Cogent Biosciences (COGT) stock

Precision therapies , market cap $5.1B

Precision therapies

Worth $5.1B

$31.64

-5.66%

FDA in 20 daysEvery upcoming FDA date ›

As of Tuesday's close · Live for Pro members at the open

Why is COGT down?

Down 5.7% today, more than its biotech peers' 1.4%; no story names it yet.

Rose on Nov 6

Up 7% on Nov 6 while the S&P 500 rose 0.3%.

Biotech stocks rose together on Nov 6, a median 4%; Cogent Biosciences, which reported results the evening before, rose 7% with them.

Sources: Price history, Nov 6, 2026; SEC filing, Nov 5, 2026

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1 more reason, free with an account →The other side, how the business stands, the timeline, and its peers, for Pro members.

Quality Score

-3

Poor

In its industry

#175of 281

Biotech

Checks firing

1of 14

Transition

From 52-week high

-27.6%

under its best in a year

COGT's Quality Score fell 5 points on Tue, Nov 10, to -3. Its price fell below its falling average of the last 200 days.

Follow COGT's trial news. Pro members can get an alert when Cogent Biosciences files news, and see its trials, share raises, and its CEO's filings.

Get an alert when COGT files news on its trialsSee it live, free until Thursday morning. No account. No card. Then keep going with a free account.

We do the work for you. Every stock is scored and ranked, every 15 seconds while the market is open. Here it's 15 minutes behind. Pro members see it live.

NextNov 30, 2026 · In 20 days“Preparing for anticipated bezuclastinib launch in GIST; PDUFA action date November 30, 2026”FDA decision date · SEC filing · Nov 5

Cash$791M, about 9 quarters (2.5 years) at the last year's spendingOn Sep 30 · the company says “into late 2028”

Key facts on COGT

Key facts on COGT
Holding it back	25.9% more shares than a year ago
Latest filing	8-K, Nov 5 Reported its quarterly results

1 more reason behind COGT's -3, free with an account →4 more reasons behind COGT's -3, for Pro members.

COGT in the news

TodayNo story names it yet.

What's next

Tue Nov 10: Guggenheim 3rd Annual Global…Investor conference · date confirmed.

Expected to report Tue Feb 16, after the close

After its last 4 reports it closed +2.1% on average, higher 3 of 4 times.

3 more dates ahead: conferences, for Pro members.

Cash$791M, about 9 quarters (2.5 years) at the last year's spendingOn Sep 30 · the company says “into late 2028”

COGT catalysts

Coming up

3 more coming up, with sizes and sources, for Pro members.

What's next for COGT, and how long its cash lasts

Next step the company has named

Nov 30In 20 days“Preparing for anticipated bezuclastinib launch in GIST; PDUFA action date November 30, 2026”FDA decision date · SEC filing · Nov 5

What it means: the date by which the FDA has said it aims to decide on the company’s application. The FDA can decide earlier, or extend the date.

Cash runway Sep 30 balance sheet

About 9 quarters

$791M in cash and short-term investments, at its spending over the last year

What it means: how long the cash would last at the same pace, before any new money. The company's estimate is “into late 2028” (8-K, Nov 5).

For Pro members: whether the cash lasts past the FDA date, the cash used each quarter, and the math.

Dilution on the horizon

Shelf registration (S-3ASR, filed Nov 7, 2025)
At-the-market share sales program (S-3ASR, filed Nov 7, 2025)

For Pro members: 4 raises and their amounts, and the share count against a year ago.

Insiders

Director Arlene Morris sold 45,510 shares on Aug 27, under a planned sale. 2 more insider trades this year.

From Form 4: open-market buys and sales only.

Get an alert when Andrew Robbins buys or sells

For Pro members: every trade, and Andrew Robbins’s 8 filings and quotes.

Get an alert before COGT's FDA date

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See every upcoming FDA date →

FDA dates in the next 60 days

Decision dates and advisory committee meetings the companies have announced in their filings, soonest first and small companies first.

DateStockDrug

In 12 daysFDA decisionIn 12 days · FDA decisionCAPRCapricor TherapeuticsDeramiocelCAPRCapricor Therapeutics · $500MDeramiocelFDA decision due (PDUFA)
In 12 daysFDA decisionIn 12 days · FDA decisionSVRASavaraMolgramostimSVRASavara · $900MMolgramostimFDA decision due (PDUFA)
In 42 daysFDA decisionIn 42 days · FDA decisionMLYSMineralys TherapeuticsLorundrostatMLYSMineralys Therapeutics · $1.3BLorundrostatFDA decision due (PDUFA)

14 more FDA dates and 103 trial data dates in the next 60 days, each on the FDA calendar. Pro members see whether each company's cash lasts past its date, with an optional alert before it. See all 151 dates, ranked →

Why COGT scores -3

Poorfor quality, not price, 1 of 14 chart checks firingWhat the Quality Score means

+2Run-up 113% over 12 months
−2Dilution 25.9% more shares outstanding than a year agoNew shares over the year: -1 at 10% more, -2 at 25% more.

Chart checks adds
Long-term trend subtracts
Profit subtractsRead on the last four quarters against the four before, or the last full year where no quarters are filed.
Volatility subtractsA daily range of 5% or more with nothing behind it (no profit or cash flow, sales shrinking, or 10% more shares outstanding with no free cash flow): -1, or -2 from 8%.
Cash flow subtracts-1 when free cash flow over the last four quarters is negative.

No effect today: Size, Growth, Persistence, and News.

What every line is worth, and the reason behind it, on COGT and every other stock.Get in free →

Price, score, chart checks, and the industry rank are from a snapshot taken at 11:18 PM ET, at least 15 minutes behind. How we rank stocks.

Tested. Our top-scored stocks returned 2.2x the average stock over the next month. Reconstructed after the fact; recorded live since Sep 9, 2026. How we tested it

How COGT ranks in Biotech

COGT is #175 of 281 by Quality Score.

How COGT ranks in Biotech
Rank	Stock	Checks	Quality Score
1	ONCBeOne Medicines	8/14	24
2	VCELVericel	8/14	22
3	ETONEton Pharmaceutcials	9/14	20
	CLYMClimb Bio		Open for its score
	COAGHemab Therapeutics		Open for its score
	COLLCollegium Pharmaceutical		Open for its score
	CORTCorcept Therapeutics		Open for its score
175	COGTCogent Biosciences	1/14	-3

Share count against a year before: COGT +26%, ERAS +9.9%.

When does COGT report earnings, and what happens after?

Expected to report Tue Feb 16, after the close (in 98 days).

What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.

What COGT reported on Nov 5, 2026

The quarter

The figures are not read from the release yet.

“The increase was primarily due to costs incurred to support our on-going SUMMIT, PEAK and APEX clinical trials and to the continued progression of our early stage, preclinical and discovery programs.”

The filing on EDGAR

Where the sales came from

COGT's results filing gives no sales by line in a table we read.

The outlook

No outlook figures read from this release.

In the company's words

“The increase was primarily due to continued investments in commercial readiness, including personnel and infrastructure to support the potential launch of bezuclastinib, as well as overall organizational growth.”

From its results filing (SEC filing · Nov 5)

The numbers

Market value: $5.1B; today
Free cash flow: -$326M; last 12 months

1 more figure, for Pro members.

No analyst estimates on Breakaway: every figure here is filed.

The whole report on COGT: every line of its sales, every outlook beside the one it replaced, and the company's words, for Pro members.

Close after the report, last 3

+0.7%-2.0%+7.0%

May 5Aug 10Nov 5

Reported	When	Gap	Reaction	5 days
Nov 5, 2026After close	After close	-0.2%	+7.0%	not yet
Aug 10, 2026Before open	Before open	-4.6%	-2.0%	-10.5%
May 5, 2026Before open	Before open	+0.5%	+0.7%	-7.2%

COGT closed higher after 3 of its last 4 reports.

All 4 reports, and COGT's Quality Score going into each

COGT has 1 of 14 chart checks firing

Trend1 of 5 shown

MA FAN 21 EMA W.EMA HH/HL 52W HI

Volume1 of 3 shown

VOL VDU U/D VOL

Tight range1 of 3 shown

ATR SQZ SQUEEZE NR7

Buying1 of 3 shown

OBV+CLOSE HI SPRING

The other 10 checks on COGT, and all 14 on every stock.Get in free →

COGT RSI today: 51.0, below its 50-day and 200-day averages

Not scored

RSI 51.0, MACD above signal, below both averages. Not scored.13 readings

The deep dive on COGT

What it does and how it makes money3 findings"Patents protecting CGT9486 include composition of matter claims which have issued in the US and other key territories and provide exclusivity through 2033 and potentially beyond through patent term extensions." (10-K for fiscal 2020)SEC filing · Mar 16, 2021
Where it stands4 findings4 offerings of shares or notes since May 2025, $250M where the filing states the size.SEC filing · Nov 12, 2025
Who holds and trades it1 findingFor Pro members1 finding on who holds and trades COGT, for Pro members
Against its closest peers1 peerShare count against a year before: COGT +26%, ERAS +9.9%.

6 more findings on COGT, each with its source, for Pro members.

COGT share count over time

26% more shares than a year earlier.

Weighted shares, quarter to Sep 30, 2026, both from one filing

Shares of COGT outstanding, as filed
Shares outstanding	As of
174M	Nov 3, 2026
173.5M	Aug 6, 2026
170.9M	May 1, 2026
162.3M	Feb 13, 2026

Offerings, shelves, and splits of COGT, from its filings
From its filings	Filed
Sold convertible notes	Nov 12, 2025
Registered shares for a later sale (S-3ASR)	Nov 7, 2025
Raised $200M in a sale of shares, about 4% of its market value	Jul 9, 2025
Set up an at-the-market program for up to $50M of shares	May 6, 2025

COGT's officers and directors

Officers and directors with a Form 4 in the last 12 months.

Andrew R. RobbinsPresident and CEO · no trades on file
John L. GreenChief Financial Officer · 1 trade
Evan KearnsChief Legal Officer · 1 trade
Jessica SachsChief Medical Officer · 1 trade
John Edward RobinsonChief Scientific Officer · 1 trade
Cole PinnowChief Commercial Officer · no trades on file
Arlene MorrisDirector · 1 trade

See insider trades by person

Which ETFs hold COGT?

In ETFs: COGT is under 0.1% of VTI, the most of the 24 funds Breakaway covers, by their holdings as filed for Jun 30, 2026.

About Cogent Biosciences

Cogent Biosciences Inc a biotechnology company focused on developing precision therapies for genetically defined diseases. It designs rational precision therapies that treat the underlying cause of disease and improve the lives of patients. Its program CGT9486, is a selective tyrosine kinase inhibitor designed to potently inhibit the KIT D816V mutation as well as other mutations in KIT exon 17. In the vast majority of cases, KIT D816V is responsible for driving Systemic Mastocytosis (SM), a serious disease caused by the unchecked proliferation of mast cells. Exon 17 mutations are also found in patients with advanced gastrointestinal stromal tumors (GIST), a type of cancer with dependence on oncogenic KIT signaling.

258 employeesWaltham, MAcogentbio.com

What Cogent Biosciences says it competes with

“The pharmaceutical and biotechnology industries are characterized by rapidly advancing technologies, intense competition and a strong emphasis on proprietary drugs.”

From its annual report, SEC filing · Mar 16, 2021

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What would turn COGT's score around: 7 things
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Straight AnswersStraight Answers

As of Nov 10, 2026: COGT's Quality Score is -3 (Poor), #175 of 281 in Biotech.

What does COGT's Quality Score say?

COGT scores -3 today, which Breakaway calls Poor. It is #175 of 281 in Biotech by Quality Score, with 1 of 14 chart checks firing. Up 7% on Nov 6 while the S&P 500 rose 0.3%. Cash lasts about 9 quarters at its spending (to Sep 30). Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.

What is COGT's Quality Score?

COGT scores -3 today, which Breakaway calls Poor (below zero). That is #175 of 281 in Biotech by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind COGT's -3.

When does COGT report earnings?

Expected to report Tue Feb 16, after the close, a date Breakaway expects from the company's usual timing; the company has not confirmed it. COGT closed higher after 3 of its last 4 reports. Past behavior, not a forecast.

Are the prices delayed?

Only on the public pages, which run at least 15 minutes behind. Pro members, and anyone on a guest pass, see real-time prices: the scanner refreshes every 15 seconds, and your watchlist every few seconds, pre-market and after hours included.