This is an early-stage pipeline update with no financial or regulatory catalyst. Monitor for IND filing later in 2026 and subsequent clinical data. The preclinical selectivity profile is promising but has not yet been validated in human trials.
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Executive Summary
Cogent Biosciences presented preclinical data for its novel JAK2 V617F mutant-selective inhibitor CGT1145 at the EHA Congress, highlighting >100x selectivity over JAK2 WT and JAK1/3 isoforms. The program remains on track for an IND submission in 2026. The data is early-stage and does not involve financial results or regulatory decisions, limiting near-term stock impact.
Key Facts
- CGT1145 is a potent, selective inhibitor of JAK2 V617F with >100x selectivity over JAK2 WT and JAK1/3 isoforms
- Preclinical data presented at the 2026 EHA Congress in Stockholm
- IND submission planned for 2026
- JAK2 V617F is the most prevalent mutation in BCR-ABL-negative MPNs, occurring in ~95% of polycythemia vera patients and ~50% of primary myelofibrosis / essential thrombocythemia patients
Financial Impact
No financial data provided; preclinical program with no revenue impact at this stage
Risk Factors
- Preclinical data may not translate to clinical efficacy or safety in humans
- Competitive landscape includes approved JAK inhibitors with established profiles
- IND filing timeline could face delays
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3311017 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 10, 2026 7w ago | 8-K | $41.53 $35.28 | ▼ −15.05% | ▼ −14.13% | $31.02 (−25.31%) |
Aug 10, 2026 7w ago | Press Release | $41.53 $35.28 | ▼ −15.05% | ▼ −14.13% | $31.02 (−25.31%) |
Aug 9, 2026 7w ago | Institutional Cluster | $41.53 $35.28 | ▼ −15.05% | ▼ −14.13% | $31.02 (−25.31%) |
Jun 12, 2026 16w ago | Press Release | $33.10 $38.87 | ▲ +17.43% | ▲ +15.65% | $31.02 (−6.28%) |
Jun 12, 2026 16w ago | Press Release | $33.10 $38.87 | ▲ +17.43% | ▲ +15.65% | $31.02 (−6.28%) |
May 30, 2026 17w ago | Press Release | $34.81 $38.70 | ▲ +11.18% | ▲ +12.47% | $31.02 (−10.89%) |
May 28, 2026 18w ago | Press Release | $35.38 $38.10 | ▲ +7.69% | ▲ +10.83% | $31.02 (−12.32%) |
May 5, 2026 21w ago | 8-K | $36.98 $32.76 | ▼ −11.41% | ▼ −16.37% | $31.02 (−16.12%) |
Apr 17, 2026 24w ago | Press Release | $37.25 $34.19 | ▼ −8.21% | ▼ −13.59% | $31.02 (−16.72%) |
Apr 1, 2026 26w ago | Press Release | $35.24 $35.87 | ▲ +1.79% | ▼ −7.93% | $31.02 (−11.98%) |
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