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TGTGTX

TG Therapeutics, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 70% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (122/wk), no spike
$TGTX·$8.2B·Biotechnology·Healthcare
$56.40-0.1%YTD+91.0%1Y+76.2%
Price updated 10m ago·X counts updated 6d ago
TGTGTX
$TGTXTG Therapeutics, Inc.
$56.40-0.12%122 posts0.7×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $TGTX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

122X posts · last 7 days
Aug 31Sep 12
Chatter Meter
0.7×
QuietNormal · 1×Loud

How loud $TGTX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-11

TG Therapeutics is bullish on X — Josh Schimmer note on 'schizophrenia may actually be autoimmune diseases' opens BRIUMVI expansion story, subQ Ph3 24-week final follow-up in 1st-2nd week of October with data lock/analysis to follow. Called out as healthcare stock with huge revenue growth and +80% margins.

Read what X is saying about $TGTX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $TGTX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-18

The move is getting stronger, with heavier trading behind it.

TG Therapeutics compounding on BRIUMVI ramp — 70% revenue growth, 21% op margin, subQ Phase 3 24-week readout in October.

TG Therapeutics is a commercial-stage biopharma focused on B-cell therapies for multiple sclerosis — BRIUMVI (ublituximab) is the lead commercial asset targeting relapsing MS, with a subcutaneous formulation in Phase 3. The story is a real commercial ramp turning profitable.

  • The operating side is exceptional for a commercial biotech: Q1 revenue grew 70% YoY (Q4 was up 78%), TTM operating margin is 21%, TTM ROIC and gross margin are high-quality (83% GM), and the company is genuinely turning cash-flow-positive — analysts model FY26 EPS at $0.36 growing to full-year meaningful profit in FY27.
  • The pipeline catalyst is dated and specific: the subcutaneous Phase 3 24-week final follow-up is expected in the first-second week of October with data lock/analysis to follow — a subQ formulation would materially expand the addressable market beyond the IV-only launch, and 'schizophrenia may actually be autoimmune diseases' opens further BRIUMVI expansion potential.
  • The tape is running: shares are up 91% YTD and 76% over the past year, sit at the 91st percentile of the 52-week range and 41% above the 200-day — California State Teachers Retirement System's 9.2M-share acquisition (Sept 15) confirms real institutional accumulation into the setup.

Nov 2 earnings extends the run if Q3 EPS beats $0.36 consensus with continued BRIUMVI script growth and subQ Phase 3 positive readout. What actually invalidates is either a specific MS-competitive readout (Kesimpta or Ocrevus follow-on data), a subQ Phase 3 disappointment, or another director-scale sale (Charney's ~$275K Sept 14 sale is modest, not signal yet).

Agrees with X sentimentThe X bullish read on BRIUMVI expansion, subQ Phase 3 timing, and 80%+ margins is fair and matches the mechanics — the fundamentals do back the commercial-ramp thesis.

What to watch: Q3 earnings Nov 2 and subQ Phase 3 24-week readout in October — BRIUMVI script growth plus positive subQ data extends the run; MS-competitive readout, subQ disappointment, or widening insider-sell pattern invalidates.

On the calendar: 2026-11-02 — Q3 earnings

Read the AI verdict on $TGTX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Commercialized biopharmaceutical company with BRIUMVI (ublituximab) approved for relapsing multiple sclerosis.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $TGTX.

Biotechnology · Healthcare

mRNA oncology platform is the week's catalyst — Merck CEO hinted positive MRNA melanoma Phase 3 data (Oct readout, potentially doubling cancer-free rate vs Keytruda), driving MRNA +8%. IBB +41% T12M reflects the GLP-1, gene-editing, and RNA-medicine premium multiples re-rating the sector. ALT +14.2% since earnings confirms GLP-1 pipeline names as the most active near-term catalyst cohort.

What this means for $TGTX

Partial — BRIUMVI (ublituximab) for relapsing multiple sclerosis is a commercialized product with growing revenue, benefiting from the broad biotech re-rating, but neurology/autoimmune focus means limited direct leverage to mRNA or GLP-1 sentiment.

Top industry ETF

$IBBiShares Biotechnology ETF
+22.1%YTD
+46.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
16.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
11.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
21.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-0.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
11.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
87.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
83.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 3, 2026$0.05$0.31-83.6%
Q1 2026May 6, 2026$0.14$0.23-39.1%
Q4 2025Feb 26, 2026$0.14$0.35-60.0%
Q3 2025Nov 3, 2025$2.43$0.24+912.5%
Next earningsMon, Nov 2·consensus EPS $0.36

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$204.9M+69.6%83.6%17.0%$0.14$-17.9M
Q4 FY25$192.6M+78.0%80.2%26.2%$0.16$19.6M
Q3 FY25$161.7M+92.8%82.6%18.2%$2.69$-23.2M
Q2 FY25$141.1M+92.1%86.6%24.7%$0.19$7.4M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$957.9M$947.4M – $975.1M$1.00$0.76 – $1.445
FY27$1.3B$1.3B – $1.4B$2.86$2.33 – $4.286
FY28$1.6B$1.5B – $1.9B$3.67$3.14 – $4.216
FY29$1.9B$1.8B – $2.0B$4.24$3.97 – $4.644
FY30$2.2B$2.1B – $2.4B$5.36$5.02 – $5.873

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.91%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+5.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+41.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 135.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.665-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 10Laurence N CharneyDirector5.0K sh$275K
+ 7 other (5 awards · 2 gifts) in window

See when $TGTX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 128-K — Item 5.07: Shareholder vote
AI summary

TG Therapeutics held its 2026 Annual Meeting on June 11, 2026 via online platform, with 113.0M of 153.1M shares (73.8%) present. Specific proposal descriptions and voting outcomes are referenced as detailed in the Company's proxy statement but are not reproduced in the available excerpt. Routine annual meeting governance for the commercial-stage MS drug company with BRIUMVI on market.

+ 9 other (2 10-Qs · 2 earnings 8-Ks · 2 routine 8-Ks · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

California State Teachers Retirement System Acquires 9,198,333 Shares of TG Therapeutics, Inc. $TGTXdefenseworld.net·3d agoTG Therapeutics to Participate in the H.C. Wainwright 28th Annual Global Investment Conferenceglobenewswire.com·8d agoTG Therapeutics to Participate in the Cantor Global Healthcare Conferenceglobenewswire.com·15d agoTG Therapeutics (TGTX) Up 15.1% Since Last Earnings Report: Can It Continue?zacks.com·16d agoTG Therapeutics: Briumvi's Peak May Be Far Away (Rating Upgrade)seekingalpha.com·23d ago

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Voices on X · last 7 days

No standout posts about $TGTX on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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