Jacob Plieth — So... $COGT next to discontinue CGT6297 and switch to wild-type sparing inhibitors? Oh, and good news for $RLAY !↗
Mar 20
Jacob Plieth — $NVS follows $LLY into mutation-selective PI3Kα inhibition. What does this mean for $RLAY $OKUR & $COGT? Via @ApexOnco -> https://t.co/WAzlp5zE7a↗
Mar 20
Jacob Plieth — $NVS paying $2bn for Synnovation's SNV4818, after $LLY paid $1.5bn for Scorpion's STX-478. Mechanistically, seems like good news for $RLAY, bad for $OKUR & $COGT↗
November 2025 · 4 mentions
Nov 19
Jacob Plieth — Here's @ByMadeleineA take on last week's $COGT 2L GIST data https://t.co/NUd95tebxe↗
Nov 19
Jacob Plieth — $COGT investor emphasis shifting away from mastocytosis? 95% of #Jefferies25 presentation was on 2L GIST $SNY https://t.co/NtJzAj09ke↗
Jacob Plieth — This is amazing. $INCY just handed across $60m for a preclinical asset to which it hasn't even secured rights (yet). $PRLD $COGT↗
October 2025 · 1 mention
Oct 1
Adam Feuerstein ✡️ — The gov't shutdown means FDA is not accepting drug-approval applications. I did quick scan of potentially affected drug makers, defined by me as companies that have guided to filin…↗
July 2025 · 5 mentions
Jul 7
Jacob Plieth — $COGT +25% as bezuclastinib safety remains in the spotlight. Via @ApexOnco -> https://t.co/c7zw3W4G5z $BPMC $SNY https://t.co/pgZlpoFn43↗
Jul 7
Jacob Plieth — Summit part 2 result, per $COGT previous success criteria https://t.co/OUjSRM4zUd↗
Jul 7
Jacob Plieth — @stevedoc22 No cases of Hy's law (none mentioned in the $COGT PR or deck anyway), so... that's good, I guess.↗
Jul 7
Jacob Plieth — @Sanctuary_Bio How many more chances has $COGT got to get on top of this? Already dialled dosing down from 400mg -> 150mg -> 100mg, and moved to "optimised formulation".
June 2025 · 5 mentions
Jun 30
Jacob Plieth — #ESMOGI25 $REGN $GSK $RHHBY $COGT $REPL↗
Jun 20
Jacob Plieth — Just found the kinome tree for $COGT bezuclastinib, FWIW. Not sure this shows it to be all that highly selective for KIT D816V https://t.co/NzqOKjRgw9↗
Jun 20
Jacob Plieth — @phoenicianstrat @TerryMSmith @Sanctuary_Bio And if you don't find this from $COGT confusing then you're a better man than I am!
Though again $BPMC was similarly sneaky in its own…↗
Jun 20
Jacob Plieth — @phoenicianstrat @TerryMSmith @Sanctuary_Bio TBH I thought the two scales were pretty similar. I meant more about % chg from baseline / absolute chg adjusted for placebo / >50%…
Jacob Plieth — I know that $COGT has done everything possible to muddy the endpoints, so is this basically the state of play in Summit trial vs $BPMC $SNY Ayvakit? https://t.co/XKDbXKZYDF↗