Group 1 - Alpha Cognition Inc. (ACOG) is a stock in the Medical sector, which includes 950 individual stocks and has a Zacks Sector Rank of 4 [2] - ACOG currently holds a Zacks Rank of 2 (Buy), indicating a positive outlook based on earnings estimates and revisions [3] - Over the past three months, the Zacks Consensus Estimate for ACOG's full-year earnings has increased by 30%, reflecting improved analyst sentiment [4] Group 2 - Year-to-date, ACOG has returned approximately 8.2%, outperforming the average gain of 6.5% for Medical stocks [4] - ACOG belongs to the Medical - Biomedical and Genetics industry, which consists of 467 stocks and is currently ranked 91 in the Zacks Industry Rank [6] - Stocks in the Medical - Biomedical and Genetics industry have gained an average of 19.9% this year, indicating that ACOG is slightly underperforming its industry [6] Group 3 - Actinium Pharmaceuticals (ATNM) is another Medical stock that has outperformed the sector with a year-to-date increase of 15.1% [5] - The consensus estimate for Actinium Pharmaceuticals' current year EPS has risen by 11.7% over the past three months, and it also holds a Zacks Rank of 2 (Buy) [5] - The Medical - Drugs industry, to which Actinium Pharmaceuticals belongs, has moved up by 7.9% this year and is currently ranked 79 [7]

PresentationJason Weintraub Perfect. Maybe I'll just kick this off in the sake of time. Appreciate everyone joining for this fireside chat with Alpha Cognition. We have Michael McFadden, the CEO of Alpha Cognition, ACOG, on the line here today along with Boris Peaker, who is our Head of Research and Managing Director here at Titan Partners. This is a fireside chat format. So Boris has some pre-canned questions that he'll go through with Michael, but with all the attendees on the line, please feel free to pu ...

Alpha Cognition (NasdaqCM:ACOG) Fireside Chat December 02, 2025 12:00 PM ET Company ParticipantsBoris Peaker - Head of Research and Managing DirectorMichael McFadden - CEOOperatorAll right, perfect. Maybe I'll just kick this off, in the sake of time.Boris PeakerSure.OperatorAppreciate everyone—appreciate everyone joining, for this fireside chat with Alpha Cognition. We have Michael McFadden, the CEO of Alpha Cognition, ACOG, on the line here today, along with Boris Peaker, who is our Head of Research and Ma ...

Dec 1, 2025 5:51 PM Eastern Standard Time Alpha Cognition to Participate in Virtual Fireside Chat Hosted by Titan Partners Share VANCOUVER, British Columbia & DALLAS--(BUSINESS WIRE)--Alpha Cognition Inc. (Nasdaq: ACOG) ("Alpha Cognition†or the "Company†), a commercial-stage biopharmaceutical company focused on developing therapies for neurodegenerative diseases, today announced that Alpha Cognition will participate in an upcoming virtual fireside chat hosted by Boris Peaker of Titan Partners. The discuss ...

Group 1 - Alpha Cognition Inc. (ACOG) is a stock that has gained attention for its performance compared to the Medical sector, with a year-to-date gain of 5.8% against the sector average of 4.9% [4] - ACOG is part of the Medical sector, which consists of 950 individual stocks and currently holds a Zacks Sector Rank of 4 [2] - The Zacks Rank for ACOG is 2 (Buy), indicating a positive outlook based on earnings estimates and revisions [3] Group 2 - Over the past 90 days, the Zacks Consensus Estimate for ACOG's full-year earnings has increased by 30.7%, reflecting improved analyst sentiment [4] - ACOG is categorized under the Medical - Biomedical and Genetics industry, which includes 468 companies and has an average gain of 16.5% this year, indicating ACOG is slightly underperforming its industry [6] - Another stock in the Medical sector, Actinium Pharmaceuticals (ATNM), has outperformed with a year-to-date return of 13.5% and a Zacks Rank of 2 (Buy) [5][6]

Core Insights - Alpha Cognition Inc. (NASDAQ: ACOG) has shown significant growth in the commercialization of its product ZUNVEYL® during Q3 2025, particularly in the U.S. long-term care (LTC) sector [1][7] - The company reported a 102% sequential increase in pharmacy orders, with over 600 nursing homes now covered and a prescriber base exceeding 500 clinicians [1][7] - Revenue for the quarter reached $2.8 million, driven by $2.3 million in net product sales from ZUNVEYL and $0.5 million in licensing revenue, indicating strong sequential growth [7] Company Performance - ZUNVEYL's launch momentum is accelerating, supported by a differentiated cognitive and behavioral profile and favorable tolerability signals observed in real-world use [1] - The LTC-focused field team is actively reinforcing the product's benefits, contributing to evidence of durable adoption and repeat ordering behavior in high-volume facilities [1] - Pro forma cash stands at approximately $73.2 million following an equity raise in October, providing about two years of operational runway at planned spending levels, bolstered by a $75 million ATM facility [7]

Company Performance - Alpha Cognition Inc. reported a quarterly loss of $0.3 per share, which was better than the Zacks Consensus Estimate of a loss of $0.43, representing an earnings surprise of +30.23% [1] - The company posted revenues of $2.84 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 39.61%, compared to zero revenues a year ago [2] - The stock has added about 3.9% since the beginning of the year, while the S&P 500 has gained 16.5% [3] Earnings Outlook - The current consensus EPS estimate for the coming quarter is -$0.26 on revenues of $5.46 million, and for the current fiscal year, it is -$1.46 on revenues of $12.09 million [7] - The estimate revisions trend for Alpha Cognition Inc. was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Medical - Biomedical and Genetics industry, to which Alpha Cognition Inc. belongs, is currently in the top 35% of over 250 Zacks industries, suggesting a favorable outlook [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Financial Data and Key Metrics Changes - For Q3 2025, the company generated total revenue of $2.8 million, with $2.3 million from net product sales of ZUNVEYL and $507,000 from licensing revenue [11] - Total operating expenses were $8.2 million, including $633,000 in cost of goods sold, reflecting an increase from $2.5 million in operating expenses in Q3 2024 [11] - The net loss was reported at $1.3 million, or $0.08 basic loss per share, an improvement from a net loss of $1.9 million, or $0.31 per share, in the previous year [12] Business Line Data and Key Metrics Changes - ZUNVEYL sales showed significant growth, with ex-factory purchases rising 44% from Q2 to Q3, and demand sales bottles dispensed growing 102% [15] - The company engaged with 2,038 homes in Q3, with 605 homes ordering ZUNVEYL, and 70% of those homes placing repeat orders [16] Market Data and Key Metrics Changes - The company anticipates continued sequential growth in ZUNVEYL's sales as awareness and payer access expand through 2026 [13] - The average of 16 years of industry experience among sales representatives is driving clinical education and adoption across the long-term care market [18] Company Strategy and Development Direction - The company plans to invest in sales, marketing, and research for ZUNVEYL, particularly focusing on behavioral symptoms associated with Alzheimer's [5] - The company is also advancing its sublingual formulation and anticipates running a comparative PK study in Q1 2026 [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in ZUNVEYL's potential, highlighting the drug's clinically meaningful benefits across cognitive and behavioral symptoms [10] - The company remains focused on executing its commercial strategy and maintaining financial discipline to create long-term value for shareholders [14] Other Important Information - The company raised approximately $38 million in net proceeds through an equity offering in October, strengthening its balance sheet [12] - The company expects to initiate two studies in long-term care settings in Q4 2025 and Q1 2026 to assess ZUNVEYL's cognitive benefits and tolerability [9] Q&A Session Summary Question: Current status of contracting discussions and GPO agreements for ZUNVEYL - The company has one contract with a major PBM and is close to finalizing another by the end of the quarter, targeting four key Medicare plans [23][24] Question: Coverage without restrictions - Currently, about 15% of the signed plan has adopted ZUNVEYL without restrictions, with more visibility expected in the coming quarters [25] Question: Breakdown of unique prescribers and repeat orders - In Q3, 576 prescribers wrote orders, with 62% writing multiple orders, and 70% of homes placing repeat orders [27][28] Question: Key marketing messages resonating with prescribers - The most impactful messages include ZUNVEYL's effect on behaviors and its lack of impact on sleep, which is a significant concern for prescribers [31][32] Question: Sales cycle and prescriber interactions - The sales cycle remains initially slow, but once prescribers gain confidence, they tend to increase their patient base more rapidly [41]

For the quarterly period ended September 30, 2025 or UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-42403 | British Columbia | N/A | | --- | --- | | (State or other jurisdiction of | (I.R.S. Employer | | incorporation or or ...

Summary of Alpha Cognition Conference Call - October 08, 2025 Company Overview - **Company**: Alpha Cognition (NasdaqCM: ACOG) - **Lead Product**: Zunvil, approved by the FDA for mild to moderate Alzheimer's disease in Q3 2024 [2][3] Industry Context - **Target Market**: Long-term care facilities, specifically nursing homes, which represent a $2 billion opportunity for Zunvil [13][14] - **Alzheimer's Disease**: Affects memory, cognitive function, and behavior; approximately 40% of Alzheimer's patients spend their lifespan in assisted living or long-term care [4][14] Core Product Insights - **Zunvil Characteristics**: - A prodrug of galantamine, designed to minimize gastrointestinal side effects [5][6] - Demonstrates improved tolerability with less than 2% of patients reporting GI issues [11] - 0% incidence of insomnia compared to 30% for leading competitors [12] - Proven cognitive effects and functional performance, targeting behavioral symptoms common in Alzheimer's patients [12][13] Commercialization Strategy - **Launch Details**: - Launched in April 2025, generating over 1,500 prescriptions in the first quarter [3][19] - Focused on long-term care market due to high concentration of Alzheimer's patients and fewer payer restrictions [13][14] - **Sales Strategy**: - 50 salespeople targeting nursing homes and medical directors [16] - Engaged with nearly 2,000 nursing homes, with 15% writing prescriptions for Zunvil [17] - Plans for strategic partnerships with pharmacies and long-term care facilities [18] Financial Outlook - **Revenue**: Generated approximately $1.7 million in the first quarter, with expectations for steady growth [19] - **Expense Guidance**: Projected expenses between $34 to $38 million, targeting profitability by 2027 [3][20] - **Market Potential**: If Zunvil captures 10% to 25% of the market, it could generate $200 to $600 million in sales [20][31] Pipeline and Future Developments - **Additional Products**: - A sublingual formulation for patients with swallowing difficulties, expected to enter clinical studies in early 2026 [21] - A product targeting cognitive impairment from concussions, with data expected mid-next year [22] - **Market Expansion**: Plans to enter the neurology segment, representing a $1.5 billion opportunity, post achieving break-even status [25][26] Competitive Landscape - **Market Size**: The acetylcholinesterase inhibitor market is estimated at $6 to $7 billion, with historical products achieving billion-dollar sales [29][30] - **Differentiation**: Zunvil's unique formulation and tolerability profile position it as a disruptive force in the market [33] Key Takeaways - **Management Team**: Experienced team with a strong track record in drug launches [24] - **Future Focus**: Continued education for healthcare providers and strategic partnerships to enhance market penetration [33] This summary encapsulates the key points discussed during the Alpha Cognition conference call, highlighting the company's strategic direction, product differentiation, and market potential.