Cogent Biosciences: Three NDAs Build a Defensive Time-to-Market Moat — Tactical Long
Cogent Biosciences (COGT) has lined up three regulatory filings for bezuclastinib across Non-Advanced Systemic Mastocytosis (NonAdvSM), Advanced Systemic Mastocytosis (AdvSM) and GIST. FDA acceptance and robust SUMMIT data support a tactical long into the late-2026 decision window. Entry at $37.00, stop at $30.00, target $60.00, long term (180 trad…