Alpha Cognition Inc (ACOG)
NASDAQ:ACOG
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Earnings Data
Report Date
Aug 26, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.41Last Year’s EPS
-0.65Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strong early commercial trajectory for ZUNVEYL with clear sequential growth in revenue (40% QoQ), accelerating prescription metrics (bottles +23% QoQ, prescriber calls +93% QoQ) and multiple near-term clinical and IP catalysts (BEACON, CONVERGE, sublingual PK, two patents to 2045). Management is deliberately investing in a 60-person commercial team, payer engagement, and real-world evidence generation to drive broader access and expects operating profitability in 2027. Offsetting these positives are meaningful near-term challenges: increased net losses and operating spend, cash decline, limited downstream PBM implementation (~16% of book), and reliance on upcoming data to expand payer coverage. Overall the call was upbeat and progressing toward commercialization scale, but the company remains in an investment phase with execution and payer adoption as key near-term risks.Company Guidance
Strong Sequential Revenue Growth
Net product revenues of $3.5M in Q1 2026, representing 40% sequential growth vs Q4 2025 ($2.5M). March was the strongest month and April was stronger than March.
Prescription and Adoption Momentum
Total bottles dispensed in Q1 were 6,054 (up 23% vs Q4 2025's 4,941). March demand peaked at 2,321 bottles (≈29% increase vs February). Active HCP writers grew 23% QoQ to 1,060; prescribers called on rose 93% QoQ to 3,762.
High Repeat Utilization and Depth of Use
Approximately 75% of active writers (795 of 1,060) placed repeat prescriptions; 81% of homes with prescriptions (736 of 914) placed repeat orders. Average prescriptions per writer ~5–6 per quarter; active homes averaged >6 prescriptions in the quarter.
Commercial Infrastructure Built Out
Built and fully stepped a 60-person customer-facing commercial team, added payer and marketing capabilities, launched speaker and peer-to-peer programs, and are using AI-enabled commercial analytics to optimize targeting and productivity.
Clinical and Evidence-Making Milestones Accelerated
Three real-world/post-approval studies active: BEACON completing enrollment this quarter with top-line data no later than early Q3 2026 (accelerated from prior late Q4), CONVERGE initiating in Q2 with top-line in Q3 2026, and RESOLVE initiating in Q2 (completion expected Q2 2027).
Intellectual Property and Pipeline Expansion
Two U.S. patents issued (dosage regimens and TBI use) extending protection through 2045. TBI represents an addressable market ~ $14B. Sublingual PK study initiated with potential IND later in 2026.
Favorable Payer Contracting Progress
Medicare Part D contracts in place with two major PBMs representing ~45 million covered lives; both contracts carry no prior authorization requirement. When reimbursement team supports prior authorizations, approval rate is ~89%.
Capital Position and Balance Sheet
Debt-free balance sheet with $54.2M cash and cash equivalents as of March 31, 2026. Management states current capital is sufficient to fund commercialization and clinical programs through planned milestones.
ACOG Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ACOG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 14, 2026 | $5.68 | $6.02 | +5.99% |
Mar 26, 2026 | $5.34 | $5.08 | -4.87% |
Nov 13, 2025 | $6.13 | $5.94 | -3.10% |
Aug 14, 2025 | $9.99 | $8.00 | -19.92% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Alpha Cognition Inc (ACOG) report earnings?
Alpha Cognition Inc (ACOG) is schdueled to report earning on Aug 26, 2026, After Close (Confirmed).
What is Alpha Cognition Inc (ACOG) earnings time?
Alpha Cognition Inc (ACOG) earnings time is at Aug 26, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What is ACOG EPS forecast?
ACOG EPS forecast for the fiscal quarter 2026 (Q2) is -0.41.