CervoMed (CRVO) investor relations material

Key insights from conference presentations

• Highlighted the significant unmet need in dementia with Lewy bodies (DLB), affecting over 700,000 in the U.S., with rapid disease progression and no approved therapies in the U.S. or EU.

• Neflamapimod, a potent p38α inhibitor, targets synaptic dysfunction in DLB and has shown improved synaptic connectivity and reduced neurodegeneration markers in clinical studies.

• Phase IIa and IIb studies demonstrated improvements in cognition, function, and biomarkers, with efficacy linked to achieving targeted plasma drug concentrations.

• Phase III trial design finalized with FDA and global regulators: 300 patients, 32 weeks, focusing on DLB without Alzheimer's co-pathology, using CDR Sum of Boxes as the primary endpoint.

• Updated manufacturing and dosing (50 mg TID) address prior batch issues, aiming for consistent plasma levels and de-risked clinical outcomes.

Announcements and forward-looking statements

• Phase III trial to start by year-end, leveraging established clinical sites and focusing on biomarker-enriched patient selection for higher efficacy.

• Confirmed dose and new stable crystal form of neflamapimod validated in preclinical and phase I studies, supporting phase III readiness.

• Additional phase II programs ongoing in post-stroke recovery and primary progressive aphasia, with data readouts expected by mid- and end of year.

• Selected for the U.K. ExPALS ALS program, expanding biomarker-driven development in motor neuron diseases.

• Emphasis on precision medicine and biomarker-driven patient selection aligns with payer and regulatory trends for value-based pricing.

Industry analysis and market outlook

• DLB market estimated at 360,000 patients in the U.S. without AD co-pathology, with similar numbers in Europe and Asia, representing a substantial untapped market.

• Biomarker-based enrichment (plasma pTau181) expected to improve clinical trial success and commercial positioning.

• Clinical improvements in CDR Sum of Boxes (1.1–2 point reduction) exceed those seen with anti-amyloid therapies, indicating strong differentiation.

• 75% reduction in disease progression and 50% reduction in neurodegeneration biomarkers observed in extension studies.

• Consistent efficacy across functional, clinical, and biomarker endpoints supports a de-risked late-stage program.