Stonegate Capital Partners Updates Coverage on Alpha Cognition Inc. (ACOG) Q2 2025

Rhea-AI Summary

Alpha Cognition (NASDAQ:ACOG) reported significant progress in Q2 2025, marking its first full quarter of ZUNVEYL® commercialization. The company achieved ~$2M YTD net product revenue, with the drug being ordered in over 300 long-term care facilities and maintaining a 65% repeat order rate.

Key developments include securing a national Medicare Part D contract without prior authorization requirements, and China Medical System's New Drug Application (NDA) acceptance by NMPA. Additionally, the company completed a Department of Defense-funded Bomb Blast study demonstrating ALPHA-1062's efficacy in reducing neuroinflammation and toxic Tau proteins in mild traumatic brain injury (mTBI).

Positive

• Generated ~$2M YTD net product revenue from ZUNVEYL
• Achieved 65% repeat order rate across 300+ long-term care facilities
• Secured national Medicare Part D contract with no prior authorization required
• NDA acceptance in China opens potential for expansion into five new markets
• Positive DoD-funded study results for ALPHA-1062 in mTBI treatment

Negative

• Early stage of commercialization with limited revenue base
• Heavy dependence on successful market penetration in long-term care segment

Dallas, Texas--(Newsfile Corp. - August 15, 2025) - Alpha Cognition Inc. (NASDAQ: ACOG): Stonegate Capital Partners updates their coverage on Alpha Cognition Inc. (NASDAQ: ACOG). Alpha Cognition advanced its first full quarter of ZUNVEYL® commercialization in 2Q25, driving meaningful early adoption in the U.S. long-term care (LTC) market and securing a key regulatory milestone in China. By quarter-end, ZUNVEYL (benzgalantamine) had been ordered in over 300 LTC facilities across priority regions, with 65% placing repeat orders, signaling strong clinical confidence and operational fit. The sales team engaged more than 3,700 healthcare professionals, generating both new and repeat prescriptions. Clinician feedback continued to highlight ZUNVEYL's cognitive and behavioral benefits alongside a favorable tolerability profile. The Company also secured its first national Medicare Part D contract with no prior authorization required, enhancing patient access ahead of schedule.

To view the full announcement, including downloadable images, bios, and more, click here.

Key Takeaways:

• First full quarter of ZUNVEYL® commercialization generated ~$2M YTD net product revenue, with orders in 300+ nursing homes and 65% repeat ordering.
• China Medical System's NDA for ZUNVEYL accepted by the NMPA, paving the way for potential China approval and additional filings in four other countries by year-end.
• Completed DoD-funded Bomb Blast study showing ALPHA-1062 reduced neuroinflammation and toxic Tau proteins in mTBI, supporting further development.

Click image above to view full announcement.

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About Stonegate

Stonegate Capital Partners is a leading capital markets advisory firm providing investor relations, equity research, and institutional investor outreach services for public companies. Our affiliate, Stonegate Capital Markets (member FINRA) provides a full spectrum of investment banking services for public and private companies.

Contacts:

Stonegate Capital Partners
(214) 987-4121
info@stonegateinc.com

Source: Stonegate, Inc.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/262742

FAQ

What were Alpha Cognition's (ACOG) Q2 2025 ZUNVEYL sales results?

ZUNVEYL generated approximately $2M in year-to-date net product revenue, with orders from over 300 long-term care facilities and a 65% repeat order rate.

How is ZUNVEYL's market adoption progressing in the US?

ZUNVEYL has been ordered in over 300 long-term care facilities with a 65% repeat order rate, and the sales team has engaged more than 3,700 healthcare professionals.

What regulatory progress has Alpha Cognition made in China?

China Medical System's New Drug Application (NDA) for ZUNVEYL was accepted by the NMPA, potentially leading to approval in China and additional filings in four other countries by year-end.

What were the results of Alpha Cognition's DoD-funded Bomb Blast study?

The study showed that ALPHA-1062 reduced neuroinflammation and toxic Tau proteins in mild traumatic brain injury (mTBI), supporting further development.

What insurance coverage progress has ZUNVEYL achieved?

ZUNVEYL secured its first national Medicare Part D contract with no prior authorization required, enhancing patient access ahead of schedule.