other material
confidence high
sentiment positive
materiality 0.80
TG Therapeutics prelim FY2025 global rev ~$616M; 2026 guided $875-900M
TG THERAPEUTICS, INC.
- Preliminary FY2025 total global revenue ~$616M; U.S. BRIUMVI net product rev Q4 ~$182M, FY ~$594M.
- 2026 target total global revenue $875-900M; U.S. BRIUMVI net product rev $825-850M.
- 2026 operating expense target ~$350M (excl. SBC) + ~$100M for subcutaneous BRIUMVI inventory build and secondary manufacturer start-up.
- Pipeline milestones: ENHANCE IV BRIUMVI trial data mid-2026; subcutaneous BRIUMVI topline year-end 2026/1Q 2027; azer-cel Phase 1 data in Progressive MS H2 2026.
- Plans to commence registration-directed trial for BRIUMVI outside MS and additional exploratory studies in autoimmune disease.