secwatch.observer — SEC 8-K summary
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Issuer:     Cogent Biosciences, Inc. (COGT)
CIK:        0001622229
Form:       8-K
Filed at:   2026-05-05T23:59:59+00:00
Accession:  0001193125-26-205124
Event type: earnings
Sentiment:  neutral
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Cogent Biosciences Q1 net loss $97.4M; cash $866.4M to fund into 2028; NDA for bezuclastinib in GIST under FDA review
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- Net loss $97.4M for Q1 2026 vs $72.0M Q1 2025; R&D spend $75.4M, G&A $28.2M.
- Cash, equivalents and marketable securities $866.4M as of March 31, 2026, expected to fund operations into 2028.
- FDA has accepted NDA for bezuclastinib in NonAdvSM (PDUFA Dec 30, 2026); NDA for GIST submitted under RTOR with Breakthrough Therapy designation.
- Pivotal Phase 3 PEAK trial data in GIST selected for oral presentation at 2026 ASCO annual meeting on May 30.
- Inducement grants of options for 62,600 shares and 48,600 RSUs awarded to seven new employees on April 29, 2026.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1622229/000119312526205124/0001193125-26-205124-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1622229/000119312526205124/cogt-20260505.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-205124

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer