NASDAQ$COGT

Cogent Biosciences Inc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

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

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.

Headline financials

Total Revenue

$0.00

Previous: $0.00
EPS (adj)

-$0.09

Previous: -$0.63+85.7%
Capital Expenditures

-$75K

Previous: -$315K+76.2%
Free Cash Flow

-$60.7M

Previous: -$44.4M-36.6%
Net Income

-$67.9M

Previous: -$54.4M-24.9%
Operating Income

-$73.7M

Previous: -$58.2M-26.6%
Gross Profit

-$1.16M

Previous: -$794K-45.8%
R&D Expense

$60.9M

Previous: $47.9M+27.0%

Revenue & EPS history

Cogent Biosciences · Revenue · Quarterly

$0

Q4 2024

Forward guidance

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

Tailwinds

  • 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

Headwinds

  • 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

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 Q4 2024

Historical avgQ4 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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro