Cogent Biosciences presents promising preclinical data on its selective pan KRAS(ON) inhibitor at a major cancer conference.
Quiver AI Summary
Cogent Biosciences, Inc. announced updated preclinical data on its KRAS(ON) inhibitor at the 2025 AACR-NCI-EORTC conference in Boston. The data showcase potential best-in-class properties for their lead molecule, CGT1263, which selectively inhibits mutant KRAS while outperforming similar inhibitors in cancer models. Cogent's President and CEO, Andrew Robbins, expressed excitement about advancing this program with a goal to submit an Investigational New Drug application to the FDA in 2026. The presented data included insights on the prodrug CGT1815 and highlighted its superior efficacy against certain KRAS mutations. Cogent is focused on developing targeted therapies for genetically related diseases and has multiple ongoing clinical programs.
Potential Positives
- Cogent Biosciences presented updated preclinical data that suggests a best-in-class profile for its lead molecule, CGT1263, which could attract investor interest and support future funding opportunities.
- The company is actively progressing towards filing an Investigational New Drug (IND) application for CGT1263 with the FDA in 2026, indicating a strategic path forward for clinical development.
- The presented data showcases CGT1263's selectivity for mutant KRAS over other related proteins, which may enhance its therapeutic effectiveness and differentiate it from competitors.
Potential Negatives
- Forward-looking statements regarding the potential of the company's lead molecule include inherent risks and uncertainties, which may lead investors to doubt the company’s ability to achieve these goals.
- The reliance on preclinical data that has yet to be validated in clinical settings may raise concerns about the practical efficacy and safety of the treatments under development.
- The need for additional clinical trials and a timeline that extends to 2026 for an Investigational New Drug application may suggest delays in potential product availability, impacting investor confidence and market position.
FAQ
What is the focus of Cogent Biosciences?
Cogent Biosciences focuses on developing precision therapies for genetically defined diseases, particularly targeting cancer-related mutations.
What are the key findings from the latest preclinical data?
The latest preclinical data indicates that the pan KRAS(ON) inhibitor CGT1263 shows a potential best-in-class profile with selectivity against mutant KRAS.
When is Cogent planning to file an IND application?
Cogent intends to file an Investigational New Drug (IND) application with the FDA in 2026 for their pan KRAS(ON) program.
Where can I find the poster presented at the conference?
The poster can be accessed on the 'Posters and Publications' page of Cogent's website.
What additional therapies is Cogent Biosciences developing?
Cogent is also developing targeted therapies for mutations in ErbB2, PI3Kα, and has an ongoing Phase 1 study for FGFR2/3 inhibitors.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$COGT Insider Trading Activity
$COGT insiders have traded $COGT stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $COGT stock by insiders over the last 6 months:
- FUNDS MANAGEMENT LLC FAIRMOUNT purchased 2,777,777 shares for an estimated $24,999,993
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$COGT Hedge Fund Activity
We have seen 102 institutional investors add shares of $COGT stock to their portfolio, and 66 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DEERFIELD MANAGEMENT COMPANY, L.P. removed 3,236,590 shares (-55.1%) from their portfolio in Q2 2025, for an estimated $23,238,716
- JANUS HENDERSON GROUP PLC added 2,843,980 shares (+9782.2%) to their portfolio in Q2 2025, for an estimated $20,419,776
- REDMILE GROUP, LLC removed 1,767,986 shares (-55.0%) from their portfolio in Q2 2025, for an estimated $12,694,139
- EMERALD ADVISERS, LLC added 1,445,774 shares (+inf%) to their portfolio in Q2 2025, for an estimated $10,380,657
- PARADIGM BIOCAPITAL ADVISORS LP added 1,388,794 shares (+15.5%) to their portfolio in Q2 2025, for an estimated $9,971,540
- FRANKLIN RESOURCES INC removed 1,326,431 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $9,523,774
- IKARIAN CAPITAL, LLC added 1,035,528 shares (+inf%) to their portfolio in Q2 2025, for an estimated $7,435,091
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$COGT Analyst Ratings
Wall Street analysts have issued reports on $COGT in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 10/21/2025
- Raymond James issued a "Strong Buy" rating on 09/03/2025
- Citigroup issued a "Buy" rating on 07/18/2025
- HC Wainwright & Co. issued a "Buy" rating on 05/20/2025
To track analyst ratings and price targets for $COGT, check out Quiver Quantitative's $COGT forecast page.
$COGT Price Targets
Multiple analysts have issued price targets for $COGT recently. We have seen 10 analysts offer price targets for $COGT in the last 6 months, with a median target of $20.5.
Here are some recent targets:
- Anupam Rama from JP Morgan set a target price of $44.0 on 10/21/2025
- Laura Prendergast from Stifel set a target price of $16.0 on 10/16/2025
- Chris Raymond from Raymond James set a target price of $30.0 on 09/03/2025
- Charles Zhou from Guggenheim set a target price of $20.0 on 08/25/2025
- Robert Burns from HC Wainwright & Co. set a target price of $21.0 on 08/06/2025
- David Lebowitz from Citigroup set a target price of $22.0 on 07/18/2025
- Joel Beatty from Baird set a target price of $9.0 on 07/08/2025
Full Release
WALTHAM, Mass. and BOULDER, Colo., Oct. 24, 2025 (GLOBE NEWSWIRE) -- Cogent Biosciences, Inc. (Nasdaq: COGT), a biotechnology company focused on developing precision therapies for genetically defined diseases, today announced updated preclinical data from the company’s potent and selective pan KRAS(ON) inhibitor in a poster presentation at the 2025 AACR-NCI-EORTC International Conference on Molecular Targets and Cancer Therapeutics taking place in Boston, MA, October 22-26, 2025.
“We are excited today to share updated data from our pan KRAS(ON) program which demonstrates a potential best-in-class profile for our lead molecule,” said Andrew Robbins, Cogent’s President and Chief Executive Officer. “We look forward to advancing this program with the goal of filing an Investigational New Drug (IND) application to the U.S. Food and Drug Administration (FDA) in 2026.”
Poster Details
The poster will be accessible on the ‘
Posters and Publications’
page of Cogent’s website.
Title:
Identification of CGT1263, a Potent KRAS Inhibitor with Selectivity for Mutant KRAS over HRAS and NRAS
Session Date and Time:
Poster Session B, Friday, October 24, 2025 – 12:30 p.m. – 4:00 p.m. ET
Poster Number:
B024
Abstract Number:
B024
Mutations in KRAS are among the most prevalent mutations found in cancer, occurring most often in colorectal cancer, non-small cell lung cancer and pancreatic cancer. The poster presented today describes Cogent’s internally developed KRAS(ON/OFF) inhibitor CGT1263, showing clear selectivity over HRAS and NRAS, with picomolar (pM) activity across a broad panel of KRAS mutant cell lines. In addition, the poster also characterizes CGT1815 (the prodrug of CGT1263), which is designed to optimize human pharmacokinetic performance, supported by pharmacokinetics data from both CGT1815 and CGT1263 across multiple species. Finally, the poster highlights that CGT1815 demonstrates superior efficacy in KRAS G12D and KRAS G12V tumor growth inhibition studies when compared to RMC-6236.
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. The company also has an ongoing Phase 1 study of its novel internally discovered FGFR2/3 inhibitor. 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 and KRAS. Cogent Biosciences is based in Waltham, MA and Boulder, CO. Visit our website for more information at
www.cogentbio.com
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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 best-in-class profile of the company’s lead molecule in its pan KRAS(ON) program and the goal of filing an IND for this program in 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
[email protected]
617-830-1653