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Cogent Biosciences filings document a biotechnology issuer focused on precision therapies for genetically defined diseases. Form 8-K reports record quarterly and annual financial results, bezuclastinib business updates, clinical-data presentations for GIST and Systemic Mastocytosis programs, and Regulation FD disclosures tied to trial results.
The filing record also covers capital-structure and governance matters, including common stock listed on the Nasdaq Global Select Market, a completed offering of 1.625% Convertible Senior Notes due 2031, material agreements such as corporate lease arrangements, and proxy statement items for director elections, auditor ratification and annual meeting voting matters.
Cogent Biosciences is offering 9,677,420 shares of common stock. The public price is $31.00 per share, implying a gross offering size of $300,000,020 and underwriting discounts of $18,000,001, for proceeds to Cogent of $282,000,019 before expenses.
The company estimates net proceeds of approximately $281.7 million. Underwriters have a 30‑day option to purchase up to 1,451,613 additional shares; if fully exercised, proceeds before expenses would be $324.3 million. Cogent intends to use proceeds, together with funds from a concurrent notes sale, to repay $50 million on its term loan (plus accrued interest and fees) and to fund development, regulatory activities and the anticipated commercial launch of bezuclastinib, as well as working capital and general purposes.
Separately, Cogent is conducting a public offering of $200,000,000 of 1.625% Convertible Senior Notes due 2031 (initial conversion price $44.95 per share) under a separate prospectus; neither transaction is contingent on the other. Following this stock offering, 173,832,642 shares will be outstanding, based on September 30, 2025 figures and stated assumptions.
Cogent Biosciences, Inc. is offering $200,000,000 of common stock pursuant to a prospectus supplement, with an underwriters’ option for up to an additional $30,000,000. Concurrently, the company has launched a separate public offering of $200,000,000 Convertible Senior Notes due 2031; neither transaction is conditioned on the other.
Cogent plans to use proceeds, together with any net proceeds from the notes, to repay $50 million on its term loan and to fund development and regulatory activities for bezuclastinib and other programs, anticipated commercial launch and commercialization efforts, and for working capital and general corporate purposes.
The prospectus highlights positive Phase 3 PEAK top-line results in GIST: bezuclastinib plus sunitinib cut the risk of progression or death by 50% (hazard ratio 0.50; 95% CI 0.39–0.65), with median PFS of 16.5 months vs 9.2 months for sunitinib alone, and an objective response rate of 46% vs 26%. Safety was generally consistent with sunitinib’s known profile.
Cogent Biosciences, Inc. is offering $200,000,000 of common stock pursuant to a prospectus supplement, with an underwriters’ option for up to an additional $30,000,000. Concurrently, the company has launched a separate public offering of $200,000,000 Convertible Senior Notes due 2031; neither transaction is conditioned on the other.
Cogent plans to use proceeds, together with any net proceeds from the notes, to repay $50 million on its term loan and to fund development and regulatory activities for bezuclastinib and other programs, anticipated commercial launch and commercialization efforts, and for working capital and general corporate purposes.
The prospectus highlights positive Phase 3 PEAK top-line results in GIST: bezuclastinib plus sunitinib cut the risk of progression or death by 50% (hazard ratio 0.50; 95% CI 0.39–0.65), with median PFS of 16.5 months vs 9.2 months for sunitinib alone, and an objective response rate of 46% vs 26%. Safety was generally consistent with sunitinib’s known profile.
Cogent Biosciences (COGT) is offering $200,000,000 aggregate principal amount of convertible senior notes due 2031, with a 30‑day option for underwriters to purchase up to an additional $30,000,000. Interest is payable semi‑annually, and the notes mature on November 15, 2031. Conversions may be settled in cash, common stock, or a combination at the company’s election. The notes are senior unsecured obligations and are redeemable by the company on or after November 20, 2029 if specified stock price conditions are met.
The company plans to use proceeds, together with a concurrent public equity offering of $200,000,000 (up to $230,000,000 with the option), to repay $50 million of term loans and for development, regulatory, anticipated commercial launch of bezuclastinib, and general corporate purposes. Management indicates this funding, with existing cash, supports planned operations into 2028.
Recent developments highlight top‑line results from the PEAK Phase 3 GIST trial: the bezuclastinib+sunitinib arm reduced risk of progression or death by 50% (hazard ratio 0.50; 95% CI 0.39–0.65), with median progression‑free survival of 16.5 months vs. 9.2 months for sunitinib alone, and objective response rate of 46% vs. 26%. Overall survival data are immature.
Cogent Biosciences (COGT) is offering $200,000,000 aggregate principal amount of convertible senior notes due 2031, with a 30‑day option for underwriters to purchase up to an additional $30,000,000. Interest is payable semi‑annually, and the notes mature on November 15, 2031. Conversions may be settled in cash, common stock, or a combination at the company’s election. The notes are senior unsecured obligations and are redeemable by the company on or after November 20, 2029 if specified stock price conditions are met.
The company plans to use proceeds, together with a concurrent public equity offering of $200,000,000 (up to $230,000,000 with the option), to repay $50 million of term loans and for development, regulatory, anticipated commercial launch of bezuclastinib, and general corporate purposes. Management indicates this funding, with existing cash, supports planned operations into 2028.
Recent developments highlight top‑line results from the PEAK Phase 3 GIST trial: the bezuclastinib+sunitinib arm reduced risk of progression or death by 50% (hazard ratio 0.50; 95% CI 0.39–0.65), with median progression‑free survival of 16.5 months vs. 9.2 months for sunitinib alone, and objective response rate of 46% vs. 26%. Overall survival data are immature.
Cogent Biosciences (COGT) reported positive top‑line results from its Phase 3 PEAK trial in imatinib‑resistant or intolerant GIST. As of the September 30, 2025 cutoff, bezuclastinib plus sunitinib cut the risk of progression or death by 50% vs. sunitinib alone (hazard ratio 0.50, 95% CI: 0.39–0.65). Median progression‑free survival reached 16.5 months for the combination versus 9.2 months for sunitinib. Objective response rate was 46% with the combination vs. 26% with sunitinib. Overall survival data are immature.
Safety was generally consistent with expectations for sunitinib. Grade 3+ events (combination vs. sunitinib) included hypertension 29.4% vs. 27.4%, neutropenia 15.2% vs. 15.4%, ALT/AST increased 10.8% vs. 1.4%, anemia 9.3% vs. 4.8%, and diarrhea 7.8% vs. 7.2%. Discontinuations due to treatment‑related adverse events occurred in 7.4% vs. 3.8%. ALT/AST elevations led to dose reductions in 12.7%; 1.5% discontinued bezuclastinib for these elevations; all Grade 3 ALT/AST elevations resolved and no Grade 4 were reported.
The company plans to present detailed PEAK results at a major medical conference in the first half of 2026.
Cogent Biosciences (COGT) reported positive top‑line results from its Phase 3 PEAK trial in imatinib‑resistant or intolerant GIST. As of the September 30, 2025 cutoff, bezuclastinib plus sunitinib cut the risk of progression or death by 50% vs. sunitinib alone (hazard ratio 0.50, 95% CI: 0.39–0.65). Median progression‑free survival reached 16.5 months for the combination versus 9.2 months for sunitinib. Objective response rate was 46% with the combination vs. 26% with sunitinib. Overall survival data are immature.
Safety was generally consistent with expectations for sunitinib. Grade 3+ events (combination vs. sunitinib) included hypertension 29.4% vs. 27.4%, neutropenia 15.2% vs. 15.4%, ALT/AST increased 10.8% vs. 1.4%, anemia 9.3% vs. 4.8%, and diarrhea 7.8% vs. 7.2%. Discontinuations due to treatment‑related adverse events occurred in 7.4% vs. 3.8%. ALT/AST elevations led to dose reductions in 12.7%; 1.5% discontinued bezuclastinib for these elevations; all Grade 3 ALT/AST elevations resolved and no Grade 4 were reported.
The company plans to present detailed PEAK results at a major medical conference in the first half of 2026.
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.
Cogent Biosciences, Inc. filed a current report to note that it has released its financial results for the quarter ended September 30, 2025. The company announced these quarterly results in a press release dated November 3, 2025, which is included as an exhibit to the report and incorporated by reference. The filing clarifies that the earnings information is being furnished, rather than filed, under securities law, which affects how it is treated for certain legal purposes.
Cogent Biosciences, Inc. filed a current report to note that it has released its financial results for the quarter ended September 30, 2025. The company announced these quarterly results in a press release dated November 3, 2025, which is included as an exhibit to the report and incorporated by reference. The filing clarifies that the earnings information is being furnished, rather than filed, under securities law, which affects how it is treated for certain legal purposes.
Cogent Biosciences director Karen Jean Ferrante was granted 1,642 stock options on 10/01/2025 as reported on Form 4. The options have an exercise price of $14.13, are exercisable immediately, and expire on 10/01/2035. The filing states the award was issued in lieu of quarterly cash compensation under the company's non-employee director compensation plan, with the option count determined by dividing the cash amount by the Black‑Scholes value of a single option on the grant date. Following the grant, the reporting person beneficially owns 1,642 underlying shares, held directly.
Cogent Biosciences, Inc. entered into a new lease with BP THIRD AVENUE LLC for approximately 31,518 square feet of office space at 180 CityPoint in Waltham, Massachusetts. The space will become the company’s new corporate headquarters, replacing its current Waltham headquarters when that sublease expires in September 2026.
The landlord will deliver a newly built-out, fit-for-purpose office under a turnkey model, and Cogent does not expect any material tenant improvement costs. The lease term will begin once construction is substantially complete and the space is ready for occupancy, which is expected in May 2026, and will run for seven years and ten months, with an option for a further five-year extension.
Cogent’s base rent obligation will start five months after the commencement date at an initial rate of $32.00 per square foot, increasing by $1.00 per square foot annually, plus its share of operating expenses and property taxes. The company will provide a letter of credit of approximately $336,000 as a security deposit.
Venrock-led investor group reports a 4.2% stake in Cogent Biosciences (COGT) held collectively as of June 30, 2025. The filing lists aggregate beneficial ownership of 4,755,411 shares across seven Venrock-related entities and two individuals, comprised of five limited partnerships and related management/co-investment vehicles. Ownership is split among specific funds: VHCP II (740,049), VHCP Co-Investment II (299,719), VHCP III (2,084,386), VHCP Co-Investment III (208,591) and VHCP EG (1,422,666). The filing states the position was not acquired to change or influence control of the issuer.
Commodore Capital LP and related filers report a 5.5% stake in Cogent Biosciences, Inc. (COGT). The filing shows an aggregate beneficial ownership of 6,408,060 shares as of July 7, 2025, comprised of 3,450,000 directly held shares, 2,352,000 shares underlying Series B Non-Voting Convertible Preferred Stock, and 606,060 shares underlying a warrant, each subject to a 9.99% beneficial ownership limitation. Commodore Capital LP is the investment manager to Commodore Capital Master LP; Michael Kramarz and Robert Egen Atkinson are managing partners exercising investment discretion. The filers state the shares were not acquired to change or influence control of the issuer. The filing includes a joint filing agreement as an exhibit.