COGT Cogent Biosciences, Inc.

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business: Clinical-stage biotech developing precision therapies targeting genetically defined diseases, focusing mainly on tyrosine kinase inhibitors like bezuclastinib
• • New emphasis: Positive top-line Phase 2/3 results in 2025 for bezuclastinib in Non-Advanced/Advanced Systemic Mastocytosis and GIST; expecting U.S. launches in H2 2026
• • Strategic shift: Building internal U.S. commercial organization for bezuclastinib launch, alongside advancing Phase 1 studies for FGFR2/3 and mutant ErbB2 inhibitors, and progressing PI3Kα, KRAS, JAK2 preclinicals
• • Quantitative highlight: PEAK trial median PFS 16.5 months with bezuclastinib plus sunitinib vs. 9.2 months sunitinib alone; 50% risk reduction in progression or death
• • Noteworthy: FDA granted Breakthrough Therapy Designations for bezuclastinib in multiple indications and accepted NDAs under expedited review programs in 2025-2026

Risk Factors

• • Regulatory risk: FDA NDA submissions for bezuclastinib in NonAdvSM (2025) and GIST (expected April 2026) may face approval delays or rejections
• • Macroeconomic threat: U.S. healthcare pricing pressure from May 2025 White House Most Favored Nation drug pricing policy impacting reimbursement
• • Supply chain vulnerability: Dependence on CMOs for clinical trial materials; CMO failure could delay trials and force costly in-house manufacturing
• • Competitive risk: Competition from larger pharma and biotech firms with greater resources and faster FDA approvals for precision medicines targeting same diseases
• • Financial risk: Need for substantial investment in commercial manufacturing capacity and marketing before generating bezuclastinib revenue

Management Discussion & Analysis

• • Net loss $328.9M in 2025 vs $255.9M in 2024, increase of $73M; no product revenue generated
• • R&D expense $269.8M in 2025 vs $232.7M in 2024, up $37.1M; G&A $63.6M vs $43.3M, up $20.3M
• • Bezuclastinib trials expenses flat at ~$120M; early-stage programs +$12M; personnel costs +$21.1M including $4.1M stock comp
• • Cash, cash equivalents, and marketable securities $900.8M as of Dec 31, 2025, sufficient to fund operations into 2028
• • Management expects increased expenses for regulatory approvals, commercial launch, manufacturing, and pipeline expansion

What are the latest COGT SEC filings in 2026?

Cogent Biosciences, Inc. (COGT) has filed a 10-K annual report on February 17, 2026, a 10-Q quarterly report on May 5, 2026, an 8-K current report on June 11, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did COGT file its most recent 10-K annual report?

Cogent Biosciences, Inc. (COGT) filed its most recent 10-K annual report on February 17, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view COGT 10-Q quarterly reports?

Cogent Biosciences, Inc. (COGT)'s most recent 10-Q quarterly report was filed on May 5, 2026. SignalX displays every COGT 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has COGT filed recently?

Cogent Biosciences, Inc. (COGT)'s most recent 8-K was filed on June 11, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find COGT insider trading activity (Form 4)?

SignalX aggregates every COGT Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does COGT file with the SEC?

Cogent Biosciences, Inc. (COGT) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new COGT filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Cogent Biosciences, Inc. (COGT).

What is COGT's SEC CIK number?

Cogent Biosciences, Inc. (COGT)'s SEC CIK (Central Index Key) number is 1622229. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1622229 to look up all COGT filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find COGT return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Cogent Biosciences, Inc. (COGT) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.