CGS – Mockingbird Investment

November 4, 2024

Quiet Contrarian. Ep61: Trades for October 2024

Not really much going on this month. Just topping up on existing holdings. Buys Close the Loop Group – CLG.ASX – Just topped up holding. See previous for rationale. Cogstate Ltd – CGS.ASX – Just topped up holding. See previous for rationale. Clinuvel Pharmaceuticals Ltd – CUV.ASX – Just topped up holding. See previous for rationale.

Ideas

July 15, 2024

Quiet Contrarian. Ep56: Trades for June 2024

Buys Quiet month, just rounding out the FY slowly. Cogstate Ltd – CGS.ASX – The Eli Lily drug has been having some effect in slowing progression, but hasn’t been as effective as people have hoped. Despite that I am still hopeful for treatments and interest in slowing/stopping Alzheimers. So I topped up a little bit of these guys. Lots of uncertainty,...

Ideas

February 2, 2024

Quiet Contrarian. Ep52: Trades for January 2024

Buys Clinuvel Pharmaceuticals Ltd – CUV.ASX – They have a drug to treat severe phototoxicity (Scenesse), to my understanding they basically have a monopoly position in the market; and they are looking for new opportunities to increase sales by applying the drug to the treatment of other conditions (e.g. vitiligo). I bought on recent price weakness, which I think will be...

Stories

Tag: CGS

Quiet Contrarian. Ep61: Trades for October 2024

Quiet Contrarian. Ep56: Trades for June 2024

Quiet Contrarian. Ep52: Trades for January 2024