Company Overview - TG Therapeutics, Inc. is a fully integrated, commercial stage biopharmaceutical company focused on the acquisition, development, and commercialization of novel treatments for B-cell diseases [3] - The company has received FDA approval for BRIUMVI (ublituximab-xiiy) for the treatment of adult patients with relapsing forms of multiple sclerosis, including clinically isolated syndrome, relapsing-remitting disease, and active secondary progressive disease [3] - BRIUMVI has also received approval from several regulatory agencies outside of the U.S. for treating adult patients with relapsing multiple sclerosis who have active disease defined by clinical or imaging features [3] Upcoming Events - Michael S. Weiss, the Chairman and CEO of TG Therapeutics, will present at the 44th Annual J.P. Morgan Healthcare Conference on January 13, 2026, at 1:30 PM PST [1] - A live webcast of the presentation will be available on the company's website, with a replay accessible after the event [2]

Core Insights - Allka Research has over two decades of experience in investment, focusing on uncovering undervalued assets in ETFs, commodities, technology, and pharmaceutical sectors [1] - The company emphasizes a conservative investment approach, aiming to deliver substantial returns and strategic insights to clients [1] - Allka Research is committed to simplifying investment strategies, making them accessible for both seasoned and novice investors [1] Mission and Community Engagement - The company aims to empower individuals financially by sharing its knowledge through Seeking Alpha, contributing analyses and informed perspectives [1] - Allka Research seeks to demystify investing, inspiring confidence in readers and fostering a community of informed investors [1] - The organization is dedicated to unraveling the complexities of the financial world, promoting wealth creation and discovery [1]

Core Insights - Allka Research has over two decades of experience in investment, focusing on uncovering undervalued assets in ETFs, commodities, technology, and pharmaceutical sectors [1] - The company emphasizes a conservative investment approach, aiming to deliver substantial returns and strategic insights to clients [1] - Allka Research is committed to simplifying investment strategies, making them accessible for both seasoned and novice investors [1] Company Mission - The mission of Allka Research is to empower individuals financially by sharing knowledge and insights through the Seeking Alpha platform [1] - The company aims to provide thought-provoking analyses and informed perspectives to foster a community of informed investors [1] - Allka Research seeks to demystify investing, inspiring confidence in readers to navigate the financial markets intelligently [1]

Core Viewpoint - Investors in TG Therapeutics, Inc. (TGTX) should closely monitor the stock due to significant movements in the options market, particularly the high implied volatility of the Jan 16, 2026 $3 Call option [1] Company Analysis - TG Therapeutics is currently rated as Zacks Rank 3 (Hold) within the Medical - Biomedical and Genetics industry, which ranks in the top 37% of the Zacks Industry Rank [3] - Over the last 60 days, the Zacks Consensus Estimate for the current quarter has decreased from 27 cents per share to 25 cents per share [3] Options Market Insights - The high implied volatility suggests that options traders are anticipating a significant price movement for TG Therapeutics shares, indicating potential upcoming events that could lead to a major rally or sell-off [2][4] - Options traders often seek high implied volatility options to sell premium, aiming to benefit from the decay of the option's value if the underlying stock does not move as much as expected [4]

TG Therapeutics FY Conference Summary Company Overview - **Company**: TG Therapeutics (NasdaqCM:TGTX) - **Product**: Briumvi, an anti-CD20 therapy for multiple sclerosis (MS) - **Market Presence**: Briumvi has been on the market for approximately 2.75 years, with a revenue target of $585 million for the current year [4][4] Financial Performance - **Revenue Target**: $585 million for FY 2025, with expectations for significant growth in FY 2026 [4][4] - **Future Guidance**: No specific guidance provided for next year, but anticipated to be a larger number than the current year [4][4] Market Dynamics - **CD20 Market Share**: Briumvi captures approximately 20% share among the CD20 class and about 10% share among all new MS starts [11][12] - **Patient Awareness**: Patient awareness was around 35% previously, with plans to double this over the next one to two years [19][19] Sales Strategy - **Sales Force Expansion**: TG Therapeutics plans to expand its sales force strategically, focusing on underperforming areas rather than a broad geographical expansion [25][27] - **Community vs. Hospital Practices**: The company is currently the second most prescribed in community settings and aims to become the number one in that category [26][26] Product Development - **Subcutaneous (Sub-Q) Program**: The Sub-Q program is progressing well, with enrollment expected to complete in the first half of next year and data anticipated by the end of next year [5][38] - **Formulation and Patents**: The new Sub-Q formulation is highly concentrated, with provisional patents filed that could extend protection until 2045 [42][42] Competitive Landscape - **Azer-cel and Cell Therapies**: The company is optimistic about the potential of cell therapies but acknowledges that current advancements are not yet transformative for patients with progressive forms of MS [50][51] - **Market Positioning**: TG Therapeutics aims to achieve parity coverage with competitors upon the launch of the Sub-Q formulation, expected in 2028 [45][45] Challenges and Considerations - **Gross-to-Net Spread**: The gross-to-net spread may be affected by 340B discounts, particularly in the hospital segment [33][33] - **Resource Management**: The company believes it can manage the expansion of its commercial and R&D efforts without significant strain, utilizing outsourcing for R&D as needed [59][60] Key Takeaways - TG Therapeutics is focused on increasing market share and patient awareness for Briumvi while strategically expanding its sales force - The company is optimistic about the future growth of its Sub-Q program and the potential of cell therapies - Resource management strategies are in place to handle potential growth in both commercial and R&D sectors without compromising execution quality [59][60]

Core Insights - TG Therapeutics, Inc. will participate in the 8th Annual Evercore Healthcare Conference from December 2-4, 2025, with a fireside chat scheduled for December 2, 2025, at 12:30 PM ET [1] Company Overview - TG Therapeutics is a fully integrated, commercial-stage biopharmaceutical company focused on developing and commercializing novel treatments for B-cell diseases [3] - The company has received FDA approval for BRIUMVI (ublituximab-xiiy) to treat adult patients with relapsing forms of multiple sclerosis, including clinically isolated syndrome, relapsing-remitting disease, and active secondary progressive disease [3] - BRIUMVI has also received approval from several regulatory agencies outside the U.S. for treating adult patients with relapsing multiple sclerosis who have active disease defined by clinical or imaging features [3]

Core Insights - TG Therapeutics, Inc. ranked 27th on the Deloitte Technology Fast 500™, highlighting its status as one of the fastest-growing technology companies in North America [1][4] - The company's growth from fiscal years 2021 to 2024 was primarily driven by revenues from BRIUMVI®, which received FDA approval in December 2022 for treating relapsing forms of multiple sclerosis [2][3] Company Overview - TG Therapeutics is a biopharmaceutical company focused on developing and commercializing novel treatments for B-cell diseases, with BRIUMVI® being a key product approved for multiple sclerosis [7] - BRIUMVI® is a monoclonal antibody designed to target CD20-expressing B-cells, facilitating efficient B-cell depletion at low doses [9] Financial Performance - The company’s revenue growth is attributed to the successful adoption of BRIUMVI®, reflecting the trust from patients and healthcare providers [3][2] - To qualify for the Deloitte Technology Fast 500™, companies must demonstrate significant revenue growth, with TG Therapeutics achieving a growth rate of 50% or greater [5][4] Industry Context - The Deloitte Technology Fast 500™ has been recognizing fast-growing companies for 31 years, covering various sectors including technology, media, and life sciences [4] - The biopharmaceutical industry is increasingly focused on innovative treatments for autoimmune diseases, with BRIUMVI® positioned as a significant player in the market for multiple sclerosis [7][9]

Group 1 - TG Therapeutics (TGTX) has shown strong execution this year, with a largely expected beat-and-raise performance throughout the year [2] - The company's pipeline is progressing well, particularly the parts that are being closely monitored [2] Group 2 - The Growth Stock Forum focuses on identifying growth stocks, especially in the biotech sector, and emphasizes attractive risk/reward situations [1] - The forum includes a model portfolio of 15-20 stocks, a top picks list of up to 10 stocks expected to perform well, and trading ideas targeting both short-term and medium-term moves [1]

Group 1 - TG Therapeutics (TGTX) has shown strong execution this year, with a largely expected beat-and-raise performance throughout the year [2] - The company's pipeline is progressing well, particularly the parts that are being closely monitored [2] Group 2 - The Growth Stock Forum focuses on identifying growth stocks, especially in the biotech sector, emphasizing attractive risk/reward situations [1] - The forum includes a model portfolio of 15-20 stocks, a top picks list of up to 10 stocks expected to perform well, and trading ideas targeting both short-term and medium-term moves [1]

Group 1 - The core viewpoint is that TG Therapeutics (TGTX) has experienced softer sales growth for its product Briumvi in recent quarters, leading to a hold rating due to potential for a TV campaign to boost sales in the near term [1] Group 2 - The article emphasizes the importance of trading around significant events such as trial results and NDA/BLA approvals in the biotech sector [1]