- ZUNVEYL prescriber base expected to expand to approximately 2,000 prescribing healthcare providers, and an increase in nursing home penetration
- Company expects to complete and/or initiate three studies in 2026 supporting ZUNVEYL's impact in Alzheimer's disease patients in long-term care settings
- ZUNVEYL commercialization efforts expected to support operating profitability in 2027
Alpha Cognition, Inc. (the "Company", "we", "us" and "ours") (NASDAQ:ACOG), a commercial-stage neuroscience company focused on advancing treatments for cognitive and neuropsychiatric disorders, today announced a corporate update outlining strategic priorities for 2026 and summarizing key accomplishments achieved in 2025.
Management Commentary, Michael McFadden, Chief Executive Officer
"We are pleased with the transition from the initial launch to a phase of commercial expansion of ZUNVEYL in 2026.
Our efforts in the new year focus on achieving scale of ZUNVEYL's expansion strategy – with a keen focus on addressing the $2 billion high-volume long-term care segment in Alzheimer's Disease. Our goal is to support prescriber base growth, expand and deepen relationships with long-term care facilities serving patients with AD, expand payor coverage with added PBM contracts; and expand royalty monetization opportunities from licensing throughout ex-US, and in particular – Asia.
Alongside our commercial strategy, Alpha Cognition continues to explore the Company's pipeline and real-world evidence-based studies of ZUNVEYL in AD patients. Additionally, we are exploring ZUNVEYL and its effect on cognitive impairment with mild Traumatic Brain Injury ("TBI").
Ultimately, our focus remains on ensuring commercial progress of ZUNVEYL, maintaining rigorous financial stewardship, generating high-quality clinical data, while addressing meaningful unmet needs for patients and caregivers.
We expect that this next phase of ZUNVEYL commercialization could position the Company to achieve operating profitability in 2027."
2026 Strategic Priorities
- Alpha Cognition's primary focus will be to expand ZUNVEYL prescriber base to approximately 2,000 prescribing health care providers ("HCPs") and increase depth in nursing homes.
- Payor coverage expected to gain critical mass following signing and onboarding of additional pharmacy benefits manager ("PBM") contracts expected in 2026.
- Complete CONVERGE study, a retrospective data analysis in the long-term care environment that will provide data on ZUNVEYL in long term care Alzheimer's patients. The data will provide data from approximately 400 patients for ZUNVEYL in areas of tolerability, dosing, and polypharmacy.
- Alpha Cognition plans to initiate and complete BEACON, a real-world effectiveness study to evaluate the impact of ZUNVEYL on cognition, behavior, and tolerability in the long-term care setting.
- Alpha Cognition plans to initiate RESOLVE, a phase 4 study in Alzheimer's disease ("AD") patients to assess ZUNVEYL effect on tolerability and behaviors associated with AD. The Company believes the data could be supportive of future regulatory discussions and will be utilized with physicians and payers to inform them on tolerability of ZUNVEYL.
- Alpha Cognition plans for multiple ZUNVEYL country approvals in Asia which will allow the Company to record ex-US royalties from sales in approved countries. Additionally, a licensing milestone payment of $3 million is anticipated, subject to applicable terms and conditions, in Q1.
- Alpha Cognition plans to complete its preclinical work with a sublingual formulation and submit an IND for treatment of mild-to-moderate AD. The Company believes this product, if approved, would be a disruptive formulation for AD patients with dysphagia or aphagia who currently have limited options for medication treatment.
- Expanded ZUNVEYL commercialization effort expected to support operating profitability in 2027.