Cogent Biosciences, Inc.

NasdaqGS:COGT Stock Report

Market Cap: US$5.6b

Cogent Biosciences Management

Management criteria checks 2/4

Cogent Biosciences' CEO is Andy Robbins, appointed in Oct 2020, has a tenure of 5.58 years. total yearly compensation is $27.76M, comprised of 2.6% salary and 97.4% bonuses, including company stock and options. directly owns 0.28% of the company’s shares, worth $15.44M. The average tenure of the management team and the board of directors is 5.3 years and 5.8 years respectively.

Key information

Andy Robbins

Chief executive officer

US$27.8m

Total compensation

CEO salary percentage2.61%
CEO tenure5.6yrs
CEO ownership0.3%
Management average tenure5.3yrs
Board average tenure5.8yrs

Recent management updates

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 Compensation Analysis

How has Andy Robbins's remuneration changed compared to Cogent Biosciences's earnings?
DateTotal CompensationSalaryCompany Earnings
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

Compensation vs Market: Andy's total compensation ($USD27.76M) is above average for companies of similar size in the US market ($USD8.38M).

Compensation vs Earnings: Andy's compensation has increased whilst the company is unprofitable.

CEO

Andy Robbins (49 yo)

5.6yrs
Tenure
US$27,762,684
Compensation

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...

Leadership Team

NamePositionTenureCompensationOwnership
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 Officer5.5yrsno datano data
Christi Waarich
Senior Director of Investor Relationsno datano datano data
Evan Kearns
Chief Legal Officer & Corporate Secretary5yrsno data0.041%
$ 2.3m
Abb Hayden
Senior Vice President of Salesless than a yearno datano data
Erin Schellhammer
Chief People Officerno datano datano data
Dana Martin
Senior VP of Medical Affairs & Chief Patient Officerno datano datano data
Brad Fell
Senior Vice President of Chemistryno datano datano data
5.3yrs
Average Tenure
49.5yo
Average Age

Experienced Management: COGT's management team is seasoned and experienced (5.3 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
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 datano datano data
Karen Jean Ferrante
Independent Director8.3yrsUS$247.12k0%
$ 0
Michael Vasconcelles
Member of Scientific Advisory Boardno datano datano data
Ryan Corcoran
Member of Scientific Advisory Boardno datano datano data
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 Board3.3yrsno datano data
5.8yrs
Average Tenure
59yo
Average Age

Experienced Board: COGT's board of directors are considered experienced (5.8 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/25 15:21
End of Day Share Price 2026/05/22 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Cogent Biosciences, Inc. is covered by 21 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Colleen KusyBaird
David LebowitzCitigroup Inc
Kelsey GoodwinGuggenheim Securities, LLC