Cogent Biosciences, Inc.

Cogent Biosciences, Inc.

Healthcare

NASDAQ:COGT · NASDAQ Global Select

Market Cap $5.66B Beta 0.35 P/E (TTM) -6.3
$33.10 +1.47%

+$0.48 today

52W Low $6.92High $43.73

Vol 1.44M · Avg 2.55M

EPS (TTM)-$5.26
Biotechnology

Management

Put operating results in leadership context

Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.

Return Metrics

ROE, ROIC & ROA over time

Management

ROE

-51.7%

avg -57.6%

ROIC

-38.1%

avg -53.3%

ROA

-35.1%

avg -42.4%

Analysis

ROA is currently the strongest return metric at -35.1% versus its period average of -42.4%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.

Management

Key executives, compensation & ownership

Management
NameTitleCompensationTenureAgeShares OwnedOwnership %

Andrew R. Robbins

President, Chief Executive Officer & Director$1.32M50$160,000.000.09%

Jessica Sachs

Chief Medical Officer$896,623.0051$133,938.000.08%

John Edward Robinson

Chief Scientific Officer$868,743.0052$140,002.000.08%

John L. Green

Chief Financial Officer & Principal Accounting Officer$834,275.0046$140,002.000.08%

Cole Pinnow

Chief Commercial Officer$754,602.0051$311,450.000.18%

Rachael Easton

Senior Vice President of Clinical Development

Abb Hayden

Senior Vice President of Sales

Brad Barnett

Chief Technology Officer

Dana R. Martin

Senior Vice President of Medical Affairs & Chief Patient Officer

Evan D. Kearns

Chief Legal Officer & Corporate Secretary46$17,901.000.01%

Christi Waarich

Senior Director of Investor Relations

Erin Schellhammer

Chief People Officer

Brad Fell

Senior Vice President of Chemistry

Insider Trading

SEC Form 4 transactions — last 12 months

Management

Buys

1

$25.00M

Sells

6

$382.20M

Net Sentiment

$357.20M

Net selling

Most Active

Fairmount Funds Management LLC

3 transactions

DateInsiderTypeSharesPriceValue
Mar 31, 2026

Fairmount Funds Management LLC

Indirect

Sell7.00M$34.66$242,620,000.00
Jan 22, 2026

Fairmount Funds Management LLC

Indirect

Sell3.50M$36.40$127,400,000.00
Dec 26, 2025

Kearns Evan

Direct

Sell65.0K$38.70$2,515,500.00
Dec 26, 2025

Green John L.

Direct

Sell77.0K$38.68$2,978,360.00
Dec 26, 2025

Sachs Jessica

Direct

Sell82.6K$38.70$3,198,245.40
Dec 26, 2025

Robinson John Edward

Direct

Sell90.0K$38.74$3,486,600.00
Jul 10, 2025

Fairmount Funds Management LLC

Indirect

Buy2.78M$9.00$24,999,993.00

Analysis

Insiders reported 1 buys worth $25.00M and 6 sells worth $382.20M over the last 12 months. That adds up to net selling of $357.20M. Fairmount Funds Management LLC was the most active insider with 3 transactions.

Growth Analysis

Historical CAGR & forward analyst estimates

Metric 10yr5yr3yr Fwd Est.
EPSN/AN/AN/A
N/A4 analysts
RevenueN/AN/A+52.4%
+48.4% (11yr)5 analysts
Net IncomeN/AN/AN/A
N/A5 analysts
EBITN/AN/AN/A
N/A5 analysts

Analysis

Recent growth has been strongest in Revenue at +52.4% over three years. Forward estimates point to Revenue at +48.4% (11yr), giving you a quick check on whether expectations are accelerating or cooling.

Who manages COGT?

Cogent Biosciences, Inc. (COGT) lists 13 active executives. The top listed executive is Jessica Sachs, Chief Medical Officer.

Are COGT insiders buying or selling?

Recent insider activity shows net selling of $232.13M.

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