Cognition Therapeutics, Inc. Q1 FY2024 earnings call

SHINE Trial - Phase 2 proof-of-concept for CT1812 in mild to moderate Alzheimer's: Enrolled 153 adults, 100 and 300 mg doses, showed 39% slowing of cognitive decline vs placebo, favorable safety/tolerability, biomarker NfL change at 300 mg, 100 mg dose had no liver enzyme elevations. ### SHIMMER Trial - Phase 2 for dementia with Lewy bodies (DLB): Double-blind, 3-arm study, completed enrollment, expects year-end results, supported by NIH. ### Other Trials - START: Recruiting early Alzheimer's patients on stable background therapy with lecanemab/donanemab. MAGNIFY: Enrolling dry AMD patients, assessing lesion size and visual acuity. ### Scientific Output - Multiple manuscripts and presentations, supporting development efforts.

No traditional product segments with revenue breakdown; focus on clinical trial performance. The SHINE trial enrolled 153 adults with mild to moderate Alzheimer's disease, with 100 and 300 mg doses of CT1812 showing consistent trends in slowing cognitive decline, and the 100 mg dose having a favorable safety profile with no liver enzyme issues.

SHIMMER Trial - Expect to report top line results by year-end. ### Cash Runway - Company has cash to fund operations into Q2 2025, plans to evaluate options for longer and larger trials.

No specific risks discussed in detail during the call.

Q: Elaine Kim asked about SHINE trial 100 mg vs 300 mg biomarkers and cash runway.

A: Tony Caggiano noted NfL as key biomarker, John Doyle mentioned evaluating options for runway extension.

Q: Raghuram Selvaraju inquired about GLP-1 synergy and intermediate doses.

A: Tony Caggiano spoke about potential combination with GLP-1 and 200 mg dose in START and MAGNIFY trials.

Q: Kevin Kuo asked about SHIMMER trial, biomarkers, and 300 mg dose profile.

A: Tony Caggiano discussed SHIMMER readout timeline, biomarker plans, and expected liver signal profile.

Q: Daniil Gataulin asked about SHINE learnings and enrollment in START.

A: Tony Caggiano mentioned powering future trials with SHINE data and stratification in START for concurrent meds.