Tango Therapeutics, Inc. (TNGX) Stock Analysis
Healthcare · Biotechnology
Sell if holding. Engine safety override at $32.55: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 4.7/10. Specifically: High short interest: 23%; Below-average business quality.
Tango Therapeutics is a clinical-stage precision oncology company developing MTA-cooperative PRMT5 inhibitors for MTAP-deleted cancers. Its lead program vopimetostat showed 27% ORR across cancer types in Phase 1/2 with a pivotal 2L pancreatic cancer trial planned for 2026;... Read more
Sell if holding. Engine safety override at $32.55: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 4.7/10. Specifically: High short interest: 23%; Below-average business quality. Chart setup: No clear chart pattern; technical signals are mixed. Score 4.7/10, moderate confidence.
Passes 6/8 gates (positive momentum, clean insider activity, news events none recent, earnings proximity 51d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
About Tango Therapeutics, Inc.
About Tango Therapeutics, Inc.
Vopimetostat, Tango Therapeutics' lead MTAP-deletion-selective PRMT5 inhibitor, achieved a 27% objective response rate and 6.4-month median progression-free survival across all MTAP-deleted tumor types at a September 2025 data cut; in second-line pancreatic cancer specifically, mPFS reached 7.2 months. Tango raised $225.0 million in gross proceeds in October 2025 through an underwritten offering and concurrent private placement, and carried an accumulated deficit of $603.2 million at December 31, 2025. The company also advances TNG456, a brain-penetrant PRMT5 inhibitor in Phase 1/2 dose escalation for glioblastoma (GBM).
Tango generates no product revenue and funds operations through collaboration agreements and equity raises. All drug substance manufacturing is outsourced to a single CDMO; drug product manufacturing is split between two CDMOs, one operating outside the U.S. Active clinical collaborations include Revolution Medicines — supplying daraxonrasib and zoldonrasib for a vopimetostat combination trial in MTAP-deleted/RAS-mutant pancreatic and lung cancer, with 30 patients enrolled by December 24, 2025 — and Eli Lilly, which supplies abemaciclib (Verzenio) for TNG456 in GBM. A third program, TNG260 (a CoREST inhibitor), showed a 29-week mPFS in five patients with STK11-mutant/KRAS-wild-type NSCLC in early data, more than double the historical standard of care. The company targets a 2L pancreatic pivotal trial initiation in 2026 across an estimated 60,000 annual addressable U.S. patients for vopimetostat's indications.
Show full overview
The enterprise value of Tango rests on a single pivotal readout: vopimetostat in second-line MTAP-deleted pancreatic cancer. Two prior programs — TNG348 discontinued in May 2024 due to liver toxicity and TNG908 discontinued in November 2024 due to insufficient CNS exposure — illustrate the binary nature of the pipeline. No NDA or MAA has been submitted for any asset. In April 2026, CFO Daniella Beckman departed and was immediately succeeded by Matthew Gall (formerly of Kalaris Therapeutics and iTeos Therapeutics), effective April 15, 2026; this transition did not alter disclosed clinical timelines.
See also: Healthcare · Biotechnology
From Tango Therapeutics, Inc.'s most recent 10-K filing, extracted June 16, 2026.
Recent developments
updated 2026-06-15Recent Developments — Tango Therapeutics, Inc.
Latest news
- NEWS Reported Earlier, Tango Therapeutics Prices Upsized $600M Public Offering Of 18,166,667 Common Shares And 1,833,395 Pre- — benzinga Jun 10, 2026 positive
- NEWS HC Wainwright & Co. Maintains Buy on Tango Therapeutics, Raises Price Target to $66 — benzinga Jun 9, 2026 neutral
- NEWS Apple, SUNation Energy, Tango Therapeutics, Applied Digital And Cerebras Systems: Why These 5 Stocks Are On Investors' R — benzinga Jun 8, 2026 positive
- NEWS Tango Therapeutics Launches $500M Common Stock Offering — benzinga Jun 8, 2026 negative
- NEWS 12 Health Care Stocks Moving In Monday's Intraday Session — benzinga Jun 8, 2026 neutral
Generated 2026-06-17T08:41:50Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHpipelinevopimetostat10-K Item 1: 'vopimetostat (TNG462) for non-CNS cancers...supporting the planned initiation of a 2L pivotal trial in this patient population in 2026.'
- HIGHSupplierone manufacturer (drug substance)10-K Item 1: 'all manufacturing of the drug substance for our product candidates to be used in our clinical trials is conducted by one manufacturer'
Material Events(8-K, last 90d)
- 2026-04-15Item 5.02MEDIUMCFO Daniella Beckman terminated effective April 15, 2026; Matthew Gall appointed successor CFO same day. No reason cited for Beckman's departure. Gall previously CFO at Kalaris Therapeutics and iTeos Therapeutics.SEC filing →
- 2026-05-08Item 5.02LOWSeparation agreement with former CFO Daniella Beckman executed May 7, 2026: 12 months severance, COBRA reimbursement up to 12 months, accelerated 24-month forward equity vesting, options extended through August 31, 2026.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
4 floor-breakers
Unprofitable operations — net margin -188.2%. Quality floor flags this regardless of sector context.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Volatile — 8.3% daily ATR makes tight stops impractical. Position-size conservatively.static
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $32.55: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 4.7/10. Specifically: High short interest: 23%; Below-average business quality. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $30.28. Score 4.7/10, moderate confidence.
Take-profit target: $35.20 (+8.1% upside). Prior stop was $30.28. Stop-loss: $30.28.
Concentration risk — Pipeline: vopimetostat; Concentration risk — Supplier: one manufacturer (drug substance); Quality below floor (1.7 < 4.0).
Tango Therapeutics, Inc. trades at a P/E of N/A (forward -19.7). TrendMatrix value score: 6.0/10. Verdict: Sell.
18 analysts cover TNGX with a consensus score of 4.1/5. Average price target: $40.
What does Tango Therapeutics, Inc. do?Tango Therapeutics is a clinical-stage precision oncology company developing MTA-cooperative PRMT5 inhibitors for...
Tango Therapeutics is a clinical-stage precision oncology company developing MTA-cooperative PRMT5 inhibitors for MTAP-deleted cancers. Its lead program vopimetostat showed 27% ORR across cancer types in Phase 1/2 with a pivotal 2L pancreatic cancer trial planned for 2026; TNG456 targets GBM. The company has no approved products or product revenue and had an accumulated deficit of $603.2 million as of December 31, 2025.