Cogent Biosciences, Inc. (COGT)

Cogent Biosciences' stock has been influenced by several events over the past six months. The company announced a proposed public offering of $150 million in July 2025. Multiple analysts have issued ratings and price targets for COGT. In July 2025, Fairmount Funds Management LLC purchased 2,777,777 shares. In October 2025, Cogent Biosciences announced promising preclinical data for its pan KRAS(ON) inhibitor. The stock experienced a 9.3% drop in October 2025 but also saw a 20.73% increase between October 2024 and October 2025. COGT last reported earnings on May 6, 2025, beating consensus estimates.

As a clinical-stage biotechnology company, Cogent Biosciences' products are in the development and trial phases, so demand seasonality does not directly apply to its current product pipeline. Demand for its future commercial products will be driven by disease prevalence, clinical efficacy, regulatory approvals, and market access, rather than seasonal variations.

Cogent Biosciences is a biotechnology company focused on developing precision therapies for genetically defined diseases. Their primary product candidate, bezuclastinib, is in Phase 3 trials and targets mutations within the KIT receptor tyrosine kinase. Additionally, they are developing CGT4859, a reversible and selective fibroblast growth factor receptor 2 inhibitor, currently in Phase 1 trials. The company is also working on novel targeted therapies for mutations in ErbB2, PI3Kα, and KRAS.

Cogent Biosciences is headquartered in Waltham, Massachusetts, and maintains offices in Boulder, Colorado.

Cogent Biosciences' brand reputation in the past year is tied to its clinical development progress and analyst sentiment. The announcement of promising preclinical data for its KRAS(ON) inhibitor and positive analyst ratings suggest a favorable perception within the financial community.

Cogent Biosciences is primarily owned by institutional shareholders, who hold approximately 97.02% of the company's stock, insiders own about 11.49%, while retail investors hold 0.00%. Major institutional owners include Fmr LLC, Paradigm Biocapital Advisors LP, and BlackRock, Inc. Fairmount Funds Management LLC is the largest individual shareholder, owning 9.00 million shares, representing 6.44% of the company.