Every material Form 8-K Tango Therapeutics, Inc. has filed with the SEC since August 11, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Tango Therapeutics reported a third quarter 2026 net loss of $68.4 million, or $0.39 per share, compared with net income of $15.9 million, or $0.13 per diluted share, in the same quarter of 2025. Collaboration revenue fell to $0 from $53.8 million after the Gilead collaboration concluded research activities in August 2025, while research and development and general and administrative spending both rose.
Collaboration revenue was $0 in Q3 2026, versus $53.8 million in Q3 2025.
R&D expenses rose to $48.9 million from $30.8 million; G&A expenses rose to $29.2 million from $8.9 million.
Cash, cash equivalents and marketable securities totaled $977.5 million as of September 30, 2026.
Tango intends to initiate a Phase 3 study of vopimetostat plus daraxonrasib in front-line pancreatic cancer in the first half of 2027.
Tango Therapeutics reported updated Phase 1/2 data for vopimetostat combined with Revolution Medicines' RAS(ON) inhibitors, with an 82% objective response rate in 22 efficacy-evaluable pancreatic cancer patients as of an August 20, 2026 data cutoff. The company also approved a strategic reprioritization on October 22, 2026, which includes reducing its workforce by approximately 14%, mostly in research, and deprioritizing novel target discovery. For shareholders, the data support a planned Phase 3 study, while the restructuring and the dose level 2 safety results add uncertainty.
Pancreatic cohort: 82% objective response rate (18 of 22), median PFS not yet reached, 9-month PFS rate of 88%, as of August 20, 2026
Dose level 2 (250 mg vopimetostat) was not well tolerated, with 3 dose-limiting toxicities in 2 of 4 safety-evaluable patients
Planned global randomized Phase 3 in front-line MTAP-deleted pancreatic cancer expected to start in the first half of 2027; NSCLC monotherapy data now expected in January 2027
Board approved reprioritization on October 22, 2026; approximately 14% workforce reduction, mostly in the research group
Tango Therapeutics filed a new prospectus supplement for up to $400 million of common stock sales through its existing at-the-market program with Leerink Partners, and ended the prior $100 million program. The filing carries $35.6 million of unsold shares forward into the new supplement, so the company can issue more shares, which would dilute existing holders.
New prospectus supplement filed August 11, 2026 covers up to $400,000,000 of common stock sales through Leerink Partners LLC.
About $64.4 million had been sold under the prior $100,000,000 program, leaving about $35.6 million unsold, which was carried into the new supplement.
The prior offering has been terminated; shares will be sold under the Registration Statement, which became automatically effective upon filing.
Goodwin Procter LLP issued a legal opinion on the new shares (Exhibit 5.1).
Tango Therapeutics reported a second-quarter 2026 net loss of $55.3 million, or $0.37 per share, up from $38.9 million, or $0.35 per share, a year earlier. Collaboration revenue was $0 versus $3.2 million, and operating expenses rose as research and administrative spending increased, which widens the gap shareholders are funding while the company prepares vopimetostat for late-stage development. The company reported $1.0 billion in cash, cash equivalents and marketable securities as of June 30, 2026, which it expects to fund its current operating plan.
Q2 2026 net loss of $55.3 million ($0.37 per share) vs. $38.9 million ($0.35 per share) in Q2 2025
Collaboration revenue was $0 in Q2 2026 vs. $3.2 million in Q2 2025; all remaining Gilead deferred revenue was recognized in 2025
G&A expenses were $22.6 million vs. $11.3 million, and R&D expenses were $37.2 million vs. $32.8 million
Cash, cash equivalents and marketable securities totaled $1.0 billion as of June 30, 2026
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
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