TG Therapeutics (TGTX)

Executive Summary

TG Therapeutics is a commercial-stage biopharmaceutical company that achieved a major milestone with FDA approval of BRIUMVI (ublituximab) for relapsing forms of multiple sclerosis (RMS). Since launch, BRIUMVI has established a growing revenue stream, leveraging its differentiated twice-yearly dosing and favorable safety profile to capture market share in the competitive MS landscape. The company's commercial execution and expanding prescriber base underpin near-term financial performance, with quarterly sales expected to scale as patient adoption increases. TG Therapeutics continues to invest in lifecycle management and label expansion opportunities to extend BRIUMVI's reach.

Upcoming Catalysts (preview)

• Q2 2026Q1 2026 BRIUMVI Sales & Earnings Call90% success
• TBDBRIUMVI Label Expansion in Pediatric RMS or Secondary Progressive MS30% success
• Q3 2026Ublituximab Phase 3 RMS Long-Term Follow-Up Data Presentation70% success