For the third quarter of 2026, Cognition Therapeutics is expected to report a consensus EPS loss of $0.07 on revenue of $5.30 million, with the stock currently trading near $0.71 against an average analyst price target of $3.33.

Investors are primarily focused on the company’s clinical pipeline execution for its lead candidate, zervimesine (CT1812), following recent alignment with the FDA on a Phase 3 study in dementia with Lewy bodies (DLB).

Management recently confirmed agreement with the FDA on key trial elements, including the use of hallucinations (NPI-2) as a primary endpoint for the registrational DLB study. Additionally, the company is expected to provide updates on the status of its Phase 2 START trial in early Alzheimer’s disease, which completed enrollment late last year.