Shares of TG Therapeutics TGTX have risen 59.9% in the past six 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.
Shares of TG Therapeutics have surged 59.9% in the past six months against the industry’s decline of 2%.
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TGTX Thrives on Briumvi Sales Uptake
Briumvi, which remains a key contributor to the company’s revenues, has witnessed strong demand in the first half of 2026, and management expects the trend to continue during the second half as well.
Briumvi generated sales of $437.1 million in the first six months of 2026, up around 69% year over year. Reflecting the strong demand for the drug, TG Therapeutics raised its total revenue guidance. The company now expects worldwide total revenues of around $950 million in 2026 compared with the previous expectation of around $925 million.
Importantly, it now expects net product revenues of $890-$905 million from Briumvi sales in the United States in 2026, up from the previous expectation of $885-$900 million.
TGTX’s Ongoing Development Activities With Briumvi
Several additional studies on Briumvi targeting other autoimmune diseases are currently ongoing.
In July 2026, TG Therapeutics initiated a phase II study evaluating Briumvi for the treatment of adult patients with treatment-resistant schizophrenia. Per management, the study is expected to help determine whether B-cell depletion with Briumvi can improve symptoms in adult patients with treatment-resistant schizophrenia.
The company also recently initiated a phase II study to evaluate the efficacy and safety of Briumvi in maintaining clinical response in patients with myasthenia gravis who initially respond to treatment with the FcRn inhibitor, Vyvgart (efgartigimod).
Meanwhile, TG Therapeutics is developing a self-administered subcutaneous formulation of Briumvi for treating RMS in a pivotal phase III study. Top-line data from this study are expected to be announced by the end of 2026 or the first quarter of 2027.
If successfully developed, the Briumvi SC formulation may eventually be available as a quick injection rather than a lengthy IV infusion, which could make treatment more convenient for patients.
The successful development of Briumvi for additional indications could help TG Therapeutics expand its addressable patient population and drive revenue growth. Positive data readouts from ongoing clinical studies could also serve as potential catalysts for the stock.
TG Therapeutics, Inc. Price
TG Therapeutics, Inc. price | TG Therapeutics, Inc. Quote
TGTX’s Zacks Rank & Other Stocks to Consider
TG Therapeutics currently carries a Zacks Rank #1 (Strong Buy).
Some other top-ranked stocks in the biotech sector are Werewolf Therapeutics HOWL, Arvinas ARVN and Eton Pharmaceuticals ETON, each currently sporting a Zacks Rank #1. You can see the complete list of today’s Zacks #1 Rank stocks here.
Over the past 60 days, estimates for Werewolf Therapeutics’ 2026 loss per share have narrowed from $1.49 to 89 cents, while loss per share estimates for 2027 have narrowed from $2.20 to 59 cents during the same time. HOWL’s shares have gained 55% year to date.
Werewolf Therapeutics’ earnings beat estimates in each of the trailing four quarters, with the average being 47.49%.
Over the past 60 days, estimates for Arvinas’ 2026 bottom line have improved from a loss of 27 cents per share to earnings of 5 cents, while loss per share estimates for 2027 have narrowed from $3.44 to $3.37 during the same time. ARVN shares have declined 37.1% year to date.
Arvinas’ earnings beat estimates in three of the trailing four quarters, while missing the same on the remaining occasion, with the average surprise being 279.07%.
Over the past 60 days, estimates for Eton Pharmaceuticals’ 2026 earnings per share have risen from 75 cents to $1.13, while estimates for 2027 have increased from $1.91 to $1.94 during the same time. ETON shares have skyrocketed 226.8% year to date.
Eton Pharmaceuticals’ earnings beat estimates in one of the trailing four quarters, while missing the same on the remaining three occasions, with the average negative surprise being 11.00%.
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This article originally published on Zacks Investment Research (zacks.com).