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COGENT BIOSCIS (COGT)
Key Performance
More- Earnings Score: 3
- Momentum Score: 92
- True Yield: N/A
- Financial Health Score: 94
Latest Research & News
Cogent Biosciences announced preclinical data presentations at the 2026 AACR Annual Meeting for two pipeline programs: CGT1263, a pan-KRAS(ON) inhibitor showing >500x selectivity over HRAS/NRAS with potential to reduce skin toxicity, and CGT4255, a brain-penetrant ErbB2 inhibitor demonstrating synergistic activity with HER2 ADCs. The company expects to submit an IND for CGT1263 later in 2026 and continues Phase 1 studies for CGT4255.
04/17/2026, 8:00 AM • GlobeNewswire
This $116 Million Buy Joins a 360% Stock Run and Seemingly Signals Conviction in a Key Drug Launch
RTW Investments made a significant $116 million purchase of Cogent Biosciences shares in Q4, increasing its stake to 2.7% of AUM. The move signals confidence in the biotech company's lead drug candidate (CGT9486) and upcoming FDA decision timeline in late 2026. Cogent's stock has surged 360% over the past year, and the company has $900 million in cash runway through 2028.
03/21/2026, 7:13 PM • The Motley Fool
Biotech Stock Up 372% Gets Sold as New Pick Rises 40% in 2026
Boone Capital Management liquidated its entire $13.57 million stake in Cogent Biosciences (945,042 shares) in Q4 2026, despite the stock surging 372% over the past year. The fund reallocated capital to earlier-stage biotech opportunities like TYRA, which has gained 40% in 2026, suggesting a strategic shift toward higher-risk, higher-upside clinical-stage investments.
03/20/2026, 12:07 PM • The Motley Fool
Cogent Biosciences Stock Climbs After FDA Accepts Key Drug Application
Cogent Biosciences stock surged 5.24% after the FDA accepted its New Drug Application for bezuclastinib, a treatment for Non-Advanced Systemic Mastocytosis. The FDA decision is expected by December 30, 2026, with no advisory committee meeting planned. The company also plans to submit additional NDAs for GIST and Advanced Systemic Mastocytosis treatments in 2026.
03/16/2026, 12:42 PM • Benzinga
Cogent Biosciences announced additional clinical results from the SUMMIT trial showing bezuclastinib achieved a mean TSS reduction of -32.0 points at 48 weeks, with 99% of patients achieving >50% reduction in serum tryptase and 83% achieving normalization. The data demonstrates consistent symptomatic improvements across multiple organ systems and evidence of disease modification in NonAdvanced Systemic Mastocytosis patients. The company's NDA for bezuclastinib in NonAdvSM was submitted in December 2025, with an APEX NDA submission for advanced SM expected in 1H 2026.
02/28/2026, 9:45 AM • GlobeNewswire
Cogent Biosciences Announces Multiple SUMMIT Posters at the 2026 AAAAI Annual Meeting
Cogent Biosciences announced multiple poster presentations highlighting bezuclastinib results from the SUMMIT trial in NonAdvanced Systemic Mastocytosis patients at the 2026 AAAAI Annual Meeting in Philadelphia. The company previously submitted a New Drug Application to the FDA in December 2025 based on positive clinical data, following the drug's Breakthrough Therapy Designation.
02/10/2026, 8:00 AM • GlobeNewswire
Cogent's New Stomach Cancer Treatment Cuts Progression Risk In Half, Gets Breakthrough Therapy Tag
The FDA granted Breakthrough Therapy Designation to Cogent Biosciences' bezuclastinib combined with sunitinib for gastrointestinal stromal tumors (GIST). The PEAK trial showed a 50% reduction in disease progression risk compared to sunitinib alone, with median PFS of 16.5 months versus 9.2 months. The combination was well-tolerated with no new safety concerns. Cogent expects to complete its NDA submission in April 2026 and initiate a Phase 2 trial for first-line GIST patients in mid-2026.
01/26/2026, 10:06 AM • Benzinga
Cogent Biosciences Announces Presentation at the 44th Annual J.P. Morgan Healthcare Conference
Cogent Biosciences announced that CEO Andrew Robbins will present at the 44th Annual J.P. Morgan Healthcare Conference on January 13, 2026. The company is developing precision therapies for genetically defined diseases, with bezuclastinib as its most advanced program for systemic mastocytosis and gastrointestinal stromal tumors. Recent positive trial results showed a 57-80% objective response rate in advanced systemic mastocytosis patients.
01/06/2026, 8:00 AM • GlobeNewswire
Cogent Biosciences announced positive clinical trial results for bezuclastinib, demonstrating significant improvements in symptoms and disease markers for patients with nonadvanced systemic mastocytosis, with plans to submit a New Drug Application in December 2025.
12/06/2025, 9:30 AM • GlobeNewswire
Cogent Biosciences Announces Participation in the Jefferies Global Healthcare Conference
Cogent Biosciences will participate in the Jefferies Global Healthcare Conference in London, presenting a live webcast about their precision therapies for genetically defined diseases, with a focus on their lead clinical program bezuclastinib.
11/14/2025, 8:00 AM • GlobeNewswire
Cogent Biosciences priced a public offering of 9,677,420 common stock shares at $31.00 per share and $200 million in convertible senior notes due 2031, expecting net proceeds of approximately $475.3 million to fund development activities and repay existing loans.
11/11/2025, 11:16 PM • GlobeNewswire
Cogent Biosciences will present data on bezuclastinib for NonAdvanced Systemic Mastocytosis at the ASH annual meeting, highlighting potential disease modification and introducing a new JAK2 V617F mutant-selective inhibitor program.
11/03/2025, 9:00 AM • GlobeNewswire
Cogent Biosciences presented preclinical data on its pan KRAS(ON) inhibitor CGT1263 at the 2025 AACR-NCI-EORTC International Conference, demonstrating potential best-in-class profile with plans to file an IND application in 2026.
10/24/2025, 12:30 PM • GlobeNewswire
Cogent Biosciences Announces Pricing of Upsized Public Offering of Shares of Common Stock
Cogent Biosciences plans to raise approximately $200 million through a public offering of 22,222,223 common stock shares at $9.00 per share, with proceeds intended for product development and corporate purposes.
07/08/2025, 9:36 PM • GlobeNewswire
Peers
Statistics
MoreInformation as of 06/22/2026
Company Profile
Cogent Biosciences, Inc., a clinical-stage biotechnology company, focuses on developing precision therapies for genetically defined diseases. Its lead product candidate includes bezuclastinib (CGT9486), a selective tyrosine kinase inhibitor in Phase 3 trial designed to target mutations within the KIT receptor tyrosine kinase, including KIT D816V mutation that drives systemic mastocytosis, as well as other mutations in KIT exon 17, which are found in patients with advanced gastrointestinal stromal tumors. The company also develops CGT4859, a reversible and selective fibroblast growth factor receptor 2 inhibitor in Phase 1 trial for patients with documented FGFR mutations, including advanced cholangiocarcinoma; CGT4255, a novel ErbB2 mutant program, which is focused on actionable and underserved mutations in a solid tumor systemic and CNS involved indications; and CGT6297, a Novel PI3Ka mutant-selective inhibitor. It has a licensing agreement with Plexxikon Inc. for the research, development, and commercialization of bezuclastinib. Cogent Biosciences, Inc. is headquartered in Waltham, Massachusetts.
Key Executives
- Andrew R. Robbins
- Jessica Sachs
- John Edward Robinson
- John L. Green
- Cole Pinnow
Current Ownership Distribution
- Institutions1.9B (83.58%)
- Mutual Funds363.0M (15.71%)
- Insiders16.4M (0.71%)
- Other0 (0.00%)