Cogent Biosciences: Time For A Pause

Bret JensenInvesting Group LeaderFollow5ShareSavePlay(18min)CommentsSummaryCogent Biosciences (COGT) shares have surged after pivotal bezuclastinib data in imatinib-resistant aGIST, demonstrating significant mPFS and ORR improvements over sunitinib alone.Bezuclastinib’s differentiated safety profile and efficacy in nonAdvSM and aGIST positions COGT for a $7.5 billion global market opportunity with patent protection to 2043.Recent capital raises provide funding through commercial launches in all three indications, signaling Cogent’s intent to self-commercialize domestically.An updated analysis around Cogent Biosciences follows below. MadamLead/iStock via Getty Images Shares of precision medicine concern Cogent Biosciences, Inc. (COGT) surged roughly 150% after providing approvable pivotal trial data on asset bezuclastinib treating patients with imatinib-resistant aGIST. In combination with sunitinib, it easily bested sunitinib monotherapy on median progressionThis article was written byBret Jensen54.88K FollowersFollowBret Jensen has over 13 years as a market analyst, helping investors find big winners in the biotech sector. Bret specializes in high beta sectors with potentially large investor returns.Bret leads the investing group The Biotech Forum, in which he and his team offer a model portfolio with their favorite 12-20 high upside biotech stocks, live chat to discuss trade ideas, and weekly research and option trades. The group also provides market commentary and a portfolio update every weekend. Learn More.Analyst’s Disclosure:I/we have a beneficial long position in the shares of COGT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.