Risks, and when to sell:

1) Setbacks in treatment approvals, and adoptions.  Without effective treatments, their will be little incentive to pursue an early diagnosis.   

2) Competitive pressure increases in the trial business, and the pipeline wins slow - monitor health of trial revenue backlog. 

3) Eisai wind back their commitment to Alzhiemer's research and development - Wathc out if there are setback on their Aduhelm.  Aduhelm's approval has been controversial.   

4) Insiders sell / exit.   With such committed owership, this would be a concern.  

5) Competing products for diagnosis prove to be more reliable / cost effective.  There is a great deal of ongoing work in this field, and there is potential for a competing product to disrupt Cogsgate product.