TickerTalks
Browse all tickers →
TickerTalks›$TGTX
TGTGTX

TG Therapeutics, Inc.

$TGTX·$8.1B·Biotechnology·Healthcare
$53.22+3.3%YTD+80.0%1Y+47.8%
Mentions · last 7 days
2026-06-13: 19 posts2026-06-14: 8 posts2026-06-15: 55 posts2026-06-16: 16 posts2026-06-17: 46 posts2026-06-18: 32 posts2026-06-19: 9 posts185+5%
Price updated 12h ago·X counts updated 12h ago
TGTGTX
TG Therapeutics, Inc.$TGTX
$53.22+3.34%185 posts+5%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $TGTX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-06-20

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

TG Therapeutics up 70% with positive Phase 1 PK data on June 3 — Q1 revenue grew 70% and operating margin held at 17%.

TG Therapeutics is the multiple-sclerosis biotech behind Briumvi (ublituximab) — an anti-CD20 monoclonal antibody competing in the relapsing-MS treatment market against Roche's Ocrevus and Novartis Kesimpta. The numbers are firing: Q1 revenue grew 69.6% year-over-year to $205M at a 17% operating margin (commercial profitability, rare for a small-cap biotech), and the past EPS surprise was a -26% miss but still positive at $0.14. The stock is up 48% TTM and 80% YTD, sitting in the 97th percentile of its 52-week range and 58% above the 200-day on a 3.06x volume multiplier — that's clean-print accumulation. Trades at 17x earnings — cheap for a profitable biotech at this growth rate. The structural catalyst: positive Phase 1 pharmacokinetic, pharmacodynamic, safety, and tolerability data on June 3 from a clinical trial. No insider selling clusters in the bundle. With no sentiment in the corpus, operating data is doing all the work.

What to watch: August 3 Q2 earnings — does Briumvi commercial revenue extend the +70% YoY pace and does operating margin step toward 20%+ as the relapsing-MS commercial ramp scales? Any next-gen subcutaneous Briumvi data updates (the structural moat extension) or a competitor (Ocrevus, Kesimpta) data disruption is the structural lever; another EPS miss into the 97th-percentile range is the structural risk.

On the calendar: 2026-08-03 — Q2 earnings

no sentiment

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

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

Based in New York City and established in 1993, TG Therapeutics, Inc. is a biopharmaceutical company that has advanced to the commercial stage. Its core mission revolves around the acquisition, advancement, and marketing of novel therapeutic solutions. The company's focus areas specifically include B-cell related cancers (malignancies) and various autoimmune disorders. Among its significant investigational therapeutic candidates is Ublituximab, a distinctive glycoengineered monoclonal antibody currently undergoing evaluation. It targets B-cell non-Hodgkin lymphoma, chronic lymphocytic leukemia (CLL), and the relapsing forms of multiple sclerosis. Another compound in its pipeline is Umbralisib, an orally administered inhibitor designed to block PI3K-delta and CK1-epsilon enzymes. This treatment is being investigated for its effectiveness against CLL, marginal zone lymphoma, and follicular lymphoma. TG Therapeutics is also developing Cosibelimab, an IgG1 human monoclonal antibody that functions by binding to programmed death-ligand 1 (PD-L1) and subsequently preventing its interaction with PD-1 and B7.1 receptors. Furthermore, the company is advancing TG-1701, an oral, covalently-bound Bruton's tyrosine kinase (BTK) inhibitor, notably more selective for BTK compared to ibrutinib in laboratory screenings. Completing this clinical-stage portfolio is TG-1801, a bispecific antibody engineered to simultaneously target CD47 and CD19. Beyond its clinical-stage assets, the company possesses various licensed preclinical programs, including those addressing BET, interleukin-1 receptor associated kinase-4, and GITR. To enhance its research and development capabilities, TG Therapeutics has forged collaboration agreements with entities such as Checkpoint Therapeutics, Inc., Jiangsu Hengrui Medicine Co., Novimmune SA, Ligand Pharmaceuticals Incorporated, and Jubilant Biosys. The company also maintains strategic alliances with partners including LFB Biotechnologies S.A.S, GTC Biotherapeutics, LFB/GTC LLC, Ildong Pharmaceutical Co. Ltd., and Rhizen Pharmaceuticals, S A.

Industry overviewAI analysisGenerated by AI from underlying data

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

Biotechnology · Healthcare

GLP-1 obesity pipeline competition is the dominant structural driver — the 'next phase' of obesity drugs (oral formulations, differentiated mechanisms) is reshaping clinical bets for NVO competitors. Gene editing (CRSP, BEAM, NTLA, PRME) is transitioning from clinical to commercial-maturation phase with Casgevy scaling; oncology binary events (IBRX, ALLO, KURA) define the near-term calendar.

Top industry ETF

$IBBiShares Biotechnology ETF
+2.4%YTD
+38.3%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
Q1 2026May 6, 2026$0.17$0.23-26.1%
Q4 2025Feb 26, 2026$0.14$0.35-60.0%
Q3 2025Nov 3, 2025$2.43$0.24+912.5%
Q2 2025Aug 4, 2025$0.17$0.32-46.9%
Next earningsMon, Aug 3·consensus EPS $0.42

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$941.2M$929.0M – $949.7M$1.38$1.20 – $1.546
FY27$1.2B$1.2B – $1.3B$2.53$2.14 – $3.306
FY28$1.6B$1.5B – $1.7B$3.08$2.32 – $3.725
FY29$2.0B$1.9B – $2.1B$3.54$3.26 – $3.822
FY30$2.4B$2.2B – $2.5B$4.28$3.94 – $4.622

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.3.1×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.97%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.+33.9%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.+58.2%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 today5.3% 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.

Insider activity

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

Recent transactions

No open-market buys or sells in the last 180 days.

+ 9 other (7 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
Free, forever. No credit card.

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.

8-KMaterial agreementMar 208-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
8-KPress release / Reg FDJan 138-K — Item 7.01: Press release / Reg FD
+ 9 other (2 routine 8-Ks · 2 earnings 8-Ks · 2 13Gs · 1 10-Q) in window

Recent news

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

TG Therapeutics Stock Rises Thursday: What's Driving The Gains?benzinga.com·2d agoTG Therapeutics Stock Is On A Hot Streak: Why It's Up 70% And Climbinginvestors.com·3d agoTG Therapeutics (TGTX) Soars 7.5%: Is Further Upside Left in the Stock?zacks.com·9d agoTGTX Rises on Positive Phase I Data for Subcutaneous Briumvi in MGzacks.com·10d agoTG Therapeutics, Inc. (TGTX) Presents at Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcriptseekingalpha.com·11d ago

More in Biotechnology

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$AURA$ALLO$HUMA$QURE$ALT$IBRX$PRME$BHVN
Voices on X · top 7 · 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.

PrivacyTermsSupport