Cognition Therapeutics Inc (NAS:CGTX)
$ 1.07 +0.066 (+6.65%) Market Cap: 95.76 Mil Enterprise Value: 63.50 Mil PE Ratio: 0 PB Ratio: 3.12 GF Score: 35/100
Transcripts List

Q4 2025 Cognition Therapeutics Inc Earnings Call Transcript

Mar 26, 2026 / 12:30PM GMT
Release Date Price: $1.08 (-2.70%)

Key Points

Positve
  • Cognition Therapeutics Inc (CGTX) has prioritized the development of zervimesine for the treatment of DLB psychosis, based on promising Phase 2 study results.
  • The company reported an 86% slowing of progression in neuropsychiatric symptoms, particularly psychosis, in DLB patients treated with zervimesine.
  • Cognition Therapeutics Inc (CGTX) has sufficient cash to fund operations through the second quarter of 2027, providing financial stability for ongoing research and development.
  • The Expanded Access Program for zervimesine has received strong interest from DLB patients and their families, indicating potential demand for the treatment.
  • The company is exploring the potential for zervimesine to be a first-in-class treatment for DLB psychosis, an area with no currently approved medications.
Negative
  • Cognition Therapeutics Inc (CGTX) reported a net loss of $23.5 million for the year ended December 31, 2025, indicating ongoing financial challenges.
  • The company has not yet completed FDA meetings to finalize the regulatory path for zervimesine in DLB psychosis, which could delay progress.
  • There is uncertainty regarding the trial design and endpoints for the upcoming DLB psychosis study, pending regulatory feedback.
  • The company has not announced plans for exploring zervimesine in ocular conditions, limiting its current focus to DLB and Alzheimer's disease.
  • The transition from capsule to tablet form for zervimesine is still underway, which may impact the timeline for clinical trials and eventual commercialization.
Operator

Hello, and welcome, everyone joining today's Cognition Therapeutics fourth-quarter and full-year 2025 earnings call. (Operator Instructions) Please note, this call is being recorded. (Operator Instructions) It is now my pleasure to turn the meeting over to Mike Moyer with LifeSci Advisors. Please go ahead.

Unidentified Participant

Thank you, operator, and good morning, everyone. Welcome to Cognition Therapeutics fourth-quarter and year-end 2025 results conference call. With me today are Lisa Ricciardi, President and Chief Executive Officer; John Doyle, Chief Financial Officer; and Dr. Tony Caggiano, Chief Medical Officer.

This morning, the company issued a press release detailing its 2025 fourth quarter and year-end results. We encourage everyone to read this morning's press release as well as Cognition's annual report on Form 10-K, which is now filed with the SEC and available on our website. In addition, this conference call is being webcast through the company's website and will be archived for 30 days. Please note that certain information discussed on the

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