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
  8.00 5.69% 148.50 35,306 16:01:20
Bid Price Offer Price High Price Low Price Open Price
147.00 150.00 148.50 140.50 140.50
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Health Care Equipment & Services 6.74 -0.65 -1.50 46
Last Trade Time Trade Type Trade Size Trade Price Currency
16:01:20 O 50 150.00 GBX

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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 140.50p.
Cambridge Cognition Holdings Plc has a 4 week average price of 137.50p and a 12 week average price of 129.50p.
The 1 year high share price is 192.50p while the 1 year low share price is currently 44p.
There are currently 31,170,093 shares in issue and the average daily traded volume is 19,756 shares. The market capitalisation of Cambridge Cognition Holdings Plc is £46,287,588.11.
40 fathoms: We are due a trading update and by COGs standards they are a bit slow with this one. If it does not come in the next 24 or 48 hours I have a sneaking feeling it will come with news, as there would be no other reason to delay vs previous years. Either a big contract win or collaboration would be nice. M&A, either as acquirer or acquired would be less welcome. I think the chances of a takeover approach in the next 18 months are very high indeed, one thing I am certain about is that whatever the price is I will not like it.
smithie6: I guess that the recent spin off deal has gone down well with the mkt since a chunk of costs has been removed from the COG accounts which instantly improves the profitability of COG & it shows the quality & desirability for the COG skills/products which I believe increases their value
40 fathoms: MM84, todays RNS answers your question about the spin out of Monument Therapeutics. "Cambridge Cognition Holdings Plc (AIM: COG), which develops and markets digital solutions to assess brain health, is pleased to announce the completion of the spin-out of Monument Therapeutics Limited ("Monument Therapeutics"), a drug development company applying digital phenotyping to central nervous system ("CNS") disorders." A huge amount of optionality in this announcement, we have @36% of a funded early stage drug development company with a potentially large royalty stream in the event of commercialisation. The initial focus is on POCD (post operative cognitive dysfunction)and cognitive impairment in schizophrenia. If the royalties are top line and given the size of the addressable markets being targeted the amounts involved could be very significant indeed.
mm84: Thank you for sharing your knowledge 40. I really appreciate it. Some notes: Yes, I'm comparing COG with Cogstate as Cogstate was the first one I loooked at and I'm obviously biased, but working on it :). 1) Regarding the US office, it has been open since 2015. I understand that these things take time, but 6 years??? And how has Cogstate done it while being headquartered in Australia? Ok, I understand that the different phases take years (it reminds me of the ENTS in Lord of the Rings)but how much visibility do we have in relation to the trials they've been working on and how likely it is that these will translate into big phase 3 trials? 2) Regarding rater training and recruitment, I thought that COG also offered them. At least the recruitment with CANTAB Recruit. Are you saying that Cogstate has been lucky to perform those for large clinical trials whereas COG hasn't? 3) On eCOA, I must confess my ignorance (as with all the rest). I've tried to understand what it is exactly with little success. The best clue that I have found was a mention by the previous CEO on an interview from where I got the feeling that it was a less important product required by their clients like a "basic questionnaire and scales" (CEO's words). Now that you've mentioned "CNS specific", "voice" and "wearables" I start to get the feeling that I'm way deep over my head. 4) Haven't they spun out Monument already? On the 2019 Annual Report Cambridge stated a 100% ownership whereas in the 2020 AR, it was down to 20%. 5) Which leads me to valuation. How does one put a number on this company? I know, I know, that's not how it works, but when you say that Monument isn't captured in the current valuation, how should it be captured? First there's the valuation of the core business (which I haven't even dared to calculate as I'm still learning the ropes)and then there's the valuation of a drug development business that no one knows what it is, what it's future will look like, it's funding needs, etc, etc. For all I know, it can be a drag on profitability for many years to come (if it remains 20% owned by the company). Cheers,
40 fathoms: Yes. Health insurance companies Cigna and the like. Given the huge cost of this treatment, I would initially expect them to require an "insurer approved" cognitive test before allowing patients to start along the treatment pathway. This would be in addition to an initial test administered by a general care practitioner which is where most of the treatment referrals are likely to come from. Given that in the US the general care practitioner will receive a share (up to 6%) of the treatment cost they will have an incentive to push treatment. Given that the no label restrictions were placed on Aducanumab I would expect the insurance companies to place their own. Given that this check can be done by a cheap at home test it would seem like a sensible approach. The cost benefit to them is huge. Let say its $5 per test and the cost of treatment is going to be (all in) @US$75k per year. If they can knock back 1:15,000 claims or even defer that claim for a year they have paid for the testing. I also think you might find that while on the treatment they will require regular cognitive testing to determine if the therapy is having an effect and should be continued. Longer term I would expect that a cognitive test will be required as part of the annual renewal and premium setting process. Clearly you will have some ethical issues to cross but tests coupled with family history and other information can give pretty decent predictions of your probability of developing AD at least a decade before you show symptoms. I don't think the insurance companies and actuaries will be able to resist going down this route.
40 fathoms: Cambridge Cognition Holdings Plc (AIM: COG), which develops and markets digital solutions to assess brain health, is pleased to announce that it will be joining the University of California, San Francisco (UCSF) Brain Health Registry as a cognitive assessment partner. The Brain Health Registry is an online platform designed to speed up the discovery of treatments for Alzheimer's disease, Parkinson's disease, depression, post-traumatic stress disorder, and other brain disorders. This is going to be the first in a stream of announcements, the approval of Aducanumab will set the whole sector alight not just AD, money is going to pour in for all CNS conditions, this really is the final frontier in medicine and we are still working out not only how to measure but even what to measure we have not even started to scratch the surface of what is possible.
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 Https://melloevents.com/charity-pledge/ 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.
40 fathoms: I think there are a number of possible reasons. 1) It is already clear they will blow away the @8.5 million revenue figure they have put out for 2021 and we are only 1/3 of the way through the year. 2) Following on from the point above this would suggest that they will also be meaningfully profitable this year. My working assumption is they will top GBP 1.25 million in PBT this year and depending on how the contracts build that could well top GBP 3.5 next year. Even at 125p per share that puts them on a P/E of 12 x next year and probably single digit for 2023. 3) On 7th April Goldman Sachs did a whole day of talks and panel discussions devoted to digital medicine and with particular focus on how digital clinical trials are now going mainstream. I understand it was very well attended. 4) With the FDA PDUFA date on ADUCANUMAB coming into view (7th June) people maybe positioning for a positive outcome. A positive result will be transformational for COG. It will open a large and near term market for delivering cognitive tests as a triage tool for potential AD patients. Think millions of tests a year being given at (pick your price) US$ 1.00, US$ 2.50, US$ 5 per test. That millions of tests per year will increase to tens of millions in the next decade. It is only COG and Cogstate that are in a position to serve this market. As a reminder Cogstate have done a 10 year deal with Eisai that will pay them a minimum of US$ 45 million over that period. Cogstate are very keen to emphasise that this is a minimum number and they expect very substantial upside. 5) As you suggest someone could well be building a stake, though I would argue with Nigel Wray and one or two other large PIs stakes anyone could well struggle to get to the 75% threshold required under a scheme of arrangement. 6) There is almost no 'traditional" institutional ownership of the stock. Maybe it is starting to gain some attention from the small cap insto crowd.
sharesoc: In case you missed our webinar with Cambridge Cognition the recording and stockopedia report can be found here: hTTps://www.sharesoc.org/seminar/sharesoc-webinar-with-cambridge-cognition-cog-24-february-2021/ To access the recording, you'll need to be a full member of ShareSoc, which is a not-for-profit organisation that supports individual shareholders and campaigns for shareholder rights. If you're not already a member you can join here: hxxps://www.sharesoc.org/membership/ Once you've joined, you'll receive an invitation to register for our "members network" private social network, from where you'll be able to access the recording (and recordings/reports on 100s of other meetings). If you're already a member and have any difficulty accessing the report, please do not hesitate to contact us here: hxxps://www.sharesoc.org/contact-us/
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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