Cogent Biosciences, Inc.

NasdaqGS:COGT 주식 리포트

시가총액: US$5.6b

Cogent Biosciences 경영진

경영진 기준 점검 2/4

Cogent Biosciences CEO는 Andy Robbins, Oct2020 에 임명되었습니다 의 임기는 5.58 년입니다. 총 연간 보상은 $27.76M, 2.6% 급여 및 97.4% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $15.44M 가치에 해당하는 회사 주식의 0.28% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 5.3 년과 5.8 년입니다.

핵심 정보

Andy Robbins

최고경영자

US$27.8m

총 보수

CEO 급여 비율2.61%
CEO 재임 기간5.6yrs
CEO 지분 보유율0.3%
경영진 평균 재임 기간5.3yrs
이사회 평균 재임 기간5.8yrs

최근 경영진 업데이트

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.

CEO 보수 분석

Andy Robbins의 보수는 Cogent Biosciences의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-US$354m

Dec 31 2025US$28mUS$725k

-US$329m

Sep 30 2025n/an/a

-US$294m

Jun 30 2025n/an/a

-US$284m

Mar 31 2025n/an/a

-US$269m

Dec 31 2024US$5mUS$692k

-US$256m

Sep 30 2024n/an/a

-US$242m

Jun 30 2024n/an/a

-US$227m

Mar 31 2024n/an/a

-US$212m

Dec 31 2023US$8mUS$656k

-US$192m

Sep 30 2023n/an/a

-US$178m

Jun 30 2023n/an/a

-US$157m

Mar 31 2023n/an/a

-US$148m

Dec 31 2022US$4mUS$624k

-US$140m

Sep 30 2022n/an/a

-US$126m

Jun 30 2022n/an/a

-US$110m

Mar 31 2022n/an/a

-US$91m

Dec 31 2021US$3mUS$593k

-US$72m

Sep 30 2021n/an/a

-US$163m

Jun 30 2021n/an/a

-US$194m

Mar 31 2021n/an/a

-US$185m

Dec 31 2020US$18mUS$102k

-US$179m

보상 대 시장: Andy의 총 보수(USD27.76M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.38M)보다 높습니다.

보상과 수익: Andy의 보상은 회사가 적자임에도 증가했습니다.

CEO

Andy Robbins (49 yo)

5.6yrs
재임 기간
US$27,762,684
보수

Mr. Andrew R. Robbins, also known as Andy, M.B.A., serves as Chief Executive Officer, President and Director of Cogent Biosciences, Inc. (formerly Unum Therapeutics Inc.) since October 23, 2020. He was a D...

리더십 팀

이름직위재임 기간보수지분
Andrew Robbins
President5.6yrsUS$27.76m0.28%
$ 15.4m
John Green
CFO & Principal Accounting Officer5.8yrsUS$8.55m0.048%
$ 2.7m
John Robinson
Chief Scientific Officer5.1yrsUS$9.15m0.053%
$ 2.9m
Jessica Sachs
Chief Medical Officer6.9yrsUS$9.18m0.049%
$ 2.7m
Cole Pinnow
Chief Commercial Officer2yrsUS$8.84m0.098%
$ 5.4m
Brad Barnett
Chief Technology Officer5.5yrs데이터 없음데이터 없음
Christi Waarich
Senior Director of Investor Relationsno data데이터 없음데이터 없음
Evan Kearns
Chief Legal Officer & Corporate Secretary5yrs데이터 없음0.041%
$ 2.3m
Abb Hayden
Senior Vice President of Salesless than a year데이터 없음데이터 없음
Erin Schellhammer
Chief People Officerno data데이터 없음데이터 없음
Dana Martin
Senior VP of Medical Affairs & Chief Patient Officerno data데이터 없음데이터 없음
Brad Fell
Senior Vice President of Chemistryno data데이터 없음데이터 없음
5.3yrs
평균 재임 기간
49.5yo
평균 나이

경험이 풍부한 관리: COGT의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.3 년).

이사회 구성원

이름직위재임 기간보수지분
Andrew Robbins
President5.6yrsUS$27.76m0.28%
$ 15.4m
Arlene Morris
Independent Director6.8yrsUS$254.62k0%
$ 0
Matthew Ros
Independent Director6.8yrsUS$244.62k0%
$ 0
Todd Shegog
Independent Director5.3yrsUS$257.12k0%
$ 0
Kwok-Kin Wong
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
Karen Jean Ferrante
Independent Director8.3yrsUS$247.12k0%
$ 0
Michael Vasconcelles
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
Ryan Corcoran
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
Christopher Cain
Independent Director5.8yrsUS$252.12k0%
$ 0
Peter Harwin
Independent Chairman of the Board5.8yrsUS$277.12k0%
$ 0
Sylvia Adams
Member of Scientific Advisory Board3.3yrs데이터 없음데이터 없음
5.8yrs
평균 재임 기간
59yo
평균 나이

경험이 풍부한 이사회: COGT의 이사회는 경험이 있음으로 간주됩니다(평균 재임 5.8 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 14:48
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Cogent Biosciences, Inc.는 21명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Colleen KusyBaird
David LebowitzCitigroup Inc
Kelsey GoodwinGuggenheim Securities, LLC