What TG Therapeutics (TGTX)'s Six-Year BRIUMVI Trial Results Could Mean for Shareholders

• TG Therapeutics and its partner Neuraxpharm recently presented updated six-year results from the ULTIMATE I & II Phase 3 trials of BRIUMVI® (ublituximab-xiiy) for relapsing multiple sclerosis at the 2025 ECTRIMS annual meeting, highlighting favorable efficacy and safety data across different administration approaches.
• These findings, including well-tolerated single-dose infusions and robust real-world consistency, may further support the adoption and broader use of BRIUMVI in clinical practice.
• We'll examine how the strong six-year efficacy results for BRIUMVI could influence the company’s long-term growth outlook and investment narrative.

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TG Therapeutics Investment Narrative Recap

To own TG Therapeutics stock, you need confidence in BRIUMVI’s ability to defend and expand its market share in multiple sclerosis. The latest six-year data reinforces BRIUMVI’s clinical profile but does not materially impact the short-term catalyst of subcutaneous (subcu) BRIUMVI’s Phase 3 trial, or address the company’s heaviest risk, reliance on a single revenue driver amid payers’ growing preference for self-administered therapies.

Most relevant here is the recent launch of the pivotal subcutaneous BRIUMVI trial, which directly aligns with the main catalyst for expanding the addressable MS market segment and responding to payer and patient demand for convenient, cost-effective therapeutics. As BRIUMVI faces rising anti-CD20 and biosimilar competition, the future growth narrative increasingly hinges on successful subcu trial outcomes and conversion of new patient segments.

However, investors should also be aware that even with strong clinical data, intensifying payer pressure for lower-cost, self-administered therapies could…

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

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

Uncover how TG Therapeutics' forecasts yield a $40.50 fair value, a 10% upside to its current price.

Exploring Other Perspectives

Six private investor fair value estimates from the Simply Wall St Community for TG Therapeutics span US$12.34 to US$136.30 per share. Opinions differ widely, with many still focused on how subcutaneous BRIUMVI’s future launch could expand access and reshape the company’s earnings profile.

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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