TG Therapeutics, Inc. Q3 2026 Earnings Recap

TG Therapeutics raised 2026 global revenue guidance to $1 billion after reporting about $260 million in third-quarter revenue, including $233 million in U.S. BRIUMVI net revenue. The shares rose 5.9% after earnings.

Key Takeaways

• Management cited solid third-quarter performance and trends pointing to a strong fourth quarter as the basis for raising full-year revenue guidance.
• About 35% of new anti-CD20 treatment starts are for self-administration, a segment BRIUMVI does not currently serve; the company expects Phase III results for subcutaneous BRIUMVI around year-end or early 2027 and is working toward a 2028 launch.
• A Phase III study of a consolidated IV initiation dose was positive; TG is targeting potential approval around mid-2027.
• The call highlighted early clinical results for azer-cel in progressive MS, while management also cited development programs in myasthenia gravis and treatment-resistant schizophrenia.