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COGT Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
36.950
Open
35.480
VWAP
35.79
Vol
1.66M
Mkt Cap
5.74B
Low
35.040
Amount
59.25M
EV/EBITDA(TTM)
--
Total Shares
162.31M
EV
5.27B
EV/OCF(TTM)
--
P/S(TTM)
--
Cogent Biosciences, Inc. is a biotechnology company. The Company is focused on developing precision therapies for genetically defined diseases. The Company’s clinical program, bezuclastinib, is a selective tyrosine kinase inhibitor that is designed to potently inhibit the KIT D816V mutation as well as other mutations in KIT exon 17. KIT D816V is responsible for driving systemic mastocytosis, a serious disease caused by unchecked proliferation of mast cells. In addition to bezuclastinib, the Company is developing a portfolio of novel targeted therapies to help patients fighting serious, genetically driven diseases initially targeting mutations in FGFR2, ErbB2 and PI3Kα. SUMMIT is its randomized, global, multicenter, double-blind, placebo-controlled, multi-part Phase II clinical trial for patients with Non-AdvSM. APEX is an open-label, global, multicenter study evaluating the safety, efficacy, pharmacokinetic, and pharmacodynamic profiles of bezuclastinib.
Show More

Events Timeline

(ET)
2026-03-16
08:10:00
Cogent Biosciences Receives FDA Acceptance for New Drug Application
select
2026-03-01 (ET)
2026-03-01
11:20:00
Cogent Biosciences Announces New SUMMIT Trial Results
select
2026-02-17 (ET)
2026-02-17
08:10:00
Cogent Submits Bezuclastinib NDA to Support 2026 Launch
select
2026-01-26 (ET)
2026-01-26
08:10:00
Cogent Biosciences Receives FDA Breakthrough Therapy Designation
select
2026-01-20 (ET)
2026-01-20
08:10:00
Cogent Biosciences Receives FDA Acceptance for New Drug Application
select
2026-01-12 (ET)
2026-01-12
08:20:00
Cogent Biosciences Highlights 2026 Milestones Ahead of J.P. Morgan Conference
select

News

Fool
8.5
03-22Fool
RTW Investments Increases Stake in Cogent Biosciences Significantly
  • Stake Increase: RTW Investments disclosed a significant purchase of 4,124,755 shares in Cogent Biosciences in its SEC filing dated February 17, 2026, with an estimated transaction value of $115.95 million, indicating strong confidence in the company's future.
  • Market Value Growth: Following this purchase, Cogent's quarter-end position value rose to $219.88 million, reflecting optimistic market expectations regarding its potential in the precision medicine sector, particularly for genetically defined diseases.
  • Portfolio Dynamics: RTW's stake in Cogent now represents 2.7% of its 13F reportable AUM, while its top holdings like MDGL and INSM also show robust market performance, highlighting the diversity of its investment strategy.
  • Clinical Success Outlook: Cogent Biosciences' stock price surged 360% over the past year, and with its lead candidate's FDA application accepted, a crucial decision is expected by late 2026, which could further propel the stock's upward trajectory.
NASDAQ.COM
8.5
03-22NASDAQ.COM
RTW Investments Increases Stake in Cogent Biosciences
  • Share Increase Details: RTW Investments added 4,124,755 shares of Cogent Biosciences in Q4 2026, with an estimated trade value of $115.95 million, indicating strong confidence in the company's future prospects.
  • Holding Value Growth: By quarter-end, RTW's total holdings reached 7,592,241 shares valued at $269.68 million, reflecting a $219.88 million increase, which underscores market recognition and appreciation of Cogent's stock.
  • Company Financial Health: Cogent Biosciences ended the year with approximately $900 million on its balance sheet, providing sufficient runway into 2028 while advancing multiple regulatory filings related to its lead drug, showcasing its robust R&D capabilities.
  • Market Outlook Analysis: Despite a 360% surge in Cogent's stock price, its competitive edge in precision medicine and upcoming FDA decisions could yield substantial returns for investors, indicating significant future growth potential.
Yahoo Finance
8.5
03-22Yahoo Finance
RTW Investments Increases Stake in Cogent Biosciences by $116 Million
  • Stake Increase: RTW Investments disclosed an acquisition of 4,124,755 shares of Cogent Biosciences in its February 17, 2026 SEC filing, with an estimated transaction value of $115.95 million, indicating strong confidence in the company's future prospects.
  • Market Performance: Cogent Biosciences' stock has surged 360% over the past year, compared to a mere 15% gain for the S&P 500, highlighting significant market anticipation for its potential drug launches and positive investor sentiment.
  • Financial Position: Currently, Cogent has a market capitalization of $5.4 billion, and despite a net income of -$328.94 million, it boasts approximately $900 million in cash reserves, providing ample runway for R&D and clinical trials through 2028.
  • Strategic Implications: The increase in RTW's stake to 2.7% reflects confidence in high-risk biotech investments, particularly with upcoming FDA reviews, where successful clinical outcomes could further propel the stock price upward.
Fool
6.5
03-21Fool
Kynam Capital Reduces Stake in Cogent Biosciences by $48.38 Million
  • Share Reduction Details: Kynam Capital disclosed in a February 17, 2026 SEC filing that it sold 1,720,949 shares of Cogent Biosciences, translating to an estimated $48.38 million trade, indicating a disciplined approach to risk management while maintaining a significant position.
  • Asset Management Proportion: Following this sale, Cogent Biosciences now represents 13.99% of Kynam's reported AUM, remaining the fund's largest single position, which reflects ongoing confidence in the company's growth potential despite the reduction.
  • Market Performance: As of last Friday, shares of Cogent Biosciences were priced at $33.38, having surged 360% over the past year, significantly outperforming the S&P 500's 15% gain, highlighting its strong market presence and investor interest in the biotech sector.
  • Financial Status and Outlook: Cogent ended 2022 with $900.8 million in cash and equivalents, sufficient to fund operations into 2028, while its product bezuclastinib received FDA acceptance, with a target action date of December 30, further bolstering market confidence in its future prospects.
NASDAQ.COM
6.5
03-21NASDAQ.COM
Kynam Capital Reduces Stake in Cogent Biosciences
  • Share Reduction Details: Kynam Capital sold 1,720,949 shares of Cogent Biosciences in Q4 2026, with an estimated transaction value of $48.38 million, demonstrating the fund's agility in response to market fluctuations.
  • Value Change Post-Sale: After the sale, the fund retained 6,165,223 shares valued at approximately $218.99 million, maintaining its position as the largest single holding in its portfolio, indicating sustained confidence in Cogent's long-term prospects.
  • Market Reaction and Strategy: The quarter-end valuation of Cogent changed by $105.74 million due to trading and stock price movements, reflecting strong market interest in its biotechnology innovations, especially following the FDA's acceptance of its new drug application.
  • Future Outlook: Cogent ended 2026 with $900.8 million in cash and cash equivalents, sufficient to fund operations into 2028, showcasing its financial stability and potential for continued growth.
Yahoo Finance
6.5
03-21Yahoo Finance
Kynam Capital Management Cuts Viridian Stake by Over $81 Million
  • Stake Reduction: Kynam Capital Management sold 2,957,386 shares of Viridian Therapeutics in Q4 2026, with an estimated transaction value of $81.11 million, indicating a cautious outlook on the company's future performance.
  • Holding Proportion Change: Following this transaction, Kynam's stake in Viridian decreased to 2.92%, reflecting a reassessment of asset allocation in its 13F report, which may impact investor confidence in the company.
  • Market Performance: Viridian's stock price has surged 76% over the past year, currently priced at $26.98, significantly outperforming the S&P 500's roughly 15% gain, indicating strong market demand for its biotech products.
  • R&D Expenditure: Despite facing nearly $339 million in R&D costs and an annual net loss of about $343 million, Viridian's cash reserves of approximately $875 million at year-end provide a financial cushion for future clinical trials and product launches.
Wall Street analysts forecast COGT stock price to rise
12 Analyst Rating
Wall Street analysts forecast COGT stock price to rise
10 Buy
2 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
34.00
Averages
50.36
High
67.00
Current: 0.000
sliders
Low
34.00
Averages
50.36
High
67.00
Jefferies
Faisal Khurshid
Buy
initiated
$55
AI Analysis
2026-03-16
Reason
Jefferies
Faisal Khurshid
Price Target
$55
AI Analysis
2026-03-16
initiated
Buy
Reason
Jefferies analyst Faisal Khurshid assumed coverage of Cogent Biosciences with a Buy rating and $55 price target. The firm views Cogent as "one of the cleanest late-stage biotech setups." The company's bezuclastinib looks like a "best-in-class" KIT inhibitor, with "differentiating" Phase 3 data across three indications, the analyst tells investors in a research note. Jefferies sees a launch story as soon as Q3.
Baird
Baird
Neutral
maintain
$34 -> $35
2026-02-19
Reason
Baird
Baird
Price Target
$34 -> $35
2026-02-19
maintain
Neutral
Reason
Baird raised the firm's price target on Cogent Biosciences to $35 from $34 and keeps a Neutral rating on the shares. The firm updated its model following Q4 results and noted Bezu regulatory progress ongoing across three indications.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for COGT
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Valuation Metrics

The current forward P/E ratio for Cogent Biosciences Inc (COGT.O) is -17.41, compared to its 5-year average forward P/E of -4.90. For a more detailed relative valuation and DCF analysis to assess Cogent Biosciences Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
-4.90
Current PE
-17.41
Overvalued PE
-2.00
Undervalued PE
-7.81

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
-2.46
Current EV/EBITDA
-17.68
Overvalued EV/EBITDA
1.33
Undervalued EV/EBITDA
-6.25

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PS
34197.47
Current PS
886.56
Overvalued PS
232239.59
Undervalued PS
-163844.65

Financials

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Whales Holding COGT

C
Commodore Capital LP
Holding
COGT
+12.42%
3M Return
F
Fairmount Funds Management LLC
Holding
COGT
+8.34%
3M Return
V
Vivo Capital, LLC
Holding
COGT
+7.04%
3M Return
V
VR Management, LLC
Holding
COGT
+5.04%
3M Return
A
Artal Group S.A.
Holding
COGT
+1.99%
3M Return
E
Emerald Advisers, LLC
Holding
COGT
+0.29%
3M Return

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Frequently Asked Questions

What is Cogent Biosciences Inc (COGT) stock price today?

The current price of COGT is 35.39 USD — it has decreased -1.97

What is Cogent Biosciences Inc (COGT)'s business?

Cogent Biosciences, Inc. is a biotechnology company. The Company is focused on developing precision therapies for genetically defined diseases. The Company’s clinical program, bezuclastinib, is a selective tyrosine kinase inhibitor that is designed to potently inhibit the KIT D816V mutation as well as other mutations in KIT exon 17. KIT D816V is responsible for driving systemic mastocytosis, a serious disease caused by unchecked proliferation of mast cells. In addition to bezuclastinib, the Company is developing a portfolio of novel targeted therapies to help patients fighting serious, genetically driven diseases initially targeting mutations in FGFR2, ErbB2 and PI3Kα. SUMMIT is its randomized, global, multicenter, double-blind, placebo-controlled, multi-part Phase II clinical trial for patients with Non-AdvSM. APEX is an open-label, global, multicenter study evaluating the safety, efficacy, pharmacokinetic, and pharmacodynamic profiles of bezuclastinib.

What is the price predicton of COGT Stock?

Wall Street analysts forecast COGT stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for COGT is50.36 USD with a low forecast of 34.00 USD and a high forecast of 67.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Cogent Biosciences Inc (COGT)'s revenue for the last quarter?

Cogent Biosciences Inc revenue for the last quarter amounts to 0.00 USD, decreased

What is Cogent Biosciences Inc (COGT)'s earnings per share (EPS) for the last quarter?

Cogent Biosciences Inc. EPS for the last quarter amounts to -0.59 USD, increased 391.67

How many employees does Cogent Biosciences Inc (COGT). have?

Cogent Biosciences Inc (COGT) has 258 emplpoyees as of March 31 2026.

What is Cogent Biosciences Inc (COGT) market cap?

Today COGT has the market capitalization of 5.74B USD.