Cogent Biosciences

Cogent Biosciences

COGTPhase 3
Boulder, United Statescogentbio.com

Cogent Biosciences is advancing a pipeline of precision therapies targeting genetically driven diseases, with its lead program bezuclastinib having an FDA New Drug Application accepted with a PDUFA target action date of December 30, 2026. The company operates a discovery organization in Boulder, Colorado, and is led by experienced pharmaceutical executives with expertise in oncology and hematology. Cogent's strategy focuses on improving upon existing drugs with limitations and creating breakthroughs for diseases where adequate solutions are lacking.

Market Cap
$5.4B
Focus
BiologicsCell & Gene Therapy

COGT · Stock Price

USD 33.38+25.86 (+343.88%)

Historical price data

AI Company Overview

Cogent Biosciences is advancing a pipeline of precision therapies targeting genetically driven diseases, with its lead program bezuclastinib having an FDA New Drug Application accepted with a PDUFA target action date of December 30, 2026. The company operates a discovery organization in Boulder, Colorado, and is led by experienced pharmaceutical executives with expertise in oncology and hematology. Cogent's strategy focuses on improving upon existing drugs with limitations and creating breakthroughs for diseases where adequate solutions are lacking.

Technology Platform

Rational design of precision small molecule therapeutics targeting specific genetic mutations that drive disease, leveraging validated biology and focusing on improving upon existing drugs with limitations.

Pipeline Snapshot

14

14 drugs in pipeline, 1 in Phase 3

DrugIndicationStageWatch
CGT9486 plus sunitinib + CGT9486 + Sunitinib + Sunitinib + Midazolam + CGT9486 p...Advanced Gastrointestinal Stromal TumorsPhase 3
Bezuclastinib Tablets (Formulation A) + Bezuclastinib Tablets (Formulation B) + ...SSMPhase 2
Bezuclastinib in combination with sunitinibGastrointestinal Stromal TumorsPhase 2
bezuclastinibAdvanced Systemic Mastocytosis (AdvSM)Phase 2
CGT4859Intrahepatic Cholangiocarcinoma (Icc)Phase 1/2

Funding History

4

Total raised: $375M

PIPE$125MRA Capital ManagementJun 15, 2021
IPO$150MUndisclosedJan 28, 2021
Series B$80MRA Capital ManagementJun 15, 2020
Series A$20MAtlas VentureJun 15, 2018

Opportunities

Cogent has significant growth opportunities through expansion of bezuclastinib into additional indications beyond systemic mastocytosis, including gastrointestinal stromal tumors.
The company's pre-clinical pipeline targeting ErbB2, FGFR2, PI3Kα, KRAS, and JAK2 V617F mutations provides multiple shots on goal for future development.

Risk Factors

Key risks include regulatory uncertainty around bezuclastinib approval, competitive pressure in systemic mastocytosis from established therapies, clinical development risks for pipeline programs, and financial dependence on capital markets until product revenue generation begins.

Competitive Landscape

Cogent faces competition from Blueprint Medicines (avapritinib), Deciphera Pharmaceuticals (ripretinib), and Novartis (midostaurin) in systemic mastocytosis. Differentiation centers on bezuclastinib's selective KIT inhibition profile aiming for improved safety, and the company's precision approach targeting specific genetic mutations rather than broad pathway inhibition.

Publications
9
Patents
2
Pipeline
14

Company Info

TypeTherapeutics
LocationBoulder, United States
StagePhase 3
RevenuePre-revenue

Trading

TickerCOGT
ExchangeNASDAQ

Therapeutic Areas

OncologyRare DiseasesHematology
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