Cogent Biosciences, Inc.

Informe acción NasdaqGS:COGT

Capitalización de mercado: US$5.6b

Cogent Biosciences Crecimiento futuro

Future controles de criterios 5/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Cogent Biosciences de 64.5% y 54.1% por año respectivamente. Se prevé que el BPA crezca en un 65.7% al año. Se espera que la rentabilidad financiera sea de -37.7% en 3 años.

Información clave

64.5%

Tasa de crecimiento de los beneficios

65.66%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Biotechs25.4%
Tasa de crecimiento de los ingresos54.1%
Rentabilidad financiera futura-37.68%
Cobertura de analistas

Good

Última actualización07 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Seeking Alpha • Dec 15

Cogent Biosciences: Time For A Pause

Summary Cogent Biosciences (COGT) shares have surged after pivotal bezuclastinib data in imatinib-resistant aGIST, demonstrating significant mPFS and ORR improvements over sunitinib alone. Bezuclastinib’s differentiated safety profile and efficacy in nonAdvSM and aGIST positions COGT for a $7.5 billion global market opportunity with patent protection to 2043. Recent capital raises provide funding through commercial launches in all three indications, signaling Cogent’s intent to self-commercialize domestically. An updated analysis around Cogent Biosciences follows below. Read the full article on Seeking Alpha
Seeking Alpha • Jan 18

Cogent Biosciences: Buy The Pullback For Bezuclastinib's 2025 SM And GIST Data

Summary Bezuclastinib is COGT’s main value driver, currently undergoing 3 late-stage trials for SM and GIST. COGT’s SUMMIT Part 2 for nonAdvSM will give us decisive data in July 2025, which I consider its main catalyst this year. Bezuclastinib could target an aggregate TAM of up to $2.5 billion across NonAdvSM, AdvSM, and GIST, which dwarves its current market cap. The company also has a solid cash runway of about 1.9 years and should be sufficient until we see its main catalyst play out. This is why I think the recent 34% decline is actually a good speculative “Buy” opportunity for investors betting on Bezuclastinib’s 2025 upcoming data. Read the full article on Seeking Alpha
Seeking Alpha • Jun 23

Cogent Biosciences: Inflection Year Directly Ahead

Summary Today, we revisit clinical stage biotech firm Cogent Biosciences for the first time since 2022. The company is heading into the potential inflection year in 2025 and top line results from three late-stage trials should be out during the year. Cogent Biosciences is also well funded and enjoys solid support from the analyst community. An updated analysis follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha • Feb 14

Cogent Biosciences: Stock Soars On Cash Injection Ahead Of Major Data Catalyst

Summary Cogent Biosciences, Inc. has entered into a securities purchase agreement for a private investment in public equity financing, expected to raise approximately $225 million. The financing was led by Commodore Capital and a large investment management firm, with participation from several notable biotech investment firms. The funds will be used for research and development, activities related to bezuclastinib, the company's lead candidate. The hope is that bezuclastinib can secure approval to treat advanced and non-advanced systemic mastocytosis - a >$2bn potential market. There is a major data catalyst upcoming, when the company announces Phase 2 data from its SUMMIT study in non-advSM. Blueprint medicines Ayvakit is already approved in this indication, and bezuclastinib must show superiority to this drug. If it can, the share price may soar again. Read the full article on Seeking Alpha
Seeking Alpha • Sep 13

Cogent Biosciences: What's Ahead

Summary Today, we put Cogent Biosciences, Inc. in the spotlight for the first time in nearly two years. Cogent stock has roughly tripled since positive trial data came out in June, and the company has addressed its current funding needs. More upside ahead? An investment analysis follows in the paragraphs below. A story only matters, I suspect, to the extent that the people in the story change.”― Neil Gaiman We circle back on Cogent Biosciences, Inc. (NASDAQ:COGT) today for the first time since our last piece on this company in October of 2020. At the time, the company was called Unum Therapeutics. Through a merger with privately held Kiq Bio soon thereafter, the company was reborn as Cogent Biosciences. So, is this newly born biotech concern a butterfly or a moth in relation to prospects for investors? An analysis follows below. Seeking Alpha Company Overview: Cogent Biosciences Inc. is based just outside of Boston in Cambridge, MA. This clinical stage biotech concern is focused on developing precision therapies for genetically defined diseases. Its stock currently trades around $17.00 a share and sports an approximate market capitalization of $1.1 billion. The company lead drug candidate is bezuclastinib. The compound is designed to target exon 17 mutations found within the KIT receptor tyrosine kinase, including KIT D816V. When this mutation remains in a perpetual "on" state, it causes mast cells to accumulate in various internal organs including the bone marrow. This leads to an Orphan Disease called Systemic Mastocytosis. Other Exon 17 mutations have been found in other afflictions such as advanced Gastrointestinal Stromal Tumors, or GIST. Bezuclastinib is a highly selective and potent KIT inhibitor that eventually could lead to effective treatments for these indications. June Company Presentation Bezuclastinib is currently being evaluated in several studies. The company is currently enrolling patients in an ongoing two part Phase 2 trial called "Apex." This study is evaluating bezuclastinib to treat patients with Advanced Systemic Mastocytosis (AdvSM). This is a rare, very aggressive form of Systemic Mastocytosis. The average lifespan of someone with this rare affliction is 3.5 years. The company posted encouraging interim results from this study on June 10th, which helped ignite a big rally in the stock since then. June Company Presentation Cogent is also currently enrolling patients in a study called Summit. This is a randomized, double-blind, placebo-controlled Phase 2 clinical trial of bezuclastinib in patients with Nonadvanced Systemic Mastocytosis or NonAdvSM. This is a life-long illness with chronic symptoms that occurs in approximately 90% of the people that have Systemic Mastocytosis. June Company Presentation Finally, the company is evaluating bezuclastinib as a potential treatment for GIST. These tumors are categorized by uncontrolled cell growth in the tissues of the gastrointestinal tract. Approximately 80% of GIST patients’ tumors are the result of primary KIT mutations. Bezuclastinib has studied in an 18 person Phase 1/2 trial both as monotherapy as well as part of a combination therapy with sunitinib. Median progression free survival [PFS] reached 11 months with these patients, most of these which were heavily treated previously. Currently approved therapies currently inhibit a subset of these mutations, but most patients develop resistance due to additional secondary KIT mutations, including mutations in Exon 17. Bezuclastinib is designed to inhibit the primary mutation while sunitinib looks to inhibit additional mutations.
Seeking Alpha • Jun 26

Cogent Biosciences: APEX Data Was Interesting, But We Need More

Cogent has a single molecule in various trials. Recently, they produced some positive early data. We should be able to get a better grasp on the company in about a year.

Previsiones de crecimiento de beneficios e ingresos

NasdaqGS:COGT - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/2028738206-452279
12/31/2027348-130-250-17511
12/31/202610-390-308-36012
3/31/2026N/A-354-286-285N/A
12/31/2025N/A-329-266-264N/A
9/30/2025N/A-294-247-246N/A
6/30/2025N/A-284-235-234N/A
3/31/2025N/A-269-223-222N/A
12/31/2024N/A-256-208-208N/A
9/30/2024N/A-242-192-191N/A
6/30/2024N/A-227-178-177N/A
3/31/2024N/A-212-168-167N/A
12/31/2023N/A-192-156-154N/A
9/30/2023N/A-178-143-139N/A
6/30/2023N/A-157-143-135N/A
3/31/2023N/A-148-137-130N/A
12/31/2022N/A-140-126-119N/A
9/30/2022N/A-126-115-110N/A
6/30/2022N/A-110-93-90N/A
3/31/2022N/A-91-78-76N/A
12/31/2021N/A-72-60-59N/A
9/30/2021N/A-163-49-47N/A
6/30/20210-194-44-44N/A
3/31/20211-185-39-39N/A
12/31/20208-179-36-36N/A
9/30/202023-61-35-35N/A
6/30/202024-23N/AN/AN/A
3/31/202026-27N/AN/AN/A
12/31/201922-32N/A-42N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: Se prevé que COGT sea rentable en los próximos 3 años, lo que se considera un crecimiento más rápido que la tasa de ahorro (3.5%).

Beneficios vs. Mercado: Se prevé que COGT sea rentable en los próximos 3 años, lo que se considera un crecimiento del mercado superior a la media.

Beneficios de alto crecimiento: Se espera que COGT sea rentable en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (54.1% al año) de COGT crezcan más rápidamente que los del mercado US (11.6% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos (54.1% al año) de COGT crezcan más rápidamente que un 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: COGT se prevé que no sea rentable en 3 años.

Descubre empresas en crecimiento

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1Y

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7D

1Y

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/21 06:49
Precio de las acciones al final del día2026/05/21 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Cogent Biosciences, Inc. está cubierta por 21 analistas. 12 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Colleen KusyBaird
David LebowitzCitigroup Inc
Kelsey GoodwinGuggenheim Securities, LLC