Cognition Therapeutics (CGTX) Investor presentation summary

Company fundamentals and financial position

• Clinical-stage CNS drug developer with lead asset zervimesine targeting DLB psychosis and early Alzheimer's.

• Phase 3 registrational trial for DLB psychosis planned; early Alzheimer's Phase 2 ongoing with 545 patients.

• Over $170M in NIH/NIA grant support; $31.2M cash and equivalents as of March 31, 2026, with runway into Q2 2027.

• 14 employees and 89.5M shares outstanding.

Unmet need and disease landscape

• DLB psychosis affects ~80% of DLB patients, with no FDA-approved treatments and high caregiver burden.

• Existing off-label treatments carry significant risks, including severe motor reactions and cognitive worsening.

• Psychosis is a leading cause for institutionalization in DLB patients.

Clinical results and product profile

• SHIMMER Phase 2 showed 86% slowing of neuropsychiatric decline vs. placebo, with strong effects on hallucinations and delusions.

• Zervimesine is an oral, once-daily small molecule, generally well tolerated with AE rates comparable to placebo.

• No dopamine action, reducing risk of motor worsening; targets disease biology for durable response.