Cogent Biosciences (COGT) Valuation After Positive APEX and SUMMIT Trial Results in Systemic Mastocytosis

Simply Wall St.

Dec 20

Cogent Biosciences (COGT) just delivered another important clinical update, with positive APEX Part 2 results in advanced systemic mastocytosis and full SUMMIT data in nonadvanced disease, reinforcing...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2592117301"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2592117301\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2592117301?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/6111000-choice1-main-header/1585186710114","is_english":true,"pubTime":"2025-12-20 14:20","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2592117301","market":"nz","top_or_hot":-1,"title":"Cogent Biosciences (COGT) Valuation After Positive APEX and SUMMIT Trial Results in Systemic Mastocytosis","media":"Simply Wall St.","content":"<div>\n<p>Cogent Biosciences (COGT) just delivered another important clinical update, with positive APEX Part 2 results in advanced systemic mastocytosis and full SUMMIT data in nonadvanced disease, reinforcing...</p>\n\n<a href=\"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-cogt/cogent-biosciences/news/cogent-biosciences-cogt-valuation-after-positive-apex-and-su\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cogent Biosciences (COGT) Valuation After Positive APEX and SUMMIT Trial Results in Systemic Mastocytosis</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCogent Biosciences (COGT) Valuation After Positive APEX and SUMMIT Trial Results in Systemic Mastocytosis\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-20 14:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-cogt/cogent-biosciences/news/cogent-biosciences-cogt-valuation-after-positive-apex-and-su><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cogent Biosciences (COGT) just delivered another important clinical update, with positive APEX Part 2 results in advanced systemic mastocytosis and full SUMMIT data in nonadvanced disease, reinforcing...</p>\n\n<a href=\"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-cogt/cogent-biosciences/news/cogent-biosciences-cogt-valuation-after-positive-apex-and-su\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4505","symbol_name":"高瓴资本持仓","start_time":0,"source_url":"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-cogt/cogent-biosciences/news/cogent-biosciences-cogt-valuation-after-positive-apex-and-su","article_id":"2592117301","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/6111000-choice1-main-header/1585186710114"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-cogt/cogent-biosciences/news/cogent-biosciences-cogt-valuation-after-positive-apex-and-su","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2592117301","pubTimestamp":1766211659,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Cogent Biosciences (COGT) just delivered another important clinical update, with positive APEX Part 2 results in advanced systemic mastocytosis and full SUMMIT data in nonadvanced disease, reinforcing bezuclastinib as its core value driver.\nSee our latest analysis for Cogent Biosciences.\nThose back to back APEX and SUMMIT wins help explain why Cogent’s 90 day share price return is 230.41% and its 1 year total shareholder return sits at 404.46%, suggesting bullish momentum rather than a one...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4505":"高瓴资本持仓","APEX":"APEX Global Solutions Limited","COGT":"Cogent Biosciences, Inc.","BK4139":"生物科技"},"translate_title":"系统性肥大细胞增多症APEX和SUMMIT试验结果阳性后Cogent Biosciences(COGT)的评估","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"COGT":1.5,"APEX":1.5},"content_text":"Cogent Biosciences (COGT) just delivered another important clinical update, with positive APEX Part 2 results in advanced systemic mastocytosis and full SUMMIT data in nonadvanced disease, reinforcing bezuclastinib as its core value driver. See our latest analysis for Cogent Biosciences. Those back to back APEX and SUMMIT wins help explain why Cogent’s 90 day share price return is 230.41% and its 1 year total shareholder return sits at 404.46%, suggesting bullish momentum rather than a one off spike. If this kind of trial driven move has your attention, it could be worth exploring other innovative names in healthcare stocks to see what else fits your strategy. With bezuclastinib now boasting three pivotal wins in 2025 and shares already up more than fourfold in a year, the key question is whether Cogent remains mispriced or if the market is already factoring in its next stage of growth. Price to Book of 30.9x: Is It Justified? Cogent Biosciences last closed at $39.55, and on a price to book basis the stock screens as richly valued versus both peers and the wider biotech space. The price to book multiple compares a company’s market value with the net assets on its balance sheet, a common yardstick for pre revenue biotechs where traditional earnings based metrics are not yet meaningful. In Cogent’s case, investors are paying a substantial premium, with a 30.9x price to book ratio despite the business remaining loss making and generating less than $1 million in revenue. This implies the market is embedding significant expectations for future bezuclastinib driven cash flows long before profitability arrives. That premium stands out sharply against the US Biotechs industry average of 2.6x and an 8.3x peer group average. This underscores how aggressively the stock is being priced relative to balance sheet value and suggests sentiment has moved well ahead of traditional valuation anchors. See what the numbers say about this price — find out in our valuation breakdown. Result: Price to book of 30.9x (OVERVALUED). However, setbacks in Phase 3 bezuclastinib data or delays across the broader pipeline could quickly challenge today’s rich multiple and momentum-driven narrative. Find out about the key risks to this Cogent Biosciences narrative.  Build Your Own Cogent Biosciences Narrative If you see the story differently or would rather lean on your own due diligence, you can build a personalized view in just minutes with Do it your way. A great starting point for your Cogent Biosciences research is our analysis highlighting 1 key reward and 3 important warning signs that could impact your investment decision. Looking for more high conviction ideas? Do not stop with a single stock win. Use the Simply Wall St Screener to uncover fresh opportunities that match your style before the market catches on.  Lock in potential income by targeting reliable payers through these 13 dividend stocks with yields > 3% with sustainable yields and balance sheets that can support them. Ride structural growth in automation and data by focusing on companies powering the next wave of innovation using these 25 AI penny stocks. Get ahead of the crowd by scanning for quality names trading below intrinsic value via these 914 undervalued stocks based on cash flows.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Mobile Infrastructure for Defense and DisasterThe next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.Get the investor briefing before the next round of contractsSponsored On Behalf of CiTechNew: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}