other material
confidence high
sentiment positive
materiality 0.70
Cognition Therapeutics presents at Jefferies; outlines registrational path for DLB psychosis
COGNITION THERAPEUTICS INC
- Cash ~$31.2M as of March 31, 2026; $25.6M remaining NIA grant funds; runway into Q2 2027.
- SHIMMER Phase 2: 86% slowing of NPI-12 decline vs placebo; 89% slowing of hallucinations/delusions.
- FDA Division of Psychiatry meeting held May 20, 2026; minutes expected June 2026; registrational study design being finalized.
- Registrational plan: 9-month, 1:1 zervimesine 100mg vs placebo, endpoint NPI-2; open-label extension planned.
- START Phase 2 in early Alzheimer's (545 pts) ongoing; topline data expected 2H 2027.