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8-K ·Filed Sep 28, 2026

RNAZ

Transcode Therapeutics, Inc.
BULLISH
Impact 6/10
Horizonmonths Processed29d 15h ago SEC0001104659-26-111170
8-K context-dependent: Items 8.01
Actionable Insight ▲ Bullish

These updated Phase 1a data strengthen the clinical case for TTX-MC138, with durable disease control and supportive biomarker evidence. Watch for Phase 2a data in ctDNA-positive colorectal cancer and any dose-expansion strategy announcements as the next catalysts.

DirectionBullish
Confidencehigh
Horizonmonths
Latest settled — T+20d
RNAZ ▼ -0.26% at T+20d
LONG call ✗ call lost -0.26% · α vs SPY -0.23% · entry $1.71 → $1.71
Next anchor: T+60d in 8w
Entry = T+0 close
Sep 28, 2026
via day close
T+1d
-4.68%
call -4.68% · α -4.49%
$1.63
settled 29d ago
T+5d
+2.92%
call +2.92% · α +1.72%
$1.76
settled 23d ago
T+20d
-0.26%
call -0.26% · α -0.23%
$1.71
settled yesterday
T+60d
Pending
in 8w

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Executive Summary

TransCode Therapeutics reported updated Phase 1a clinical data for TTX-MC138, showing a 71.4% stable disease rate in 14 efficacy-evaluable patients with advanced solid tumors, with 3 patients remaining progression-free at 12 months. The primary safety endpoint was met with no dose-limiting toxicities, and exploratory biomarker data showed treatment-associated antitumor immune activation.

Key Facts

  • 71.4% stable disease rate (10 of 14 efficacy-evaluable patients) as best overall response
  • 57.1% disease control rate at Cycle 3 Day 1; 35.7% at Cycle 6 Day 1
  • 3 of 14 efficacy-evaluable patients remain progression-free at 12 months
  • No dose-limiting toxicities reported; primary safety endpoint met
  • 98 total doses administered; highest dose level 4.8 mg/kg well tolerated
  • 40% of evaluable patients (6 of 15) achieved GMI >1.3 in post-hoc analysis
  • Exploratory RNA-sequencing showed treatment-associated antitumor immune activation

Financial Impact

No financial figures reported; clinical-stage company with no product revenue

Risk Factors

  • Small sample size (14 efficacy-evaluable patients) limits statistical reliability
  • Company is pre-revenue and requires additional funding to continue operations
  • Phase 2a data in colorectal cancer may not replicate these Phase 1a findings

Investment Themes

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-111170
Document: tm2626237d1_ex99-1.htm0001104659-26-111170
Document: 0001104659-26-111170-index-headers.html0001104659-26-111170
Document: 0001104659-26-111170-index.html0001104659-26-111170
Document: 0001104659-26-111170.txt0001104659-26-111170
10 reports for RNAZ
Performance horizon
100% Hit rate @ T+20 5 of 5 directional calls Went positive at some point 5 of 5 best @ T+20▲ +70.83%Jun 3, 2026
Filters
Rows
Reports for RNAZ — sortable, filterable
TypeNow
Sep 28, 2026
29d ago
8-K
BULLISH ★ 6/10
$1.71 $1.71▼ −0.26%▼ −0.23%$1.67 (−2.34%)
Sep 21, 2026
5w ago
3
NEUTRAL ★ 2/10
$1.77 $1.68▼ −5.08%▼ −4.52%$1.67 (−5.65%)
Sep 11, 2026
6w ago
8-K
BEARISH ★ 5/10
$1.65 $1.63▲ +1.21%▲ +3.48%$1.67 (−1.21%)
Jul 2, 2026
16w ago
8-K
NEUTRAL ★ 3/10
$8.61 $4.22▼ −50.99%▼ −51.84%$1.67 (−80.60%)
Jun 18, 2026
18w ago
8-K
NEUTRAL ★ 4/10
$4.70 $8.27▲ +75.96%▲ +75.42%$1.67 (−64.47%)
Jun 3, 2026
20w ago
8-K
BULLISH ★ 6/10
$5.04 $8.61▲ +70.83%▲ +71.83%$1.67 (−66.87%)
May 26, 2026
22w ago
DEFA14A
BEARISH ★ 6/10
$5.39 $4.94▲ +8.35%▲ +6.40%$1.67 (+69.02%)
Apr 30, 2026
25w ago
S-3
BEARISH ★ 8/10
$7.83 $5.44▲ +30.59%▲ +35.85%$1.67 (+78.67%)
Apr 7, 2026
29w ago
8-K
BEARISH ★ 7/10
$8.70 $7.74▲ +11.03%▲ +20.82%$1.67 (+80.80%)
Mar 3, 2026
34w ago
DEFA14A
MIXED ★ 6/10
$9.84 $8.69▼ −11.69%▼ −7.27%$1.67 (−83.03%)
Showing 10 of 10

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Report published Sep 28, 2026