Cogint (COGT) Stock Forecast & Price Target

Cogent Biosciences is positioned for significant advancements in 2025, with the potential to become an attractive target for mergers and acquisitions, particularly depending on the outcomes of the APEX and PEAK trials. The company recently adjusted its DCF-based valuation model, reflecting increased confidence in the approval and market penetration of its drug bezuclastinib for second-line gastrointestinal stromal tumors (GIST), raising the probability of approval to 90% and peak market penetration to 35%. Positive preliminary data from the APEX, PEAK, and SUMMIT trials suggests that bezuclastinib may establish a strong presence across multiple malignancies, further enhancing Cogent's growth prospects.

Cogent Biosciences Inc. is projected to face a significant full-year net loss of $2.28 per share in 2025, indicating ongoing financial challenges for the company. Key risks contributing to this negative outlook include potential negative clinical data, slower development timelines, and setbacks in both later-stage trials and regulatory approvals. Furthermore, the company has recently reported a net loss of $80.9 million for the third quarter of 2025, reflecting financial difficulties that could hinder its long-term viability and lead to dilution risks for investors.