The Medical group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Alpha Cognition Inc. (ACOG) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Medical sector should help us answer this question.Alpha Cognition Inc. is a member of the Medical sector. This group inc ...

Stonegate Capital Partners Updates Coverage on Alpha Cognition Inc. (ACOG) Q3 2025November 14, 2025 9:46 AM EST | Source: Reportable, Inc. Dallas, Texas--(Newsfile Corp. - November 14, 2025) - Alpha Cognition Inc. (NASDAQ: ACOG): Stonegate Capital Partners updates their coverage on Alpha Cognition Inc. (NASDAQ: ACOG). Alpha Cognition completed its second quarter of ZUNVEYL® commercialization in 3Q25, with launch momentum accelerating across the U.S. long-term care (LTC) channel. Pharmacy order ...

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]

Alpha Cognition (NasdaqCM:ACOG) Q3 2025 Earnings Call November 13, 2025 04:30 PM ET Speaker5Greetings. Welcome to Alpha Cognition's earnings conference call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. Please note this conference is being recorded. I will now turn the conference over to Henry Du, Interim CFO. Tha ...

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.

Core Viewpoint - Alpha Cognition Inc. has successfully priced an oversubscribed underwritten public offering of 5,600,000 common shares at a price of $6.25 per share, generating gross proceeds of approximately $35.0 million before expenses [1]. Company Summary - The company is a commercial-stage biopharmaceutical firm focused on developing innovative treatments for neurodegenerative diseases [1]. - The offering includes pre-funded warrants in lieu of common shares, indicating strong investor interest and demand for the company's equity [1].

Core Insights - Alpha Cognition Inc. (NASDAQ: ACOG) has successfully advanced its first full quarter of ZUNVEYL® commercialization in Q2 2025, achieving significant early adoption in the U.S. long-term care market and a key regulatory milestone in China [1][7] Group 1: Commercial Performance - ZUNVEYL® generated approximately $2 million year-to-date net product revenue, with orders placed in over 300 nursing homes and a 65% rate of repeat ordering, indicating strong clinical confidence and operational fit [7] - The sales team engaged with more than 3,700 healthcare professionals, resulting in both new and repeat prescriptions [1][7] Group 2: Regulatory Developments - The China Medical System's New Drug Application (NDA) for ZUNVEYL has been accepted by the National Medical Products Administration (NMPA), paving the way for potential approval in China and additional filings in four other countries by year-end [7] Group 3: Clinical Research - A completed Department of Defense-funded Bomb Blast study demonstrated that ALPHA-1062 reduced neuroinflammation and toxic Tau proteins in mild traumatic brain injury (mTBI), supporting further development of the product [7]

Group 1 - Alpha Cognition Inc. reported a quarterly loss of $0.65 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.46, and compared to a loss of $0.25 per share a year ago, indicating an earnings surprise of -41.30% [1] - The company posted revenues of $1.66 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.18%, compared to zero revenues a year ago [2] - Alpha Cognition Inc. shares have increased approximately 69.6% since the beginning of the year, significantly outperforming the S&P 500's gain of 10% [3] Group 2 - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The trend of estimate revisions 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] - The current consensus EPS estimate for the upcoming quarter is -$0.48 on revenues of $3.02 million, and for the current fiscal year, it is -$1.42 on revenues of $13.81 million [7] Group 3 - The outlook for the Medical - Biomedical and Genetics industry, to which Alpha Cognition Inc. belongs, is currently in the bottom 41% of over 250 Zacks industries, which may impact the stock's performance [8]

Financial Data and Key Metrics Changes - For Q2 2025, the company generated total revenue of $1.7 million, consisting of $1.6 million in net product sales from Zunveil and $81,000 in licensing revenue from CMS [13] - Total costs and expenses for the quarter were $7.4 million, leading to an operating loss of $5.7 million compared to a loss of $2.4 million in Q2 2024 [14] - The net loss for Q2 2025 was $10.5 million or $0.65 per share, compared to a net loss of $2.1 million or $0.35 per share in the same quarter last year [15] Business Line Data and Key Metrics Changes - The commercial launch of Zunveil has seen prescriptions written in over 300 nursing homes, with 65% of these facilities placing repeat orders, indicating strong product trial [6][18] - The company reported approximately $2 million in net product revenues for Zunveil since its launch [13] Market Data and Key Metrics Changes - The company engaged with over 3,700 healthcare providers (HCPs) in the long-term care market during the quarter [6] - By the end of Q2, Zunveil had been ordered in over 300 long-term care homes, with 90% of orders filled despite increased prior authorization hurdles [20] Company Strategy and Development Direction - The company is focused on expanding Zunveil's presence in the long-term care market and optimizing its commercial strategy to enhance engagement with prescribers [27] - The company plans to advance its sublingual formulation and conduct a comparative pharmacokinetic study, with an IND submission anticipated in 2026 [7][15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the initial traction of Zunveil and the potential for scalable growth in the coming quarters [13][17] - The company remains committed to disciplined expense management and anticipates full-year operating expenses in the range of $34 million to $38 million [16] Other Important Information - The company has made significant progress with its first ex-US partner, CMS Pharmaceuticals, which is on track to file in four additional countries by 2025 [11] - The company is well-capitalized with approximately $39.4 million in unrestricted cash as of June 30, 2025 [15] Q&A Session Summary Question: Can you characterize the typical profile of a repeat prescriber of Zunveil? - The company has identified high-volume nursing home facilities with a significant number of Alzheimer's patients as key targets for repeat prescriptions [31] Question: What is the expected state of contracting by the end of the year? - The company expects to have at least one more large national plan contracted by the end of the year, in addition to the existing contract [33] Question: Can you provide insights on prior authorization challenges? - The company has seen an increase in prior authorizations but reports that 90% of orders are being filled, albeit with some delays [39] Question: What is the anticipated monthly net revenue run rate for Q3? - The company anticipates a range of $5.75 to $6.25 million for the monthly net revenue run rate [41] Question: When should the second $3 million tranche from CMS be expected? - The company expects to receive the tranche in the last quarter of this year based on current progress [52] Question: Do you see any changes to the expected hockey stick-shaped revenue curve? - The company maintains its expectations for a hockey stick-shaped revenue curve, with significant growth anticipated in late 2026 and early 2027 [56]