Every 10-Q that Cogent Biosciences, Inc. (COGT) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow COGT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full COGT filings page.
Cogent Biosciences, Inc. is a clinical-stage biotechnology company developing precision therapies, led by bezuclastinib for systemic mastocytosis (SM) and gastrointestinal stromal tumors (GIST). Three U.S. new drug applications for bezuclastinib are under FDA review, including a Priority Review for second-line GIST with a PDUFA target date of November 30, 2026 and a non-advanced SM PDUFA date of December 30, 2026.
For the quarter ended June 30, 2026, Cogent reported a net loss of $96.4 million, wider than $73.5 million a year earlier, driven by higher research and development expense of $70.8 million and general and administrative expense of $31.8 million as it builds late-stage and commercial capabilities. Six‑month net loss was $193.8 million.
As of June 30, 2026, Cogent held $792.3 million in cash, cash equivalents and marketable securities and had $230.0 million of 1.625% convertible senior notes due 2031 outstanding. Including post‑quarter at‑the‑market equity proceeds, management states this liquidity is expected to fund operations into late 2028, including potential commercial launch of bezuclastinib.
Cogent Biosciences reported a wider quarterly loss as it advances late‑stage drug programs and prepares for commercialization. Net loss for the three months ended March 31, 2026 was $97.4 million, up from $72.0 million a year earlier, driven by higher research and development expense of $75.4 million and general and administrative expense of $28.2 million as the company builds its commercial organization.
Cogent ended the quarter with $866.4 million in cash, cash equivalents and marketable securities and expects this to fund operations into 2028, including potential U.S. launches of bezuclastinib for systemic mastocytosis and GIST, pending approval. The company has submitted an NDA for bezuclastinib in Non‑Advanced Systemic Mastocytosis, accepted with a PDUFA date of December 30, 2026, and an NDA for bezuclastinib plus sunitinib in second‑line GIST under the Real‑Time Oncology Review program. A Phase 3 GIST trial showed median progression‑free survival of 16.5 months for the combination versus 9.2 months for sunitinib alone. Cogent also issued $230 million of 1.625% Convertible Senior Notes due 2031 and raised $45.7 million via its at‑the‑market equity program.
Cogent Biosciences reported its Q3 2025 results with a net loss of $80.9 million, driven by operating expenses of $83.4 million as the company advanced clinical programs. Interest income was $3.9 million and interest expense was $1.5 million.
Liquidity strengthened during the period. Cash and cash equivalents were $125.3 million and short‑term marketable securities were $265.6 million as of September 30, 2025. The company completed an underwritten public offering of 25,555,556 common shares at $9.00 for net proceeds of $215.8 million, and drew the first $50.0 million tranche under a new $400.0 million term loan facility maturing in 2030.
Shares issued and outstanding were 139,827,662 as of September 30, 2025. The company continues to invest in bezuclastinib across Non‑AdvSM, AdvSM, and GIST, along with an FGFR2/3 program and discovery efforts. As of November 5, 2025, there were 142,376,529 common shares outstanding.