Cognition Therapeutics (CGTX) Jefferies Global Healthcare Conference 2026 summary

Strategic focus and clinical programs

• Lead program targets psychosis in Lewy body dementia, an area with no approved treatments and significant unmet need.

• Drug candidate zervimesine (CT1812) is an oral small molecule with a strong safety profile, targeting toxic protein oligomers in the brain.

• Phase II SHIMMER trial showed 89% slowing of hallucinations and delusions, with broad benefits across neuropsychiatric, cognitive, and motor symptoms.

• Registrational program for psychosis in Lewy body dementia is in planning, with ongoing collaboration with the FDA and consideration of both U.S. and international trials.

• Expanded access program reflects patient demand and preference for continued treatment.

Market opportunity and patient impact

• Lewy body dementia affects 1.5 million people in the U.S., with 75-80% experiencing psychosis and no approved therapies.

• Current treatments are off-label and often harmful, highlighting the need for a targeted, safe therapy.

• Oral administration enables broad access, especially in underserved regions lacking specialist care.

• Disease impacts younger, working-age adults, causing significant burden on families and healthcare systems.

Alzheimer's disease program and future outlook

• SHINE trial in mild-to-moderate Alzheimer's showed up to 95% slowing of disease progression in patients with low p-tau over six months.

• START trial, fully enrolled and reading out next year, will provide data in early-to-mild Alzheimer's and allow for combination with antibody therapies.

• Company has received over $170 million in grant funding and has strong external and industry validation.

• Focus remains on data-driven development, patient convenience, and regulatory partnership to address large commercial opportunities.