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Cogent Biosciences, Inc.

Cogent Biosciences, Inc.

NASDAQ•COGT
CEO: Mr. Andrew R. Robbins M.B.A.
Sector: Healthcare
Industry: Biotechnology
Listing Date: 2018-03-29
Cogent Biosciences, Inc., a biotechnology company, focuses on developing precision therapies for genetically defined diseases. Its lead product candidate includes bezuclastinib (CGT9486), a selective tyrosine kinase inhibitor designed to target mutations within the KIT receptor tyrosine kinase, including KIT D816V 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 has a licensing agreement with Plexxikon Inc. for the research, development, and commercialization of bezuclastinib. The company was formerly known as Unum Therapeutics Inc. and changed its name to Cogent Biosciences, Inc. in October 2020. Cogent Biosciences, Inc. was incorporated in 2014 and is headquartered in Waltham, Massachusetts.
Contact Information
275 Wyman Street, 3rd Floor, Waltham, MA, 02451, United States
617-945-5576
www.cogentbio.com
Market Cap
$5.58B
P/E (TTM)
-15.8
42.6
Dividend Yield
--
52W High
$43.73
52W Low
$3.72
52W Range
89%
Rank51Top 58.4%
3.4
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 3.4 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q3 2025 Data

Revenue

$0.00+0.00%
4-Quarter Trend

EPS

-$0.71+10.94%
4-Quarter Trend

FCF

-$64.35M+23.13%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Strong Cash Runway Secured Cash, securities total $390.9M, funding operations into 2027, including potential Non-AdvSM launch activities and capital expenditures.
Bezuclastinib Trial Success SUMMIT Part 2 showed highly significant primary endpoint results; NDA submission for Non-AdvSM remains on track for end of 2025.
Increased R&D Investment Nine-month R&D expenses rose $23.6M to $194.2M, driven by continued SUMMIT, PEAK, and APEX clinical trial development.
New Debt Facility Secured Secured $50.0M first tranche of Credit Facility in June 2025; total net long-term debt stands at $44.3M as of September 30.

Risk Factors

Widening Operating Losses Nine-month net loss increased $38.5M to $226.4M, reflecting substantial ongoing investment required for clinical development programs.
Future Capital Needs Expect continued significant operating losses; substantial additional funding required to support growth strategy and operations beyond 2027.
Debt Covenant Restrictions Loan and Security Agreement requires meeting clinical/financial milestones; failure risks restricting operations or requiring immediate debt repayment.

Outlook

NDA Submission Target Remain on track to submit first NDA for bezuclastinib treating Non-AdvSM patients by the end of fiscal year 2025.
Key Data Readouts Expected Plan to present detailed SUMMIT trial results in December 2025; top-line APEX and PEAK results expected shortly thereafter.
Scaling Commercial Readiness General administrative expenses increased due to organizational growth and initiation of commercial readiness activities starting in 2025.

Peer Comparison

Revenue (TTM)

Sarepta Therapeutics, Inc.SRPT
$2.41B
+47.1%
Galapagos NVGLPG
$316.64M
-3298.7%
IDEAYA Biosciences, Inc.IDYA
$214.83M
+5376.3%

Gross Margin (Latest Quarter)

Galapagos NVGLPG
475.5%
+375.5pp
ImmunityBio, Inc.IBRX
99.4%
-0.6pp
Ocular Therapeutix, Inc.OCUL
87.8%
-2.1pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
COGT$5.58B-15.8-120.2%22.1%
IDYA$2.95B-9.0-31.4%2.6%
VERA$2.83B-13.0-46.7%13.4%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
N/M
Revenue Volatile
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
0%
Cash Flow Needs Attention

Research & Insights

Next earnings:Feb 24, 2026
|
EPS:-$0.51
|
Revenue:-
Reports
All Years

  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Nov 7, 2025|
    Revenue: $0.00+0.0%
    |
    EPS: $-0.71+10.9%
    N/A

  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Aug 5, 2025|
    Revenue: $0.00+0.0%
    |
    EPS: $-0.64+8.5%
    N/A

  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 6, 2025|
    Revenue: $0.00+0.0%
    |
    EPS: $-0.52-16.1%
    N/A

  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 25, 2025|
    Revenue: $0.00+0.0%
    |
    EPS: $-2.46-1.7%
    N/A

  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Nov 12, 2024|
    Revenue: $0.00+0.0%
    |
    EPS: $-0.64+0.0%
    N/A

  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 6, 2024|
    Revenue: $0.00+0.0%
    |
    EPS: $-0.59+0.0%
    N/A

  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 7, 2024|
    Revenue: $0.00+0.0%
    |
    EPS: $-0.62+29.2%
    N/A

  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 26, 2024|
    Revenue: $0.00+0.0%
    |
    EPS: $-2.42-7.1%
    N/A