STOCK TITAN

Cogent Biosciences Announces FDA Acceptance of New Drug Application for Bezuclastinib in Patients with NonAdvanced Systemic Mastocytosis (NonAdvSM)

(Very Positive)

Cogent Biosciences (NASDAQ: COGT) announced FDA acceptance of its New Drug Application for bezuclastinib in NonAdvanced Systemic Mastocytosis with a PDUFA target action date of December 30, 2026. The FDA indicated no planned advisory committee and identified no review issues.

Cogent cited positive, highly statistically significant SUMMIT pivotal trial results through 48 weeks showing sustained symptomatic improvement, favorable safety for chronic use, evidence of disease modification, and benefit in high‑need populations. Separate NDA submissions for bezuclastinib in GIST (RTOR; Breakthrough Therapy Designation) and AdvSM remain on track for April 2026 and H1 2026, respectively.

Loading...
Loading translation...

Positive

  • FDA accepted NDA for NonAdvSM with PDUFA date December 30, 2026
  • SUMMIT trial showed statistically significant improvement across primary and key secondary endpoints
  • 48-week data show continued deepening of symptomatic improvement over time
  • Favorable safety and tolerability profile supporting potential chronic use
  • GIST NDA on track for April 2026 under RTOR with Breakthrough Therapy Designation
  • AdvSM NDA submission expected in first half of 2026

Negative

  • None.

News Market Reaction – COGT

+4.94%
10 alerts
+4.94% Session close to close
+7.1% Peak in 14 min
$5.52B Market Cap
0.0x Rel. Volume

In the Mar 16 session, COGT gained 4.94%, reflecting a moderate positive market reaction. Argus tracked a peak move of +7.1% during that session. Our momentum scanner triggered 10 alerts that day, indicating notable trading interest and price volatility.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement confirms FDA acceptance of the bezuclastinib NDA in NonAdvSM with a PDUFA action d...
Analysis

This announcement confirms FDA acceptance of the bezuclastinib NDA in NonAdvSM with a PDUFA action date of December 30, 2026 and no identified review issues, building on prior positive SUMMIT data. It fits into a broader pattern of multiple NDAs planned in 1H 2026 for GIST and AdvSM. Investors may watch for upcoming GIST and AdvSM submissions, longer-term safety data, and the company’s ability to manage losses and future capital needs highlighted in recent SEC filings.

Key Figures

PDUFA target date: December 30, 2026 SUMMIT follow-up: 48 weeks GIST NDA timing: April 2026 +1 more
4 metrics
PDUFA target date December 30, 2026 FDA action date for NonAdvSM NDA
SUMMIT follow-up 48 weeks Duration of data showing continued symptom improvement
GIST NDA timing April 2026 Planned completion of bezuclastinib GIST NDA submission
AdvSM NDA timing 1H 2026 Planned NDA submission for Advanced Systemic Mastocytosis

Previous Clinical trial Reports

5 past events · Latest: Jan 20 (Positive)
Same Type Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Jan 20 RTOR NDA plan Positive +2.5% FDA agreement for RTOR NDA in GIST with strong PEAK efficacy metrics.
Dec 30 NonAdvSM NDA filed Positive -2.1% NDA submission for NonAdvSM based on positive pivotal SUMMIT trial data.
Nov 10 PEAK Phase 3 win Positive +119.0% Positive Phase 3 PEAK results with marked mPFS and ORR improvements in GIST.
Dec 09 SUMMIT OLE update Positive +8.8% Updated SUMMIT data showing strong symptom and biomarker improvements in NonAdvSM.
Dec 08 APEX Phase 2 data Positive +8.8% Positive APEX Part 1 AdvSM results with high ORR and favorable safety profile.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Clinical trial announcements have generally produced positive reactions, with 4 of 5 tagged events showing aligned, positive price moves.

Recent Company History

Over the past 18 months, Cogent’s story has revolved around bezuclastinib’s pivotal trials and NDA path. Positive SUMMIT and APEX data in systemic mastocytosis and PEAK Phase 3 data in GIST all met primary and key secondary endpoints, contributing to large moves such as the 119.03% rise on Nov 10, 2025. Subsequent clinical and regulatory updates, including NDA submission for NonAdvSM on Dec 30, 2025 and RTOR-related GIST plans, reinforced a pattern where most clinical updates were followed by positive share reactions.

Key Terms

new drug application (nda), prescription drug user fee act (pdufa), nonadvanced systemic mastocytosis, advanced systemic mastocytosis, +4 more
8 terms
new drug application (nda) regulatory
"announced that the U.S. Food and Drug Administration (FDA) has accepted its New Drug Application (NDA) for bezuclastinib"
A new drug application (NDA) is a formal request submitted to regulatory authorities to gain approval for a new medication to be sold and used by the public. It is a comprehensive review process that examines the drug’s safety, effectiveness, and manufacturing quality. For investors, an NDA approval can signal a potential breakthrough product and influence a company's stock value.
prescription drug user fee act (pdufa) regulatory
"and assigned a Prescription Drug User Fee Act (PDUFA) target action date of December 30, 2026"
The Prescription Drug User Fee Act (PDUFA) is a law that allows drug companies to pay fees to the government to help speed up the review process for new medicines. This funding aims to ensure that important drugs reach patients faster, which can influence a company's ability to bring products to market efficiently. For investors, PDUFA-related decisions can impact drug approval timelines and company performance.
nonadvanced systemic mastocytosis medical
"for bezuclastinib in patients with NonAdvanced Systemic Mastocytosis (NonAdvSM)"
A rare disorder where certain immune cells called mast cells build up in organs such as the skin, bone marrow or liver, causing symptoms like rashes, flushing, stomach problems and fatigue; “nonadvanced” means the condition is indolent or smoldering rather than rapidly progressing or cancerous. It matters to investors because effective treatments, safety data and regulatory decisions can drive the commercial value and competitive landscape for biotech firms, much like fixing a slow leak prevents a future flood.
advanced systemic mastocytosis medical
"The NDA submission for bezuclastinib in patients with Advanced Systemic Mastocytosis (AdvSM) remains on track"
Advanced systemic mastocytosis is a rare, aggressive disease in which certain immune cells called mast cells grow uncontrollably and build up in organs such as the bone marrow, liver, spleen or skin, causing organ damage and severe symptoms. For investors, it matters because the condition represents a high unmet medical need with clear clinical endpoints, potentially sizable but specialized treatment markets, and distinct regulatory and trial pathways that can make successful therapies commercially and strategically important for biotech and pharmaceutical companies.
gastrointestinal stromal tumors (gist) medical
"bezuclastinib in patients with Gastrointestinal Stromal Tumors (GIST) who have received prior treatment"
Gastrointestinal stromal tumors (GIST) are a type of cancer that arises in the walls of the stomach or intestines, growing from cells that control gut movement. Investors care because GIST often requires targeted medicines or surgery, so successful drug trials, approvals, or new treatment options can directly affect a drugmaker’s sales prospects and a treatment’s market size—similar to how a successful product launch can change a company’s future revenue.
real-time oncology review (rtor) regulatory
"The GIST submission was initiated under Real-Time Oncology Review (RTOR)"
Real-Time Oncology Review (RTOR) is a regulatory program that lets drug regulators review key clinical data as it becomes available instead of waiting for a finished application, so the assessment can proceed in parallel with the company's final submission. For investors, RTOR matters because it can shorten the time between final data and a decision—like letting an inspector check a building while it's being finished—reducing approval uncertainty and potentially accelerating a therapy’s market entry and revenue timing.
breakthrough therapy designation regulatory
"and bezuclastinib received Breakthrough Therapy Designation in this indication"
A breakthrough therapy designation is a regulatory fast-track given to a drug or treatment that shows early signs of providing a major improvement over existing options for a serious condition. Think of it as a VIP lane that can speed up development and more intensive guidance from regulators, which matters to investors because it can shorten time to market, reduce development risk and potentially increase a company’s value — though it does not guarantee approval.
bone mineral density medical
"and bezuclastinib’s impact on bone mineral density as well as evidence of disease modification"
A measure of how much mineral — mainly calcium — is packed into a given area of bone, usually obtained from a painless scan; higher values generally mean stronger bones and lower fracture risk. Investors care because changes in this measure are often used as proof that drugs, medical devices, or diagnostics work, so it can drive clinical approval, insurance coverage and sales prospects much like a car’s crash-test rating influences buyer confidence and market demand.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google

NDA based on positive clinical results from the SUMMIT pivotal trial in which bezuclastinib demonstrated clear clinical benefit across all symptom domains

WALTHAM, Mass. and BOULDER, Colo., March 16, 2026 (GLOBE NEWSWIRE) -- Cogent Biosciences, Inc. (Nasdaq: COGT), a biotechnology company focused on developing precision therapies for genetically defined diseases, today announced that the U.S. Food and Drug Administration (FDA) has accepted its New Drug Application (NDA) for bezuclastinib in patients with NonAdvanced Systemic Mastocytosis (NonAdvSM) and assigned a Prescription Drug User Fee Act (PDUFA) target action date of December 30, 2026. In addition, the FDA communicated that at this time, there is no plan to hold an advisory committee, nor have they identified any potential review issues.

Clinical results from the pivotal SUMMIT trial with bezuclastinib in NonAdvSM patients demonstrated clinically meaningful and highly statistically significant improvements across the primary and all key secondary endpoints. Data from the SUMMIT trial through 48 weeks showcased a clear and continued deepening of symptomatic improvement over time, supporting the potential for sustained clinical benefit with longer duration of therapy. In addition, results also showed the benefit of bezuclastinib in populations with high unmet need and bezuclastinib’s impact on bone mineral density as well as evidence of disease modification. Across the SUMMIT trial, bezuclastinib demonstrated a favorable safety and tolerability profile, supporting its potential for chronic use in patients with NonAdvSM.

Completion of the NDA submission for bezuclastinib in patients with Gastrointestinal Stromal Tumors (GIST) who have received prior treatment with imatinib remains on track for April 2026. The GIST submission was initiated under Real-Time Oncology Review (RTOR), and bezuclastinib received Breakthrough Therapy Designation in this indication. The NDA submission for bezuclastinib in patients with Advanced Systemic Mastocytosis (AdvSM) remains on track for the first half of 2026. 

About Cogent Biosciences, Inc.
Cogent Biosciences is a biotechnology company focused on developing precision therapies for genetically defined diseases. The most advanced clinical program, bezuclastinib, is a selective tyrosine kinase inhibitor that is designed to potently inhibit the KIT D816V mutation as well as other mutations in KIT exon 17. KIT D816V is responsible for driving systemic mastocytosis, a serious disease caused by unchecked proliferation of mast cells. Exon 17 mutations are also found in patients with advanced gastrointestinal stromal tumors (GIST), a type of cancer with strong dependence on oncogenic KIT signaling. In addition, the Cogent Research Team is developing a portfolio of novel targeted therapies to help patients fighting serious, genetically driven diseases targeting mutations in ErbB2, PI3Kα, KRAS and JAK2. Cogent Biosciences is based in Waltham, MA and Boulder, CO. Visit our website for more information at www.cogentbio.com. Follow Cogent Biosciences on social media: X (formerly known as Twitter) and LinkedIn. Information that may be important to investors will be routinely posted on our website and X.

Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including, but not limited to, statements regarding: the potential for bezuclastinib to deliver sustained clinical benefit with longer duration of therapy for patients with NonAdvSM; the potential for bezuclastinib’s chronic use in patients with NonAdvSM; the company’s expectation that it will complete its NDA submission for bezuclastinib in patients with GIST in April 2026; and the company’s expectation that it will submit its NDA for bezuclastinib in patients with AdvSM in the first half of 2026. The use of words such as, but not limited to, "anticipate," "believe," "continue," "could," "estimate," "expect," "intend," "may," "might," "plan," "potential," "predict," "project," "should," "target," "will," or "would" and similar words expressions are intended to identify forward-looking statements. Forward-looking statements are neither historical facts nor assurances of future performance. Instead, they are based on our current beliefs, expectations and assumptions regarding the future of our business, future plans and strategies, our clinical results, the rate of enrollment in our clinical trials and other future conditions. New risks and uncertainties may emerge from time to time, and it is not possible to predict all risks and uncertainties. No representations or warranties (expressed or implied) are made about the accuracy of any such forward-looking statements. We may not actually achieve the forecasts or milestones disclosed in our forward-looking statements, and you should not place undue reliance on our forward-looking statements. Such forward-looking statements are subject to a number of material risks and uncertainties including but not limited to those set forth under the caption "Risk Factors" in Cogent's most recent Quarterly Report on Form 10-Q filed with the SEC. Any forward-looking statement speaks only as of the date on which it was made. Neither we, nor our affiliates, advisors or representatives, undertake any obligation to publicly update or revise any forward-looking statement, whether as result of new information, future events or otherwise, except as required by law. These forward-looking statements should not be relied upon as representing our views as of any date subsequent to the date hereof.

Contact:

Christi Waarich
Senior Director, Investor Relations
christi.waarich@cogentbio.com
617-830-1653


FAQ

What is the FDA action date for Cogent Biosciences' bezuclastinib NDA (COGT)?

The FDA set a Prescription Drug User Fee Act date of December 30, 2026. According to the company, the agency accepted the NDA and indicated no planned advisory committee or identified review issues at this time.

What did the SUMMIT pivotal trial show for bezuclastinib in NonAdvSM?

SUMMIT demonstrated clinically meaningful and highly statistically significant improvements across primary and key secondary endpoints. According to the company, 48-week data showed continued symptomatic deepening and evidence of disease modification with a favorable safety profile.

Will the FDA hold an advisory committee for bezuclastinib's NDA (COGT)?

No advisory committee is currently planned for the NDA review. According to the company, the FDA communicated there is no plan for an advisory committee and no identified potential review issues at this time.

What is the status of bezuclastinib's GIST NDA and special designations?

The GIST NDA submission remains on track for April 2026 and was initiated under Real-Time Oncology Review. According to the company, bezuclastinib also received Breakthrough Therapy Designation in the GIST indication.

When is the bezuclastinib NDA for Advanced Systemic Mastocytosis (AdvSM) expected?

The company expects the AdvSM NDA submission in the first half of 2026. According to the company, this submission remains on track alongside other regulatory programs for bezuclastinib.

How did bezuclastinib perform on safety in the SUMMIT trial through 48 weeks?

Bezuclastinib demonstrated a favorable safety and tolerability profile supporting potential chronic use. According to the company, trial data through 48 weeks support sustained benefit with an acceptable safety profile for patients with NonAdvSM.