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Cognition Therapeutics (NASDAQ: CGTX) wins FDA alignment on pivotal DLB psychosis study for zervimesine

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Cognition Therapeutics announced that the FDA provided written feedback aligning on key aspects of a pivotal Phase 3 trial of zervimesine (CT1812) for psychosis in dementia with Lewy bodies (DLB). The FDA agreed that DLB psychosis can be an approvable outcome to support a New Drug Application.

The planned registrational program is expected to begin in mid-2027 and will randomize people with DLB psychosis to receive 100 mg once-daily oral zervimesine or placebo for nine months, including patients on stable off-label antipsychotics. The company is working with the FDA to use the neuropsychiatric inventory (NPI) as a novel primary endpoint.

The study builds on Phase 2 SHIMMER data, where zervimesine showed improvements in psychosis symptoms versus placebo and, in a recent analysis, slowed progression of hallucinations and delusions by 89%. Cognition highlights a significant unmet need, noting that up to 80% of DLB patients experience psychosis and no drugs are currently approved for DLB.

Positive

  • Regulatory alignment on pivotal trial: FDA agreed DLB psychosis is an approvable outcome and aligned with Cognition on key aspects of a Phase 3 registrational study for zervimesine (CT1812), providing a clearer pathway toward a potential New Drug Application.

Negative

  • None.

Insights

FDA alignment on a pivotal DLB psychosis trial materially advances Cognition’s lead program.

The FDA’s agreement that DLB psychosis is an approvable outcome and its alignment on key Phase 3 design elements for zervimesine meaningfully clarifies the regulatory path. A defined registrational strategy often reduces development risk for a small clinical-stage company.

The anticipated mid-2027 start of a nine-month, once-daily 100 mg zervimesine study using the NPI as a novel primary endpoint ties the program directly to prior Phase 2 SHIMMER data, including the reported 89% slowing of hallucination and delusion progression. However, these findings remain preliminary and need confirmation in a larger, pivotal setting.

Cognition also references nearly $200 million in NIH and related foundation grants supporting its broader neurodegenerative pipeline, which may help sustain development. Future disclosures around final Phase 3 protocol details and execution will determine how effectively this alignment translates into an NDA-ready data package.

Item 8.01 Other Events Other
Voluntary disclosure of events the company deems important to shareholders but not covered by other items.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Planned Phase 3 start mid-2027 Expected start of registrational DLB psychosis program
Zervimesine dose 100 mg once-daily Oral dose in planned Phase 3 DLB psychosis study
Treatment duration nine months Randomized treatment period for Phase 3 DLB psychosis trial
Phase 2 psychosis progression effect 89% slowing Reported slowing of hallucinations and delusions vs placebo
DLB patients with psychosis up to 80% Proportion of people with DLB experiencing psychosis
Grant and foundation backing nearly $200 million NIH and related foundation grants supporting programs
New Drug Application (NDA) regulatory
"a pivotal trial to support a New Drug Application (NDA)"
A new drug application (NDA) is a formal request submitted to regulatory authorities to gain approval for a new medication to be sold and used by the public. It is a comprehensive review process that examines the drug’s safety, effectiveness, and manufacturing quality. For investors, an NDA approval can signal a potential breakthrough product and influence a company's stock value.
Phase 3 study clinical
"Cognition expects the Phase 3 study will enroll people with DLB"
A phase 3 study is the large-scale clinical trial that tests whether a new drug or medical treatment actually works and is safe in a broad group of patients, typically after earlier smaller tests. Investors watch these studies like a final dress rehearsal because their successful completion is often required for regulatory approval and market access; positive or negative results can sharply change a company’s future sales prospects and stock value.
neuropsychiatric inventory (NPI) clinical
"use of the neuropsychiatric inventory (NPI) as a novel primary endpoint"
A Neuropsychiatric Inventory (NPI) is a structured questionnaire used by clinicians and caregivers to measure behavioral and emotional symptoms such as agitation, depression, hallucinations and sleep problems in people with neurological conditions. It produces a set of scores that act like a clinical scorecard to show whether a treatment changes those symptoms. Investors watch NPI results because they are often used as endpoints in trials and influence regulatory decisions, market acceptance and commercial value.
dementia with Lewy bodies (DLB) medical
"psychosis associated with dementia with Lewy bodies (DLB) could be an approvable outcome"
A progressive brain disorder caused by abnormal protein deposits that disrupt normal brain wiring, leading to problems with thinking, movement, mood and visual hallucinations. Investors care because it defines a specific patient population, shapes demand for therapies, diagnostics and long‑term care, and creates regulatory and clinical trial risks and opportunities—similar to how knowing the size and rules of a market helps decide whether to fund or value new products.
United States Adopted Name (USAN) regulatory
"The USAN Council has adopted zervimesine as the United States Adopted Name (USAN)"
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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, DC 20549

 

FORM 8-K

 

CURRENT REPORT
Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934

 

Date of Report (Date of earliest event reported):  June 24, 2026

 

Cognition Therapeutics, Inc.

(Exact name of registrant as specified in its charter)

 

Delaware   001-40886   13-4365359
(State or other jurisdiction of
incorporation or organization)
  (Commission File Number)   (I.R.S. Employer
Identification No.)

 

2500 Westchester Ave.
Purchase
, NY
  10577
(Address of principal executive offices)   (Zip Code)

 

Registrant’s telephone number, including area code: (412) 481-2210

 

Not Applicable
(Former name or former address, if changed since last report)

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

 

¨ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
   
¨ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
   
¨ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
   
¨ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

 

Securities registered pursuant to Section 12(b) of the Act:

 

Title of Each Class   Trading Symbol   Name of Exchange on Which
Registered
Common Stock, par value $0.001 per share   CGTX   The Nasdaq Stock Market LLC

 

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

 

Emerging growth company x

 

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨

 

 

 

 

 

 

Item 8.01 Results of Operations and Financial Condition.

 

On June 24, 2026, Cognition Therapeutics, Inc. (the “Company”) issued a press release announcing the receipt of written feedback from the U.S. Food and Drug Administration (the “FDA”) following the Company’s recent meeting with the FDA in May. A copy of the Company’s press release is filed as Exhibit 99.1 to this Current Report on Form 8-K.

 

Item 9.01 Financial Statements and Exhibits.

 

(d) Exhibits

 

The following exhibits are being furnished herewith:

 

Exhibit
No.
  Document
99.1   Press Release, dated June 24, 2026.
104   Cover Page Interactive Data File (embedded within the Inline XBRL document)

 

 

 

SIGNATURES

 

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

  COGNITION THERAPEUTICS, INC.
     
Date: June 24, 2026    
  By: /s/ Lisa Ricciardi
  Name: Lisa Ricciardi
  Title: President and Chief Executive Officer

 

 

 

 

Exhibit 99.1

 

 

 

Cognition Therapeutics Aligns on Key Aspects of Pivotal Study for Zervimesine (CT1812) in DLB Psychosis Following Receipt of FDA Meeting Minutes

 

- Zervimesine Would be the First Long-term, Durable Treatment Option with an Impact on Underlying Disease -

- Company Developing NPI as a Measure of DLB Psychosis -

 

PURCHASE, NY – June 24, 2026 – Cognition Therapeutics, Inc., (the “Company” or “Cognition”) (NASDAQ: CGTX), a clinical-stage company developing product candidates that treat neurodegenerative disorders, today announced that it received written feedback from the U.S. Food and Drug Administration (FDA) following its recent meeting. The FDA agreed that psychosis associated with dementia with Lewy bodies (DLB) could be an approvable outcome and reached alignment with the Company on key aspects of a pivotal trial to support a New Drug Application (NDA). The registrational program is expected to begin in mid-2027.

 

As discussed with the FDA, Cognition expects the Phase 3 study will enroll people with DLB who experience psychosis symptoms of hallucinations and delusions. Patients receiving stable background treatment with off-label antipsychotic medications will be eligible. Following screening, participants will be randomized to receive either 100 mg of once-daily oral zervimesine or placebo for nine months. The company will work with the FDA on the analytical and statistical details for the use of the neuropsychiatric inventory (NPI) as a novel primary endpoint for a pivotal trial in DLB psychosis.

 

“We reached an important agreement with the FDA that DLB psychosis is an approvable outcome and that key aspects of our registrational trial design are appropriate and supportive of an NDA,” explained Anthony O. Caggiano, MD, PhD, chief medical officer of Cognition. “To date, few drugs have been researched for DLB and none have been approved. The only recourse for DLB patients experiencing psychosis is the off-label use of potentially dangerous antipsychotics.”

 

The proposed Phase 3 study builds on findings from Cognition's Phase 2 COG1201 ‘SHIMMER’ trial in mild-to-moderate DLB, which demonstrated improvements in psychosis symptoms with zervimesine versus placebo as measured by the NPI. In a recent analysis of results from the Phase 2 study, zervimesine slowed progression of hallucinations and delusions by 89%. In July, the Company will present additional analyses from the Phase 2 study showing zervimesine’s impact on the hallucination and delusion components of the NPI at the Alzheimer’s Association’s International Conference (AAIC).

 

“Working with the FDA, we intend to find a path forward for a patient population that has waited too long,” said Lisa Ricciardi, president and CEO. “Our ultimate goal is to provide patients and their families with a durable treatment option for DLB psychosis that actually slows the progression of hallucinations and delusions.”

 

About Cognition Therapeutics

 

Cognition Therapeutics, Inc. is a clinical-stage biopharmaceutical company dedicated to helping millions of families seeking effective treatments for devastating neurodegenerative diseases through the development of novel, accessible therapies. The company has led pioneering research into the underlying mechanisms of degenerative nerve disorders. Our scientific approach builds on well-established biological pathways and translates across indications in which toxic oligomers drive disease progression, offering potential in dementia with Lewy bodies (DLB), Alzheimer’s disease, geographic atrophy, Parkinson’s, among others. The company’s lead candidate, zervimesine (CT1812), is an investigational once-daily oral therapy that has demonstrated promise in Phase 2 clinical trials in DLB and mild-to-moderate Alzheimer’s disease. Backed by nearly $200 million in National Institutes of Health and related foundation grants, Cognition Therapeutics continues to advance clinical research in its efforts to bring forth solutions that meet patients where they are and reduce caregiver burden. Learn more at cogrx.com.

 

Cognition Therapeutics, Inc.

www.cogrx.com

 

 

 

 

About DLB Psychosis

 

Dementia with Lewy bodies (DLB) is a progressive, fatal neurodegenerative disease characterized by neuropsychiatric, cognitive and motor deficits. Up to 80% of people living with DLB experience psychosis, which manifests primarily as debilitating hallucinations and delusions. These symptoms are frequently cited as the most challenging for patients and their care partners to manage. There are no FDA-approved drugs for DLB, and the off-label use of traditional antipsychotics is often avoided due to the risk of severe and potentially life-threatening adverse reactions, underscoring a critical unmet need.

 

About Zervimesine (CT1812)

 

Zervimesine (CT1812) is currently being studied in the Phase 2 START Study (NCT05531656) in patients with MCI and early Alzheimer’s disease. Phase 2 clinical studies have concluded in dementia with Lewy bodies (DLB), mild-to-moderate Alzheimer’s disease, and geographic atrophy secondary to dry AMD. Based in part on the strong efficacy signals observed in the Phase 2 SHIMMER study in DLB (NCT05225415), the company plans to advance zervimesine into a late-stage clinical trial for people with DLB psychosis. Zervimesine has been generally well tolerated in clinical studies to date.

 

The USAN Council has adopted zervimesine as the United States Adopted Name (USAN) for CT1812.

 

Forward-Looking Statements

 

This press release contains forward-looking statements within the meaning of The Private Securities Litigation Reform Act of 1995. All statements contained in this press release or made during the conference, other than statements of historical facts or statements that relate to present facts or current conditions, including but not limited to, statements regarding our product candidates, including zervimesine (CT1812), and any expected or implied benefits or results, including that initial clinical results observed with respect to zervimesine will be replicated in later trials and our clinical development plans, including statements regarding our clinical studies of zervimesine, any analyses of the results therefrom, as well as statements regarding our regulatory plans, are forward-looking statements. These statements, including statements relating to the study design, timing and expected results of our clinical trials involve known and unknown risks, uncertainties and other important factors that may cause our actual results, performance, or achievements to be materially different from any future results, performance, or achievements expressed or implied by the forward-looking statements. In some cases, you can identify forward-looking statements by terms such as “may,” “might,” “will,” “should,” “expect,” “plan,” “aim,” “seek,” “anticipate,” “could,” “intend,” “target,” “project,” “contemplate,” “believe,” “estimate,” “predict,” “forecast,” “potential” or “continue” or the negative of these terms or other similar expressions. We have based these forward-looking statements largely on our current expectations and projections about future events and financial trends that we believe may affect our business, financial condition, and results of operations. These forward-looking statements speak only as of the date of this press release and are subject to a number of risks, uncertainties and assumptions, some of which cannot be predicted or quantified and some of which are beyond our control. Factors that may cause actual results to differ materially from current expectations include, but are not limited to: competition; our ability to secure new (and retain existing) grant funding; our ability to grow and manage growth, maintain relationships with suppliers and retain our management and key employees; our ability to successfully advance our current and future product candidates through development activities, preclinical studies and clinical trials and costs related thereto; uncertainties inherent in the results of preliminary data, pre-clinical studies and earlier-stage clinical trials being predictive of the results of early or later-stage clinical trials; the timing, scope and likelihood of regulatory filings and approvals, including regulatory approval of our product candidates; changes in applicable laws or regulations; the possibility that we may be adversely affected by other economic, business or competitive factors, including ongoing economic uncertainty; our estimates of expenses and profitability; the evolution of the markets in which we compete; our ability to implement our strategic initiatives and continue to innovate our existing products; our ability to defend our intellectual property; the impacts of ongoing global and regional conflicts on our business, supply chain and labor force; our ability to maintain the listing of our common stock on the Nasdaq Capital Market; and the risks and uncertainties described more fully in the “Risk Factors” section of our annual and quarterly reports filed with the Securities & Exchange Commission and are available at www.sec.gov. These risks are not exhaustive and we face both known and unknown risks. You should not rely on these forward-looking statements as predictions of future events. The events and circumstances reflected in our forward-looking statements may not be achieved or occur, and actual results could differ materially from those projected in the forward-looking statements. Moreover, we operate in a dynamic industry and economy. New risk factors and uncertainties may emerge from time to time, and it is not possible for management to predict all risk factors and uncertainties that we may face. Except as required by applicable law, we do not plan to publicly update or revise any forward-looking statements contained herein, whether as a result of any new information, future events, changed circumstances or otherwise.

 

Contact Information:
Cognition Therapeutics, Inc.
info@cogrx.com
Mike Moyer (investors)
LifeSci Advisors
mmoyer@lifesciadvisors.com  

 

Cognition Therapeutics, Inc.

www.cogrx.com

 

 

 

FAQ

What did Cognition Therapeutics (CGTX) announce regarding the FDA and zervimesine?

Cognition Therapeutics announced the FDA provided written feedback aligning on key aspects of a pivotal Phase 3 trial of zervimesine (CT1812) for DLB psychosis. The FDA also agreed that psychosis associated with dementia with Lewy bodies can be an approvable outcome to support a potential New Drug Application.

How will the planned Phase 3 zervimesine trial in DLB psychosis be designed for CGTX?

The planned Phase 3 trial is expected to start in mid-2027 and enroll people with DLB experiencing hallucinations and delusions. Participants, including those on stable off-label antipsychotics, will be randomized to 100 mg once-daily oral zervimesine or placebo for nine months, using the NPI as the primary endpoint.

What Phase 2 results support Cognition Therapeutics’ DLB psychosis program?

The proposed Phase 3 study builds on Phase 2 SHIMMER (COG1201) data in mild-to-moderate DLB, where zervimesine improved psychosis symptoms versus placebo on the NPI. A recent analysis reported zervimesine slowed progression of hallucinations and delusions by 89%, which underpins advancement into a registrational trial.

Why is DLB psychosis an important target for Cognition Therapeutics (CGTX)?

Dementia with Lewy bodies is a progressive, fatal neurodegenerative disease, and up to 80% of patients experience psychosis with debilitating hallucinations and delusions. There are no FDA-approved drugs for DLB, and traditional antipsychotics carry severe risk, creating a critical unmet need Cognition aims to address with zervimesine.

What is zervimesine (CT1812) and what other indications is CGTX studying?

Zervimesine is an investigational, once-daily oral therapy targeting toxic oligomer-driven neurodegeneration. It has been studied in Phase 2 trials for DLB, mild-to-moderate Alzheimer’s disease, and geographic atrophy secondary to dry AMD, and is currently in the Phase 2 START study in MCI and early Alzheimer’s disease.

How is Cognition Therapeutics funding its neurodegenerative disease research?

Cognition Therapeutics reports being backed by nearly $200 million in National Institutes of Health and related foundation grants. This non-dilutive funding supports clinical research into zervimesine and other programs targeting neurodegenerative disorders, including DLB, Alzheimer’s disease, geographic atrophy, and Parkinson’s disease.

Filing Exhibits & Attachments

4 documents