Dec 31, 2024

Cogent Biosciences Q4 2024 Earnings Report

Cogent Biosciences reported financial results for Q4 2024 and provided a business update.

Key Takeaways

Cogent Biosciences reported its Q4 and full year 2024 financial results, highlighting upcoming data readouts from bezuclastinib pivotal clinical trials and a strong cash balance sufficient to fund operations into late 2026.

Top-line results from SUMMIT trial in NonAdvSM patients expected July 2025.

APEX trial enrollment in AdvSM patients complete; top-line results expected in 2H 2025.

Top-line results from PEAK trial in 2nd-line GIST patients expected by end of 2025.

$312 million is considered sufficient to fund operations well past clinical readouts, into late 2026; includes gross proceeds from ATM sale in February 2025.

Total Revenue
$0
0
EPS
-$0.09
Previous year: -$0.63
-85.7%
Gross Profit
-$1.16M
Previous year: -$794K
+45.8%
Cash and Equivalents
$287M
Previous year: $273M
+5.1%
Free Cash Flow
-$60.7M
Previous year: -$44.4M
+36.6%
Total Assets
$328M
Previous year: $313M
+4.6%

Cogent Biosciences

Cogent Biosciences

Forward Guidance

Cogent Biosciences anticipates several milestones for 2025, including clinical trial results and regulatory submissions.

Positive Outlook

  • SUMMIT top-line results expected in July 2025
  • APEX top-line results expected in the second half of 2025
  • PEAK top-line results expected by the end of 2025
  • Planned submission of Cogent’s first NDA for bezuclastinib by the end of 2025
  • Initiate Expanded Access Programs in the first quarter of 2025 in the United States for SM and GIST patients

Challenges Ahead

  • Clinical trial results are subject to inherent uncertainties
  • Regulatory submissions and approvals are not guaranteed
  • The company's cash runway is dependent on various factors and may not extend as far as anticipated
  • Development of pipeline programs involves significant risks and uncertainties
  • The company's forward-looking statements are subject to material risks and uncertainties