Because of NDA's and the like we will probably never know who, if anyone is involved. However the LinkedIn profile highlighted would probably suggest the odds are slightly higher for Cambridge Cognition's involvement than our own. With the odd quibble I think the assessment of Cambridge Cognition's positioning and our positioning is broadly right. They are more focused on academic and early stage research we are more focused on commercial clinical trials and now healthcare. I also agree with the assessment that our Pam Ventola is a bit of a star, from a standing start she has built the rare pediatric business segment in to something pretty meaningful in only a few years.
While Apple and Biogen are big names I would not necessarily assume that this is a big contract for whoever might be involved, I suspect it would be smaller than a decent sized clinical trials contract. Give me the Lilly Phase III contract over this any day.
CGS Price at posting:
$1.05 Sentiment: Buy Disclosure: Held
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