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CohBar Looks Undervalued Ahead Of Upcoming Data Readout

May 06, 2020 4:40 PM ETCohBar, Inc. (CWBR)9 Comments
Andy Jones profile picture
Andy Jones


  • CohBar is targeting huge potential markets with its pipeline of proprietary mitochondrial peptide.
  • CohBar's lead asset, CB4211, will read out topline data from its Phase 1b trial in 2H 2020.
  • My valuation model suggests that CohBar shares are undervalued at these levels.

CohBar (NASDAQ:CWBR) is a company working to combat the diseases of aging that has tremendous upside potential. This is because the markets they are targeting-NASH, obesity, type 2 diabetes, fibrotic diseases, and cancer-are all huge, yet the company's market cap is under $150 million. CohBar is seeking to treat these diseases of aging and generally have an impact of human longevity by utilizing cutting-edge mitochondrial-based medicine. CohBar management has done a good job getting pipeline assets into the clinic without spending huge amounts of cash so far, a great sign for any early stage biopharma. In this article, I cover why I believe CohBar presents a good value for investors for the more speculative, early-stage portion of their biopharma holdings.

CohBar's Strong Leadership Team has Quickly and Efficiently Moved the Company Forward

CohBar was founded by Dr. Pinchas Cohen and Dr. Nir Barzilai, both well-known for their research on longevity and healthy aging and who now serve on the company's Board of Directors. Dr. Cohen runs a gerontology center at the University of Southern California, and as you will see in more detail below, his research on mitochondrial peptides is frequently published in established scientific journals.

Dr. Barzilai is the director of the Institute for Aging Research at the Albert Einstein College of Medicine. Although his research spans a wide breadth of aging-related topics, he is probably best known for his work with metformin. In fact, he has been working in conjunction with the American Federation for Aging Research for a clinical trial called Targeting Aging with Metformin (TAME) that will test the common diabetes drug metformin to hopefully confirm the growing body of evidence that metformin use can prolong so-called healthspan by delaying onset of major diseases.

Dr. David Sinclair is also a scientific advisor to the company. He has gained

This article was written by

Andy Jones profile picture
I have a value investing background and look for biotech stocks with a wide margin of safety. I tend to focus on companies that are somewhat off the beaten path. Anything I write is simply my personal opinion and should not be taken as trading advice.

Analyst’s Disclosure: I am/we are long CWBR. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

I’m not a registered investment advisor. Despite that I strive to provide the most accurate information, I neither guarantee the accuracy nor the timeliness. Past performance does NOT guarantee future results. I reserve the right to make any investment decision for myself without notification. The thesis that I presented may change anytime due to the changing nature of information itself. Investment in stocks and options can result in a loss of capital. The information presented should NOT be construed as a recommendation to buy or sell any form of security. My articles are best utilized as educational and informational materials to assist investors in your own due diligence process. You are expected to perform your own due diligence and take responsibility for your actions. You should also consult with your own financial advisor for specific guidance as financial circumstances are individualized.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (9)

Hi Andy, it seems the investment thesis for this company has not changed, but the stock is in the toilet, though seems to be bottoming out (no pun intended). Perhaps a good time for another look? Would love to hear your updated thoughts on this one. Thanks in advance!
Great article. This company will be the future leader in Mitochondrial approach’s to increase the health span .
No brainer here
biogenius profile picture
1. This company is poor.
2. It takes a long time to do trials for obesity and nash ( large number of patients and long time to get results).
3. No human clinical efficacy data.
4. I will pass on this one.
Millennial_Tyler profile picture
To think this was under a dollar just a few months ago...Wish I would have loaded up more then.

If you look hard enough on the body building and weight loss forums you will see where people have used MOTS-C to lose weight (using the black market) so I am very confident that it will pass with flying colors in regards to its safety profile in phase 1 and also show some efficacy.

Its ran up quite a bit and will likely continue to run up to 5-6. After the results (which will be positive) I expect a sell the news event and maybe a raise. MOTS-C is just the tip of the iceberg for this company they could definitely use more funds for trials with their other peptides.

I dont think there is a bad time to get in this as the company is not a one trick pony looking for a buyout. They are in this for the long haul with considerable IP. If i had to say I believe the best time to start or add to a position would be right after the results are released and a "sell the news" event occurs with its tiny float.
Millennial_Tyler profile picture
Of course I could be wrong about the "sell the news" event (which i am often) and it goes up 30% the next day. As @Andy Jones stated the company is undervalued so getting in now might be the safest bet. The market potential this company is getting into is massive. With enough luck I could see it being a 20-30X in 5 years.
@Millennial_Tyler damn bro. You were 100% right.
Millennial_Tyler profile picture
@alidariusali you get a position started this week? After an offering i doubt this gets any lower than it is now.
Long CWBR.
I'm an early investor in CohBar, and I continue to be impressed by both the management and the science. If any of their efforts pan out as either standalone products or ones to be used in combination with other therapies, the share price could increase dramatically and they will be bought by BP.
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