earnings
confidence high
sentiment positive
materiality 0.80
TG Therapeutics Q2 2026 revenue $240M, raises FY2026 BRIUMVI guidance to ~$890-905M
TG THERAPEUTICS, INC.
- Q2 2026 total global revenue ~$240M; BRIUMVI U.S. net product revenue $227.7M, up 64% YoY.
- Raises FY2026 BRIUMVI U.S. net product revenue target to ~$890-905M; total global revenue target ~$950M.
- Net income $7.8M in Q2 2026 vs $28.2M in Q2 2025; R&D expense increased to $95.3M due to subcutaneous manufacturing.
- Positive Phase 3 ENHANCE trial met primary endpoint; single 600mg infusion regimen eliminates Day 15 infusion.
- Cash position $612.3M as of June 30, 2026; operating expense target $350-400M (excl. non-cash comp) plus ~$100M for subcutaneous mfg.