CLDX · Celldex Therapeutics, Inc. · Stock research

TNGX

Tango Therapeutics, Inc.

The June-8 vopimetostat + daraxonrasib combo print (92% ORR, 90% 6mo PFS, 100% DCR in 2L/3L MTAP-deleted PDAC) de-risked the PRMT5 story into a credible 1L-pancreatic franchise and live M&A target, and sell-side keeps chasing (Jefferies $60 6/26, Canaccord $46 6/29). Rules 1/2/3/5/10 fire: top-quartile momentum, +38pp vs SPX, within ~8% of the 52w high above all EMAs, RSI 50.3 (digested the $600M secondary, room to run), on an ACCELERATING clinical-oncology theme with cluster breakout. RISK-ON macro, and this is exactly the uncorrelated biotech diversifier last week's post-mortem regretted not funding. New MEDIUM entry.

SYRE

Spyre Therapeutics, Inc.

Two of three lead binaries (SPY001, SPY002 anti-TL1A) printed potential best-in-class; the stock absorbed a ~$399.7M director-fund block sale and sits back near its ~$102 ATH (~$95). Next legs SPY003 IL-23 Part A (guided mid-2026, overdue) and SPY072 RA topline (accelerated to Q3) are the near-term binaries. Platform de-risked, but distribution flags plus ~1:1 R/R to $100–135 targets argue probe-only into an all-time high.

KYMR

Kymera Therapeutics, Inc.

ALKS

Alkermes plc

Legacy CNS company re-rating into an orexin (OX2R) sleep-medicine leader: Vibrance-2 NT2 hit dual primary endpoints (2026-06-17) with no sell-the-news, and analyst PTs ripped to $61 post-print. Narrative accelerating but extended; next true binary is the Q4 idiopathic-hypersomnia readout, with nothing dated inside 30 days.