filecrux
Oct 23, 6:47 PM
$TNGX We did a deep dive on Tango Therapeutics.
🏢 Tango Therapeutics is a cancer drug developer with no product sales whose lead drug, vopimetostat, targets tumors that have lost the MTAP gene
📉 Paired with Revolution Medicines' daraxonrasib, vopimetostat shrank tumors in 82% of 22 previously treated pancreatic patients, down from 92% of 12 in June, but only half had a confirmed response at the cutoff
📈 The bull read is durability: 88% had not progressed at nine months and no second-line patient has, though the 95% range runs from 60% to 97%
⚠️ The bear read starts with supply: the planned 484-patient Phase 3 needs daraxonrasib, which Tango does not own and has not secured, and 40% of patients at the chosen dose had Grade 3 side effects
📅 Tango's poster at a European cancer meeting on October 25, 2026 comes first, then the lung cancer and TNG456 data in January 2027 and a Phase 3 start in the first half of 2027
Full report linked in the replies.
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