This is just a quick look-see in preparation for our meeting tomorrow:

For those not familiar with the company:

Cogstate Limited (CGS), an ASX-listed company, is the neuroscience technology company optimising brain health assessments to advance the development of new medicines and to enable earlier clinical insights in healthcare. Cogstate technologies provide computerised cognitive tests across a growing list of domains and support electronic clinical outcome assessment (eCOA) solutions to replace costly and error-prone paper assessments with real-time data capture.

To me, Cogstate looks like a picks-and-shovels play in the development of new drugs to treat an increasingly broad spectrum of neurological conditions and brain malfunctions. 

One thing I haven’t been able to get a firm grip on is Cogstate’s competitors - are there any who go head-to-head? I can see that there are some other companies with potential offerings in the space, but do they actually compete with CGS in the sense of the user picks one or the other? If there is a direct competitor,, who are they and what share of the global market have they got compared to CGS?

Also, what regions does CGS currently draw its revenue from, and what regions does it see as contributing the most in FY26-28?

Will stick those questions into Slido and see what we can learn.

Discl: Held in RL.