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Cognition Therapeutics (CGTX) investor relations material

Cognition Therapeutics Piper Sandler 37th Annual Healthcare Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Piper Sandler 37th Annual Healthcare Conference summary3 Dec, 2025

Mechanism of action and clinical rationale

  • CT1812 targets toxic oligomers by binding to TMEM97 and PGRMC1 on neurons, causing a conformational change that reduces oligomer binding and restores synaptic health, as shown in multiple studies including SEQUEL.

  • The drug differs from antibodies by not removing material from vessel walls, potentially impacting safety.

  • Overlapping pathology between Alzheimer's and Lewy body dementia (DLB) supports CT1812's use in both, as many patients show both amyloid and alpha-synuclein abnormalities.

Current management and unmet needs in DLB

  • DLB patients face delayed diagnosis, often requiring multiple specialists and over a year to confirm.

  • Management is symptomatic, involving a mix of treatments for GI, neuropsychiatric, and movement symptoms, with significant limitations and risks from antipsychotics.

  • No approved therapies exist for DLB, highlighting the need for effective disease-modifying options.

SHIMMER study in DLB and regulatory strategy

  • SHIMMER showed benefits across neuropsychiatric, cognitive, movement, and fluctuation domains, with the strongest effects in neuropsychiatric symptoms.

  • The company is preparing for a Type C meeting with the FDA in January to discuss endpoints and trial design, aiming for endpoints that best reflect efficacy and patient health.

  • A composite endpoint is likely due to the drug's broad effects, and the company is collaborating with regulators to define the best approach.

  • Parallel discussions are ongoing with European authorities for Alzheimer's, but only one set of trials will be run at a time.

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Frequently asked questions

Cognition Therapeutics Inc. is a clinical-stage biopharmaceutical company dedicated to discovering and developing small molecule therapeutics aimed at treating age-related degenerative diseases and disorders affecting the central nervous system and retina. The company's research focuses on developing a portfolio of small molecule product candidates targeting the sigma-2 receptor (S2R) complex. This receptor complex is a crucial regulator of the cellular damage response for conditions such as Alzheimer's disease , dry age-related macular degeneration (dry AMD), geographic atrophy, among others. Cognition Therapeutics is headquartered in Purchase, New York, and its shares are listed on the Nasdaq.

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