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TGTGTX

TG Therapeutics, Inc.

Rising onWhy it's trendingMoving on elevated volumeStrong bullish X conversation
$TGTX·$8.0B·Biotechnology·Healthcare
$48.73+5.6%YTD+64.9%1Y+69.7%
Mentions · last 7 days
2026-07-28: 18 posts2026-07-29: 13 posts2026-07-30: 12 posts2026-07-31: 20 posts2026-08-01: 11 posts2026-08-02: 14 posts2026-08-03: 181 posts270+5%
Price updated 5h ago·X counts updated 1d ago
TGTGTX
$TGTXTG Therapeutics, Inc.
$48.74+5.56%270 posts+5%
AI analysisFundamentalsVoices on X
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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 numbersWinding up for a moveAI verdict · as of 2026-08-01

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

TG Therapeutics coiling into Aug 3 print — Briumvi taking BIIB MS share, B. Riley PT raised to $86.

TG Therapeutics is a biotech commercializing Briumvi (ublituximab), an anti-CD20 monoclonal antibody for multiple sclerosis that competes with Biogen's Ocrevus franchise. Up 81% YTD as the commercial ramp validated the market-share-taking thesis, and B. Riley's July PT raise to $86 from $55 anchors bull expectations into next Sunday's print.

Where the setup sits:

  • Revenue growth is genuinely large: Q1 revenue grew 70% year over year to $200M as Briumvi commercial ramp scaled — this is the exact pattern of a first-in-class biologic finding product-market fit in an established market.
  • The subQ formulation is the durable lever: the June 3 Phase 1 positive data on subcutaneous Briumvi is the specific catalyst for expanding the addressable market — expected pivotal trial data late 2026/Q1 2027 sets up the next inflection.
  • B. Riley PT raise validates the thesis: $86 from $55 (Outperform) reflects the sell-side re-rating — 65% upside from the current $52, and the framing is 'Briumvi demand plus 2028 subQ launch expanding TAM.'
  • Valuation is reasonable for the growth: 17x P/E with a 21% operating margin on a compounding-40% biotech is defensible — the multiple has room to expand if execution continues.

August 3 is the pivot: continued Briumvi revenue acceleration plus firm subQ pivotal timeline commentary is what breaks the coil above $55 toward the $86 sell-side target; a competitive setback from BIIB Ocrevus SC or a Briumvi safety signal disclosure and the +81% YTD gives back significant ground.

Agrees with X sentimentX captures the substance — the B. Riley PT raise to $86 from $55 on Briumvi demand plus 2028 subQ launch, the BIIB MS franchise -13% YoY as share-gain evidence, and the late-2026/Q1-2027 subQ pivotal trial data as the next catalyst are all real; the coil-into-print framing is a fair setup description.

What to watch: The August 3 Q2 print — continued Briumvi revenue acceleration plus firm subQ pivotal timeline breaks the coil above $55 toward $86 sell-side target; a BIIB Ocrevus SC competitive setback or Briumvi safety signal and the +81% YTD gives back ground.

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

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment19 posts analyzed · as of 2026-08-04

TG Therapeutics posters are constructive into Monday's Q2 print. Bulls call PEG of 0.2 'silly cheap,' options-implied moves of $3-$5 either way with $75-plus targets on Azer-cel and subQ readouts before year-end, and BIIB's MS legacy franchise falling 13% YoY as evidence TGTX doesn't need a partner. Dip-buyers are stepping in near $53. The debate is mostly about how much to expect on the print rather than whether to be long.

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
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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

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $TGTX

Neutral — Commercialized biopharmaceutical company with BRIUMVI (ublituximab) approved for relapsing multiple sclerosis; limited read-through from biotechnology macro dynamics to this specific revenue mix.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+40.5%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 $0.37

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$942.3M$925.6M – $960.0M$1.32$0.86 – $1.616
FY27$1.3B$1.3B – $1.4B$3.04$2.38 – $4.426
FY28$1.6B$1.6B – $1.6B$3.76$2.56 – $4.535
FY29$1.9B$1.8B – $2.0B$4.38$4.03 – $4.742
FY30$2.2B$2.1B – $2.4B$5.54$5.09 – $5.992

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.1.1×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.69%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.-3.0%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.+32.4%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 today2.1% 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.β1.675-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

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

+ 5 other (5 awards) 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.

8-KMaterial agreementMar 208-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
+ 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: Why I'm Staying Long After The Q2 Selloffseekingalpha.com·1d agoTGTX Q2 Earnings Lag, Sales Rise Y/Y, 2026 View Raised, Stock Downzacks.com·2d agoTG Therapeutics, Inc. (TGTX) Q2 2026 Earnings Call Transcriptseekingalpha.com·2d agoHere's What Key Metrics Tell Us About TG Therapeutics (TGTX) Q2 Earningszacks.com·2d agoTG Therapeutics Q2 Earnings Call Highlightsmarketbeat.com·2d ago

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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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