last year on the balance sheet was cash and equivalents, as the company turned towards their shareholders for support. The year was very successful as CFO was positive, compared to the usual negative figure for the past decade....from WealthOracleAM
sev22: Note from House Broker this morning: A great start to the new year, increasing FY 2022 revenue visibility and underpinning the recognition within the pharmaceutical industry for Cambridge Cognition’s expertise within the schizophrenia trial setting. Cambridge Cognition announced that it has won two contracts worth £0.7m for a schizophrenia trial with a new top-20 pharmaceutical customer, with revenues expected to be recognised over the next two years. The contracts also include its eCOA (electronic Clinical Trial Outcome Assessment) platform. We leave forecasts unchanged for the time being and estimate that the company has visibility on c.60-65% of FY 2022 revenues already. We reiterate our target price of 220p, which implies a 2022E EV/sales multiple of 5.6x for its core business and c.15p per share (c.£4.7m) for the value of its 36.9% interest in Monument Therapeutics. Newsflow - £0.7m contract win as the cognitive assessment partner for a new top-20 pharmaceutical company, to assess the pro-cognitive effects of a new drug in schizophrenia and another indication. The company will provide its proprietary cognitive assessments (CANTABTM), its electronic questionnaires and scales platform (eCOA), and specialist, study management services. Revenues are expected to be recognised over two years. Thoughts and implications - Cambridge Cognition has built a strong reputation in the schizophrenia field for delivering highly sensitive cognitive assessments, having been contracted by one customer in six pivotal trials for its new schizophrenia drug between September 2020 and December 2021 with a total contract value of £4.9m (the last having been for £1m, announced on 9 December). This is the second pharmaceutical client to award Cambridge Cognition major contracts for cognitive assessments for schizophrenia in the last year. The fact that this contract is with a new customer is clearly a positive, offering the potential for follow-on contracts and underpinning the success that the company has had in this therapeutic area. With around c.30 clinical being run every year trials on new drugs for schizophrenia, the potential for further sales in this therapeutic area is clear. Forecasts - We are leaving forecasts unchanged. However, we estimate that the company already has visibility on c.60-65% of FY 2022 revenues, with all seven of the notifiable contracts announced during 2021 having a component of revenue recognition in 2022. Valuation - We reiterate our target price of 220p, at which level the stock would trade on 6.1x 2022E EV/Sales, with the core business trading on 5.6x, which excludes the value of its interest in Monument Therapeutics. It excludes the potential impact of any significant pharma partnerships that could include upfront and milestone payments.
purplepelmets: The great news keeps on rolling. More significant value contract wins. Cambridge Cognition Holdings Plc ("Cambridge Cognition" or the "Company") Cambridge Cognition wins contract for a pivotal schizophrenia clinical trial Cambridge Cognition Holdings Plc (AIM: COG), which develops and markets digital solutions to assess brain health, is pleased to announce that it has secured a contract for a further sizeable schizophrenia trial with an existing customer. Cambridge Cognition has been selected again to provide its proprietary gold standard digital cognitive assessments, CANTABTM, and specialist study management services. The latest contract is worth more than £600,000 to the Company over three years. Patients with schizophrenia often experience cognitive impairment, with deficits observed in memory, attention and executive function. CANTABTM cognitive assessments can measure these distinct processes with a high degree of sensitivity and so offers a valuable efficacy endpoint for the novel pharmaceutical being investigated. Matthew Stork, Chief Executive Officer of Cambridge Cognition, said: "We are delighted with the enduring partnership we have formed with this client and the award of a further order for digital technology solutions from them. This is also great news for us as our strategy is to broaden our offering and expand into more therapeutic areas. Demonstrating the value of digital cognitive assessments in schizophrenia drug development could provide for many more similar opportunities in the future."
40 fathoms: 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.
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