Alpha Cognition Inc. (ACOG) Discusses Commercial Adoption Metrics and Market Opportunity in Long-Term Care December 2, 2025 12:00 PM EST
Company Participants
Michael McFadden – CEO & Director
Conference Call Participants
Jason Weintraub
Boris Peaker
Presentation
Jason Weintraub
Perfect. Maybe I’ll just kick this off in the sake of time. Appreciate everyone joining for this fireside chat with Alpha Cognition. We have Michael McFadden, the CEO of Alpha Cognition, ACOG, on the line here today along with Boris Peaker, who is our Head of Research and Managing Director here at Titan Partners. This is a fireside chat format. So Boris has some pre-canned questions that he’ll go through with Michael, but with all the attendees on the line, please feel free to put any chat questions in the chat below. We want to make this as conversational as possible throughout the time here today.
So Boris, maybe with that floor is yours and Michael and all the investors on the line here, thanks for the time.
Boris Peaker
Great. Thanks, Jason and Michael, thanks for joining us.
Michael McFadden
CEO & Director
Happy to be here.
Question-and-Answer Session
Boris Peaker
So let’s set right in. So obviously, the investor focus is on ZUNVEYL commercial adoption, and you’ve reported $2.3 million in sales in the third quarter. Can you remind us again on the key performance metrics that you’re monitoring the commercial launch? And what these metrics suggest about the total addressable market size?
Michael McFadden
CEO & Director
Yes. So we look at — we’re in the long-term care market. As a reminder to everyone, long-term care is defined as nursing home or full care entities that manage Alzheimer’s patients, that market size is about a $2.2 billion market size. As we focus on the market, the KPIs that we look at are physician prescribing and repeat orders. We
