Market's view on Cambridge Cog
Published on April 2024
- Monument Therapeutics is valued at £2.5 million after a funding round, compared to a previous carrying value of £65k, with a 12.5% top-line gross royalty which could exceed the equity value. Monument plans to out-license Phase II drug development and is reformulating generic drugs with a digital biomarker to improve patient matching, reducing safety risks in clinical trials.
- There are concerns that Cambridge Cognition may be vulnerable to a takeover due to its low market valuation.
- Stock watchers discuss the future of neurology in drug development, highlighting current investments in treatments for cognitive impairments associated with disorders like schizophrenia. Monument Therapeutics aims to leverage digital assessments in their drug development strategy.
- There is a debate on whether Cambridge Cognition should remain a publicly listed company, as its performance has been inconsistent, and its long-term stock price chart reflects significant volatility.
- Discussion about the UK stock market’s undervaluation of companies, with a warning that quality UK stocks are becoming scarce due to companies delisting or being acquired.
- Cambridge Cognition’s business model, focusing on providing digital cognitive tests for pharmaceutical trials, is seen as pivotal, especially as the industry moves towards decentralized clinical trials. The company’s future profitability hinges on securing large contracts and maintaining revenue growth.
- Opinions are divided on the potential for a takeover of Cambridge Cognition, with some watchers expecting that any acquisition would not be at a low price due to significant shareholder influence.