Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$6.8B
174M shares
52-week range
$11.41 – $43.73
80% from low
Sector
PHARMACEUTICAL PREPARATIONS
Exchange
NASDAQ
CS
Cogent Biosciences Inc a biotechnology company focused on developing precision therapies for genetically defined diseases. It designs rational precision therapies that treat the underlying cause of disease and improve the lives of patients. Its program CGT9486, is a selective tyrosine kinase inhibitor designed to potently inhibit the KIT D816V mutation as well as other mutations in KIT exon 17. In the vast majority of cases, KIT D816V is responsible for driving Systemic Mastocytosis (SM), a serious disease caused by the unchecked proliferation of mast cells. Exon 17 mutations are also found in patients with advanced gastrointestinal stromal tumors (GIST), a type of cancer with dependence on oncogenic KIT signaling.
www.cogentbio.comNo one on the platform currently holds COGT.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 706,268 | $27.2M |
| Execution date | Ratio |
|---|---|
| 2020-11-09 | 1-for-4reverse |
No one on the platform has traded COGT yet.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Guggenheim⬆️ $COGT's PT to $52 and keeps at a Buy rating. $PFE GSK BMPC - $SNY NVS CLDX OPHLY Here's what Guggenheim said in its note to investors: https://x.com/Quantumup1/status/2087503305635229760?s=20
View on StockTwits ↗$COGT - hmm all that volume was for nothing. ? No buyout ?
View on StockTwits ↗$COGT - Last monday or Tuesday there was high volume and high call volume on August 50 and 49 strikes. Amy idea why.
View on StockTwits ↗$COGT Earnings not announced... fueling speculation of Buyout. If the do announce earnings, this is likely going down 5-10%... play safe.
View on StockTwits ↗$XBI Today's Bio Winners: 1) $EWTX 2) $COGT 3) $DRTS 4) $ANVS 5) VVOS (Going wild AH). Follow/Subscribe for more suggestions and perspective. Would love to hear yours too. That's how we find these gems and learn. Let's make some (more) money. Cheers!
View on StockTwits ↗$COGT is on fire with a sharp momentum breakout We're seeing concentrated buying of those Aug 21 $50 calls 1,272 swept at the ask for around $88k Volume is beating open interest with no put flow in sight This is a big short term upside bet Stock is up about 10.5% today and 7.7% over five days There's no confirmed news driving it This is pure momentum so keep an eye on $50 It could reverse quickly if the speculative demand fades Tight risk control is key here
View on StockTwits ↗$COGT stands out as a biotech with a much larger revenue potential being priced into the story. With a $6.6B market cap, investors are watching whether its pipeline can support a multi-billion-dollar sales opportunity. If execution matches expectations, the valuation discussion could shift significantly.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $12M | +684.2% | $-2.25 | $-2.68–$-2.04 | — | 9 |
| 2027 | $349M | +2838.0% | $-0.77 | $-1.43–$0.21 | — | 8 |
| 2028 | $738M | +111.6% | $0.80 | $-0.35–$2.98 | 46.8× | 10 |
| 2029 | $1.3B | +78.8% | $2.78 | $0.38–$6.02 | 13.4× | 4 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-10 | $-0.55 | $-0.52 | +6.3% |
| 2026-05-05 | $-0.53 | $-0.53 | +0.0% |
| 2026-02-17 | $-0.51 | $-0.55 | -7.8% |
| 2025-11-07 | $-0.54 | $-0.50 | +7.4% |
| 2025-08-05 | $-0.55 | $-0.53 | +3.6% |
| 2025-05-06 | $-0.56 | $-0.52 | +7.1% |
| 2025-02-25 | $-0.59 | $-0.09 | +84.7% |
| 2024-11-12 | $-0.55 |
| $-0.64 |
| -16.4% |
| $1.8B |
| — |
| IBRXImmunityBio, Inc. | $7.65 | -1.16% | $8.0B | — |
| LQDALiquidia Corporation | $72.10 | -8.49% | $6.4B | — |
Source: Financial Modeling Prep · peers by sector/industry