Loading…
Biotech developing bezuclastinib, a precision KIT-inhibitor drug for systemic mastocytosis and gastrointestinal stromal tumors.
Biotech developing bezuclastinib, a precision KIT-inhibitor drug for systemic mastocytosis and gastrointestinal stromal tumors.
Has no product to sell yet, so spending is funded by investors' money rather than customers. Everything rests on one drug, bezuclastinib, in trials for a rare blood-cell disorder, systemic mastocytosis, and for gastrointestinal stromal tumors, and on the regulatory decisions that follow.
Moat: narrow (IP / patents). A selective KIT D816V inhibitor with a differentiated safety profile versus approved competitors in a niche rare-disease market.
Headquarters: Cambridge, Massachusetts, US · Founded: 2016 · Employees: 258
Size Cogent Biosciences (COGT) is a United States Health Care company (Biotechnology) with a market value of $5.49B, the 1119th largest of 3,117 United States companies the cockpit tracks. Shares closed at $31.64 on 6 Nov 2026.
Performance Over six months the shares fell 8.9%, against +2.4% for the median peer and -1.1% for the United States market (cap-weighted) — 6th lowest of 21 in its peer set.
Credit Cogent Biosciences has 1 bond outstanding ($230M).
Short interest Short interest is 11.3% of the free float (15 Oct 2026).
Next results Next results expected around 10 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $0 | $0 | $0 | $0 | $0 |
| Revenue growth | — | — | — | — | — |
| Gross profit | -$4.85M | -$4.62M | -$4.40M | -$3.59M | -$5.88M |
| EBITDA | -$384M | -$329M | -$272M | -$205M | -$142M |
| Net income | -$377M | -$329M | -$256M | -$192M | -$140M |
| Free cash flow | -$309M | -$266M | -$208M | -$156M | -$126M |
| Capital expenditure | $1.70M | $1.55M | $573,000 | $2.80M | $6.86M |
| Total debt | $244M | $239M | $17.5M | $18.9M | $19.6M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| Cogent Biosciences COGT | $5.49B | -9% | n/a | n/a | n/a | n/a |
| Novartis NOVN.SW | $298B | +15% | -4% | 30% | 6.3× | 1.7% |
| Sanofi SAN.PA | $113B | +14% | +15% | 27% | 2.6× | -5.4% |
| ONO Pharmaceutical 4528.T | $7.01B | +2% | -2% | 22% | 2.0× | -8.2% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | COGT | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +5.2% | +2.0% | 9th highest of 21 |
| 6-month return | -8.9% | +2.4% | 6th lowest of 21 |
| Distance from 52-week high | -27.6% | -25.5% | 10th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Cogent Biosciences COGT | United States | $5.49B | -9% | n/a | n/a | n/a | n/a | n/a |
| Anthem Biosciences ANTHEM.NS | India | $5.46B | +17% | -1% | 35% | 24.9× | 36.7% | +26.2% |
| Hangzhou Tigermed Consulting 300347.SZ | China | $5.58B | -6% | +16% | 10% | 5.4× | 28.4% | +16.4% |
| Chongqing Zhifei Biological Products 300122.SZ | China | $5.35B | -2% | -28% | -210% | 5.4× | -6.4% | -10.0% |
| Scholar Rock SRRK | United States | $5.72B | -3% | n/a | n/a | n/a | n/a | n/a |
| 3SBio 1530.HK | Hong Kong | $4.92B | -34% | +102% | 61% | 1.2× | n/a | n/a |
| Edgewise Therapeutics EWTX | United States | $4.89B | +28% | n/a | n/a | n/a | n/a | n/a |
| Shanghai RAAS Blood Products 002252.SZ | China | $4.89B | -11% | -22% | 17% | 5.7× | n/a | n/a |
| CRISPR Therapeutics CRSP | United States | $4.86B | -9% | -34% | -2,059% | 133.6× | n/a | n/a |
| Kodiak Sciences KOD | United States | $6.24B | +142% | n/a | n/a | n/a | n/a | n/a |
| Dianthus Therapeutics DNTH | United States | $4.81B | -1% | -61% | -11,441% | 2,087.9× | n/a | n/a |
| Immunovant IMVT | United States | $6.31B | +5% | n/a | n/a | n/a | n/a | n/a |
| Beijing Wantai Biological Pharmacy Enterprise 603392.SS | China | $4.72B | -37% | +8% | -35% | 14.5× | n/a | n/a |
| Joinn Laboratories (China) 603127.SS | China | $4.58B | +15% | +12% | -4% | 15.1× | n/a | n/a |
| Changchun High-Tech Industry (Group) 000661.SZ | China | $4.51B | -13% | -18% | -1% | 2.8× | 32.2% | +7.1% |
| CG Oncology CGON | United States | $6.74B | +9% | +1,030% | -4,056% | 917.8× | n/a | n/a |
| Adaptive Biotechnologies ADPT | United States | $4.47B | +103% | +50% | -12% | 14.7× | n/a | n/a |
| Axsome Therapeutics AXSM | United States | $6.96B | -39% | +54% | -19% | 7.9× | n/a | n/a |
| Caris Life Sciences CAI | United States | $7.13B | +56% | +85% | 15% | 6.9× | 18.7% | +85.4% |
| Relay Therapeutics RLAY | United States | $4.08B | +46% | +24% | -2,999% | 308.8× | n/a | n/a |
| 10x Genomics TXG | United States | $7.72B | +174% | -4% | -14% | 11.8× | 41.8% | +16.6% |
Cogent Biosciences has 1 bond outstanding with $230M face value.