Cogent Biosciences, INC

Market Movers (8-K)

NASDAQ
Cogent Biosciences announced Q1 2026 financial results, highlighting progress in bezuclastinib development for Systemic Mastocytosis and GIST, with a strong cash position extending into 2028.
NASDAQ
Cogent Biosciences announced strong 2025 financial results and significant progress in its bezuclastinib regulatory submissions for multiple indications, including NonAdvSM, GIST, and AdvSM.
Capital raise
Better than expected
NASDAQ
Cogent Biosciences announced positive full results from its SUMMIT trial in nonadvanced systemic mastocytosis and top-line results from its APEX trial in advanced systemic mastocytosis for bezuclastinib.
Better than expected
NASDAQ
Cogent Biosciences, Inc. completed a public offering of $230 million in 1.625% Convertible Senior Notes due 2031, enhancing its financial flexibility.
Capital raise
NASDAQ
Cogent Biosciences successfully priced concurrent public offerings of common stock and convertible senior notes, raising approximately $546.8 million in net proceeds to fund its pipeline and operations.
Capital raise
NASDAQ
Cogent Biosciences announced highly positive Phase 3 PEAK trial results for bezuclastinib in imatinib-resistant GIST, showing significant progression-free survival and objective response rate benefits.
Better than expected
Capital raise

Quarterly Earnings (10-Q)

NASDAQ
Cogent Biosciences reports a wider net loss in Q1 2026 due to increased R&D spending, but maintains a strong cash position and advances its pipeline.
Worse than expected
Capital raise
NASDAQ
Cogent Biosciences announced positive top-line results for bezuclastinib in Non-AdvSM, received Breakthrough Therapy Designation, and advanced multiple pipeline programs while extending its cash runway into 2027.
Capital raise
Better than expected
NASDAQ
Cogent Biosciences reports positive clinical data for bezuclastinib in Non-Advanced Systemic Mastocytosis and secures significant new financing to extend its cash runway into 2027.
Capital raise
Better than expected
NASDAQ
Cogent Biosciences reports a net loss for Q1 2025 and provides updates on its clinical programs, including expected top-line results and NDA submission plans.
NASDAQ
Cogent Biosciences reported its third quarter 2024 financial results, highlighting progress in clinical trials and research programs.
Worse than expected
Capital raise
NASDAQ
Cogent Biosciences reported a net loss of $117.3 million for the first half of 2024, while highlighting progress in its clinical trials for bezuclastinib and other research programs.
Worse than expected
Capital raise

Annual Reports (10-K)

NASDAQ
Cogent Biosciences reports positive registrational trial results for bezuclastinib in SM and GIST, preparing for a Q2 2026 U.S. commercial launch, while expanding its precision therapy pipeline.
Capital raise
Better than expected
NASDAQ
Cogent Biosciences' 10-K filing reveals a year of significant clinical trial progress and pipeline expansion, balanced against substantial net losses and ongoing financial risks.
Worse than expected
Capital raise
NASDAQ
Cogent Biosciences' 10-K filing outlines its capital structure, clinical programs, and intellectual property, highlighting its focus on precision therapies for genetically defined diseases.
Better than expected
Capital raise

Insider Trading (Form 4)

NASDAQ
Karen Jean Ferrante, a Director at Cogent Biosciences, Inc., was granted stock options valued at $38.48 per share, with 627 options awarded on July 1, 2026.
NASDAQ
Andrew R. Robbins, President and CEO of Cogent Biosciences, transferred 160,000 shares of common stock to a family trust on May 19, 2026, for estate planning.
NASDAQ
Karen Jean Ferrante, a Director at Cogent Biosciences, Inc., was granted stock options as part of her compensation for services.
NASDAQ
Fairmount Funds Management LLC converted preferred stock into 7 million common shares of Cogent Biosciences, then sold all those shares for $34.66 each.
Worse than expected
NASDAQ
Fairmount Funds Management LLC, a 10% owner and director of Cogent Biosciences, Inc., reported the sale of 3.5 million shares of common stock for $36.40 per share under a pre-arranged plan.
Worse than expected
NASDAQ
Cogent Biosciences director Karen Jean Ferrante was granted 643 stock options as part of her compensation, aligning her interests with shareholders.

Proxy Statements (Def-14A)

NASDAQ
Cogent Biosciences announces its 2026 Annual Meeting of Stockholders to be held virtually on June 9, 2026.
NASDAQ
Cogent Biosciences has scheduled its Annual Meeting of Stockholders for June 4, 2025, and is seeking votes on director elections, auditor ratification, executive compensation, and an amendment to the company's Certificate of Incorporation.
NASDAQ
Cogent Biosciences announces its 2025 Annual Meeting of Stockholders to be held virtually on June 4, 2025, including proposals for director elections, auditor ratification, executive compensation advisory vote, and an amendment for officer exculpation.
NASDAQ
Cogent Biosciences has scheduled its Annual Meeting for June 5, 2024, where stockholders will vote on director elections, auditor ratification, executive compensation, and an increase in authorized common stock.
Capital raise
NASDAQ
Cogent Biosciences is holding its 2024 Annual Meeting of Stockholders on June 5, 2024, to vote on key proposals including director elections, ratification of auditors, executive compensation, and an increase in authorized common stock.
Capital raise

Schedule 13D - Activist Investments

NASDAQ
Fairmount Funds Management LLC and Fairmount Healthcare Fund II GP LLC reported a significant reduction in their beneficial ownership of Cogent Biosciences, Inc. common stock following a conversion and block sale.
Worse than expected
NASDAQ
Fairmount Funds Management LLC reported a block sale of 3.5 million shares of Cogent Biosciences, Inc. common stock at $36.40 per share, reducing its beneficial ownership to 9.9%.
Worse than expected
NASDAQ
Fairmount Funds Management and Fairmount Healthcare Fund II GP LLC report a 9.9% beneficial ownership in Cogent Biosciences, Inc. and enter a 45-day lock-up agreement following recent company offerings.
Capital raise
Worse than expected
NASDAQ
Fairmount Funds Management LLC and Fairmount Healthcare Fund II GP LLC have increased their beneficial ownership in Cogent Biosciences, Inc. to 9.9% after purchasing 2,777,777 shares of common stock for approximately $25 million in a recent public offering.
Capital raise

Schedule 13G - Passive Investments

NASDAQ
Vanguard Capital Management reports beneficial ownership of over 8.69 million shares, representing 5.08% of Cogent Biosciences' common stock.
NASDAQ
Deerfield Management and James E. Flynn have filed a Schedule 13G reporting a 5.29% beneficial ownership stake in Cogent Biosciences, Inc.
NASDAQ
The Vanguard Group reported its beneficial ownership in Cogent Biosciences Inc. has dropped to 0% following an internal corporate realignment.
NASDAQ
Kynam Capital Management and affiliates reported a 4.33% beneficial ownership stake in Cogent Biosciences, Inc. common stock as of December 31, 2025.
NASDAQ
The Vanguard Group has filed an amended Schedule 13G, reporting a 7.5% beneficial ownership stake in Cogent Biosciences Inc. as of December 31, 2025.
NASDAQ
BlackRock, Inc. has increased its beneficial ownership in Cogent Biosciences, Inc. to 6.5% of common stock, holding over 11.3 million shares.