Bezuclastinib shows strong clinical benefit in AdvSM patients with high response rates and favorable safety profile; NDA submission expected in 2026.
Quiver AI Summary
Cogent Biosciences, Inc. announced promising results from the APEX Part 2 clinical trial of bezuclastinib for patients with advanced systemic mastocytosis (AdvSM), showing an objective response rate of 57% by mIWG criteria and 80% by PPR criteria. The treatment effectively reduced mast cell burden, with 89% of patients experiencing significant decreases in bone marrow mast cells and related metrics. Bezuclastinib was well tolerated, as only 14.8% of participants needed dose adjustments, and none discontinued due to adverse events. Cogent plans to submit a new drug application (NDA) to the FDA in the first half of 2026, following similar successes in trials for other conditions in 2025. The detailed results will be presented at an upcoming scientific meeting.
Potential Positives
- Bezuclastinib demonstrated rapid and deep clinical benefit in AdvSM patients, achieving an objective response rate of 57% per mIWG criteria and 80% per PPR criteria.
- 89% of patients treated with bezuclastinib achieved a ≥50% reduction in bone marrow mast cells or clearance of aggregates, indicating a powerful impact on the disease.
- Bezuclastinib was well tolerated, with only 14.8% of patients requiring dose reduction and no patients discontinuing treatment due to adverse events.
- Cogent plans to submit a new drug application (NDA) for bezuclastinib in AdvSM to the FDA in the first half of 2026, indicating progress towards commercialization.
Potential Negatives
- Bezuclastinib's NDA submission is not expected until 1H 2026, indicating a delay in potential market availability for the treatment.
- The press release mentions the occurrence of some treatment-related adverse events (TRAEs), including neutropenia and thrombocytopenia, which could raise concerns about the safety profile despite the overall well-tolerated results.
- The specifics of the adverse events, such as the 30.9% rate of hair color change, may be perceived by some as trivializing more serious effects, potentially undermining the significance of the treatment's overall positive profile.
FAQ
What are the results of the APEX Part 2 trial for bezuclastinib?
Bezuclastinib showed a 57% objective response rate per mIWG criteria and 80% per PPR criteria in AdvSM patients.
How well was bezuclastinib tolerated by patients?
Only 14.8% of patients required dose reduction, and no patients discontinued due to treatment-related adverse events.
When is the NDA submission for bezuclastinib expected?
The new drug application (NDA) for bezuclastinib is expected to be submitted in the first half of 2026.
What are the key findings related to mast cell burden?
89% of patients achieved at least a 50% reduction in bone marrow mast cells or clearance of aggregates with bezuclastinib.
What future events are planned by Cogent Biosciences?
Cogent will present detailed data from the APEX trial at a scientific meeting in the first half of 2026.
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.
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- FUNDS MANAGEMENT LLC FAIRMOUNT purchased 2,777,777 shares for an estimated $24,999,993
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$COGT Hedge Fund Activity
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$COGT Analyst Ratings
Wall Street analysts have issued reports on $COGT in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- HC Wainwright & Co. issued a "Buy" rating on 11/13/2025
- Leerink Partners issued a "Outperform" rating on 11/10/2025
- JP Morgan issued a "Overweight" rating on 10/21/2025
- Raymond James issued a "Strong Buy" rating on 09/03/2025
- Citigroup issued a "Buy" rating on 07/18/2025
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$COGT Price Targets
Multiple analysts have issued price targets for $COGT recently. We have seen 11 analysts offer price targets for $COGT in the last 6 months, with a median target of $28.0.
Here are some recent targets:
- Robert Burns from HC Wainwright & Co. set a target price of $50.0 on 11/13/2025
- Colleen Kusy from Baird set a target price of $34.0 on 11/11/2025
- Andrew Berens from Leerink Partners set a target price of $50.0 on 11/10/2025
- 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
Full Release
-- Bezuclastinib demonstrated rapid and deep clinical benefit in AdvSM patients resulting in an objective response rate (CR+CRh+PR+CI) of 57% per mIWG criteria and 80% per PPR criteria --
-- Bezuclastinib demonstrated a powerful effect on mast cell burden with 89% of patients achieving ≥50% reduction in bone marrow mast cells or clearance of aggregates –
-- Bezuclastinib was very well tolerated with only 14.8% of patients requiring dose reduction and no patients requiring discontinuation due to treatment related adverse events --
-- APEX NDA submission expected in 1H 2026 –
-- Cogent to host investor conference call and webcast today at 8:00 a.m. ET --
WALTHAM, Mass. and BOULDER, Colo., Dec. 08, 2025 (GLOBE NEWSWIRE) -- Cogent Biosciences, Inc. (NASDAQ: COGT) today announced positive top-line results from the registration-directed APEX Part 2 clinical trial of bezuclastinib in patients with advanced systemic mastocytosis (AdvSM) demonstrating clinically meaningful results as measured by consensus criteria used to assess patient response. This is the third positive pivotal trial result for bezuclastinib in 2025, following positive announcements from the SUMMIT trial in NonAdvSM patients and the PEAK trial in GIST patients earlier this year. Based on these top-line data, Cogent expects to submit a new drug application (NDA) to the U.S. Food and Drug Administration (FDA) for bezuclastinib in AdvSM during the first half of 2026. In addition, Cogent plans to present detailed data from the APEX trial at an upcoming scientific meeting in the first half of 2026.
“We are excited to announce the third positive pivotal trial for bezuclastinib this year. The results from the APEX trial demonstrate the clear benefit that a highly selective, highly potent KIT mutant inhibitor is capable of providing to patients with AdvSM,” said Andrew Robbins, Cogent’s President and Chief Executive Officer. “Coupling rapid, deep, durable responses with the safety and tolerability profile demonstrated by bezuclastinib provides these patients with a new choice to fight their disease without compromising their quality of life. With positive results from APEX, taken together with data from SUMMIT and PEAK, Cogent is preparing for multiple commercial launches in the second half of 2026.”
In Part 2 of the APEX trial, 81 AdvSM patients were treated with 150 mg of bezuclastinib, including 57 patients with SM-AHN, 11 patients with ASM and 13 patients with MCL. 68 of these patients were mIWG-MRT-ECNM evaluable for assessment on the primary endpoint. Clinical activity analyzed from these patients showed:
-
Primary endpoint: 57% ORR (CR+CRh+PR+CI) per mIWG-MRT-ECNM (mIWG) criteria
- 49% ORR (CR+CRh+PR) per mIWG
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At the time of data cut-off, multiple additional patients had achieved unconfirmed response criteria and remain on study awaiting follow-up assessment
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Key secondary endpoint: 80% ORR (CR+CRh+PR) per pure pathological response (PPR) criteria
-
Median time to achieve response was 2.0 months and median duration of response is not yet mature.
- Bezuclastinib achieved clear and clinically significant reductions in objective disease markers for these AdvSM patients:
| Outcome measure | Bezuclastinib |
| Proportion with ≥50% reduction in serum tryptase (n=80) | 89% |
| Proportion with ≥50% reduction in bone marrow mast cells or clearance of aggregates (n=80) | 89% |
| Proportion with ≥50% reduction in KIT D816V variant allele frequency (n=43) | 91% |
“Bezuclastinib demonstrated the rapid, deep clinical activity we were expecting given its earlier clinical results,” said Daniel J. DeAngelo, M.D., Ph.D., Chief of the Division of Leukemia at the Dana-Farber Cancer Institute and Professor of Medicine, Harvard Medical School. “What is most exciting about these data is the impressive safety and tolerability results with no discontinuations due to treatment-related adverse events (TRAEs) and only infrequent dose modifications. With this profile, bezuclastinib will become an important treatment option for this patient population.”
APEX Part 2 Safety and Tolerability
The most frequent TRAEs reported on bezuclastinib treatment were hair color change (30.9%), neutropenia (29.6%), altered taste (28.4%), thrombocytopenia (24.7%) and ALT/AST elevations (20.9%). Only 14.8% of patients required dose reduction, and no patients discontinued due to TRAEs. The majority of transaminase elevations were of low grade, asymptomatic and reversible. Only one patient experienced Gr 3 transaminase elevation which fully resolved with dose reduction and the patient continues on therapy.
Complete analysis of the full APEX Part 2 data are ongoing, and Cogent plans to present detailed results at an upcoming major medical conference in the first half of 2026.
Webcast Details
Cogent will host a live webcast today, Monday, December 8, at 8:00 a.m. ET to discuss the full data from SUMMIT in NonAdvSM shared at the American Society of Hematology (ASH) Annual Meeting as well as today’s APEX top-line results. The live event will be available on the Investors & Media page of Cogent’s website at
investors.cogentbio.com
. A replay of the webcast will be available approximately two hours after the completion of the event and will be archived for up to 30 days.
Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
Cogent also announced today that, on December 1, 2025 and December 5, 2025, the Compensation Committee of Cogent’s Board of Directors, made up entirely of independent directors, approved the grants of “inducement” equity awards to thirteen new employees under the company’s 2020 Inducement Plan with grant dates of December 2, 2025 and December 8, 2025. The awards were approved in accordance with Listing Rule 5635(c)(4) of the corporate governance rules of the Nasdaq Stock Market. The employees received, in the aggregate, (i) nonqualified options to purchase 294,600 shares of Cogent common stock and (ii) 34,000 restricted stock units (RSUs). Each option has a 10-year term, an exercise price equal to the closing price of Cogent’s common stock on the grant date, and a 4-year vesting schedule with 25% vesting on the 1-year anniversary of the grant date and the remainder vesting in equal monthly installments over the subsequent 36 months, provided such employee remains employed through each such vesting date. The RSUs vest annually over 4 years from the grant date, provided such employee remains employed through each such vesting date.
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, KRAS and JAK2. 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 plans to submit an NDA to the FDA for bezuclastinib in AdvSM during the first half of 2026; plans to present detailed results from the APEX trial at an upcoming scientific meeting in the first half of 2026; the expectation that bezuclastinib will provide AdvSM patients with a new choice to fight their disease without compromising their quality of life; the expectation that Cogent will have multiple commercial launches in the second half of 2026 and the expectation that bezuclastinib will become an important treatment option for AdvSM patients. 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