• TG Therapeutics recently initiated a Phase 2, open-label, single-arm trial of BRIUMVI in about 60 adults with treatment-resistant schizophrenia, assessing a 20% or greater reduction in PANSS total score at Week 12 alongside safety outcomes.
• This move extends BRIUMVI’s B-cell–targeting approach beyond multiple sclerosis into a difficult-to-treat psychiatric indication, highlighting TG Therapeutics’ attempt to broaden the drug’s potential use in an area of high unmet medical need.
• We’ll now examine how testing BRIUMVI in treatment-resistant schizophrenia could influence TG Therapeutics’ concentrated B-cell–focused investment narrative.

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TG Therapeutics Investment Narrative Recap

To own TG Therapeutics today, you need to believe BRIUMVI can keep compounding in multiple sclerosis while new indications slowly add optionality rather than near term earnings. The schizophrenia Phase 2 is scientifically interesting but not a major near term catalyst vs subcutaneous BRIUMVI, and it does not change that the biggest risk remains the company’s heavy dependence on one anti CD20 franchise amid tightening payer scrutiny and competitive pressure.

In that context, the recent progress with subcutaneous BRIUMVI, including completed Phase 3 enrollment in relapsing MS and positive pharmacokinetic data, looks far more relevant to the core story than the schizophrenia trial. Those subcutaneous programs speak directly to the key upcoming catalyst of expanding into the self administered segment of the anti CD20 market while also intersecting with the main risk of pricing and reimbursement pressure on high cost IV therapies.

Yet, while the pipeline expansion into schizophrenia may look encouraging, investors should be aware that...

TG Therapeutics' narrative projects $1.7 billion revenue and $616.2 million earnings by 2029.

Uncover how TG Therapeutics' forecasts yield a $51.71 fair value, a 7% downside to its current price.

Exploring Other Perspectives

Some of the lowest analysts paint a much harsher picture than this, assuming earnings fall to about US$402.4 million by 2029 and a PE near 7x, so you should weigh their concern about BRIUMVI concentration against the potential impact of new trials like schizophrenia and decide which future feels more realistic.

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.