Cogent Biosciences Stock Up 346% as Fund Builds $29 Million Stake After November Phase 3 Breakthrough

First Turn Management acquired 824,283 shares of Cogent Biosciences in the fourth quarter. The quarter-end value for the new stake rose by $29.28 million, reflecting both trading activity and price movement.

The Motley Fool • Feb 17, 2026

Cogent Biosciences Stock Soars 346% in a Year, but One Fund Just Sold Off $4.5 Million

Rock Springs Capital Management sold 159,278 shares of Cogent Biosciences in the fourth quarter; the estimated trade size was $4.48 million based on quarterly average prices. Meanwhile, the quarter-end stake value rose by $15.68 million, reflecting both trading and price change effects.

The Motley Fool • Feb 17, 2026

Cogent Biosciences Reports Recent Business Highlights and Fourth Quarter and Full Year 2025 Financial Results

SUMMIT NDA for bezuclastinib in patients with NonAdvSM submitted in December 2025; APEX NDA submission for bezuclastinib in patients with AdvSM on track for 1H 2026 PEAK NDA initiated for bezuclastinib in patients with 2L GIST under Real-Time Oncology Review (RTOR) and Breakthrough Therapy Designation (BTD); completion of NDA on track for April 2026 Six abstracts from SUMMIT trial of bezuclastinib in patients with NonAdvSM accepted for presentation at 2026 AAAAI annual meeting Strong financial position with $901 million sufficient to fund operations into 2028 WALTHAM, Mass. and BOULDER, Colo.

GlobeNewsWire • Feb 17, 2026

Cogent Biosciences Announces Multiple SUMMIT Posters at the 2026 AAAAI Annual Meeting

WALTHAM, Mass. and BOULDER, Colo., Feb. 10, 2026 (GLOBE NEWSWIRE) -- Cogent Biosciences, Inc.  (Nasdaq: COGT), a biotechnology company focused on developing precision therapies for genetically defined diseases, today announced multiple upcoming posters highlighting bezuclastinib results from the SUMMIT trial in NonAdvanced Systemic Mastocytosis (NonAdvSM) patients at the 2026 American Academy of Allergy Asthma & Immunology Annual Meeting (AAAAI) being held in Philadelphia, PA, February 27-March 2, 2026.

GlobeNewsWire • Feb 10, 2026

Large Biotech Fund Sells Shares of Cogent Biosciences for Over $120M

Fairmount Funds Management LLC sold 3,500,000 shares indirectly on Jan. 22, 2026, at $36.40 per share, generating a transaction value of approximately $127.4 million. This sale represented 38.87% of the reporting entities' total indirect holdings and reduced indirect ownership from 9,003,418 to 5,503,418 shares.

The Motley Fool • Feb 1, 2026

Cogent Biosciences Announces Breakthrough Therapy Designation for Bezuclastinib in Combination with Sunitinib for Patients with Gastrointestinal Stromal Tumors (GIST)

-   Cogent will submit the PEAK New Drug Application (NDA) under previously announced RTOR designation; on track to complete NDA submission in April 2026 WALTHAM, Mass. and BOULDER, Colo.

GlobeNewsWire • Jan 26, 2026

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Market Watch • Jan 22, 2026

Cogent Biosciences to Initiate New Drug Application (NDA) Submission for Bezuclastinib Under Real-Time Oncology Review (RTOR)

-  PEAK trial first ever study to demonstrate statistical significance over an active comparator in GIST patients, with bezuclastinib plus sunitinib combination demonstrating mPFS of 16.5 months and ORR of 46% in patients who had received prior treatment with imatinib  -  Cogent is expected to initiate the RTOR process immediately; completion of the PEAK NDA submission expected in April 2026 WALTHAM, Mass. and BOULDER, Colo.

GlobeNewsWire • Jan 20, 2026

Cogent Biosciences, Inc. (COGT) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript

Cogent Biosciences, Inc. (COGT) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript

Seeking Alpha • Jan 13, 2026

Cogent Biosciences Announces Anticipated 2026 Commercial and Clinical Milestones for Bezuclastinib and Precision Therapies Portfolio

WALTHAM, Mass. and BOULDER, Colo., Jan. 12, 2026 (GLOBE NEWSWIRE) -- Cogent Biosciences, Inc.  (Nasdaq: COGT), a biotechnology company focused on developing precision therapies for genetically defined diseases, today highlighted the company's key 2026 milestones ahead of its presentation at J.P. Morgan's 44th annual healthcare conference. “2025 was marked by exceptional progress at Cogent Biosciences,” said Andrew Robbins, President and Chief Executive Officer. “We reported positive results from all three pivotal trials of bezuclastinib in patients with GIST and Systemic Mastocytosis, submitted our first NDA for bezuclastinib in patients with NonAdvSM based on the strength of the SUMMIT data, and put ourselves in a very strong financial position entering the new year. During 2026, we will transform Cogent into a fully integrated commercial stage company with plans to launch bezuclastinib in the second half of the year. In addition, we are investing for the future and plan to submit INDs in 2026 for both our pan-KRAS inhibitor and recently announced JAK2 V617F inhibitor. Our plans are supported by a highly experienced team with proven launch experience backed by a strong balance sheet. We are poised for success and extremely excited about the meaningful impact we can have for patients.”  In 2026, Cogent plans to achieve the following milestones:

GlobeNewsWire • Jan 12, 2026