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TNTNGX

Tango Therapeutics, Inc.

$TNGX·$4.1B·Biotechnology·Healthcare
$24.42+0.5%YTD+174.6%1Y+189.3%
Price updated 4h ago·X counts updated 2d ago
TNTNGX
$TNGXTango Therapeutics, Inc.
$24.42+0.49%92 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $TNGX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

92X posts · last 7 days
Sep 12Sep 27
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $TNGX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-01

Tango Therapeutics sentiment is bullish, anchored to the FDA approval of Revolution Medicines' daraxonrasib in pancreatic cancer. Bulls argue RVMD's RAS inhibitor needs TNGX's PRMT5 inhibitor as a combo partner just as much as the reverse, and add that pairing with ERAS's more potent pan-RAS inhibitor could reshape long-term daraxonrasib utilization. Posters keep TNGX in a pancreatic-cancer basket alongside RVMD and ERAS. A 43M share short is flagged as the visible dissenting position.

Read what X is saying about $TNGX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $TNGX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeWinding up for a moveAI verdict · as of 2026-09-28

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Tango is up 213% over 12 months on the pancreatic-cancer combo thesis with Revolution Medicines — the tape is trading the RAS-inhibitor ecosystem.

Tango Therapeutics is a cancer biotech developing PRMT5 inhibitors as combination partners for RAS-driven therapies — a genuinely differentiated position now central to the pancreatic-cancer treatment ecosystem. The stock is up 176% YTD.

  • The revenue is essentially catalyst-driven: last two quarters recorded no revenue, but Q3 2025 had $54M in milestone-driven revenue — the equity is priced entirely against the PRMT5 combo economics with Revolution Medicines' Rasonque (daraxonrasib).
  • The commercial-ecosystem thesis is legitimate: RVMD's RAS inhibitor needs TNGX's PRMT5 combo as much as the reverse, plus optionality with ERAS's pan-RAS inhibitor — the pancreatic-cancer basket is real.
  • The insider signal is loud: officer Adam Crystal sold $884K combined on Sept 3, plus Jessica Newcomb clipped $199K on Sept 24 — coordinated selling into a 213% T12M move is the honest counter, though the 43M-share short position adds squeeze fuel.

Q3 earnings on Nov 3 is the reset — a beat plus fresh RVMD partnership milestone commentary extends the coil up; a soft print or a competitive-share commentary and the stock gives back a piece.

Agrees with X sentimentX bulls anchor on the Rasonque FDA approval and the PRMT5 combo thesis — the RAS-cancer basket framing is real and dated. The 43M short is the visible dissent bulls are aware of; clean partial agreement.

What to watch: Q3 earnings on Nov 3 — a beat plus fresh RVMD partnership milestone commentary extends the coil up; a soft print or a competitive-share commentary and the stock gives back a piece.

On the calendar: 2026-11-03 — Q3 earnings

rvmd combo thesisinsider selling clusterhigh short interest

Read the AI verdict on $TNGX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Develops synthetic lethal oncology drugs exploiting cancer-specific genomic vulnerabilities identified via CRISPR screening.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $TNGX.

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $TNGX

Partial — Develops synthetic lethal oncology drugs exploiting cancer-specific genomic vulnerabilities identified via CRISPR screening.

Top industry ETF

$IBBiShares Biotechnology ETF
+24.4%YTD
+48.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-27.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-27.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-206%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-6.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
41.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-41.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
97.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 10, 2026$-0.37$-0.32-16.6%
Q1 2026May 13, 2026$-0.32$-0.31-2.0%
Q4 2025Mar 5, 2026$-0.29$-0.31+6.5%
Q3 2025Nov 4, 2025$0.13$0.01+1200.0%
Next earningsTue, Nov 3·consensus EPS $-0.34

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0-100.0%——$-0.32$-44.4M
Q4 FY25$0-100.0%——$-0.30$-29.9M
Q3 FY25$53.8M+363.6%100%26.2%$0.14$-31.1M
Q2 FY25$3.2M-84.0%80.4%-1288%$-0.35$-37.1M

Forward consensus

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.1M$6.1M – $6.1M-$1.42-$1.56 – -$1.317
FY27$3.4M$3.4M – $3.4M-$1.70-$2.18 – -$1.557
FY28$46.2M$46.2M – $46.2M-$1.96-$2.64 – -$1.3610
FY29$303.1M$303.1M – $303.1M-$1.29-$1.29 – -$1.295
FY30$862.7M$862.7M – $862.7M$1.28$1.28 – $1.285

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.64%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-3.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+17.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 106.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.125-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 22Jessica NewcombPrincipal Accounting Officer8.2K sh$199KSellSep 1Adam CrystalPresident27.0K sh$604KSellAug 3Adam CrystalPresident27.0K sh$736KSellJul 1Adam CrystalPresident27.0K sh$799KSellJun 1Adam CrystalPresident27.0K sh$618KSellMay 1Adam CrystalPresident27.0K sh$573KSellApr 15Adam CrystalPresident38.5K sh$962K
+ 13 other (7 awards · 6 exempts) in window

See when $TNGX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B5Prospectus supplement (offering)Aug 11424B5
AI summary

Tango Therapeutics (TNGX) filed a prospectus supplement for its ATM offering of common stock through Leerink Partners, which receives up to 3.0% commission on gross sales per share. Funds are not held in escrow. This ATM program provides ongoing equity financing for Tango's oncology pipeline.

8-K/AOfficer or director change (amended)Aug 78-K/A — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Tango Therapeutics (TNGX) filed an 8-K/A on August 7, 2026 to add terms of Dr. Barbara Weber's separation agreement, executed August 6, 2026. The Separation Agreement covers Weber's departure terms as Executive Chair, whose employment ended August 3, 2026 per her Amended and Restated Employment Agreement dated January 8, 2026.

8-KOfficer or director changeAug 68-K — Item 5.02: Officer or director change
AI summary

Tango Therapeutics (TNGX) disclosed that Dr. Barbara Weber's employment as Executive Chair ended August 3, 2026, as scheduled under her Amended and Restated Employment Agreement dated January 8, 2026. Per the agreement terms, Weber is deemed to have resigned rather than been terminated, which affects severance entitlement.

3New insider — initial holdingsJun 233
AI summary

Form 3 filed by Azelby Robert (Other (specify below) 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person Table I - Non-Derivative Securities Beneficially Owned 1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5) Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5) Date Exercisable Expiration Date Title Amount or Number of Shares Explanation of Responses: Remarks: Exhibit 24: Power of Attorney No securities are beneficially owned. /s/ Julie Fogarty, as attorney-in-fact 06/23/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 5 (b)(v). ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number. * Form 3: SEC 1473 (03-26)) at TNGX on 2026-06-23. This initial statement of beneficial ownership reports the filer's securities holdings as required under Section 16(a). Filing is routine and indicates an insider's initial ownership disclosure following appointment or acquisition of 10%+ stake.

8-KOfficer or director changeJun 238-K — Item 5.02: Officer or director change
AI summary

Delaware 001-39485 85-1195036 reported an officer/director change: intment of Certain Officers; Compensatory Arrangements of Certain Officers. On June 19, 2026, the Board of Directors (the “Board”) of Tango Therapeutics, Inc. (the “Company”) increased the number of directors of the Company to seven (7). Effective June 19, 2026, the Board appointed Robert Azelby as a director of the Company to fill the newly created vacancy on the Board resulting from the increase.

8-KMaterial agreementJun 108-K — Item 1.01: Material agreement
AI summary

Tango Therapeutics entered into an underwriting agreement on June 9, 2026, with J.P. Morgan and Leerink Partners for an underwritten offering of 18,166,667 shares of common stock and pre-funded warrants to purchase up to 1,833,395 additional shares, all priced at $30.00 per share (or $29.999 for pre-funded warrants). Underwriters received a 30-day option for up to 3,000,009 additional shares. The total offering represents approximately 20 million shares (including pre-funded warrants) raising approximately $600 million gross at $30.00. This is a substantial primary capital raise for a clinical-stage oncology company, highly dilutive but providing significant runway for pipeline advancement.

424B5Prospectus supplement (offering)Jun 10424B5
AI summary

Tango Therapeutics filed a 424B5 prospectus supplement for an offering of 18,166,667 shares of common stock at $30.00 per share, plus pre-funded warrants for up to 1,833,395 additional shares at $29.999 each (exercise price $0.001), underwritten by J.P. Morgan and Leerink Partners. A 30-day overallotment option covers up to 3,000,009 additional shares at the same price. Total gross proceeds from the base offering are approximately $600 million (shares plus warrants). This is a large dilutive equity raise for a clinical-stage oncology company; the $30.00 pricing relative to the $31.56 prior close suggests modest discount, and the pre-funded warrant structure accommodates certain buyers with ownership concentration constraints.

424B5Prospectus supplement (offering)Jun 8424B5
AI summary

Tango Therapeutics, Inc. filed a preliminary prospectus supplement (424B5) for an underwritten common stock offering under its existing automatic shelf (Reg. No. 333-291684), with share count, pricing, and total proceeds left blank pending final terms. Joint book-runners are J.P. Morgan, Leerink Partners, Cantor, and Stifel; an overallotment option will be granted. Dilutive equity offering with size TBD — the concurrent 8-K (same date) announcing Phase 1/2 clinical data suggests proceeds will fund ongoing trials.

+ 28 other (14 13Gs · 5 8-Ks · 2 10-Qs · 2 3s) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Alnylam Pharmaceuticals (NASDAQ:ALNY) & Tango Therapeutics (NASDAQ:TNGX) Head to Head Surveydefenseworld.net·7d agoTidal Investments LLC Purchases Shares of 55,384 Tango Therapeutics, Inc. $TNGXdefenseworld.net·12d agoWhy Is Tango Therapeutics (TNGX) Down 6.2% Since Last Earnings Report?zacks.com·20d agoTango Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)globenewswire.com·26d agoTango Therapeutics to Participate in the 2026 Cantor Global Healthcare Conferenceglobenewswire.com·29d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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