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    How Early CAR T Results At TG Therapeutics Stock Could Change The Investment Story

    Simply Wall St·10/24/2026 18:33:55
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    • TG Therapeutics reported initial Phase 1 results for azer-cel, an allogeneic CD19 CAR T therapy in progressive multiple sclerosis. The data showed an encouraging early safety profile and mostly stable or improved disability measures in heavily pretreated patients.
    • The data suggest TG Therapeutics is testing a potentially off the shelf cell therapy that could expand its B cell focused MS franchise beyond BRIUMVI and into a new treatment modality, provided that future studies support these early findings.
    • The next area of focus is how TG Therapeutics' investment narrative could be influenced by early azer cel safety and disability outcomes.

    Scan beyond TG Therapeutics and line up other potential MS and healthcare contenders with the hand picked 34 healthcare AI stocks that could benefit from similar treatment breakthroughs.

    TG Therapeutics Investment Narrative Recap

    To own TG Therapeutics, you need to believe the BRIUMVI MS franchise can support a high margin, cash generative operation while pipeline projects extend that runway. The near term swing factor still looks like execution on BRIUMVI, including cost discipline after a quarter where expenses weighed on earnings despite US$240.3 million of revenue.

    The azer cel readout adds an early optionality layer on top of that story but does not yet change the main near term catalyst, which remains subcutaneous BRIUMVI and related label and manufacturing milestones. The biggest current risk is that elevated spending on manufacturing and pipeline work continues to pressure profitability without clear commercial payoffs.

    The most relevant recent update alongside azer cel is the MSToronto2026 data package around BRIUMVI, especially the subcutaneous program and ENHANCE trial. Together, they point to TG Therapeutics working to expand from infusion only into the self administered anti CD20 segment that currently represents 35% to 40% of the MS market.

    If the Phase 3 subcutaneous BRIUMVI data and the planned supplemental filing based on ENHANCE translate into a simpler, competitive dosing profile, that could be a key operational catalyst. Against that backdrop, the early azer cel findings sit more as a long dated pipeline experiment, while the real execution test is turning the current MS franchise and heavy manufacturing spend into durable cash flow.

    TG Therapeutics' current analyst script points to about US$1.8b in revenue and US$619.2 million in earnings by 2029. This outlook is built on an assumed 30.2% yearly revenue growth rate and an earnings increase of roughly US$177.7 million from US$441.5 million today.

    Uncover why TG Therapeutics' fair value indicates a 29% potential upside to its current price, which could narrow quickly.

    NasdaqCM:TGTX 1-Year Stock Price Chart
    NasdaqCM:TGTX 1-Year Stock Price Chart

    Exploring Other Perspectives

    One alternate view on TG Therapeutics leans hard into cost risk. The lowest analysts were modeling revenue of about US$1.7b and earnings of roughly US$562.0 million by 2029 before this azer cel update, assuming a much lower 8.3x P/E. You can read this as a warning that spending, especially on cell therapy, might keep profits tighter than the consensus narrative implies. These projections all predate the new trial results, so investor opinions may change as they reassess which story feels closer to reality.

    Explore 4 other TG Therapeutics fair value estimates, including one that suggests as much as 47% downside from the current price.

    Reach Your Own Conclusion

    Don't just follow the ticker. Dig into the data and build a conviction that's truly your own.

    Ready To Find Your Next Idea Beyond TG Therapeutics?

    If TG Therapeutics has sharpened your thinking around risk, reward, and pipeline optionality, you can apply that same lens across the wider market with the Simply Wall St Screener.