Didn't know that Cogstate was part of the ASX300 as I thought the rule was trading the top 300 shares.

Or they've made a new rule none of us knows about.

Anyway it is there if anyone wants to try their luck.

See my straw in Telix about Lantheus

https://strawman.com/reports/TLX/edgescape?view-straw=22592

Hopefully there isn't much overlap.

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CGS removed out of the All Tech index

Others include 4DS, 4DX, ALC, FZO and WSP.

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Getting perhaps a clearer picture of Cogstate's business proposition after thanks to mkkle for sharing the last video

Appears, that Cogstate's main business is in providing electronic cognitive tests that can be delivered online as opposed to traditional paper tests.

So it sounds boring at first glance. But when most pharma companies past and present have used the service for their clinical trials that is where the similarity ends.

The link created between the test results of participants and the clinical trial providing the test is basically Cogstate's moat.

You can argue that new entrants can come in and provide a testing service, however they would not have the past information collected by Cogstate on what the test results would mean from a diagnosis or clinical trial perspective.

Only question then becomes how the technology can be used to branch out of clinical trials to other sectors in healthcare.

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After doing some research and going through previous straws I decided to go for a watch position on this at the moment (although not as small as my other stock I mentioned before).

Totally agree on the moat-like qualities of the business and product used for testing Alzheimers and Dementia and being profitable is a bonus.

But I'm hesitant to go the full hog as it appears their product focus appears quite narrow. Unless I'm missing something of course.

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