Stonegate Capital Partners Updates Coverage on Alpha Cognition Inc. (ACOG) Q2 2025
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).
Alpha Cognition (NASDAQ:ACOG) ha riportato progressi significativi nel secondo trimestre 2025, segnando il suo primo trimestre completo di commercializzazione di ZUNVEYL®. L'azienda ha raggiunto circa 2 milioni di dollari di ricavi netti da prodotto YTD, con il farmaco ordinato in oltre 300 strutture per assistenza a lungo termine e un tasso di riordino del 65%.
Tra gli sviluppi principali: l'aggiudicazione di un contratto nazionale Medicare Parte D senza requisiti di autorizzazione preventiva, e l'accettazione della New Drug Application (NDA) di China Medical System da parte della NMPA. Inoltre, è stato completato uno studio finanziato dal Dipartimento della Difesa sul Bomb Blast che ha dimostrato l'efficacia di ALPHA-1062 nel ridurre la neuroinfiammazione e le proteine Tau tossiche in caso di trauma cranico lieve (mTBI).
Alpha Cognition (NASDAQ:ACOG) informó avances significativos en el segundo trimestre de 2025, marcando su primer trimestre completo de comercialización de ZUNVEYL®. La compañÃa alcanzó aprox. $2M de ingresos netos por producto YTD, con el fármaco pedido en más de 300 centros de cuidados a largo plazo y una tasa de reorden del 65%.
Los hitos clave incluyen la obtención de un contrato nacional Medicare Parte D sin requisitos de autorización previa, y la aceptación por la NMPA de la New Drug Application (NDA) de China Medical System. Además, se completó un estudio financiado por el Departamento de Defensa sobre explosiones (Bomb Blast) que demostró la eficacia de ALPHA-1062 para reducir la neuroinflamación y las proteÃnas Tau tóxicas en lesiones cerebrales traumáticas leves (mTBI).
Alpha Cognition (NASDAQ:ACOG)ëŠ� 2025ë…� 2분기ì—� ìœ ì˜ë¯¸í•œ ì§„ì „ì� ë³´ê³ í–ˆìœ¼ë©�, ZUNVEYL®ì� ì²� 번째 ì „ì²´ ìƒì—…í™� 분기ë¥� 기ë¡í–ˆìŠµë‹ˆë‹¤. 회사ëŠ� ì—°ì´ˆ 대ë¹� ì•� 200ë§� 달러ì� ìˆœì œí’� 매출(YTD)ì� 달성했으ë©�, 해당 ì•½ë¬¼ì€ 300ê³� ì´ìƒì� 장기 요양시설ì—서 주문ë˜ì—ˆê³� ìž¬ì£¼ë¬¸ìœ¨ì€ 65%ë¥� ìœ ì§€í–ˆìŠµë‹ˆë‹¤.
주요 성과로는 ì‚¬ì „ ìŠ¹ì¸ ìš”êµ¬ ì—†ì´ êµê°€ì � Medicare 파트 D 계약ì� 확보í•� ì ê³¼ China Medical Systemì� ì‹ ì•½ 허가 ì‹ ì²(NDA)ì� NMPAì—� ì ‘ìˆ˜ë� ì ì´ ìžˆìŠµë‹ˆë‹¤. ë˜í•œ êµë°©ë¶€ ìžê¸ˆ ì§€ì›ìœ¼ë¡� 수행ë� íë°œ(Bomb Blast) 연구ë¥� 완료했으ë©�, ì� 연구ëŠ� 경미í•� 외ìƒì„� 뇌ì†ìƒ�(mTBI)ì—서 ALPHA-1062ê°€ ì‹ ê²½ì—¼ì¦ê³� ìœ í•´í•� 타ìš� ë‹¨ë°±ì§ˆì„ ê°ì†Œì‹œí‚¤ëŠ� 효과ë¥� 보여주었습니ë‹�.
Alpha Cognition (NASDAQ:ACOG) a annoncé des progrès significatifs au 2e trimestre 2025, marquant son premier trimestre complet de commercialisation de ZUNVEYL®. La société a réalisé environ 2 M$ de chiffre d'affaires net produit YTD, le médicament ayant été commandé dans plus de 300 établissements de soins de longue durée et affichant un taux de réapprovisionnement de 65 %.
Parmi les avancées clés : l'obtention d'un contrat national Medicare Part D sans exigence d'autorisation préalable, et l'acceptation par la NMPA de la New Drug Application (NDA) de China Medical System. De plus, une étude « Bomb Blast » financée par le département de la Défense a été menée à terme, démontrant l'efficacité d'ALPHA-1062 dans la réduction de la neuroinflammation et des protéines Tau toxiques en cas de traumatisme crânien léger (mTBI).
Alpha Cognition (NASDAQ:ACOG) meldete im zweiten Quartal 2025 deutliche Fortschritte und verzeichnete das erste vollständige Quartal der Kommerzialisierung von ZUNVEYL®. Das Unternehmen erzielte rd. 2 Mio. USD Nettoproduktumsatz YTD, das Medikament wurde in über 300 Pflegeeinrichtungen bestellt und verzeichnete eine Wiederbestellquote von 65%.
Wesentliche Entwicklungen umfassen den Abschluss eines nationalen Medicare Part D-Vertrags ohne Anforderungen an vorherige Genehmigungen sowie die Annahme der New Drug Application (NDA) von China Medical System durch die NMPA. Darüber hinaus wurde eine vom Verteidigungsministerium finanzierte Bomb-Blast-Studie abgeschlossen, die zeigte, dass ALPHA-1062 bei leichter traumatischer Hirnverletzung (mTBI) Neuroinflammation und toxische Tau-Proteine reduziert.
- 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
- 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
To view the full announcement, including downloadable images, bios, and more, .
Key Takeaways:
- First full quarter of ZUNVEYL® commercialization generated ~
$2M YTD net product revenue, with orders in 300+ nursing homes and65% 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.
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