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.

• Over $170M in NIH/NIA grant support, with $34.8M in cash and equivalents as of June 30, 2026.

• Cash runway extends into Q4 2027, with $21.6M in obligated NIA funds remaining.

• 12 employees and 95.1M shares outstanding.

Unmet need and disease landscape

• DLB psychosis affects ~80% of DLB patients, with no FDA-approved treatments available.

• Psychosis is a leading cause for institutionalization, causing significant burden for patients, caregivers, and the healthcare system.

• Current off-label treatments carry serious risks and limited efficacy for DLB patients.

Clinical results and product profile

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

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

• Acts on disease biology without dopamine action, potentially offering durable response and avoiding motor worsening.