Revenue guidance update and Briumvi sales momentum

TG Therapeutics (TGTX) recently lifted its 2026 revenue expectations after reporting better than expected sales of its multiple sclerosis drug Briumvi, a shift that has drawn fresh attention to the stock.

The company’s shares are up about 29% over the past 3 months, with investors also watching upcoming clinical readouts as TG Therapeutics tests Briumvi in additional autoimmune indications and seeks to refine how the drug is administered.

Looking beyond the recent revenue guidance hike, TG Therapeutics’ 30 day share price return of 6.14% and 90 day share price return of 27.15% point to building momentum, while the 12.44% 1 year total shareholder return and 42.90% 3 year total shareholder return highlight how mixed longer term results have been for investors.

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With shares up 27.15% over 90 days yet still trading below the average analyst price target and an intrinsic value estimate, is TG Therapeutics offering a mispriced growth story, or is the market already discounting more Briumvi success?

Most Popular Narrative: 12.5% Undervalued

With TG Therapeutics last closing at $38.87 versus a narrative fair value of $44.43, the most followed storyline frames the stock as modestly mispriced and rooted in expectations for Briumvi driven growth.

The planned launch of subcutaneous (subcu) BRIUMVI is a significant upcoming catalyst, as it could unlock access to 35 to 40% of the anti-CD20 MS market segment currently dominated by self-administered therapies, greatly increasing BRIUMVI's addressable market and supporting long-term revenue growth.

Analysts have built a detailed playbook into this valuation, balancing aggressive top line assumptions, compressing margins, and a richer future earnings multiple. Curious which levers matter most here.

Result: Fair Value of $44.43 (UNDERVALUED)

However, this hinges heavily on Briumvi, so any competitive pressure in multiple sclerosis or setbacks in TG Therapeutics’ early stage pipeline could quickly challenge that underpriced growth narrative.

Next Steps

Given the mix of optimism around Briumvi and concern about execution risks, it makes sense to review the data yourself and decide where you stand by weighing TG Therapeutics’ 4 key rewards and 1 important warning sign.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.