• TG Therapeutics recently completed enrollment in a Phase 3 trial of a subcutaneous formulation of BRIUMVI for adults with relapsing multiple sclerosis, comparing every 8- and 12-week dosing to the currently approved intravenous regimen on pharmacokinetics, safety, and clinical outcomes.
• A key focus of the study is whether subcutaneous BRIUMVI can match the drug exposure of the intravenous form while potentially offering a more convenient administration schedule and expanding its clinical utility.
• Against this backdrop, we'll examine how advancing a potentially more convenient subcutaneous BRIUMVI formulation could reshape TG Therapeutics' investment narrative.

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TG Therapeutics Investment Narrative Recap

To own TG Therapeutics, you need to believe BRIUMVI can remain the core growth engine while the company manages payer pressure, safety scrutiny, and intensifying MS competition. Completion of enrollment for the Phase 3 subcutaneous BRIUMVI trial directly affects the key near term catalyst: potential expansion into the self-administered segment. It may also partially offset the biggest current risk, which is the market shift and pricing pressure toward lower cost, at home therapies that could otherwise undercut the IV franchise.

The most relevant recent announcement alongside this trial milestone is the Q4 2025 earnings report, showing BRIUMVI driven revenue of about US$616,287,000 for 2025 and positive net income. That financial performance underpins the consensus view that TG is now a profitable, BRIUMVI centric business, so any future readout from the subcutaneous Phase 3 program could meaningfully influence how durable that earnings base appears relative to both opportunity and risk.

Yet beneath the excitement around subcutaneous BRIUMVI, investors should be very aware of the rising pressure for lower cost at home therapies and...

TG Therapeutics' narrative projects $1.5 billion revenue and $461.7 million earnings by 2029.

Uncover how TG Therapeutics' forecasts yield a $44.43 fair value, a 20% upside to its current price.

Exploring Other Perspectives

Before this trial news, the most bullish analysts were assuming revenue could reach about US$1.5 billion and earnings about US$654 million by 2028, which is far more optimistic than the consensus view tied mainly to IV BRIUMVI and highlights how differently you might weigh the upside of subcutaneous adoption versus the risk of pricing pressure and delays once new data start to come through.

Explore 7 other fair value estimates on TG Therapeutics - why the stock might be worth less than half the current price!

Reach Your Own Conclusion

Don't just follow the ticker - dig into the data and build a conviction that's truly your own.

• A great starting point for your TG Therapeutics research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free TG Therapeutics research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate TG Therapeutics' overall financial health at a glance.

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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.