TG Therapeutics (TGTX) Back In Focus As BRIUMVI Data Strengthens The Bull Case

Why TG Therapeutics is back in focus after fresh BRIUMVI data

TG Therapeutics (TGTX) is back on investor radars after new BRIUMVI data presented at MSToronto2026 and a separate five-year comparison study that together highlight long-term multiple sclerosis outcomes and dosing convenience.

The fresh disclosures cover seven-year follow up from the ULTIMATE I & II trials, real world results, and an indirect comparison against other anti CD20 drugs, providing more clinical context around this US$7.5b biotech.

The fresh BRIUMVI readouts arrive after a powerful run for TG Therapeutics, with the share price up 81.56% year to date and a 3 year total shareholder return of about 7x, even though the 30 day share price return declined 5.07% and short term momentum has cooled.

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After a near 7x three year run and a share price around US$53, the debate is simple. Is TG Therapeutics still priced for more upside, or has most of the move already happened?

Most Popular Narrative: 24% Undervalued

Against a last close of $53.16, the most followed narrative on TG Therapeutics anchors fair value at $69.71, which implies meaningful upside if those assumptions play out.

The planned launch of subcutaneous BRIUMVI remains a key upcoming catalyst. It targets the 35 to 40% of the anti CD20 multiple sclerosis market that is currently in self administered products where TG Therapeutics does not yet participate, which could materially affect future revenue and earnings.

The fully enrolled Phase 3 program for subcutaneous BRIUMVI, supported by Phase 1 data indicating around 60% bioavailability and acceptable injection tolerability and guided toward a potential 2028 launch, could allow TG Therapeutics to participate in both infusion and self administered anti CD20 segments and affect top line growth and operating leverage.

See why 71 investors see TG Therapeutics as 24% undervalued.

Result: Fair Value of $69.71 (UNDERVALUED)

Still, the bullish TG Therapeutics story can unravel if heavy manufacturing spend keeps squeezing margins or if the fiduciary duty investigation escalates into costly, distracting litigation.

Find out about the key risks to this TG Therapeutics narrative.

Next Steps

Mixed feelings about TG Therapeutics after a strong multi year run and fresh BRIUMVI data. Act while the details are still front of mind and pressure test your own thesis with the full breakdown of 4 key rewards and 1 important warning sign

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