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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://investors.biogen.com/static-files/019bc8a4-527e-4565-a58b-91ef680630c1
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.
absolutely and COG are now on a steep growthy curve winning multiple contracts recently
Sensyne would be a huge burden for who ever is brave enough to take it on. It might fit one of COGs clients but not COG. COGs management are very clear they will stick to their knitting and with a large growth runway, limited competition, digital biomarker IP that is not in anyones numbers and 80% gross margins they don't need to mess with the formula too much. They just need to keep on, keeping on.
Sensyne health wouldn’t be a bad shout if they got access to all their patient data
COG more likely to acquire someone complimentary rather than be acquired at this stage
Solid results and on a progressive growth curve from hereon looks like it could more than double easily imo
Shorted by a takeover candidate maybe?
A turn around from Loss to Profit and Cash Balance doubling - makes one wonder at the share price down today,
Puts me in the buying mood.
Can’t see why we are down 10% after a brilliant set of results. Early doors but a bit perplexed
Seems well equipped with 10 years at kpmg. Should keep us out of any regulatory trouble. Should be a steady rise again today I would imagine. Surprised to see no options or warrants issued to the new recruits however they may be waiting til after the results to achieve as large a rise as possible.
Good luck all 6 days to go
Hello Silk_road i am look at CHAR, and TED at the momet.
loads
Hello Silk_road I have friend that can buy COG, but it up today so they will have wait to see if it goes down this week.
Loads
Hello Silk_Road did buy COG today it is up 8.13% today. I buy some more COG today. very elry in the day.
This is what I do now , Look at Stan book them I look a the chats. I buy ITM on the 18ih of Feb this year now it up 50% when buy it was 248.20p. On this one have look at (Share Chats) then look at (Historical Chatrs at say 3y. ITM was over 700p in the past so now it can go up Doing this i make big gains over the years I make from PHE a gain of 1500%.
Have nice day today, good luck with your shares.
Look at the Share rising on this one. Then look at then yo see who will go up.
loads
Ok I understand get in and if it goes down lower your average until it rises to profit. I will check tomorrow how much it will cost me margin for shares
Hello Slk_Road it look like COG will go up and it is in Stand stage 1, to Stage 2. They go up and down some times So what I have done is buy some COG then look at it to see what it does next. If t goes down I buy some more COG, if it goes up I will buy some more COG. Let see how it goes over a few months.
Loads
Hopefully a run up all the way to results. I thought the times pundit had pulled a fast one with the slight sell off. Must be nice to be able to cause a 10% rise on one of your own shares by writing a positive article.
Looking forward to hearing more - love this company and what they do.
Yep I agree that this will be testing its highs pretty shortly. The potential of this company is so transparent. Just needed the publicity behind it. World leading company, what could be better. What’s more a business that is not easy to replicate in the short/medium term.
An interesting bit of info to point out:
9th July last year ath was reached when we were awarded a 1 million pound contract for a late stage cancer trial with a top 10 pharma. To be paid over 6 years
Yesterday awarded a million pound trial contract again with a top 10 pharma to be paid over 3 years. Also tipped in the times.
Really considering everything that has come between we should be touching ath very soon and it would appear it’s the Russia situation that could be holding the share back. A decent set of results and hopefully we will be getting back towards 180
Excellent rns ,Considered buying more KP2 with potash shortage Also read excellent rns at COG .
Looks like a few have taken notice of the article and the rns. Decent rise.
Concluding para from The Times article.
“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.”
A good write up on COG in the Sunday Times today tipping it.
Final results any day now. Let's hope they also announce a new CFO too with the results. That seems to have been the main drag on the share price since that announcement.