Recent 8-K filings for COGT
Highest-materiality recent filing
Cogent: bezuclastinib combo reduces progression risk by 50% in Phase 3 GIST trial
- PEAK trial met primary endpoint: HR 0.50 (95% CI: 0.39–0.65) for progression-free survival.
- Median PFS 16.5 months (bezuclastinib + sunitinib) vs 9.2 months (sunitinib alone).
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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.
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Cogent Biosciences reports Q4/FY2025 results; advances bezuclastinib NDAs in SM and GIST
SUMMIT NDA for bezuclastinib in NonAdvSM submitted Dec 2025; APEX NDA for AdvSM on track for 1H 2026.
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Cogent reports positive SUMMIT and APEX trial results for bezuclastinib in mastocytosis
SUMMIT Part 2: mean TSS change -24.3 (-43%) vs placebo -15.4 (-29%), p<0.001; 34.3% vs 18.1% had >=50% TSS reduction (p=0.01).
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Cogent completes $230M 1.625% convertible senior notes offering due 2031
Aggregate principal $230M including full exercise of $30M over-allotment option by underwriters.
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Equity offering of 9,677,420 shares at $31.00 per share, upsized from $200M, with underwriters exercising over-allotment for additional 1,451,613 shares.
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Cogent: bezuclastinib combo reduces progression risk by 50% in Phase 3 GIST trial
PEAK trial met primary endpoint: HR 0.50 (95% CI: 0.39–0.65) for progression-free survival.
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Cogent Biosciences reports Q3 net loss $80.9M; cash $390.9M; PEAK, APEX readouts in Nov/Dec 2025
Cash, cash equivalents and marketable securities at $390.9M; pro forma cash $430M expected to fund into 2027.
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Cogent Biosciences signs 7yr10mo lease for new Waltham HQ at $32/sq ft
Leases 31,518 sq ft at 180 Third Avenue, Waltham, MA as new corporate headquarters, replacing existing HQ.
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Cogent reports positive SUMMIT trial, Q2 net loss $73.5M; pro-forma cash $453M
SUMMIT trial met primary endpoint: TSS improvement 8.91 points vs placebo (p=0.0002); 87.4% bezuclastinib patients had ≥50% tryptase reduction.
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Bezuclastinib SUMMIT trial beats all primary/secondary endpoints; NDA submission by end 2025
SUMMIT trial met primary endpoint: mean TSS reduction of 24.3 vs 15.4 placebo (p=0.0002); 8.91-point placebo-adjusted improvement.
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SUMMIT Part 2 met primary endpoint with highly significant mean TSS reduction of 24.3 points vs placebo 15.4 (p=0.0002) at 24 weeks.
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Cogent Biosciences secures up to $400M non-dilutive debt facility; $50M drawn at closing
$400M credit facility from SLR; first tranche of $50M funded on June 11, 2025.
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Cogent stockholders approve officer exculpation; annual meeting results filed
Approved amendment to certificate of incorporation to exculpate officers: 86,181,373 for, 4,422,462 against.
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Cogent Biosciences Q1 net loss $72M; cash $245.7M; SUMMIT readout in July
Net loss $72.0M vs $58.3M YoY; R&D spend $63.0M (+20% YoY) driven by ongoing trials.
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Cogent Biosciences Q4/FY2024 net loss $67.9M/$255.9M; SUMMIT results due July 2025
Net loss Q4 $67.9M, FY $255.9M (vs $54.4M and $192.4M); R&D spend $62M/$232.7M.
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Cogent Biosciences reports positive Phase 2 bezuclastinib data in AdvSM and NonAdvSM at ASH 2024
APEX (AdvSM): 52% ORR per mIWG-MRT-ECNM; 61% in TKI-naïve; 83% at 100 mg BID. Median PFS not reached; 24-mo PFS rate 82%.
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Cogent Q3 net loss $70.6M; PEAK trial enrolls 413 patients, top-line data in 2025
Net loss $70.6M in Q3 2024 vs $55.4M in Q3 2023; cash $345.5M sufficient into late 2026.
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Cogent Biosciences completes PEAK trial enrollment and advances past interim futility analysis
Phase 3 PEAK trial enrolled 413 GIST patients, exceeding target; top-line results expected by end of 2025.
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Cash, cash equivalents and marketable securities $389.9M as of June 30, 2024; expected to fund operations into 2027.
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Cogent reaches FDA alignment on MS2D2 endpoint for SUMMIT trial; enrollment timeline reaffirmed
FDA alignment on novel patient-reported outcome measure MS2D2 for Part 2 of SUMMIT trial in NonAdvanced Systemic Mastocytosis (NonAdvSM).
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Cogent Biosciences shareholders approve doubling authorized common stock to 300M shares
Amendment increases authorized common shares from 150M to 300M; total authorized shares from 160M to 310M.
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Cogent Biosciences Q1 net loss $58.3M; cash $435.7M funds operations into 2027
Cash and marketable securities $435.7M as of Mar 31, 2024, up from $273.2M year-end 2023.
Earnings & guidance
Materiality & sentiment trend
Max materiality 0.95 · Median 0.75 · Most common event other_material