Alpha Cognition Inc. Common Stock (ACOG): A Bull Case Theory

We came across a bullish thesis on Alpha Cognition Inc. Common Stock (ACOG) on Twitter by BullishDoctor. In this article, we will summarize the bulls’ thesis on ACOG. Alpha Cognition Inc. Common Stock (ACOG)’s share was trading at $5.75 as of March 4^th. ACOG’s forward P/E was 16.05 according to Yahoo Finance.

A supportive smile shared between a care facility staff member and a resident with Alzheimer’s or Dementia.

ZUNVEYL, a prodrug of Galantamine, is set to disrupt the Alzheimer’s treatment market by addressing key limitations of existing acetylcholinesterase inhibitors. While these are the standard of care for mild to moderate Alzheimer’s, they come with significant gastrointestinal and insomnia-related side effects. ZUNVEYL bypasses these issues by first metabolizing in the liver, making it far more tolerable. Its initial focus is on long-term care (LTC) facilities, where Alzheimer’s is highly prevalent—affecting 70% of residents—but nearly half of patients cannot tolerate current treatments. LTC providers have strong incentives to adopt ZUNVEYL, as it helps them meet quality metrics while offering patients a safer and more effective alternative. Neurologists are likely to prescribe it due to its familiarity, making adoption seamless. Survey data suggests overwhelming support, with 88% of LTC doctors indicating they would likely prescribe it, and facilities themselves are incentivized to promote it. The LTC segment alone represents a $2 billion addressable market, and ACOG, the company behind ZUNVEYL, is currently pre-revenue but launching in March 2025. With a nearly complete sales force, projected breakeven in three years, and additional catalysts like a Phase 4 study and a sublingual formulation in the pipeline, ACOG presents a compelling investment case with significant upside potential.

Alpha Cognition Inc. Common Stock (ACOG) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 10 hedge fund portfolios held ACOG at the end of the fourth quarter which was 0 in the previous quarter. While we acknowledge the risk and potential of ACOG as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than ACOG but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

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Disclosure: None. This article was originally published at Insider Monkey.