earnings
confidence high
sentiment neutral
materiality 0.75
Cogent Biosciences reports Q4/FY2025 results; advances bezuclastinib NDAs in SM and GIST
Cogent Biosciences, Inc.
2025-FY EPS reported
-$2.16
- SUMMIT NDA for bezuclastinib in NonAdvSM submitted Dec 2025; APEX NDA for AdvSM on track for 1H 2026.
- PEAK NDA for bezuclastinib in 2L GIST initiated under RTOR and BTD; completion expected April 2026.
- Cash, equivalents and marketable securities $900.8M as of Dec 31, 2025, sufficient into 2028.
- Net loss $102.5M in Q4 2025, $328.9M full year, vs $67.9M and $255.9M in prior year periods.
- Inducement grants: options to purchase 59,300 shares and 47,000 RSUs to 12 new employees.