The company generates a majority of its revenue selling BRIUMVI in the United States, with the rest coming from sales in other countries. In development are TG-1701 (BTK inhibitor), Azer-Cel (allogeneic CD19 CAR T), and TG-1801 (anti-CD47/CD19 bispecific mAb) for B-cell disorders, under Phase 1 trials. The company is uniquely positioned to capture market share in B-cell diseases with a commercial-stage asset driving near-term revenue growth.
Cyborg Score Rationale
TG Therapeutics reported full year 2025 revenue of approximately $616 million, with BRIUMVI U.S. net product revenue of $594 million. The company targets $875–900 million in total global revenue for 2026, including $825–850 million of BRIUMVI U.S. net product revenue. Strong commercial momentum, multiple development milestones, and aggressive guidance support positive outlook, though biotech volatility and competitive pressures present execution risks.
Top Insights
2026 guidance of $875–900M total global revenue represents 42% growth versus 2025 actuals
TG Therapeutics ranked #27 on the Deloitte Technology Fast 500, reflecting rapid growth after BRIUMVI's December 2022 FDA approval
Key development milestones include pivotal topline ENHANCE data mid-2026, Phase 1 Azer-Cel data H2 2026, and pivotal subcutaneous BRIUMVI data year-end 2026/1Q 2027
Goldman Sachs raised price target to $39 on January 15, 2026, citing strong 2026 revenue guidance and Phase 3 subcutaneous BRIUMVI enrollment progressing ahead of expectations
Named Competitors
Ocrevus — Anti-CD20 monoclonal antibody for relapsing MS
Kesimpta — Anti-CD20 therapy for relapsing-remitting MS