Cogent Biosciences, Inc. (COGT)
NASDAQ (NGS) NASDAQ (NGS) Primary 
Cogent Biosciences: A Pre-Commercial Biotech With Commercial-Stage Leverage
Cogent Biosciences is positioned to build a niche KIT-mutant franchise, leveraging bezuclastinib across three pivotal indications with strong clinical data. COGT holds $866.4 million in cash, supporting operations through 2028 and enabling launches in systemic mastocytosis and GIST, mitigating near-term financing risk. Bezuclastinib has demonstrated robust efficacy in nonadvanced and advanced systemic mastocytosis and second-line GIST, with three regulatory filings and positive pivotal trial results.
Cogent Biosciences: Blockbuster Potential, Premium Valuation, Still A 'Buy'
Cogent Biosciences, Inc. maintains a Buy rating as bezuclastinib demonstrates blockbuster potential in GIST and systemic mastocytosis (SM) indications. Bezuclastinib nearly doubled median PFS in 2L GIST (PEAK trial), supporting a high peak market share assumption despite competitive pressures. COGT's sum-of-the-parts valuation yields a fair value of $26.54/share, with current cash reserves likely sufficient to reach commercial launch, though dilution risk remains.
COGT Rise as FDA Accepts Bezuclastinib NDA in Non-Advanced SM
Cogent Biosciences jumps after FDA accepts bezuclastinib NDA for treating non-advanced SM, with a decision due by Dec. 30, 2026.
Biotech Stock Up 365% as This $8 Million Investment Targets a Drug With 3 NDA Filings Planned
This biotech specializes in precision therapies for rare genetic diseases, with a pipeline targeting oncology and hematology indications.
Cogent Biosciences: Trio Of Approvals Beckon For Lead Drug - Still Bullish
Cogent Biosciences, Inc. remains a Buy as bezuclastinib advances toward triple approval in GIST and systemic mastocytosis (advanced, non advanced). Bezuclastinib demonstrated strong efficacy in pivotal trials, with durable clinical benefit and superior symptom improvement versus competitors. COGT's robust cash position ($900.8m) supports its path to commercialization, despite significant R&D-driven losses and competitive risks.
COGT Stock Skyrockets 120% in a Month: Here's What You Need to Know
Cogent Biosciences soars as its bezuclastinib combo delivers strong phase III GIST results, driving momentum toward key regulatory filings.
Cogent Biosciences: Soaring On Blowout GIST Data - I Expect More Upside
Cogent Biosciences, Inc. soared 120% after positive Phase 3 PEAK study results for bezuclastinib in imatinib-resistant GIST patients. COGT's bezuclastinib showed a 50% reduction in disease progression risk and superior objective response rates versus standard of care. Strong PEAK data de-risks upcoming readouts and supports blockbuster revenue projections, with analysts targeting $1.5bn peak sales and a $3-4bn valuation.
Cogent: Another Win For Bezuclastinib In GIST Warrants Continued Strong Buy
Cogent Biosciences, Inc. earns a Strong Buy rating due to positive phase 3 PEAK results for bezuclastinib + Sunitinib in 2nd-line GIST. Company's combination therapy showed a significant mPFS improvement (16.5 vs. 9.2 months) and higher ORR (46% vs. 26%) over Sunitinib monotherapy in 2nd-line GIST patients. Upcoming catalysts include NDA filings for GIST in 1H 2026 and NonAdvSM by end of 2025, plus phase 2 APEX results for AdvSM in December 2025.
Cogent Biosciences, Inc. (COGT) Discusses Positive Phase 3 PEAK Trial Results of Bezuclastinib in Gastrointestinal Stromal Tumors Transcript
Cogent Biosciences, Inc. ( COGT ) Discusses Positive Phase 3 PEAK Trial Results of Bezuclastinib in Gastrointestinal Stromal Tumors November 10, 2025 8:00 AM EST Company Participants Christi Waarich - Senior Director of Investor Relations Andrew Robbins - President, CEO & Director Conference Call Participants Neeta Somaiah Anupam Rama - JPMorgan Chase & Co, Research Division Paul Jeng - Guggenheim Securities, LLC, Research Division Amanda Acosta-Ruiz - Leerink Partners LLC, Research Division Samuel Slutsky - LifeSci Capital, LLC, Research Division Christopher Raymond - Raymond James & Associates, Inc., Research Division Yuxi Dong - Jefferies LLC, Research Division Presentation Operator Good morning, and welcome to Cogent Biosciences' webcast. I will now turn the call over to Christi Waarich, Senior Director of Investor Relations.
Cogent Biosciences, Inc. (COGT) Presents At Citi's Biopharma Back To School Conference Transcript
Cogent Biosciences, Inc. (NASDAQ:COGT ) Citi's Biopharma Back to School Conference September 3, 2025 9:00 AM EDT Company Participants Andrew Robbins - President, CEO & Director Conference Call Participants David Lebowitz - Citigroup Inc., Research Division Presentation David Lebowitz Research Analyst Good morning. Thank you for coming to the 2025 Citi Biopharma Conference in Boston.
Cogent: Positive Data In NonAdvSM Bodes Well For 2nd Half AdvSM Treatment Results
I have upgraded Cogent Biosciences, Inc. to Strong Buy after positive SUMMIT trial data for bezuclastinib in non-advanced systemic mastocytosis patients. COGT plans to submit an NDA for bezuclastinib in NonAdvSM by end of 2025, with additional pivotal data readouts expected in AdvSM and GIST in 2nd half 2025. Cogent is well-funded, raising $200M recently and maintaining a cash runway into late 2026, supporting ongoing and upcoming clinical milestones.
COGT Stock Soars on Phase III Systemic Mastocytosis Study Success
Cogent Biosciences stock jumps 23.4% after bezuclastinib hits primary and all key secondary endpoints in a phase III systemic mastocytosis study.
