Alpha Cognition (ACOG) Corporate presentation summary

Commercial performance and market opportunity

• ZUNVEYL, a delayed-release benzgalantamine tablet, is the first oral Alzheimer's treatment approved in 15 years, with over 25,000 prescriptions filled in the first five quarters post-launch.

• Q2 2026 revenues reached $6M, a 71% increase over Q1, with 76% physician repeat orders and a 94% product gross margin.

• The total addressable market is estimated at $2B, with a focus on the long-term care (LTC) segment, representing 41% of the market.

• Multiple country approvals in Asia are expected in 2026, and the company maintains sufficient cash to fund operations through expected breakeven in 2027.

• Prescriptions and prescribers are growing, with 8,294 filled prescriptions and 1,908 cumulative HCP prescribers as of Q2 2026.

Product differentiation and clinical profile

• ZUNVEYL is a novel prodrug of galantamine designed to minimize side effects and improve long-term outcomes.

• It offers dual mechanisms: acetylcholinesterase inhibition and modulation of nicotinic receptor sensitivity, enhancing cognitive and behavioral symptoms in Alzheimer's disease.

• The formulation avoids gastrointestinal and insomnia side effects common with existing therapies, providing a compelling alternative for patients and caregivers.

• Once-daily dosing and favorable tolerability profile support its adoption in the LTC market.

Commercial and operational strategy

• The commercialization strategy targets high-volume LTC facilities, with 70% of LTC residents having Alzheimer's and 70% of LTC lives having access to ZUNVEYL with zero co-pay.

• The sales force includes 50 representatives and 10 field/payor support, with over 3,200 calls to nursing homes and 8,100 calls to HCPs in Q2.

• Early payor coverage contracts have secured 45% potential Medicare coverage, and 90% of prescriptions are currently approved with reimbursement support.