
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
Market Cap
$5.58B
P/E (TTM)
-15.8
42.6
Dividend Yield
--
52W High
$43.73
52W Low
$3.72
52W Range
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)
SRPT$2.41B
$316.64M
IDYA$214.83M
Gross Margin (Latest Quarter)
475.5%
IBRX99.4%
OCUL87.8%
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/AForm 10-Q - Q2 2025
Period End: Jun 30, 2025|Filed: Aug 5, 2025|Revenue: $0.00+0.0%|EPS: $-0.64+8.5%N/AForm 10-Q - Q1 2025
Period End: Mar 31, 2025|Filed: May 6, 2025|Revenue: $0.00+0.0%|EPS: $-0.52-16.1%N/AForm 10-K - FY 2024
Period End: Dec 31, 2024|Filed: Feb 25, 2025|Revenue: $0.00+0.0%|EPS: $-2.46-1.7%N/AForm 10-Q - Q3 2024
Period End: Sep 30, 2024|Filed: Nov 12, 2024|Revenue: $0.00+0.0%|EPS: $-0.64+0.0%N/AForm 10-Q - Q2 2024
Period End: Jun 30, 2024|Filed: Aug 6, 2024|Revenue: $0.00+0.0%|EPS: $-0.59+0.0%N/AForm 10-Q - Q1 2024
Period End: Mar 31, 2024|Filed: May 7, 2024|Revenue: $0.00+0.0%|EPS: $-0.62+29.2%N/AForm 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