Tango Therapeutics (NASDAQ:TNGX) versus Alumis (NASDAQ:ALMS) Head-To-Head Survey

Alumis (NASDAQ:ALMS) and Tango Therapeutics (NASDAQ:TNGX) are both healthcare companies, but which is the better stock? We will compare the two companies based on the strength of their institutional ownership, profitability, earnings, dividends, valuation, risk and analyst recommendations.

Profitability

This table compares Alumis and Tango Therapeutics’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Alumis	-5,933.46%	-93.15%	-74.50%
Tango Therapeutics	N/A	-25.75%	-23.36%

Valuation & Earnings

This table compares Alumis and Tango Therapeutics”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Alumis	$24.05 million	36.86	-$243.32 million	($3.86)	-1.77
Tango Therapeutics	$62.38 million	62.82	-$101.59 million	($0.85)	-27.34

Tango Therapeutics has higher revenue and earnings than Alumis. Tango Therapeutics is trading at a lower price-to-earnings ratio than Alumis, indicating that it is currently the more affordable of the two stocks.

Insider and Institutional Ownership

79.0% of Tango Therapeutics shares are held by institutional investors. 33.7% of Alumis shares are held by company insiders. Comparatively, 6.5% of Tango Therapeutics shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Analyst Ratings

This is a summary of recent ratings and price targets for Alumis and Tango Therapeutics, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Alumis	1	1	10	1	2.85
Tango Therapeutics	1	2	13	0	2.75

Alumis presently has a consensus target price of $33.27, suggesting a potential upside of 385.73%. Tango Therapeutics has a consensus target price of $43.46, suggesting a potential upside of 87.01%. Given Alumis’ stronger consensus rating and higher possible upside, equities research analysts clearly believe Alumis is more favorable than Tango Therapeutics.

Risk & Volatility

Alumis has a beta of -0.38, meaning that its share price is 138% less volatile than the S&P 500. Comparatively, Tango Therapeutics has a beta of 1.17, meaning that its share price is 17% more volatile than the S&P 500.

Summary

Tango Therapeutics beats Alumis on 10 of the 15 factors compared between the two stocks.

About Alumis

Our mission is to significantly improve the lives of patients by replacing broad immunosuppression with targeted therapies. Our name, Alumis, captures our mission to enlighten immunology, and is inspired by the words “allumer”-French for illuminate-and “immunis”-Latin for the immune system. We are a clinical stage biopharmaceutical company with an initial focus on developing our two Tyrosine Kinase 2 (TYK2) inhibitors: ESK-001, a second-generation inhibitor that we are developing to maximize target inhibition and optimize tolerability, and A-005, a central nervous system (CNS) penetrant molecule. ESK-001 has demonstrated significant therapeutic effect in our Phase 2 program in patients with PsO, which we define as moderate-to-severe plaque psoriasis (PsO), and is currently being evaluated in an additional Phase 2 clinical trial in patients with systemic lupus erythematosus (SLE), for which we expect to report results in 2026. With the favorable results in our Phase 2 clinical trial in PsO, we intend to initiate multiple Phase 3 clinical trials of ESK-001 in the second half of 2024 in this indication. TYK2 genetic mutations are associated with a strong protective effect in multiple sclerosis, motivating us to develop our second product candidate, A-005, as a CNS-penetrant, allosteric TYK2 inhibitor for neuroinflammatory and neurodegenerative diseases. In April 2024, we initiated our Phase 1 program of A-005 in healthy volunteers and expect to report initial results by the end of 2024. We utilize our proprietary precision data analytics platform, biological insights and team of experienced research and development experts to deepen our understanding of disease pathologies, accelerate research and development and increase the probability of clinical success. Our collective insights informed our selection of TYK2 as the target for our two lead programs. Beyond TYK2, our proprietary precision data analytics platform and drug discovery expertise have led to the identification of additional preclinical programs that exemplify our precision approach. We recognize that patients living with immune-mediated diseases need alternatives to currently available therapies. Despite recent advances and innovations in the treatment of immune-mediated diseases, many patients continue to suffer, cycling through currently approved therapies while looking for a solution that alleviates the debilitating impact of their disease without life-limiting side effects. Addressing the needs of these patients is why we exist. We are pioneering a precision approach that leverages insights derived from powerful data analytics to select the right target, right molecule, right indication, right patient, right endpoint and right combination to dramatically improve patient outcomes. We believe that combining our insights with an integrated approach to drug development will produce the next generation of treatments to address immune dysfunction. We were founded in January 2021 as a Delaware corporation under the name FL2021-001, Inc. We changed our name to Esker Therapeutics, Inc. in March 2021, and subsequently to Alumis Inc. in January 2022. Our principal executive offices are located at 280 East Grand Avenue, South San Francisco, California.

About Tango Therapeutics

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 develops TNG462, an oral small molecule methylthioadenosine-cooperative inhibitor for the treatment for cancers with methylthioadenosine phosphorylase deletions; TNG260, a co-repressor of repressor element-1 silencing transcription -selective inhibitor; TNG348, an ubiquitin-specific protease 1 inhibitor to treat patients with BRCA1 or BRCA2-mutant cancers; and Target 3 for STK11-mutant cancers. It has a strategic collaboration with Gilead Sciences, Inc. for the discovery, development, and commercialization of a pipeline of therapies for patients with cancer. Tango Therapeutics, Inc. was founded in 2017 and is headquartered in Boston, Massachusetts.