Cogent Biosciences

Cogent Biosciences

Develops small-molecule therapies for rare diseases

Overview

Cogent Biosciences develops small molecule therapies for rare, genetically driven diseases. Its work centers on discovering and advancing compounds that can address conditions with limited treatment options, using a research-driven approach to guide drug discovery and development through clinical trials. The lead candidate, CGT9486, is progressing in three clinical trials planned for this year, alongside ongoing work in collaboration with partners. The company differentiates itself through its focus on genetically defined diseases, its emphasis on targeted small molecules, and its strategy of advancing candidates via internal science and partnerships, supported by a strong financial position that includes a cash reserve of $242.2 million. Cogent’s goal is to bring effective therapies to patients with unmet needs by progressing its drug candidates toward potential commercialization and forming strategic collaborations to maximize development and access.

About Cogent Biosciences

Simplify's Rating
Why Cogent Biosciences is rated
C+
Rated B on Competitive Edge
Rated B on Growth Potential
Rated D+ on Differentiation

Industries

Biotechnology

Healthcare

Company Size

201-500

Company Stage

IPO

Headquarters

Cambridge, Massachusetts

Founded

2014

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Simplify's Take

What believers are saying

  • FDA granted Priority Review for bezuclastinib combo in GIST; PDUFA date 30 Nov 2026[1][2]
  • FDA accepted NDA for bezuclastinib in NonAdvSM with PDUFA date 30 Dec 2026[1][5]
  • Company holds $900.8M cash into 2028, supporting regulatory and launch preparation for bezuclastinib[1][4]

What critics are saying

  • FDA may reject bezuclastinib for GIST due to safety signal from sunitinib combo; high impact in 6–12 months[1][2]
  • Competitor DKL-101 enters Phase 2 for colorectal cancer by Q1 2027, threatening CGT1263 program[1][3]
  • If FDA rejects bezuclastinib for both GIST and NonAdvSM, Cogent loses core value driver and faces liquidation[1][3]

What makes Cogent Biosciences unique

  • Bezuclastinib is first treatment with statistically significant advantage against active comparator in GIST patients[1][2]
  • CGT1263 shows >500x selectivity for KRAS over HRAS/NRAS, reducing skin toxicity compared to multi-RAS inhibitors[1][3]
  • CGT4255 is best-in-class CNS-penetrant ErbB2 inhibitor with synergistic activity combined with HER2 ADCs[1][3]

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Funding

Total Funding

$2.1B

Above

Industry Average

Funded Over

13 Rounds

Post IPO Convertible funding comparison data is currently unavailable. We're working to provide this information soon!
Post IPO Convertible Funding Comparison
Coming Soon

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

401(k) Company Match

Parental Leave

Family Planning Benefits

Fertility Treatment Support

Tuition Reimbursement

Wellness Program

Stock Price

Growth & Insights

Headcount

6 month growth

0%

1 year growth

-1%

2 year growth

-1%

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