
What smart money is saying about Cogent Biosciences Inc
COGT
No fund has written a full thesis on Cogent Biosciences Inc in our archive, but 1 fund letter reports a position in it — most recently Platinium AM in June 2025.
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1
Reported positions
1
Bought
0
Sold
1
Letter
Position history
Every position in Cogent Biosciences Inc on record in the archive was reported in Q2 2025, across 1 fund letter — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2025 | 1 | 1 | 0 | 0 |
Fund activity · 1 position · 1 move
- AddedPlatinium AMJune 2025
“Reading through M&A activity During the quarter Sanofi acquired Blueprint medicine for over $9b. The Fund has been increasing its position in Blueprint competitor Cogent Biosciences as we feel its drug bezuclastinib is competitive despite worries about its side effect profile.”
Cogent Biosciences Inc
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