TG Therapeutics stock analysis
TG Therapeutics (NKB2) Stock Price & Analysis
NKB2 Stock Chart & Stats
- Day’s Range
- N/A
- 52-Week Range
- N/A
- Previous Close
- N/A
- Volume
- N/A
- Average Volume (3M)
- N/A
- Market Cap
- CHF 7.51B
- Enterprise Value
- CHF 8.84B
- Total Cash (Recent Filing)
- CHF 504.67M
- Total Debt (Recent Filing)
- CHF 754.37M
- Price to Earnings (P/E)
- 85.1
- Beta
- 2.10
- Next Earnings
- Mar 02, 2027 (Est.)
- EPS Estimate
- N/A
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
BRIUMVI Revenue Growth And Adoption
Sustained sequential growth and expanding new-patient starts indicate that BRIUMVI is building durable commercial traction rather than relying on a single launch period. Continued adoption, persistence, and prescriber expansion can support revenue compounding over the next several quarters.
Durable Clinical Differentiation
Long-term efficacy and safety data strengthen BRIUMVI's value proposition with neurologists, patients, and payors. Evidence that clinical benefits persist over seven years can support treatment retention, physician confidence, and competitive resilience as the multiple-sclerosis market evolves.
Strengthening Capitalization And Leverage
A larger equity base and substantially lower leverage improve TG Therapeutics' financial resilience as it funds commercialization and pipeline development. This stronger capital structure provides more flexibility to invest in growth while reducing the burden of debt-related claims on future cash flows.
Bears Say
Gross-to-net Pressure
Increasing rebates, government discounts, and payer concessions can reduce the net revenue captured from each BRIUMVI treatment even when demand grows. Persistent gross-to-net pressure could limit margin expansion and require greater commercial spending to preserve access and market share.
Anti-CD20 And Oral Therapy Competition
Competition spans both established anti-CD20 drugs and oral therapies that capture many new starts, creating a durable challenge to patient acquisition. Rivals' subcutaneous offerings may also raise convenience expectations and increase contracting or promotional pressure on BRIUMVI.
Inconsistent Cash Conversion
Recent positive cash flow is encouraging, but the history of negative operating and free cash flow shows that earnings have not yet translated consistently into cash. Modest TTM cash conversion could constrain internally funded investment if working-capital or collection dynamics weaken.
TG Therapeutics News
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TG Therapeutics Stock Smart Score
Company Description
TG Therapeutics
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.
- Sector
- Healthcare
- Industry
- Biotechnology
- CEO
- Michael S. Weiss
- Employees
- 399
- Website
- www.tgtherapeutics.com
- Address
- 3020 Carrington Mill Blvd., Morrisville, NY, 27560, US
TG Therapeutics (NKB2) Earnings & Revenues
NKB2 Earnings Call
Earnings Call SentimentPositive
The call was strongly positive, with record commercial performance, raised 2026 revenue guidance, sustained BRIUMVI clinical results, improving profitability, share repurchases, and multiple expansion opportunities across simplified IV dosing, subcutaneous administration, azer-cel, and additional indications. The company noted ongoing gross-to-net pressure, early-stage data and regulatory dependencies, but characterized the 340B exposure as limited and continued to describe its commercial and financial outlook as strong.
View all CH:NKB2 earnings summaries