secwatch.observer — SEC 8-K summary
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Issuer:     Cogent Biosciences, Inc. (COGT)
CIK:        0001622229
Form:       8-K
Filed at:   2026-08-10T12:06:21+00:00
Accession:  0001193125-26-341315
Event type: earnings
Sentiment:  positive
Materiality: 0.90
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Cogent reports Q2 net loss $96.4M; bezuclastinib PDUFA dates set for Nov/Dec 2026
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- Net loss $96.4M vs $73.5M in Q2 2025; R&D $70.8M, G&A $31.8M.
- Cash $792.3M at June 30, 2026; pro forma $865.9M with $73.6M ATM proceeds, funds into late 2028.
- FDA accepted NDA for bezuclastinib+sunitinib in GIST with priority review; PDUFA Nov 30, 2026.
- AdvSM NDA submitted June 30; NonAdvSM PDUFA Dec 30, 2026; APEX trial 65% ORR.
- PEAK trial: HR 0.50, mPFS 16.5 vs 9.2 months, ORR 46% vs 26%.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1622229/000119312526341315/0001193125-26-341315-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1622229/000119312526341315/cogt-20260810.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-341315

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