AAIC
Arlington Asset Investment Corp.
stock NYSE

Just saying as it seems that some people are expecting some announcement today related to AAIC presentation

For CGTX holders, CGTX has almost always released PR at 7:30, and AAIC presentation is at 08:00. Do not expect too much unless the company has something new to announce.

Presentation at AAIC is nothing new, only difference is that AAIC has selected CGTX's presentation to be presented at prime time as an oral presentation, company doesn't have a say in this regards, AAIC allocates them after assessing significance of the content. For example, CRVO's presentation was just a poster display with in person for explanation.
Anyway, AAIC's presentation just shows how the experts in this field are regarding CT1812's findings and provides good leverage in longer term in terms of negotiation with partners or b/o.
What is coming later is more important, clear roadmap for AD's PHASE 3 and BTD for DLB.

**TL;DR:**
CGTX is a $1.3 biotech with near-term catalysts: FDA Phase 3 IND decision & possible Breakthrough Therapy Designation (BTD) for DLB. Zervimesine showed 39% cognitive benefit in Phase 2. $5–10 potential if both hit.
# 🧠 Company
Cognition Therapeutics (NASDAQ: CGTX)
→ Lead candidate: **Zervimesine (CT1812)**
→ Targets **Alzheimer’s & Dementia with Lewy Bodies (DLB)**
→ Oral, once-daily drug with novel MOA (sigma-2)
# 📅 Near-Term Catalysts
1. **July 29** – AAIC presentation (SHIMMER Phase 2 DLB results)
2. **Early August** – FDA Phase 3 IND decision
3. **BTD application** – High odds due to orphan indication & unmet need
# 📊 Valuation
* Market Cap: \~$150M
* Cash runway: through 2026
* No competition in DLB space
* Similar companies (SAVA, AVXL) reached 10–20x cap at this stage
# ⚠️ Risks
* No partnership yet
* Dilution possible long-term
* Phase 3 IND not guaranteed
>

If you’re still chasing garbage low-float pumps with no news lined up, you’re doing it wrong. There’s only two tickers that actually matter going into Tuesday: ADIL and CGTX. Both have real catalysts — not fluff — and both could pop hard off confirmed events, not rumors.
• ADIL: FDA End-of-Phase 2 meeting was Monday. Company could drop a PR as early as premarket Tuesday with language around Phase 3 protocol alignment. That’s a big deal. Float is ~7.8M, volume Friday hit 26M, and price reclaimed VWAP late with strength. If there’s any decent wording like “alignment,” “agreement,” or “greenlight,” this could gap and halt out the gate. Shorts are exposed.
• CGTX: 8AM ET Tuesday, they’re on stage at AAIC presenting full Phase 2 data from the SHIMMER trial in Dementia with Lewy Bodies. It’s not random — it’s a podium session. Topline results already hinted strong improvements, and if the full readout confirms it, this could break $0.80+ fast. After-hours tape showed buyers stacking quietly — all green ticks, no chasing. That’s stealth accumulation.
This isn’t “maybe news this week” or “chart looks good” — this is real catalyst timing. Biotech is risky, sure. But if you want asymmetric setups with actual logic behind them, this is where your eyes should be at open.
I have decent positions in both, don’t be sorry. Go ahead and fact check if you like.

CGTX just dipped from $0.80 to $0.72 because CRVO stole the spotlight with new DLB data today. But CGTX still has their big AAIC oral presentation tomorrow (July 29) at 8AM — full Phase 2 data incoming.
Buy the fear. Data + IND filing = major upside.

Hopped into CGTX around the $0.35 range, been holding strong.
Tomorrow July 29th is their AAIC podium presentation, strong results could result in a bullish run tomorrow, they’re also gonna be having FDA formal minutes in August. If all goes well I fully believe this stock can shoot to the $2-3 range upon phase 3 clinical trials.

So guys  Dr. James Edward Galvin will deliver an oral presentation at the AAIC on July 29, 2025. at 8:00 am ET.
Summary:
Positive Phase 2 SHIMMER study results in Dementia with Lewy Bodies (DLB) for their drug zervimesine (CT1812) will be presented at the Alzheimer's Association International Conference (AAIC).
The study showed significant improvements across various symptom domains, including behavioral outcomes (86%), daily living activities (52%), cognitive fluctuations (91%), and motor symptoms (62%) compared to placebo.
DLB currently has no approved disease-modifying treatments, making these findings particularly noteworthy.
Zervimesine also showed promising results in the Phase 2 SHINE study for Alzheimer's disease, especially in patients with lower p-Tau217 levels, demonstrating a 95% slowing of cognitive decline at six months compared to placebo.
These positive outcomes have captured the attention of the scientific community and positioned Cognition Therapeutics as a strong contender in the biotech industry.
Hopefully there will be some lovely movement throughout early this week, the price target has also been increased, fingers crossed this is a game changer ️️

You are right, best bet is to play safe, to take some profit with a pop and may be re-enter after the earnings or downsize the position.
CEO has already mentioned RS will be considered with monitoring the price. However, the company hasn't made any sign of movement yet despite approaching deadline, company also knows there are series of catalysts and will wait to see how the market reacts, or they may be just too confident with upcoming moves.
And you are right, earnings are rarely good, not just RS in this case but with upcoming phase 3s they will need additional funding.
CGTX's CEO Lisa Ricciardi has led several partnerships and mergers previously. Notably $1.03 billion deal with Roche and $29B with Medco and she spent many years with Pfizer. Clear pathway for phase 3 for both AD and DLB will provide good leverage to find a partnership or even buyout options. In this aspect, the AAIC this week will be quite important in terms of partnership discussions.

It is true that it's up almost 400% from its lows, been climbing gradually with just a little pop with EOP2 meeting with FDA, and it's not done yet. Don't you think there is a reason for the gradual climb?
**AAIC Podium Presentation isn't really a news at all, it's just an added bonus along the way.**
Real deal is to come in August with official minute from FDA for EOP2 regarding AD treatment (which is highly popular theme among small cap bio) and very likely to announce roadmap for Phase 3. CT1812 has shown a significant improvement for early AD patients specifically with low p-tau 237 group (early stage AD) and showed astonishing 95% of slow in decline for this low p-tau 237 group. This means patient with early AD can have much better quality of life for longer period of time. Caveat for AD treatment with CT1812 is that it doesn't work with already advanced AD patients. Further extended study for AD treatment is already on its way (Phase 2b) and will begin trials from this year. Phase 3 will be likely to be designed for low p-tau 237 groups. Anyway, we have yet to see FDA's minute but the company has already announced the meeting was positive.
And the biggest deal is to come later in August with FDA's approval decision with DLB treatment using same CT1812, which showed staggering efficacy on all aspects of symptoms. DLB is a basically a buffet of Dementia, its biggest problem is hallucination and patient turning violent and the life of caretaker can be miserable, and it is combined with cognitive decline, motor decline, This can be a real breakthrough technology.
During its phase 2, conducted for 6 months with about 150ish patients, It showed
82-86% reduction in NPI (hallucinations/anxiety/delusions),
91% reduction in CAF (variability of attention and alertness),
52% reduction in ADCS-ADL (Functional ability - daily tasks such as shower, dressing etc...),
62% reduction in MDS-UPDRS (Parkinsonism-related motor function)
all results against the placebo, and most importantly, improvement of caregivers' distress was significant against placebo groups.
Of course there is risk of pump and dump after AAIC, but it's very short sighted, you will be leaving the party after just having an apero.
And obviously, there is a risk of negative outcome of all the planned catalysts,
you can DYOR to weigh pros and cons.
I have 10,000@0.68

Position 1000 shares @ $0.79
Alright so I’ve been digging through all the biotech noise this weekend and CGTX (Cognition Therapeutics) is one of the few legit setups heading into Monday. Not a meme pump, not already up 300%, just a clean setup with an actual event that hasn’t hit yet.
They’re presenting full Phase 2 data for their dementia drug (CT1812) tomorrow, Monday July 29th, at the AAIC conference. This isn’t some random PR — it’s a podium presentation with a confirmed speaker and time (8:00 AM EST). The disease target is Dementia with Lewy Bodies, which is brutal and has almost no treatments available. That means any positive data gets attention.
What’s crazy is they already dropped some early findings and they looked good: big improvements in behavior, cognition, motor function, all better than placebo. But the full data hasn’t been shown yet, and the stock is still under a dollar. Low float too. If the results are solid (and it seems like they are), this could run hard premarket or off the open.
This thing isn’t even on most people’s radar yet, which is why I’m posting. I’m not saying this is a guaranteed moonshot, but this is a real biotech setup with a scheduled catalyst — not just chasing volume or vibes.
Just saying if you’re gonna gamble on a Monday morning, might as well be on something that actually has a reason to move.

Any guesses where ANVS goes after AAIC?

Looking for thoughts on Caribou Biosciences (CRBU) and INmune Bio (INMB) heading into a data-heavy stretch for both.
CRBU ran over 40% this month but just pulled back under $2.30. They’ve got upcoming clinical data for CB-010 (possibly lupus) and CB-011 (oncology). The Jefferies presentation in June hinted at a busy back half of the year, and with a ~$230M market cap, a solid readout could shift sentiment fast.
INMB is priced at $2.70 with a $78M cap, still trading near 52-week lows. They just presented at AAIC (Alzheimer’s Conference), and Phase 2 data on XPro could be a needle-mover. Earnings are also due in the next 1–2 weeks, which may give more visibility on cash runway and trial timelines.

Any chance ANVS will announce something new at AAIC?