Cogent Biosciences, Inc.

NasdaqGS:COGT Aktierapport

Börsvärde: US$6.5b

Cogent Biosciences Förvaltning

Förvaltning kriterier kontrolleras 2/4

Cogent Biosciences VD är Andy Robbins, utsedd i Oct 2020, har en mandatperiod på 5.75 år. totala årliga ersättningen är $ 27.76M, bestående av 2.6% lön 97.4% bonusar, inklusive företagsaktier och optioner. äger direkt 0.28% av företagets aktier, värda $ 18.10M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 5.5 år respektive 6 år.

Viktig information

Andy Robbins

Verkställande direktör

US$27.8m

Total ersättning

VD-lön i procent2.61%
Anställning som VD5.8yrs
Ägande av VD0.3%
Ledningens genomsnittliga anställningstid5.5yrs
Styrelsens genomsnittliga mandatperiod6yrs

Senaste uppdateringar av ledningen

Recent updates

Analysartikel • Jun 18

Cogent Biosciences (COGT) Stock Can APEX Trial Progress Justify A 10.6x P B Ratio

Cogent Biosciences (COGT) stock is in focus after the company released updated APEX trial data for bezuclastinib in advanced systemic mastocytosis, along with preclinical results for JAK2 V617F inhibitor CGT1145 at the 2026 EHA Congress. See our latest analysis for Cogent Biosciences. The latest APEX and CGT1145 data arrive as Cogent Biosciences trades at US$33.67, with recent momentum reflected in a 7.3% 7 day share price return. The 1 year total shareholder return of about 4.7x highlights...
Seeking Alpha • Jun 14

Cogent Biosciences: A Pre-Commercial Biotech With Commercial-Stage Leverage

Summary Cogent Biosciences is positioned to build a niche KIT-mutant franchise, leveraging bezuclastinib across three pivotal indications with strong clinical data. COGT holds $866.4 million in cash, supporting operations through 2028 and enabling launches in systemic mastocytosis and GIST, mitigating near-term financing risk. Bezuclastinib has demonstrated robust efficacy in nonadvanced and advanced systemic mastocytosis and second-line GIST, with three regulatory filings and positive pivotal trial results. Despite stretched valuation metrics, I see COGT as an attractive opportunity for investors willing to accept regulatory and launch risk, given its maturing clinical and commercial profile. 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.

Analys av ersättningar till VD

Hur har Andy Robbins:s ersättning förändrats jämfört med Cogent Biosciences:s resultat?
DatumTotal ersättningLönFöretagets resultat
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

Ersättning vs marknad: Andy s total kompensation ($USD 27.76M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 8.31M ).

Ersättning vs inkomst: Ersättningen för Andy har ökat samtidigt som företaget är olönsamt.

VD OCH KONCERNCHEF

Andy Robbins (50 yo)

5.8yrs
Anställning
US$27,762,684
Kompensation

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...

Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Andrew Robbins
President5.8yrsUS$27.76m0.28%
$ 18.1m
John Green
CFO & Principal Accounting Officer6yrsUS$8.55m0.048%
$ 3.1m
John Robinson
Chief Scientific Officer5.3yrsUS$9.15m0.053%
$ 3.4m
Jessica Sachs
Chief Medical Officer7.1yrsUS$9.18m0.049%
$ 3.2m
Cole Pinnow
Chief Commercial Officer2.2yrsUS$8.84m0.098%
$ 6.4m
Brad Barnett
Chief Technology Officer5.7yrsinga uppgifteringa uppgifter
Christi Waarich
Senior Director of Investor Relationsno datainga uppgifteringa uppgifter
Evan Kearns
Chief Legal Officer & Corporate Secretary5.2yrsinga uppgifter0.041%
$ 2.7m
Abb Hayden
Senior Vice President of Salesless than a yearinga uppgifteringa uppgifter
Erin Schellhammer
Chief People Officerno datainga uppgifteringa uppgifter
Dana Martin
Senior VP of Medical Affairs & Chief Patient Officerno datainga uppgifteringa uppgifter
Brad Fell
Senior Vice President of Chemistryno datainga uppgifteringa uppgifter
5.5yrs
Genomsnittlig anställningstid
50.5yo
Genomsnittlig ålder

Erfaren ledning: COGT s ledningsgrupp är erfaren och erfaren ( 5.5 års genomsnittlig anställning).

Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Andrew Robbins
President5.8yrsUS$27.76m0.28%
$ 18.1m
Arlene Morris
Independent Director7yrsUS$254.62k0%
$ 0
Matthew Ros
Independent Director7yrsUS$244.62k0%
$ 0
Todd Shegog
Independent Director5.4yrsUS$257.12k0%
$ 0
Kwok-Kin Wong
Member of Scientific Advisory Boardno datainga uppgifteringa uppgifter
Karen Jean Ferrante
Independent Director8.4yrsUS$247.12k0%
$ 0
Michael Vasconcelles
Member of Scientific Advisory Boardno datainga uppgifteringa uppgifter
Ryan Corcoran
Member of Scientific Advisory Boardno datainga uppgifteringa uppgifter
Christopher Cain
Independent Director6yrsUS$252.12k0%
$ 0
Peter Harwin
Independent Chairman of the Board6yrsUS$277.12k0%
$ 0
Sylvia Adams
Member of Scientific Advisory Board3.5yrsinga uppgifteringa uppgifter
6.0yrs
Genomsnittlig anställningstid
60yo
Genomsnittlig ålder

Erfaren styrelse: COGT s styrelse anses vara erfaren ( 6 års genomsnittlig mandatperiod).

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/07/21 09:31
Aktiekurs vid dagens slut2026/07/21 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Cogent Biosciences, Inc. bevakas av 21 analytiker. 12 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Colleen KusyBaird
David LebowitzCitigroup Inc
Kelsey GoodwinGuggenheim Securities, LLC