NASDAQ$COGT

Cogent Biosciences Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Reported third quarter financial results and recent business highlights.

Cogent Biosciences reported its Q3 2024 financial results, highlighting the completion of enrollment in the Phase 3 PEAK trial, acceleration of enrollment in the SUMMIT trial, and initiation of a Phase 1 trial for the FGFR2 inhibitor, CGT-4859. The company's cash position is strong at $346 million, expected to fund operations into late 2026.

  • Completed enrollment in PEAK, a Phase 3 trial for GIST patients.
  • Accelerated enrollment in SUMMIT, a registration-directed trial for NonAdvSM.
  • Initiated a Phase 1 trial of CGT-4859, a FGFR2 inhibitor.
  • Cash position of $346 million is expected to fund operations into late 2026.

Headline financials

Total Revenue

$0.00

Previous: $0.00
EPS (adj)

-$0.64

Previous: -$0.64+0.0%
Capital Expenditures

-$280K

Previous: -$121K-131.4%
Net Income

-$70.6M

Previous: -$55.4M-27.5%
Operating Income

-$75.4M

Previous: -$59.6M-26.6%
Gross Profit

-$1.1M

Previous: -$855K-28.3%
R&D Expense

$62.5M

Previous: $49.5M+26.2%
Stock-Based Comp

$10.4M

Previous: $8.76M+18.3%

Revenue & EPS history

Cogent Biosciences · Revenue · Quarterly

$0

Q3 2024

Forward guidance

Cogent Biosciences anticipates several milestones including completing enrollment in SUMMIT Part 2 in Q1 2025, delivering top-line results from APEX in mid-2025, and delivering top-line results from PEAK by the end of 2025.

Tailwinds

  • Complete enrollment in SUMMIT Part 2 in the first quarter of 2025.
  • Deliver top-line results from SUMMIT in the second half of 2025.
  • Deliver top-line results from APEX in mid-2025.
  • Deliver top-line results from PEAK by the end of 2025.
  • Company anticipates cash runway into late 2026.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

+0.9%

Avg return

Earnings day

+0.3%

Avg return

5 days after

+4.5%

Avg return

30 days after

65%

20 / 31 earnings

Positive

+17.8%

Q3 2018

Best reaction

-24.0%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.8%-5.3%-10.6%
Q3 2025-4.4%-9.1%+140.2%
Q2 2025-5.8%-9.0%+7.4%
Q1 2025+2.7%+4.4%+48.4%
Q4 2024-6.3%+0.9%-11.4%
Q3 2024+0.0%-14.4%-19.8%
Q1 2024+0.4%-0.1%+11.1%
Q4 2023+0.7%-2.8%-12.4%
Q3 2023+3.9%+3.8%-2.7%
Q2 2023+7.3%+8.8%+9.4%
Q1 2023-1.5%-2.6%-2.9%
Q4 2022+0.7%-5.1%-13.7%
Q3 2022-5.7%-8.5%-2.6%
Q2 2022+9.6%+12.1%+32.7%
Q1 2022-24.0%-26.8%-10.6%
Q4 2021+4.5%+28.4%+64.6%
Q3 2021+13.7%+12.1%-9.9%
Q2 2021+5.4%+13.4%+3.3%
Q1 2021+1.7%+4.9%+4.0%
Q4 2020+5.9%+5.5%+9.0%
Q3 2020+13.2%+9.8%+14.9%
Q2 2020-11.4%-11.0%-8.3%
Q1 2020+0.5%+17.9%+37.1%
Q4 2019-3.1%-15.5%-18.6%
Q3 2019-10.2%-32.6%-52.1%
Q2 2019+4.4%+9.3%+9.0%
Q1 2019+0.2%-1.1%-26.2%
Q4 2018+8.1%+5.4%-12.3%
Q3 2018+17.8%+18.5%-25.0%
Q2 2018-5.9%-12.8%-27.3%
Q1 2018+4.0%+12.4%+13.6%
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q3 2016
Q3 2015

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