2026 Target Revenue for BRIUMVI Approximately $900 Million
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy TGTX?
Full year 2026 target total global revenue of approximately $875-$900M, including BRIUMVI U.S. net product revenue of approximately $825-$850M; Q1 2026 target BRIUMVI U.S. net product revenue of approximately $185-$190M. Full year 2026 target operating expense, defined as R&D and SG&A, of approximately $350 million excluding non-cash compensation, in addition to approximately $100 million in expenses associated with the subcutaneous BRIUMVI manufacturing costs and secondary manufacturer start-up costs. Announce pivotal topline data for ENHANCE trial combining Day 1 and Day 15 doses of IV BRIUMVI mid-year 2026; Present preliminary Phase 1 azer-cel data in Progressive MS in the second half of 2026; Announce pivotal topline data for subcutaneous BRIUMVI year-end 2026/1Q 2027; Commence registration-directed trial for BRIUMVI in an indication outside of MS; Commence additional exploratory studies for BRIUMVI and azer-cel in autoimmune disease.
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Analyst Views on TGTX
Wall Street analysts forecast TGTX stock price to rise
4 Analyst Rating
3 Buy
0 Hold
1 Sell
Moderate Buy
Current: 29.400
Low
15.00
Averages
43.50
High
60.00
Current: 29.400
Low
15.00
Averages
43.50
High
60.00
About TGTX
TG Therapeutics, Inc. is a fully integrated, commercial stage, biopharmaceutical company. The Company is focused on the acquisition, development, and commercialization of novel treatments for B-cell diseases. Its clinical drug candidates are Ublituximab IV (anti-CD20 mAb), Ublituximab Subcutaneous (anti-CD20 mAb), Azer-cel, TG-1701 (BTK inhibitor), and TG-1801 (anti-CD47/CD19 bispecific mAb). BRIUMVI is an anti-CD20 monoclonal antibody for the treatment of RMS, which includes clinically isolated syndrome, relapsing-remitting disease, and active secondary progressive disease. TG-1701 is a novel, orally available and covalently bound Bruton’s tyrosine kinase (BTK) inhibitor that exhibits selectivity to BTK in vitro kinase screening. TG-1801 is a bispecific CD47 and CD19 antibody. It also evaluates complementary products, technologies and companies for in-licensing, partnership, acquisition, and/or investment opportunities.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
TG Therapeutics Reports Strong Q4 2025 Earnings and Growth Outlook
- Significant Revenue Growth: TG Therapeutics reported approximately $616 million in total global revenue for 2025, with $594 million from U.S. BRIUMVI net sales, and a strong fourth quarter revenue of $183 million, reflecting a 92% year-over-year growth and 20% sequential growth, indicating robust market demand and product acceptance.
- Clinical Data Support: Six-year open-label extension data for BRIUMVI shows nearly 90% of patients free from 24-week confirmed disability progression, enhancing physician and patient confidence and laying a solid foundation for future market promotion.
- Share Buyback Program: The company completed a $100 million share repurchase program and received board approval for an additional $100 million buyback, with management viewing current share prices as significantly undervalued and planning to leverage to reduce share count, thereby enhancing shareholder value.
- Optimistic Outlook: TG Therapeutics reaffirmed its 2026 U.S. BRIUMVI net revenue guidance of $825 million to $850 million and total global revenue of $875 million to $900 million, with first-quarter revenue expected to grow sequentially to approximately $185 million to $190 million, showcasing ongoing market expansion potential.
See More
TG Therapeutics Q4 Earnings Miss Expectations with Revenue Growth
- Earnings Performance: TG Therapeutics reported a Q4 GAAP EPS of $0.14, missing expectations by $0.21, indicating pressure on profitability that could affect investor confidence.
- Significant Revenue Growth: Despite a 78% year-over-year revenue increase to $192.6 million, the figure fell short of market expectations by $0.74 million, reflecting cautious sentiment regarding the company's future growth.
- 2026 Financial Guidance: The company projects total global revenue for 2026 to be approximately $875-$900 million, including an estimated $825-$850 million in U.S. net product revenue from BRIUMVI, demonstrating strong confidence in new product performance.
- Cost Control Measures: TG Therapeutics anticipates operating expenses for 2026 to be around $350 million, excluding non-cash compensation, plus $100 million in manufacturing costs, indicating a focus on managing costs while expanding production capacity.
See More
TG Therapeutics Set to Announce Q4 Earnings on February 26
- Earnings Announcement: TG Therapeutics (TGTX) is scheduled to release its Q4 earnings report on February 26 before the market opens, with significant anticipation from the market regarding its performance.
- Earnings Expectations: The consensus EPS estimate stands at $0.33, indicating an improvement in the company's profitability compared to the previous year.
- Revenue Projections: Revenue is expected to reach $193.34 million, reflecting a robust year-over-year growth of 78.7%, showcasing the company's strong growth momentum in the market.
- Estimate Revisions: Over the last three months, EPS estimates have seen three upward revisions and one downward revision, while revenue estimates have experienced seven upward revisions with no downward adjustments, indicating increased market confidence in TG Therapeutics' future performance.
See More
TG Therapeutics to Host Q4 2025 Earnings Call
- Earnings Call Scheduled: TG Therapeutics will hold a conference call on February 26, 2026, at 8:30 AM ET to discuss Q4 and full-year 2025 results, along with a business outlook for 2026, which is expected to positively influence investor confidence.
- Executive Hosting: The call will be hosted by CEO and Chairman Michael S. Weiss, aiming to enhance investor understanding and trust in the company's future developments through direct communication.
- Financial Results Announcement: TG Therapeutics will issue a press release with financial results prior to the call, providing key financial data that will help investors assess the company's market performance and growth potential in the biotechnology sector.
- Live Webcast and Replay: The call will be available via live webcast on the company's website and will offer a 30-day audio replay, ensuring that investors who cannot participate live can still access important information, thereby enhancing transparency.
See More
BRIUMVI Shows Significant Efficacy Over Five Years in MS Treatment
- Sustained Efficacy: In the fifth year of treatment with BRIUMVI, the annualized relapse rate dropped to 0.020, indicating significant long-term efficacy with only one relapse every 50 years, thereby enhancing BRIUMVI's strategic position as a treatment option for multiple sclerosis.
- Consistent Safety Profile: The overall safety profile of BRIUMVI remained stable over five years, with no new safety signals emerging, indicating good tolerability in long-term use, which aids clinicians and patients in making informed treatment decisions.
- Patient Adherence: More than 70% of patients continued BRIUMVI treatment at Year 5, reflecting strong long-term tolerability and adherence, further solidifying BRIUMVI's competitive advantage in the market.
- Disability Progression Control: After five years of treatment, 92% of patients remained free from confirmed disability progression, with only 8% experiencing such progression, demonstrating BRIUMVI's potential in improving patients' quality of life.
See More
Soleus Capital Increases Stake in Celcuity
- Share Increase: Soleus Capital Management disclosed a purchase of 629,398 shares of Celcuity in an SEC filing, raising its total holdings to over 1.8 million shares valued at $180.36 million, indicating strong confidence in the company.
- Asset Allocation Shift: Celcuity now accounts for 6.7% of Soleus Capital's AUM, becoming its third-largest holding among 95 positions, reflecting investor interest in the biotechnology sector.
- Stock Performance: Celcuity's stock price surged 745% over the past year, significantly outperforming the S&P 500's 14.4% and NASDAQ Composite's 15.7%, highlighting strong market expectations for its future potential.
- Risk Advisory: Despite Celcuity's impressive stock performance, the company currently generates no revenue, necessitating caution from investors regarding inherent risks, as the stock's value is heavily reliant on drug approvals and future profitability prospects.
See More
TG Therapeutics Reports Strong Q4 2025 Earnings and Growth Outlook
- Significant Revenue Growth: TG Therapeutics reported approximately $616 million in total global revenue for 2025, with $594 million from U.S. BRIUMVI net sales, and a strong fourth quarter revenue of $183 million, reflecting a 92% year-over-year growth and 20% sequential growth, indicating robust market demand and product acceptance.
- Clinical Data Support: Six-year open-label extension data for BRIUMVI shows nearly 90% of patients free from 24-week confirmed disability progression, enhancing physician and patient confidence and laying a solid foundation for future market promotion.
- Share Buyback Program: The company completed a $100 million share repurchase program and received board approval for an additional $100 million buyback, with management viewing current share prices as significantly undervalued and planning to leverage to reduce share count, thereby enhancing shareholder value.
- Optimistic Outlook: TG Therapeutics reaffirmed its 2026 U.S. BRIUMVI net revenue guidance of $825 million to $850 million and total global revenue of $875 million to $900 million, with first-quarter revenue expected to grow sequentially to approximately $185 million to $190 million, showcasing ongoing market expansion potential.
See More
TG Therapeutics Q4 Earnings Miss Expectations with Revenue Growth
- Earnings Performance: TG Therapeutics reported a Q4 GAAP EPS of $0.14, missing expectations by $0.21, indicating pressure on profitability that could affect investor confidence.
- Significant Revenue Growth: Despite a 78% year-over-year revenue increase to $192.6 million, the figure fell short of market expectations by $0.74 million, reflecting cautious sentiment regarding the company's future growth.
- 2026 Financial Guidance: The company projects total global revenue for 2026 to be approximately $875-$900 million, including an estimated $825-$850 million in U.S. net product revenue from BRIUMVI, demonstrating strong confidence in new product performance.
- Cost Control Measures: TG Therapeutics anticipates operating expenses for 2026 to be around $350 million, excluding non-cash compensation, plus $100 million in manufacturing costs, indicating a focus on managing costs while expanding production capacity.
See More
TG Therapeutics Set to Announce Q4 Earnings on February 26
- Earnings Announcement: TG Therapeutics (TGTX) is scheduled to release its Q4 earnings report on February 26 before the market opens, with significant anticipation from the market regarding its performance.
- Earnings Expectations: The consensus EPS estimate stands at $0.33, indicating an improvement in the company's profitability compared to the previous year.
- Revenue Projections: Revenue is expected to reach $193.34 million, reflecting a robust year-over-year growth of 78.7%, showcasing the company's strong growth momentum in the market.
- Estimate Revisions: Over the last three months, EPS estimates have seen three upward revisions and one downward revision, while revenue estimates have experienced seven upward revisions with no downward adjustments, indicating increased market confidence in TG Therapeutics' future performance.
See More
TG Therapeutics to Host Q4 2025 Earnings Call
- Earnings Call Scheduled: TG Therapeutics will hold a conference call on February 26, 2026, at 8:30 AM ET to discuss Q4 and full-year 2025 results, along with a business outlook for 2026, which is expected to positively influence investor confidence.
- Executive Hosting: The call will be hosted by CEO and Chairman Michael S. Weiss, aiming to enhance investor understanding and trust in the company's future developments through direct communication.
- Financial Results Announcement: TG Therapeutics will issue a press release with financial results prior to the call, providing key financial data that will help investors assess the company's market performance and growth potential in the biotechnology sector.
- Live Webcast and Replay: The call will be available via live webcast on the company's website and will offer a 30-day audio replay, ensuring that investors who cannot participate live can still access important information, thereby enhancing transparency.
See More
BRIUMVI Shows Significant Efficacy Over Five Years in MS Treatment
- Sustained Efficacy: In the fifth year of treatment with BRIUMVI, the annualized relapse rate dropped to 0.020, indicating significant long-term efficacy with only one relapse every 50 years, thereby enhancing BRIUMVI's strategic position as a treatment option for multiple sclerosis.
- Consistent Safety Profile: The overall safety profile of BRIUMVI remained stable over five years, with no new safety signals emerging, indicating good tolerability in long-term use, which aids clinicians and patients in making informed treatment decisions.
- Patient Adherence: More than 70% of patients continued BRIUMVI treatment at Year 5, reflecting strong long-term tolerability and adherence, further solidifying BRIUMVI's competitive advantage in the market.
- Disability Progression Control: After five years of treatment, 92% of patients remained free from confirmed disability progression, with only 8% experiencing such progression, demonstrating BRIUMVI's potential in improving patients' quality of life.
See More
Soleus Capital Increases Stake in Celcuity
- Share Increase: Soleus Capital Management disclosed a purchase of 629,398 shares of Celcuity in an SEC filing, raising its total holdings to over 1.8 million shares valued at $180.36 million, indicating strong confidence in the company.
- Asset Allocation Shift: Celcuity now accounts for 6.7% of Soleus Capital's AUM, becoming its third-largest holding among 95 positions, reflecting investor interest in the biotechnology sector.
- Stock Performance: Celcuity's stock price surged 745% over the past year, significantly outperforming the S&P 500's 14.4% and NASDAQ Composite's 15.7%, highlighting strong market expectations for its future potential.
- Risk Advisory: Despite Celcuity's impressive stock performance, the company currently generates no revenue, necessitating caution from investors regarding inherent risks, as the stock's value is heavily reliant on drug approvals and future profitability prospects.
See More
