Registered forecast

80% registered probability event by 2026-12-30 Unresolved

FDA approves bezuclastinib for nonadvanced systemic mastocytosis on or before the disclosed PDUFA goal date of 2026-12-30

FF-031 Registered Unresolved
Registered probability
80%
Event by
2026-12-30
Resolution window
2026-10-16 → 2026-12-30
Target rung
  1. 5 Guideline
  2. 6 Regulatory
  3. 7 Coverage
Baselines it has to beat
  • Authority base rate 85%
  • Calendar cycle 80%
  • Analyst proxy 80%

nextconsensus.com/forecast/ff-031/ registry snapshot 2026-10-15 Share image

NextConsensus registered this probability on 2026-10-15. It is one of 26 registered FDA goal-date forecasts.

The proposition

What was claimed

The FDA takes an approval action on Cogent Biosciences' New Drug Application for bezuclastinib for the treatment of patients with nonadvanced systemic mastocytosis, with an approval action date on or before 2026-12-30, the PDUFA date disclosed in Exhibit 99.1 to Cogent Biosciences' Form 8-K filed 2026-08-10.
Authority
US Food and Drug Administration (FDA), Center for Drug Evaluation and Research (CDER) (US)
Target rungA step on the 12-rung ladder: rungs 1 to 4 are the evidence moving, rungs 5 to 7 are a guideline body, regulator, or payer acting. The ladder, rung by rung
Rung 6: Regulatory action — Label/indication change, approval action, REMS modification, or withdrawal by FDA, EMA, PMDA, Health Canada, etc.
Forecast classThe group of like forecasts this one is counted and scored with, such as FDA actions by their goal dates
FDA action by goal date
Scope
Nonadvanced systemic mastocytosis

The estimate

The number and the baselines it has to beat

80% probability, method v0.1.0 · frozen at the 2026-10-15 cutoff

The alternatives it was registered against, each with the reasoning that produced it.

Authority base rate 85%

ESTIMATE FROM THE SHAPE OF THE CLASS, NOT AN ENUMERATED COUNT. Applications built on positive randomized controlled trials are approved at their first goal date in a large majority of cases. The calendar's own met-goal-date share for disclosed PDUFA dates does not exist yet.

Calendar cycle 80%

A clock-only model: the goal date is inside the window, FDA meets most goal dates, and most first-cycle actions on applications like this are approvals. With no evidence input it cannot tell a strong application from a weak one.

Analyst proxy 80%

A hematology analyst reading the same filings on 2026-10-01 would weigh a placebo-controlled registration-directed trial that met its symptom endpoint and Breakthrough designation in patients previously treated with avapritinib (SRC-004), against liver-enzyme elevations reported in SUMMIT (SRC-005). Estimated by reconstructing that read, not by surveying analysts.

Regulatory action (FDA): offered on judgment, with no calibration figure until 15 in the class have resolved.

The clock

Dates that constrain the record

Evidence cutoff
2026-10-15
Nothing after this date informed the estimate.
Registered
2026-10-15
Frozen and hashed.
Resolution window
2026-10-16 → 2026-12-30
When the adjudicator can read the outcome.
Event by
2026-12-30
The final qualifying action date; the frozen resolution rule defines what counts. Add to calendar

EE
ledger ee048aedc9382c734fe3af3f5a44247c1270bba9983104a3991026af98262a61 · operator record jc-1792036247689-1020905b

Around this record

Bezuclastinib

Single-claim evaluation

Waiting on the FDA for an asset of your own?

Name the claim, who decides it, and the date your team commits to: a P&T meeting, an HTA submission, a label negotiation, a deal closing. Yours is registered under the same rules as the forecast on this page.

$15,000, ten business days One claim, one decision-maker, one date: the dated evidence baseline, the qualifiers that changed, and where the evidence has stalled.
Your question, registered Who decides, the decision, and your date, as a public forecast like this one.
Then the portfolio The same record can cover every decision your portfolio is waiting on, on a cadence you set.

Resolution

The rule that settles the forecast

Cogent has separate bezuclastinib applications for gastrointestinal stromal tumour, with an earlier goal date (SRC-001), and for advanced systemic mastocytosis (SRC-002), so this approval is identified by its indication, not by being the first bezuclastinib approval; an approval only for GIST or advanced systemic mastocytosis does not count. Resolves YES if the openFDA Drugs@FDA records returned by https://api.fda.gov/drug/drugsfda.json?search=openfda.generic_name:%22bezuclastinib%22&limit=100 and by https://api.fda.gov/drug/drugsfda.json?search=products.active_ingredients.name:%22BEZUCLASTINIB%22&limit=100, read together (openFDA does not always fill the generic-name field for a second application), contain a submission, original or supplement, with submission_status AP and a submission_status_date on or before 2026-12-30, and the Drugs@FDA approval letter or label for that submission names nonadvanced systemic mastocytosis (or indolent or smoldering systemic mastocytosis) in its indication. An approval for indolent systemic mastocytosis only, or another narrower nonadvanced population, still resolves YES. Resolves NO if no approval action is dated on or before 2026-12-30: a complete response letter, a goal-date extension, withdrawal or no action. The goal date is frozen as disclosed at the cutoff; a later extension does not move it, and an approval dated after 2026-12-30 resolves NO as occurred_after_deadline. Read no earlier than 2027-01-13. If openFDA has not refreshed by then, the Drugs@FDA web record (https://www.accessdata.fda.gov/scripts/cder/daf/, searched by the name bezuclastinib) governs. Resolves unresolvable only if none of these sources can be read after the read floor. Resolves VOID, with the reason recorded, only if FDA withdraws every public record of approval actions named above without an equivalent public successor, so that no approval date for this product can be read; while any of them publishes it, the rule stands.

Source the rule names: https://api.fda.gov/drug/drugsfda.json?search=openfda.generic_name:%22bezuclastinib%22&limit=100, https://api.fda.gov/drug/drugsfda.json?search=products.active_ingredients.name:%22BEZUCLASTINIB%22&limit=100, https://www.accessdata.fda.gov/scripts/cder/daf/

Readers: Resolver A, clinical methodology; Resolver B, payer evidence. The same two reader roles are assigned to every forecast registered so far.

What this record will show once it resolves

Beside every result, the count for its class (FDA action by goal date): registered, resolved, unresolved, and expired. One forecast is one instance, not a rate.

The finding
As the rule above reads it: occurred on time, did not occur, or left unscored.
The readers and their sources
Two reader roles read the source named above: Resolver A, clinical methodology; Resolver B, payer evidence. Who adjudicated it is named here, with the sources they read when the adjudication lists them. Being named as a reader means applying the frozen rule to the public record; it is not support for the estimate, the method, or NextConsensus.
The number against its baselines
80% beside three baselines, each scored by the same rule (squared error), so a reader can see how the record did against each of them.

Reasoning

What the number rests on

The facts it was built from are below, as they stood at the cutoff, with every source archived; each baseline above carries the reasoning that produced it. The written mechanism and the conditions that would make the proposition ill-posed were frozen with the record and are held in the ledger, which the hash on this page covers.

Frozen covariatesThe facts about the evidence and the authority's process that were frozen with the forecast at its cutoff

The state of the record at the cutoff

Recorded as they stood on 2026-10-15.

review pathway
Not stated for the NonAdvSM NDA in the archived sources (the separate GIST NDA is stated to be under Priority Review/RTOR, SRC-002). Submitted December 2025 with PDUFA December 30, 2026 (SRC-002): a ~12-month timeline is consistent with a standard review of a new molecular entity (drafter's understanding, unverified).
submission type
Original NDA (SRC-002).
evidence class
Registration-directed randomized, double-blind, placebo-controlled Phase 2 SUMMIT (Part 2) (SRC-002, SRC-005).
pivotal n
SUMMIT Part 2: 118 bezuclastinib + 60 placebo (SRC-005).
endpoint type
Patient-reported symptom score: mean change in total symptom score (TSS, Mastocytosis Symptom Severity Daily Diary) at 24 weeks (SRC-005).
approved competitors in class
Blueprint Medicines' (a Sanofi company) avapritinib is approved for Non-AdvSM; avapritinib and midostaurin approved for AdvSM (SRC-004).
months since last guideline revision
not applicable — no guideline is the subject of this proposition
panel cycle position
not applicable — the act is an FDA approval action
sponsor request status
NDA for NonAdvSM submitted December 2025, accepted March 2026 (SRC-002).
odac referral
none announced in the archived sources
sponsor state change
None reported. Cogent signed a commercial supply agreement with Hovione for bezuclastinib on September 1, 2026 (SRC-006).

Sources

Everything the estimate was built from

Each was retrieved on or before the 2026-10-15 cutoff and archived at the digest shown. If a publisher edits a page after the fact, the digest stops matching and the substitution is visible.

  1. SRC-001 Cogent Form 8-K Exhibit 99.1 (Q2 2026 results), filed 2026-08-10. Lists "Potential FDA approval of bezuclastinib in NonAdvSM – PDUFA date of December 30, 2026" and GIST PDUFA November 30, 2026.

    https://www.sec.gov/Archives/edgar/data/1622229/000119312526341315/cogt-ex99_1.htm

    Retrieved 2026-10-01 · sha256 b6f61d423831a083e76308a4f061f380cdee7726161949ca0c217bde11ad9882

  2. SRC-002 Cogent Form 10-Q for the quarter ended 2026-06-30, filed 2026-08-10. States the first NDA (NonAdvSM) was submitted December 2025, accepted March 2026, PDUFA December 30, 2026; AdvSM NDA submitted June 2026; GIST NDA accepted with Priority Review (PDUFA November 30, 2026); BTD (October 2025) and orphan designation.

    https://www.sec.gov/Archives/edgar/data/1622229/000119312526342393/cogt-20260630.htm

    Retrieved 2026-10-01 · sha256 0cad67b994f18f1f4566e7b6e9d299584e8d127f092019c3a8c60d2b470bc2d3

  3. SRC-003 Cogent Form 8-K Exhibit 99.1 (Q1 2026 results), filed 2026-05-05. Announces FDA accepted the NonAdvSM NDA and assigned a PDUFA target action date of December 30, 2026.

    https://www.sec.gov/Archives/edgar/data/1622229/000119312526205124/cogt-ex99_1.htm

    Retrieved 2026-10-01 · sha256 67bb286415005a1720e57425501848cc6a0fcc6de307400c4448401a34ada393

  4. SRC-004 Cogent Form 10-K for fiscal 2025, filed 2026-02-17. Competition section: avapritinib approved for Non-AdvSM; avapritinib/midostaurin/imatinib approved for AdvSM; BTD and orphan designations.

    https://www.sec.gov/Archives/edgar/data/1622229/000119312526053334/cogt-20251231.htm

    Retrieved 2026-10-01 · sha256 78ed5cf0bec467c81bf95732c9a5e56c9b93342647e6e2248705f2227fde0073

  5. SRC-005 Cogent Form 8-K, filed 2025-12-08. Full SUMMIT Part 2 results: 118 bezuclastinib vs 60 placebo; TSS primary endpoint at 24 weeks met (p<0.001); safety including ALT/AST elevations.

    https://www.sec.gov/Archives/edgar/data/1622229/000119312525311217/d81277d8k.htm

    Retrieved 2026-10-01 · sha256 8b3f107f13d33cbca316d36d733c5293b06f56e326970285df2f363e6a386e4b

  6. SRC-006 Cogent Form 8-K (Item 1.01), filed 2026-09-02 (latest Cogent filing before cutoff). Commercial Supply Agreement with Hovione for bezuclastinib dated September 1, 2026; no change to review status.

    https://www.sec.gov/Archives/edgar/data/1622229/000119312526380194/d184156d8k.htm

    Retrieved 2026-10-01 · sha256 bfd0128cf4afa7c90d9da1327efcc6a68571fff2e6fdbe9b1fde8070ca4e15c0

  7. SRC-007 openFDA drugsfda products.active_ingredients.name:"BEZUCLASTINIB", retrieved 2026-10-01: 404 No matches found.

    https://api.fda.gov/drug/drugsfda.json?search=products.active_ingredients.name:%22BEZUCLASTINIB%22&limit=100

    Retrieved 2026-10-01 · sha256 57b1e7534d003e4246182162fd2469cdf038de39405056f44fc006715e5496da

  8. SRC-008 openFDA drugsfda openfda.generic_name:"bezuclastinib", retrieved 2026-10-01: 404 No matches found.

    https://api.fda.gov/drug/drugsfda.json?search=openfda.generic_name:%22bezuclastinib%22&limit=100

    Retrieved 2026-10-01 · sha256 57b1e7534d003e4246182162fd2469cdf038de39405056f44fc006715e5496da