Latest Thesis
ACOG: the Alzheimer pill launch racing payer math and a cash clock
Alpha Cognition has an FDA-approved Alzheimer's pill, early long-term-care launch traction, two PBM agreements, and $66.0 million of year-end cash, but the story depends on ZUNVEYL turning bottle growth into repeat, reimbursed revenue before launch spending, supply risk, customer concentration, and control weaknesses take over.
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