EQUITY RESEARCH MEMO
Cocrystal Pharma (COCP)
Generated 5/10/2026
Executive Summary
Conviction (model self-assessment)45/100
Cocrystal Pharma is a clinical-stage biotechnology company leveraging a structure-based drug discovery platform to develop novel antiviral therapeutics. The company's pipeline includes CC-42344 for influenza A (Phase 1 completed), CDI-31244 for hepatitis C (Phase 2 completed), and CDI-988 for norovirus (currently in a Phase 1/2 trial). With a focus on broad-spectrum and resistance-resistant antivirals, Cocrystal aims to address significant unmet medical needs. The recent initiation of a Phase 1/2 trial for CDI-988 in norovirus represents a key near-term value driver.
Upcoming Catalysts (preview)
- Q4 2026Phase 1/2 norovirus trial interim data for CDI-98830% success
- H1 2027Initiation of Phase 2 trial for CC-42344 in influenza A40% success
- TBDPotential partnership or licensing deal for hepatitis C or influenza program20% success
Locked sections
- · Pipeline Analysis
- · Competitive Landscape
- · Catalyst Calendar (full 12-month)
- · Bull Case
- · Bear Case
- · Counterfactual Scenarios
- · Valuation Notes
- · SEC Filing Highlights
- · Insider Activity
- · Literature Watch
- · Patent Landscape
- · Mechanism Cluster Map
- · Audio Briefing (5 min)