TG Therapeutics(US:TGTX)2026-01-13 21:30BRIUMVI Market Position and Growth - BRIUMVI is the first and only anti-CD20 therapy for Relapsing forms of Multiple Sclerosis (RMS) delivered in a 1-hour infusion every 6 months after the starting dose[9, 21] - Anti-CD20s capture approximately 50% of the dynamic and overall Multiple Sclerosis (MS) market share, representing a ~$10 billion market in the U S today[12] - BRIUMVI has achieved significant uptake, with >97% of the top 200 MS centers using it and ~90% of high decile Healthcare Professionals (HCPs) prescribing it[16] - The company's goal is to become the 1 prescribed anti-CD20 in RMS based on dynamic market share[14] Financial Performance and Guidance - Cumulative BRIUMVI U S net revenue LTD is approximately $992 million[19] - BRIUMVI U S net revenue for Q4 2025 was approximately $182 million, and for FY 2025, it was approximately $594 million[19] - Total global revenue for FY 2025 was approximately $616 million, representing ~90% growth from FY 2024 to FY 2025 and ~20% growth from Q3 2025 to Q4 2025[19] - The company projects FY 2026 total global net revenue to be approximately $875-900 million, with U S net revenue of approximately $825-850 million[45] Pipeline Expansion and Future Launches - The company is developing a consolidated dosing schedule for IV BRIUMVI, with a target launch in 2027, pending top-line data from the ENHANCE pivotal study expected in mid-2026[27, 33] - A self-administered subcutaneous (SubQ) formulation of BRIUMVI is in development, with a target launch in 2028, pending top-line data expected by YE26/Q1 27[27, 38] - The SubQ formulation is expected to significantly increase the total addressable market by reaching a distinct patient segment, augmenting the current IV business[39, 41]