Shares of TG Therapeutics TGTX have risen 29% in the past three months, driven by the robust sales performance of its sole marketed drug, Briumvi (ublituximab-xiiy). The company’s top line primarily comprises product sales from Briumvi, along with royalty and other revenues.
Briumvi, an anti-CD20 monoclonal antibody, was approved by the FDA for the treatment of adult patients with relapsing forms of multiple sclerosis (“RMS”) in December 2022. The drug is also approved in the European Union, the United Kingdom, Australia, Switzerland and certain other countries.
Briumvi has been witnessing strong demand in recent quarters, and this trend is expected to continue as 2026 progresses.
Briumvi Sales Aid TGTX’s Growth
Briumvi generated sales of $201.3 million in the first quarter of 2026, reflecting a 68.2% year-over-year increase. Importantly, Briumvi's net product sales in the United States were $194.8 million in the first quarter, increasing 63% year over year. Sales of the drug came in ahead of management’s guided range of $185-$190 million.
Reflecting the strong sales performance of Briumvi, TG Therapeutics raised its total revenue guidance.
The company now expects worldwide total revenues of around $925 million in 2026, up from the previous range of $875 million to $900 million.
Net product revenues from Briumvi sales in the United States are now expected to be in the range of $885-$900 million in 2026, up from the previous expectation of $825-$850 million.
Year to date, shares of TG Therapeutics have rallied 32.3% against the industry’s decline of 3.2%.
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TGTX’s Other Development Activities With Briumvi
Several additional studies on Briumvi targeting other autoimmune diseases are currently ongoing.
TG Therapeutics recently completed enrollment in the phase III study evaluating the subcutaneous formulation of Briumvi for treating people with RMS. Top-line data from the same is to be announced by the end of 2026 or the first quarter of 2027.
The company also completed patient enrollment in the phase III ENHANCE study evaluating the potential to consolidate the day-one and day-15 infusions of Briumvi into a single 600-mg infusion on day one. Top-line data from the study is expected in mid-2026. If successful, a simplified approach would eliminate the need for a second infusion in the first two weeks, offering a meaningful convenience benefit for patients.
TG Therapeutics is developing Briumvi for additional autoimmune indications, including starting a potentially registration-directed study evaluating Briumvi in patients with myasthenia gravis.
The successful development of Briumvi for additional indications will help TG Therapeutics address a broader patient population and diversify revenue growth. Also, any positive data readouts from the ongoing studies can become an important catalyst for the stock.
TG Therapeutics, Inc. Price
TG Therapeutics, Inc. price | TG Therapeutics, Inc. Quote
TGTX’s Zacks Rank & Stocks to Consider
TG Therapeutics currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the drug/biotech sector are Indivior Pharmaceuticals INDV, Immunocore IMCR and Liquidia Corporation LQDA, each currently sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Over the past 60 days, estimates for Indivior Pharmaceuticals’ 2026 earnings per share have risen from $3.10 to $3.35, while estimates for 2027 have increased from $3.47 to $3.69 during the same time. INDV’s shares have risen 3.1% year to date.
Indivior Pharmaceuticals’ earnings beat estimates in each of the trailing four quarters, with the average surprise being 65.44%.
Over the past 60 days, 2026 loss per share estimates for Immunocore have narrowed from 97 cents to 16 cents, while estimates for 2027 have moved from a loss of 39 cents to earnings of 11 cents during the same time. IMCR stock has lost 16.7% year to date.
Immunocore’s earnings beat estimates in three of the trailing four quarters, while missing the same on the remaining occasion, with the average surprise being 46.66%.
Over the past 60 days, estimates for Liquidia’s 2026 earnings per share have risen from $1.50 to $2.97, while estimates for 2027 have increased from $2.91 to $4.81 during the same time. LQDA’s shares have surged 73.9% year to date.
Liquidia’s earnings beat estimates in three of the trailing four quarters, while missing the same on the remaining occasion, with the average surprise being 54.40%.
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TG Therapeutics, Inc. (TGTX): Free Stock Analysis Report
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This article originally published on Zacks Investment Research (zacks.com).