InsidersTradesSigma
Follow the Cogent Biosciences, Inc. share price and the full insider trade history of the company, a listed issuer based in United States. Shares are listed on the US market, under the supervision of SEC (Form 4). Operating in the Healthcare & Pharma sector, Cogent Biosciences, Inc. has logged 29 reports. Market capitalisation: €6bn. The latest transaction was reported on 31 August 2026 (Levée d'options). Among the most active insiders: Fairmount Funds Management LLC. Every trade is accessible without an account.
29
Insider Decl.
n/a
Thresholds
€40m
4 ops.
Buy Volume
€331m
8 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Cogent Biosciences, Inc. Strong Buy (bullish), based on 11 analysts. Average price target: US$55.82.
51Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 31 August 2026
Declarations29 total
41,927 shares@ US$5.64Common StockSEC:0001193125-26-377001:0
3,583 shares@ US$2.52Common StockSEC:0001193125-26-377001:1
42,349 shares@ US$37.0925Common StockSEC:0001193125-26-377001:2
3,161 shares@ US$37.5396Common StockSEC:0001193125-26-377001:3
45,510 shares@ US$36.720.026% mcap100.0% of flowCommonSEC144:0001950047-26-008754
160,000 shares0Common StockSEC:0001193125-26-234578:0
160,000 shares0Common StockSEC:0001193125-26-234578:1
7,000,000 shares@ US$34.6688.8% of flowCommon StockSEC:0001104659-26-038057:1
7,000,000 sharesCommon StockSEC:0001104659-26-038057:0
3,500,000 shares@ US$36.4029.8% of flowCommon StockSEC:0001104659-26-005924:0
65,000 shares@ US$38.70100.0% of flowCommon StockSEC:0001193125-25-337052:0
77,000 shares@ US$38.68100.0% of flowCommon StockSEC:0001193125-25-337051:0
82,642 shares@ US$38.7099.7% of flowCommon StockSEC:0001193125-25-337050:0
90,000 shares@ US$38.74100.0% of flowCommon StockSEC:0001193125-25-337049:0
185,000 shares0Common StockSEC:0001193125-25-326775:0
50,000 shares0Common StockSEC:0001193125-25-326773:0
40,000 shares0Common StockSEC:0001193125-25-326772:0
50,000 shares0Common StockSEC:0001193125-25-326771:0
50,000 shares0Common StockSEC:0001193125-25-326776:0
50,000 shares0Common StockSEC:0001193125-25-326774:0
2,777,777 shares@ US$9.008.3% of flowCommon StockSEC:0001104659-25-067758:0
Canonical exit: 8 Oct 2025 (T+90)
43,750 shares@ US$7.598100.0% of flowCommon StockSEC:0000950170-25-005630:0
Canonical exit: 14 Apr 2025 (T+90)
1,500,000 sharesCommon StockSEC:0000950170-24-072639:0
286,851 sharesCommon StockSEC:0000950170-24-039588:0
1,166,666 shares@ US$7.5030.8% of flowCommon StockSEC:0000950170-24-016610:0
25 of 29 declarations
关于 Cogent Biosciences, Inc.
Cogent Biosciences, Inc. 是一家生物技术公司，在纳斯达克上市，股票代码为 COGT，总部位于美国，公司运营位于马萨诸塞州沃尔瑟姆，主要研发基地位于科罗拉多州博尔德。从股票研究的角度来看，Cogent 最好被视为一家临床阶段的精准医疗公司，而非一家成熟的商业制药企业。其战略围绕基因定义疾病展开，治疗旨在靶向特定突变或信号通路，理论上与非靶向方法相比，可提供更高的选择性和更好的耐受性。（[cogentbio.com](https://www.cogentbio.com/?utm_source=openai)) 该公司围绕小分子疗法中以发现为主导的模式建立了其身份。其位于博尔德的研发引擎支持药物化学、结构生物学、酶学和转化科学，所有这些都旨在为高度未满足需求的适应症创造差异化疗法。Cogent 尚未拥有广泛的上市特许经营权；相反，其价值主张主要取决于推进专有临床资产。主要项目是 bezuclastinib，一种选择性抑制剂，正在开发用于肥大细胞增多症和胃肠道间质瘤 (GIST)。实际上，这使得 Cogent 处于精准肿瘤学和罕见病医学的一个小众但有吸引力的细分市场，如果试验数据保持支持性，临床差异化可以创造有意义的价值。（[cogentbio.com](https://www.cogentbio.com/?utm_source=openai)) 从竞争角度来看，Cogent 在一个拥挤的环境中运营，其中包括大型肿瘤公司和追求突变驱动疗法的专业生物技术同行。其主要区别在于专注于基因定义的患者亚群，以及强调具有潜在同类最佳特性的小分子。最近的临床数据对于验证该战略至关重要。在 2025 年和 2026 年，该公司报告了 GIST 的积极 Phase 3 PEAK 结果和晚期全身性肥大细胞增多症的积极 APEX 数据，支持了 bezuclastinib 是核心近期价值驱动因素的观点。（[investors.cogentbio.com](https://investors.cogentbio.com/news-releases/news-release-details/cogent-biosciences-announces-positive-top-line-results-achieving?utm_source=openai)) 最近的里程碑尤其重要。Cogent 宣布于 2026 年 4 月提交了 bezuclastinib 在 GIST 中的新药申请，此前获得了积极的后期临床数据。该公司还强调了 2026 年的商业和临床里程碑，并于 2025 年通过股权发行和可转换高级票据筹集了资金，这突显了监管机遇和后期生物技术公司典型的融资需求。对于投资者而言，Cogent Biosciences 仍然是一个高风险、催化剂驱动的故事，与临床执行、监管进展以及 bezuclastinib 的最终商业化息息相关。（[investors.cogentbio.com](https://investors.cogentbio.com/news-releases/news-release-details/cogent-biosciences-announces-submission-new-drug-application-0?utm_source=openai))
