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Will Cogent Biosciences’ (COGT) Breakthrough Therapy Transform GIST Treatment? Analysts Think So

Cogent Biosciences Inc. (NASDAQ:COGT) is among the hottest SMID-cap stocks so far in 2025. On November 13, H.C. Wainwright made a notable upward revision to its outlook on the company, more than doubling its price target from $21 to $50 while reaffirming a Buy rating, according to TheFly.

The investment firm’s increased confidence was driven by positive data from the company’s Phase 3 PEAK trial, which studied the combination of its therapy, bezuclastinib, with sunitinib. Following the announcement, the analysts believe that bezuclastinib plus sunitinib could emerge as the second-line standard of care in gastrointestinal stromal tumors (GIST).

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Cogent Biosciences Inc. (NASDAQ:COGT) announced the trial results on November 10, and several analysts saw them as highly positive for the company’s outlook. The company said it plans to submit a new drug application (NDA) to the U.S. Food and Drug Administration (FDA) for bezuclastinib in GIST in the first half of 2026.

Cogent Biosciences Inc. (NASDAQ:COGT) shares skyrocketed 119% on the day of the announcement.

Sara Rothschild, Executive Director at the non-profit organization, The Life Raft Group, which supports GIST patients, stated:

“Imatinib-resistant or intolerant GIST patients have waited nearly 20 years for a new second-line treatment option. The remarkable results of the PEAK study suggest that wait has come to an end.”

Andrew Robbins, Cogent’s President and Chief Executive Officer, called it a historic day for Cogent Biosciences and the GIST patient community. He further stated:

“We are extremely excited to announce positive results from the Phase 3 PEAK trial of bezuclastinib plus sunitinib, which have far surpassed our expectations for the activity of this combination in patients with imatinib-resistant or intolerant GIST. With these incredible results, including a greater than seven-month improvement on mPFS – reducing the rate of progression or death by half – the bezuclastinib combination is poised to become the new standard of care for treatment of second-line GIST patients.”

Cogent Biosciences Inc. (NASDAQ:COGT) is a biotechnology company that develops precision therapies for patients with genetically defined diseases. Their primary focus is on targeting various forms of mastocytosis and gastrointestinal stromal tumors (GIST).

While we acknowledge the risk and potential of COGT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than COGT and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Most Fantastic Stocks Every Investor Should Pay Attention To and 13 Best Stocks to Buy According to Citadel LLC.

Disclosure: None. This article is originally published at Insider Monkey.

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When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

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Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

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In fact, Verge argues this company’s supercheap AI technology should concern rivals.

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

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