FAQ on Stonegate Capital Partners' Update on Alpha Cognition Inc. (NASDAQ: ACOG) Q2 2025

What is the main focus of Stonegate Capital Partners’ update on Alpha Cognition Inc.?

The update focuses on Alpha Cognition Inc.’s commercialization progress of ZUNVEYL® in the U.S. long-term care market, a regulatory milestone in China, and the company’s financial performance and future outlook.

Why is the commercialization of ZUNVEYL® significant?

ZUNVEYL®’s commercialization is significant due to its early adoption in over 300 long-term care facilities, strong clinical confidence indicated by 65% repeat orders, and the securing of a national Medicare Part D contract, enhancing patient access.

How did Alpha Cognition Inc. perform financially in Q2 2025?

In Q2 2025, Alpha Cognition Inc. reported $1.66M in total revenue, driven by ZUNVEYL sales and licensing income, with a net operating loss of $5.74M and a net loss of $10.49M, ending the quarter with $39.4M in cash and equivalents.

What are the future expectations for Alpha Cognition Inc.?

Management expects continued adoption momentum for ZUNVEYL® into the second half of 2025, focusing on supporting long-term care homes and pharmacies, and aims to secure another national contract before year end.

What is the market opportunity for ZUNVEYL®?

ZUNVEYL® targets the Alzheimer’s disease market, affecting 7 million Americans with over 11 million prescriptions annually, focusing initially on the long-term care market which represents 36% of AD prescriptions (~$2B).

What intellectual property and pipeline developments were mentioned?

Alpha Cognition Inc. completed a pre-clinical study of ALPHA-1062 showing reductions in neuroinflammation and neuropathology, with work on a sublingual formulation for patients with dysphagia or aphasia on track for completion in Q1 2026.

What is the valuation range provided by Stonegate Capital Partners for Alpha Cognition Inc.?

Stonegate Capital Partners’ DCF analysis produces a valuation range of $32.69 to $43.65 for Alpha Cognition Inc., with a mid-point of $37.49.

Who is involved in the coverage update on Alpha Cognition Inc.?

Stonegate Capital Partners, a leading capital markets advisory firm, provided the update on Alpha Cognition Inc., covering its investor relations, equity research, and institutional investor outreach services.