Does Launching a Subcutaneous BRIUMVI Trial Mark an Inflection Point for TG Therapeutics (TGTX)?

• TG Therapeutics recently began enrolling patients in a Phase 3 clinical trial assessing subcutaneous BRIUMVI (ublituximab-xiiy) in people with relapsing forms of multiple sclerosis, following prior regulatory approvals in the US, Europe, UK, Switzerland, and Australia for the intravenous formulation of BRIUMVI in similar patient populations.
• This advancement not only broadens the company's pipeline but also addresses the growing demand for self-administered treatment options within the multiple sclerosis landscape.
• We'll examine how the start of the subcutaneous BRIUMVI Phase 3 trial could shape TG Therapeutics’ growth prospects and market positioning.

The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.

TG Therapeutics Investment Narrative Recap

To be a TG Therapeutics shareholder, you need to believe that BRIUMVI can capture, and maintain, a greater share of the multiple sclerosis treatment market, especially as preferences shift toward self-administered therapies. The start of Phase 3 enrollment for subcutaneous BRIUMVI addresses evolving patient needs but does not materially change that the most important short-term catalyst remains commercial execution in the intravenous segment, while heavy dependence on BRIUMVI continues to be the company’s biggest risk.

Among recent company announcements, the launch and completion of a US$99.93 million share buyback stands out as particularly relevant. Such financial moves can bolster per-share metrics and signal confidence but do not shift dependence on the pace of BRIUMVI uptake or the need for broader pipeline diversification to reduce long-term concentration risk.

By contrast, what some investors may overlook is the risk that growing payer pressure for lower-cost, self-administered therapies could...

Read the full narrative on TG Therapeutics (it's free!)

TG Therapeutics' narrative projects $1.2 billion revenue and $469.0 million earnings by 2028. This requires 39.5% yearly revenue growth and a $408.5 million increase in earnings from $60.5 million today.

Uncover how TG Therapeutics' forecasts yield a $40.50 fair value, a 27% upside to its current price.

Exploring Other Perspectives

Six fair value estimates from the Simply Wall St Community span US$12.34 to US$139.06 per share, underlining broad disagreement on where the stock should trade. While many see upside if subcutaneous BRIUMVI succeeds, real concerns remain about the reliance on a single asset and how market shifts may affect future performance.

Explore 6 other fair value estimates on TG Therapeutics - why the stock might be worth over 4x more than the current price!

Build Your Own TG Therapeutics Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your TG Therapeutics research is our analysis highlighting 2 key rewards and 3 important warning signs 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.

Seeking Other Investments?

Our top stock finds are flying under the radar-for now. Get in early:

• Find companies with promising cash flow potential yet trading below their fair value.
• Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.
• AI is about to change healthcare. These 31 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.

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.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com