Cognition Therapeutics (CGTX) Life Sciences Investor Forum summary

Program updates and strategic focus

• Prioritized resources toward Alzheimer's disease and Lewy body dementia, halting the dry age-related macular degeneration program despite positive data, to focus on neurodegeneration trials and potential partnerships.

• Lead drug, zervimesine (CT1812), targets toxic oligomers in synapses, showing consistent efficacy in both Alzheimer's and Lewy body dementia.

• Fast-track approval status for Alzheimer's disease and ongoing regulatory efforts for Lewy body dementia.

• SHIMMER and SHINE Phase II trials completed, with preparations underway for Phase III and ongoing recruitment in the START trial.

• Actively seeking partners and funding for Phase III, with a focus on non-dilutive options and ongoing discussions with multiple companies.

Clinical trial results and efficacy

• SHIMMER trial in Lewy body dementia showed 91% slowing of disease progression, 86% reduction in neuropsych symptoms, and significant improvements in caregiver distress and patient function.

• Movement and cognitive measures in Lewy body dementia improved, with 51% slowing in daily function decline and 62% slowing in movement deterioration.

• SHINE trial in Alzheimer's disease demonstrated up to 95% slowing of progression in patients with lower p-tau levels, with all cognitive and functional measures trending in favor of the drug.

• Safety profile consistent across trials, with no ARIA observed and a modest side effect profile for once-daily oral administration.

• Both trials exceeded expectations, supporting advancement to Phase III and regulatory engagement.

Financial and regulatory outlook

• Cash position of $22 million as of last September, with an update expected in the March 20th 10-K filing; $53 million in grant funding from NIH/NIA.

• Actively using an ATM facility, with updates on proceeds to be provided in quarterly filings.

• Granted a second six-month extension to regain NASDAQ compliance, requiring the stock to trade above $1 for 10 consecutive days.

• Preparing regulatory submissions for Phase III in both Alzheimer's and Lewy body dementia, with end-of-Phase II meetings scheduled with the FDA.

• Exploring global regulatory strategies for future filings and approvals, with all grant funding to date from U.S. sources.