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Edge28 Nov 2025
Keeping the Streak Alive: The Story of Duolingo
How Duolingo made language learning addictive, scaled to millions of users, and built a powerful subscription business around everyday practice.
Alpha Cognition (ACOG) investor relations material
Alpha Cognition Fireside Chat summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Fireside Chat summary2 Dec, 2025
Introduction and agenda
Fireside chat format with pre-set questions and open Q&A for investors, focusing on commercial adoption and clinical development.
Current industry trends
Long-term care market for Alzheimer's is valued at $2.2 billion, with 15,000 nursing homes in the US, 5,000 specializing in Alzheimer's.
Most patients are switched from generics like Aricept due to side effects and loss of efficacy, with ZUNVEYL positioned as a better-tolerated alternative.
Challenges and overcoming obstacles
Inventory build remains choppy due to rapid growth and distributor adjustments, expected to normalize in two quarters.
Payer coverage is expanding gradually, with critical mass expected after three PBM contracts by 2026.
Adherence in nursing homes is high, but tolerability and polypharmacy remain key challenges.
When will PBM contracts drive ZUNVEYL sales inflection?
Sublingual ZUNVEYL: What is its market value?
How will BEACON data impact ZUNVEYL's behavioral use?
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Next Alpha Cognition earnings date
Q4 20256 Mar, 2026
Next Alpha Cognition earnings date
Q4 20256 Mar, 2026
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