TG Therapeutics, Inc. (NASDAQ:TGTX) is a biopharmaceutical company focused on developing and commercializing treatments for B-cell diseases. The company's flagship product, BRIUMVI, is an anti-CD20 monoclonal antibody designed to treat relapsing multiple sclerosis (RMS). TG Therapeutics competes with other pharmaceutical companies in the RMS treatment market, striving to capture significant market share.
On January 14, 2026, Goldman Sachs updated its rating for TGTX to Neutral, maintaining its previous grade and recommending a hold action. At the time, the stock price was $29.54. Goldman Sachs also raised the price target for TGTX from $37 to $39, reflecting confidence in the company's future performance.
TG Therapeutics has projected significant revenue growth for fiscal years 2025 and 2026. The company expects FY25 revenue to reach approximately $616 million, an 87% increase from the $329 million reported in 2024. For FY26, revenue is anticipated to be between $875 million and $900 million, aligning with market forecasts. This growth is largely driven by BRIUMVI, which is expected to generate substantial product revenue.
BRIUMVI is projected to contribute around $594 million in product revenue for FY25, with expectations for FY26 ranging between $825 million and $850 million. The company is also focusing on lifecycle initiatives, such as consolidated intravenous dosing and a self-administered subcutaneous formulation, which could further enhance BRIUMVI's revenue if approved. These efforts underscore TG Therapeutics' reliance on BRIUMVI as a key revenue driver.
Despite the positive financial outlook, TG Therapeutics' shares have declined by 7.7% over the past year, contrasting with the industry's growth of 1%. However, the company remains optimistic about its long-term revenue growth potential, driven by BRIUMVI's strong commercial performance and significant market share capture since its launch.
