Tango Therapeutics, Inc. (TNGX) Stock

Tango Therapeutics, Inc. (TNGX) is a Healthcare stock trading at $26.62 (as of 2026-07-24), with a market capitalization of $3.85B. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Tango Therapeutics, Inc., a biotechnology company, discovers and develops drugs for the treatment of cancer. Its lead program is TNG908, a synthetic lethal small molecule inhibitor of protein arginine methyltransferase 5 that is being developed as a treatment for cancers with methylthioadenosine phosphorylase deletions. The company also develops Ubiquitin-specific protease 1, an inhibitor to treat patients with BRCA1 or BRCA2-mutant cancers; and Target 3 for STK11-mutant cancers. Tango Therapeutics, Inc. has a strategic collaboration with Gilead Sciences, Inc. for the discovery, development, and commercialization of a pipeline of therapies for patients with cancer. The company was founded in 2017 and is based in Cambridge, Massachusetts.

Understand Tango Therapeutics, Inc.: how it makes money

Tango Therapeutics develops cancer drugs, including TNG908 and other inhibitors, and it earns money primarily from strategic collaboration revenue (including its collaboration with Gilead Sciences) and a smaller amount from license revenue.

The current profit model is partnership-driven, with reported revenue coming mainly from collaboration revenue and some license revenue, while the company’s core asset development risk sits in clinical progress across its programs like TNG908.

Revenue by segment (latest quarter)
Collab$0.1B
License$0.0B
Other/Unallocated$0.0B

Business quality (Solid): Quality is mixed, with collaboration and license revenue already present, but the business remains development-dependent, and the provided clinical KPIs are cohort-specific rather than proof of broad, durable commercialization.

Bull case

  • Strategic collaboration support: Tango has a strategic collaboration with Gilead Sciences for discovery and development, and collaboration revenue is a large portion of the quarter’s reported revenue.
  • Clinical activity indicators: Provided operating KPIs include a 92.0% Objective Response Rate and a 100.0% Disease Control Rate.
  • Multiple cancer programs: Beyond TNG908, Tango also develops Ubiquitin-specific protease 1 for BRCA1 or BRCA2-mutant cancers and Target 3 for STK11-mutant cancers.

Bear case

  • Revenue dependence on partnerships: With revenue concentrated in collaboration revenue and license revenue, results can be sensitive to partner-driven economics and development milestones rather than standalone product sales.
  • Clinical results are cohort-specific: Several operating KPIs reference specific cohorts and subgroups (for example, evaluable patient counts and disease-specific response metrics), which can limit how broadly investors can generalize the data.
  • Ongoing development uncertainty: The provided facts describe drugs in development and their targeted patient populations, implying continued execution risk before durable revenue scales.
Valuation — source: SEC EDGAR (first-party)
Price$26.62
Market Cap$3.85B
Price / Book9.84
Price / Sales61.72
FCF Yield-7.1%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$62.38M
Net Margin-162.9%
Revenue Growth (YoY)48.3%
EPS Growth (YoY)-26.9%
FCF Growth (YoY)5.8%
Financial Health — source: SEC EDGAR
Altman Z-Score41.52 (safe)
Valuation vs Sector & Industry
Sector P/E (Healthcare)21.2
Industry P/E (Pharmaceutical Products)17.0
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderRTW INVESTMENTS, LP ($278.25M)
Institutional Holders Tracked10
Company
SectorHealthcare
IndustryPharmaceutical Products
CEOMalte Peters
Employees155
CountryUS
IPO Date2020-09-03

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TNGX earnings history · TNGX institutional & insider holders · TNGX KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-24.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.