Ticker brief
COGT COGENT BIOSCIENCES INC
Consumer, Non-cyclical · Biotechnology
last close
$31.21
1 day
-0.3%
14 days
+0.7%
mkt cap
$6.6B
signals 14d
23
authors 14d
5
crowd 14d
+1.0σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 42% | IV/HV 0.95× (as of 2026-08-25) |
| Skew — 25Δ RR 30d | +0.017 | 25Δ call IV − put IV |
| Net dealer OI (NDOI) | +0.35 normal | 5-session Δ +0.21 (as of 2026-05-28) |
| OI alarm | quiet | last alarm 2026-02-24 (z=2.2) |
Sentiment — last 14 days
daily mean sentiment, 2026-10-04 → 2026-10-16 · now +0.52 (−1 bearish … +1 bullish)
Who spoke5
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @Biotech2k1 | A | +1.11 | 18 | +0.64 |
| @semodough | C | -1.06 | 2 | +0.38 |
| @MitchMartan98 | C | -3.79 | 1 | +0.80 |
| @Maximus_Holla | C | -2.13 | 1 | +0.40 |
| @bioinvestor24 | A | -0.87 | 1 | +0.50 |
Recent signals23of 23 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-10-16 | @Biotech2k1 | +0.70 | Added MIRM, COGT, SMMT and IMNM this morning. — The author explicitly reports adding four biotech positions. | +5.7% | tweet ↗ |
| 2026-10-16 | @semodough | +0.35 | COGT was the most-mentioned M&A pick in a 90-participant Cantor survey. | +5.7% | tweet ↗ |
| 2026-10-16 | @semodough | +0.40 | COGT is rated Outperform with a $55 target alongside KOL and survey analysis. | +5.7% | tweet ↗ |
| 2026-10-16 | @Biotech2k1 | +0.65 | The author presents a researched ranking of core biotech holdings, led by INSM. | +5.7% | tweet ↗ |
| 2026-10-15 | @Biotech2k1 | +0.70 | Identifies a basket of biotech names viewed as mispriced excellence. | +5.8% | tweet ↗ |
| 2026-10-14 | @Biotech2k1 | +0.55 | Discloses additions to existing MIRM and COGT positions. | +10.9% | tweet ↗ |
| 2026-10-13 | @Biotech2k1 | +0.70 | Names a ranked basket of top biotech ideas based on strong fundamentals. | +11.1% | tweet ↗ |
| 2026-10-13 | @bioinvestor24 | +0.50 | Speculates COGT may be acquired before peers because management may accept a low premium. | +11.1% | tweet ↗ |
| 2026-10-13 | @Biotech2k1 | +0.70 | Reports additional purchases in three biotech positions. | +11.1% | tweet ↗ |
| 2026-10-13 | @Biotech2k1 | +0.75 | Discloses 45% biotech weight, a 50% threshold and six core or potential holdings. | +11.1% | tweet ↗ |
| 2026-10-13 | @Biotech2k1 | +0.75 | Reports adding BBIO and COGT. | +11.1% | tweet ↗ |
| 2026-10-13 | @Biotech2k1 | +0.40 | Author discloses adding to an existing COGT position. | +11.1% | tweet ↗ |
| 2026-10-12 | @Biotech2k1 | +0.55 | Discloses biotech buying, 44.35% weighting and preferred value names. | +4.8% | tweet ↗ |
| 2026-10-12 | @Biotech2k1 | +0.70 | Discloses buying COGT below $30 and calls it worth buying. | +4.8% | tweet ↗ |
| 2026-10-09 | @Biotech2k1 | +0.65 | Bought half a LABD position at $7.50; bids the other half at $7 while long value biotech. — Explicit staged LABD entry hedges long positions in selected value-biotech names. | +0.7% | tweet ↗ |
| 2026-10-08 | @Biotech2k1 | +0.65 | Discloses 42.5% biotech allocation and identifies preferred holdings and valuation views. | +3.8% | tweet ↗ |
| 2026-10-08 | @Biotech2k1 | +0.65 | Discloses a second wave of purchases across four biotech stocks. | +3.8% | tweet ↗ |
| 2026-10-08 | @Biotech2k1 | +0.55 | Reports small purchases in four biotech names. | +3.8% | tweet ↗ |
| 2026-10-06 | @Biotech2k1 | +0.60 | Discloses buying numerous biotech positions during a sharp sector decline. | +2.7% | tweet ↗ |
| 2026-10-05 | @Maximus_Holla | +0.40 | Calls COGT cheap and notes repeated bounces at the current area. | +1.1% | tweet ↗ |
| 2026-10-05 | @MitchMartan98 | +0.80 | COGT is worth buying here, with a stronger entry near $17 if the gap fills. — Explicitly recommends buying COGT now or lower near a $17 gap-fill level. | +1.1% | tweet ↗ |
| 2026-10-05 | @Biotech2k1 | +0.70 | Bought a small COGT position and may buy more if biotech falls further. — Discloses a small current entry with conditional additional buying. | +1.1% | tweet ↗ |
| 2026-10-04 | @Biotech2k1 | +0.60 | Names four biotech stocks as the author's top value opportunities. | +0.6% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.