TG Therapeutics, Inc.'s Q4 2026/H1 2027 will be rich in catalysts. From the presentation of preliminary Phase 1 azer-cel data in progressive MS in the second half of 2026 to topline Phase 3 data for Briumvi SC by year-end 2026/early 2027. TG Therapeutics raised its Briumvi U.S. net product revenue from $885-$900 million to $890-$905 million.
Shares of TG Therapeutics rose this week after buyout rumors surfaced. TG is a prime takeover target, fueled by Briumvi's growth and recent subcutaneous formulation de-risking. I see a potential acquisition premium of at least 45-50%, valuing TGTX at $73-76 per share, with strong standalone prospects regardless of M&A outcomes.
TG Therapeutics, Inc. remains a Buy as BRIUMVI's momentum supports a durable, growing multiple sclerosis franchise. TGTX's Q2 saw BRIUMVI revenue surge 64% YoY to $228 million, prompting 2026 guidance to $950 million, though net income was impacted by manufacturing investments. Subcutaneous BRIUMVI, with Phase 3 data expected late 2026 or early 2027, could expand the addressable market and drive future gross margin tailwinds.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 433 | $13,069.99 | $21,102.25 | $8,032.26 | 61.46% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 186,987 | $10.27M | $9.3M | -$968,606.87 | -9.43% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 20,480 | $740,000 | $1.02M | $281,952 | 38.1% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 485 | $15,261.06 | $24,201.5 | $8,940.44 | 58.58% |
| LN Louis Navellier NAVELLIER & ASSOCIATES Inc. | 29,290 | $973,013.8 | $1.52M | $550,944.87 | 56.62% |
| Biotechnology Industry | Healthcare Sector | Michael S. Weiss CEO | NASDAQ (CM) Exchange | 88322Q108 CUSIP |
| US Country | 399 Employees | - Last Dividend | 30 Apr 2012 Last Split | 14 Dec 1995 IPO Date |
TG Therapeutics, Inc. is a commercially operational biopharmaceutical entity dedicated to the identification, development, and dissemination of innovative treatments aimed at B-cell mediated diseases across both the United States and the global stage. Founded in 1993 and headquartered in Morrisville, North Carolina, TG Therapeutics has established itself as a pioneer in the field of autoimmune and hematological disorders. Through a combination of in-house R&D and strategic licensing or collaboration agreements with entities such as LFB Biotechnologies S.A.S, GTC Biotherapeutics, Ildong Pharmaceutical Co. Ltd., Rhizen Pharmaceuticals, Jiangsu Hengrui Medicine Co., Novimmune SA, and Checkpoint Therapeutics, Inc., the company has succeeded in creating a diverse portfolio of products and investigational medicines poised for commercial deployment and clinical exploration.
Approved for the treatment of adults with relapsing forms of multiple sclerosis (RMS), including clinically isolated syndrome, relapsing-remitting disease, and active secondary progressive disease. As an anti-CD20 monoclonal antibody, BRIUMVI represents a targeted therapeutic approach intended to alter the course of RMS by modulating the immune system's attack on the nervous system.
This oral therapy is focused on the treatment of adult patients with relapsed or refractory marginal zone lymphoma (MZL) and follicular lymphoma (FL). By inhibiting the PI3K-delta pathway, a critical component of B-cell receptor signaling in many blood cancers, umbralisib aims to halt the progression of these malignancies.
TG-1701 is an innovative, orally administered Bruton's tyrosine kinase (BTK) inhibitor that showcases selectivity and potency against BTK in preclinical studies. Its development is aimed at treating a variety of B-cell malignancies by blocking a key signal that promotes cancer cell survival and proliferation.
This investigational bispecific antibody targets CD47 and CD19, two proteins involved in the immune evasion of cancer cells. By engaging both targets, TG-1801 is designed to promote the phagocytosis of cancer cells by the immune system, offering a novel approach for the treatment of hematological cancers.