TG Therapeutics shares climb 59.9% in six months on strong Briumvi sales uptake, higher 2026 revenue guidance and studies targeting additional indications.
TG Therapeutics NASDAQ: TGTX Chairman, President and Chief Executive Officer Mike Weiss said the company's multiple sclerosis therapy, BRIUMVI, has captured more than one-third of the intravenous anti-CD20 market and continues to gain share as it approaches its fourth full year on the market.
TG Therapeutics (TGTX) reported earnings 30 days ago. What's next for the stock?
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.
TG Therapeutics misses Q2 earnings estimates, but surging Briumvi demand lifts revenues y/y and prompts higher 2026 revenue guidance. Stock falls.
TG Therapeutics, Inc. (TGTX) Q2 2026 Earnings Call Transcript
The headline numbers for TG Therapeutics (TGTX) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
TG Therapeutics NASDAQ: TGTX reported second-quarter 2026 revenue of $240 million and raised its full-year sales outlook for BRIUMVI, its treatment for relapsing multiple sclerosis, as the company cited record new patient starts, continued prescriber expansion and higher-than-expected treatment persistence.
TG Therapeutics (TGTX) came out with quarterly earnings of $0.05 per share, missing the Zacks Consensus Estimate of $0.41 per share. This compares to earnings of $0.17 per share a year ago.
TG Therapeutics (TGTX) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.