TG Therapeutics, Inc. (TGTX)

Over the past six months, TG Therapeutics' stock price has been impacted by several events. The company reported its Third Quarter 2025 financial results, with total revenue of $161.7 million and U.S. BRIUMVI net revenue of $152.9 million, leading to a raise in its full-year 2025 guidance. TG Therapeutics participated in healthcare conferences in November 2025 and January 2026, providing updates on commercial growth and business outlook. In January 2026, TG Therapeutics announced preliminary unaudited results for Q4 2025, with U.S. BRIUMVI net product revenue of approximately $182 million, and provided optimistic 2026 financial guidance, targeting $875–900 million in total global revenue. The stock has also experienced declines due to broader market factors, profit-taking, and concerns about slowing growth of BRIUMVI and increased competition in the multiple sclerosis market.

There is evidence of demand seasonality for TG Therapeutics' products, particularly for BRIUMVI in the multiple sclerosis market. The MS market tends to experience a slowdown during the summer months. This seasonality was observed in Q3 2024, where BRIUMVI sales growth showed a dip compared to previous quarters. However, the company has also shown the ability to buck this trend with stronger performance in subsequent quarters, such as Q4 2023.

TG Therapeutics, Inc. is a commercial-stage biopharmaceutical company focused on developing and commercializing novel treatments for B-cell diseases, including B-cell malignancies and autoimmune disorders. The company's major approved product is BRIUMVI, which is FDA-approved for the treatment of adult patients with relapsing forms of multiple sclerosis. TG Therapeutics also has a diversified pipeline of investigational medicines, including targeted agents such as the BTK inhibitor TG-1701, the allogeneic CD19 CAR T therapy Azer-Cel, and the bispecific antibody TG-1801, which are being developed for B-cell cancers and other diseases.

TG Therapeutics is headquartered in New York City, New York, with additional operations in Morrisville, North Carolina, in the United States. The company has operations in the US, Australia, and the UK. A significant majority of its revenue is generated from BRIUMVI sales in the United States, with other sales coming from international markets.

TG Therapeutics has demonstrated a positive brand reputation, largely driven by the commercial success and strong adoption of BRIUMVI. The company has highlighted significant commercial momentum for BRIUMVI. TG Therapeutics was also recognized for its rapid growth, ranking #27 on the Deloitte Technology Fast 500 list in November 2025. The strong adoption of BRIUMVI and encouraging progress in its pipeline are expected to continue driving the company's stock.

TG Therapeutics has a diverse ownership structure, with institutional investors holding a significant portion of the company's stock. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, State Street Corp, iShares Core S&P Small-Cap ETF, Clearbridge Investments, LLC, and Soleus Capital Management, L.P. Michael S. Weiss, the CEO, is the largest individual shareholder, owning 21.27% of the company's shares. Institutional investors own approximately 52.19% of the stock, insiders own about 6.85%, and public companies and individual investors hold around 40.95%.