COGT Cogent Biosciences, Inc. Loading... : Bullish and Bearish Analyst Opinions
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16:52
Jul 27
Jul 27
Author previously held COGT and wants to re-enter; no current position, no catalyst stated.
LOW
00:07
Jul 27
Jul 27
The author is highly confident in biotech timing, recommending XBI as a bottom and naming RVMD, ABVX, TENX, and NKTR as high-conviction longs with specific catalysts and price targets.
18:41
Jul 20
Jul 20
Author details biotech portfolio adjustments with increased positions in TENX and IVA, adds observing section with short setups on SLS, TRVI, and AVBP, while maintaining unchanged holdings and noting sector breather is healthy long-term.
LOW
14:13
Jul 15
Jul 15
Author likes COGT and CELC a lot in reply to a direct question about COGT, indicating a bullish view on both tickers.
17:40
Jun 28
Jun 28
Author increased their ABVX position as a concentrated conviction bet on Obe commercialization at ~$8B market cap, while closing COGT and BCRX for decent returns, and notes XBI outperformance as a positive sector signal.
00:00
Jun 24
Jun 24
Buy COGT as a consensus long and named M&A candidate; UBS analyst Mike Yee explicitly flagged it as a hot takeover target alongside APGE (which was subsequently acquired), providing a concrete sell-side catalyst and M&A read-through.
MED
13:13
Jun 21
Jun 21
Buy the "hot zone" biotech names (3–9 months post positive data) as the author's historical M&A timing framework shows this is the window where acquirers with pre-committed capital execute; sector M&A wave across radiopharmaceuticals, MASH, IBD, and obesity validates the pattern is active.
MED
00:55
Jun 21
Jun 21
The tweet maps biotech M&A timing and independent name catalysts since the XBI bottom, but it is a factual research summary without explicit author positions or forward calls.
LOW
14:34
Jun 19
Jun 19
Author reviews merger documents and identifies read-through targets for potential takeovers, but does not state personal positions or forward calls.
00:16
Jun 15
Jun 15
Buy COGT as a likely next M&A target in KIT/mast cell SM; a strategic buyer that lost the BPMC bid to Sanofi has already done the underwriting work and may redirect to COGT, which has posted strong clinical data.
MED
18:11
Jun 12
Jun 12
Long COGT; author holds position with broad consensus it is an obvious M&A takeout candidate, supported by a recent comparable M&A transaction, with the question being timing of acquirer action relative to regulatory approvals.
MED
21:57
Jun 06
Jun 06
Author maintains a hold on COGT citing a derisked profile; minimal elaboration but reflects an ongoing long position with no exit intent.
MED
12:09
May 28
May 28
COGT has received FDA priority review designation with a PDUFA date of November 30, 2026 — a specific regulatory catalyst with defined timing.
LOW
18:19
May 19
May 19
Author adds to ABVX and NKTR positions ahead of key data, expressing bullish conviction on ABVX's high probability of meeting endpoints while holding other biotech names for later review.
HIGH
17:44
May 07
May 07
Long COGT based on speaker's analysis within the broader biotech bull market.
HIGH
11:10
May 03
May 03
Buy COGT for Bezuclastinib's derisked pipeline with imminent NDA decisions in 2L GIST and SM, strong clinical data, >$3B peak sales potential, and strategic M&A appeal as a tuck-in for large pharma.
HIGH
08:54
Apr 30
Apr 30
The author sold all ANL and now holds only NKTR, ABVX, and COGT, signaling a concentrated bullish bet on these biotech names ahead of summer catalysts.
10:59
Apr 24
Apr 24
Buy COGT as it is the sole player in the GIST space, with a year-end price target of $70.
MED
19:24
Apr 07
Apr 07
Initiating a long position in COGT, with a deeper fundamental dive expected to follow.
HIGH
About COGT Analyst Coverage
Buzzberg tracks COGT (Cogent Biosciences, Inc.) across 1 sources. 10 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (53%). 19 total trade ideas tracked. Past 7 days: 2 watch. Latest voices: seedy19tron.