Does Single-Infusion BRIUMVI Trial Completion Reset the Competitive Narrative for TG Therapeutics (TGTX)?

• TG Therapeutics recently announced the completion of enrollment in the randomized cohort of its Phase 3 ENHANCE trial investigating a consolidated Day 1 and Day 15 dosing schedule for IV BRIUMVI in patients with relapsing forms of multiple sclerosis.
• This milestone brings the company closer to potentially offering a more convenient single-infusion regimen, which could differentiate BRIUMVI in the competitive multiple sclerosis treatment landscape.
• We'll now examine how advancing a single-infusion BRIUMVI regimen could impact TG Therapeutics' current investment narrative and future outlook.

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TG Therapeutics Investment Narrative Recap

To be a TG Therapeutics shareholder, you need to believe BRIUMVI can sustain market momentum despite heavy competition and ongoing payer pressure for cheaper, self-administered MS treatments. The recent completion of Phase 3 ENHANCE trial enrollment for a single-infusion BRIUMVI regimen is not likely to materially affect short-term catalysts or significantly shift the company’s primary risk of being reliant on BRIUMVI as its lead revenue generator at this stage.

The most relevant recent update is the commencement of the Phase 3 trial for subcutaneous BRIUMVI in relapsing MS, which directly targets one of the largest catalysts for the company by addressing the market segment increasingly favoring self-administered anti-CD20 therapies. Together, these late-stage trials reflect TG Therapeutics' efforts to broaden BRIUMVI’s appeal and access, supporting the push for commercial growth and market share within the MS space.

However, investors should be aware that in contrast, payer and provider shifts toward subcutaneous and oral MS therapies could accelerate faster than...

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

TG Therapeutics' outlook projects $1.2 billion in revenue and $469.0 million in earnings by 2028. This requires 39.5% annual revenue growth and a $408.5 million increase in earnings from the current $60.5 million.

Uncover how TG Therapeutics' forecasts yield a $43.57 fair value, a 29% upside to its current price.

Exploring Other Perspectives

Six Simply Wall St Community members estimate fair value for TG Therapeutics stock between US$12 and US$139 per share. With so many perspectives, it is clear you can encounter very different views on the risks of relying on a single drug for growth, which may shape your own view of TG’s long-term prospects.

Explore 6 other fair value estimates on TG Therapeutics - why the stock might be worth less than half 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.

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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.

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