Cogent Biosciences signs commercial supply deal with Hovione for bezuclastinib

Cogent Biosciences disclosed in an 8-K filing that on September 1, 2026, it entered into a Commercial Supply Agreement with Hovione FarmaCiencia S.A. to manufacture bezuclastinib spray-dried dispersion and bezuclastinib tablets.¹

Under the deal, Cogent will buy product based on rolling forecasts and must source specified minimum percentages of its requirements for each product from Hovione, with those percentages declining over the life of the agreement.¹ The forecasting process is dynamic: each forecast gets updated quarterly, with a near-term portion that both companies are bound to and a longer-term portion that serves as a non-binding estimate, subject to limits on how much it can change.¹

On duration, the agreement runs for an initial five-year term and then renews automatically in two-year increments.¹ Either company can walk away from a renewal if it gives notice within a set window before that renewal period would start, and separately, the filing notes that either side can end the contract early under certain conditions, such as if the other party fails to fix a breach, if a force majeure event drags on too long, if either party becomes insolvent, or if regulatory or legal changes affect the product or how it's made.

Cogent said the filing's summary is not exhaustive and that the full agreement text, with confidential portions redacted, will be attached to the company's 10-Q covering the quarter ending September 30, 2026. The 8-K was signed by Evan Kearns, Cogent's Chief Legal Officer and Corporate Secretary, on September 2, 2026.