COGT Cogent Biosciences, Inc. Loading... : Bullish and Bearish Analyst Opinions
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13:44
Sep 10
Sep 10
Added COGT at $33.60 position
Added to COGT at $33.60 using freed capital, increasing bullish exposure.
MED
14:14
Sep 08
Sep 08
Author is vacationing but actively managing a biotech portfolio, adding to COGT, ABVX.
Author is vacationing but actively managing a biotech portfolio, adding to COGT, ABVX, and BCRX on conviction, trimming ABCL to fund longs, and reiterating a short thesis on MRNA targeting $120.
LOW
13:43
Sep 02
Sep 02
Author explicitly shorted more MRNA at $155 with 30% of portfolio.
Author explicitly shorted more MRNA at $155 with 30% of portfolio, while expressing excitement for NKTR, KOD, VERA and noting momentum shifts in other biotechs without clear directional calls.
LOW
23:50
Aug 31
Aug 31
Cogent buy under $35 acquisition upside
Buy Cogent Biosciences under $35 as a re-entry zone, citing eventual acquisition of attractive drug assets as upside.
MED
16:08
Aug 26
Aug 26
Author compares street vs retail biotech top lists and notes RVMD approval with pricing.
Author compares street vs retail biotech top lists and notes RVMD approval with pricing expectations, but frames all names as observational research rather than personal positions.
LOW
19:01
Aug 24
Aug 24
COGT cited as prior bottoming analog
COGT is referenced as a recent consensus-long example that slipped near $30 in June; used as an analog for ABVX bottoming without a directional call.
MED
13:23
Aug 21
Aug 21
Consensus biotech longs round-trip as regrossing starts
Degrossing used these crowded biotech longs as the ATM to fund short covering; with regrossing already starting, gross rebuild should push these names back up as flows round-trip.
MED
23:38
Aug 19
Aug 19
The author lists speculative biotech catalysts and best ideas by therapeutic area.
The author lists speculative biotech catalysts and best ideas by therapeutic area as research/watchlist content, not explicit current positions or forward calls.
23:36
Aug 19
Aug 19
Top biotech picks across various therapeutic areas
Author lists these biotech names as their best ideas across various therapeutic areas with the sector near all-time highs.
MED
12:53
Aug 17
Aug 17
Reports widest ownership across specialist funds
"Reports widest Q2 2026 ownership across 95 specialist funds based on 13F filings, no directional view."
MED
12:50
Aug 17
Aug 17
Reports most reduced positions across funds
"Reports most reduced positions across specialist funds in Q2 2026 excluding M&A take-outs, no directional view."
MED
11:58
Aug 17
Aug 17
Reports widest Q2 ownership among specialist funds
Reports the widest Q2 2026 ownership across 93 specialist funds based on 13F filings.
MED
11:53
Aug 17
Aug 17
Reports most reduced positions by specialist funds
Reports the most reduced positions by specialist funds in Q2 2026, excluding M&A takeouts.
MED
05:26
Aug 14
Aug 14
Cogent consolidation, next leg higher.
Cogent Biosciences is in phase 2 with plenty of cash. After a multi-month consolidation following a gap, the next phase could reprice it toward 100-130, or it could be acquired around 80-90.
LOW
17:25
Aug 10
Aug 10
Highlights past successful biotech valuation calls.
Author lists numerous biotech and pharma tickers as past successful valuation calls, offering no current directional view.
LOW
01:47
Aug 10
Aug 10
COGT strong data warrants long-term hold
Buy and hold COGT; author cites strong data as the core catalyst, framing it as a long-term conviction hold despite a recent price pump.
MED
01:04
Aug 10
Aug 10
Author details a biotech portfolio with explicit long positions in ABVX and NKTR.
Author details a biotech portfolio with explicit long positions in ABVX and NKTR, bullish conviction on IVA and TENX upside potential, while watching VERA and XBI for catalysts.
08:33
Aug 05
Aug 05
Author cites independent biotechs as examples of M&A timing unpredictability.
Author cites independent biotechs as examples of M&A timing unpredictability, arguing companies get bought not sold, without taking a directional position.
LOW
13:53
Aug 04
Aug 04
Author notes FOMO-driven gains in EWTX and COGT tied to a Boulder connection.
Author notes FOMO-driven gains in EWTX and COGT tied to a Boulder connection, but describes price action without stating a position or forward call.
LOW
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
About COGT Analyst Coverage
Buzzberg tracks COGT (Cogent Biosciences, Inc.) across 2 sources. 14 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (37%). 38 total trade ideas tracked. Past 7 days: 1 bullish, 1 watch. Latest voices: seedy19tron, Гоша.