Added to YB: 2026-05-06
Pitch date: 2026-05-03
COGT [bullish]
Cogent Biosciences, Inc.
+2.37%
current return
Author Info
No bio for this author
Company Info
Cogent Biosciences, Inc., a clinical-stage biotechnology company, focuses on developing precision therapies for genetically defined diseases.
Market Cap
$6.3B
Pitch Price
$35.88
Price Target
N/A
Dividend
N/A
EV/EBITDA
-17.40
P/E
-14.36
EV/Sales
N/A
Sector
Biotechnology
Category
growth
Long thesis - $COGT
COGT: Clin-stage onco w/ Bezuclastinib (Bezu), highly selective KIT D816V inhibitor for Systemic Mastocytosis & GIST. >$3B peak sales est. 2L GIST: Bezu+Sutent 16.5mo mPFS vs 9.2mo Sutent alone; NDA submitted under RTOR, YE approval likely. ISM NDA accepted, PDUFA Dec 30 '26, ~$500M '32 sales. AdvSM NDA this Q, ~$225M '32 sales. Safety competitive vs Ayvakit. Prime M&A target for BP w/ solid tumor/hematology footprint.
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