Pinned straw:
@Chagsy, not been following Cogstate.
There's lots happening in the dementia space, and momentum seems to be moving away from monoclonal antibodies.
Theoretically this should mean no difference for Cogstate, but I haven't seen anything to suggest they are the tool of choice. Doesn't mean they won't be, but it is rather odd isn't it?
I think the lesson here is that a good story isn't the same as a good investment, and understanding what the company does vs the hope of what it can do is rather important. Nothing that we haven't heard before.