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TG Therapeutics (CH:NKB2)
:NKB2

TG Therapeutics (NKB2) Price & Analysis

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NKB2 Stock Chart & Stats

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Bulls Say, Bears Say

Bulls Say
Revenue Growth & GuidanceManagement raised 2026 guidance after a large quarter, showing a sustainable commercial ramp and stronger physician adoption. Durable revenue momentum and an expected exit-quarter >$250M U.S. run rate imply scalable sales infrastructure and multi-year revenue visibility for the BRIUMVI franchise.
High Gross Margins & ProfitabilityVery high product gross margins reflect favorable product economics for a monoclonal antibody franchise. Sustained margin strength supports reinvestment in commercial expansion and R&D, improving ability to fund growth internally and providing resilience against pricing pressure over the medium term.
Pipeline Optionality (ENHANCE & Subcutaneous)Positive ENHANCE results and an advancing subcutaneous program create structural optionality: simpler IV initiation and potential self-administered dosing can materially expand addressable market, lower treatment burden, and alter competitive positioning if regulatory and reimbursement outcomes are favorable.
Bears Say
Weak Cash GenerationDespite reported profitability, operating and free cash flow remain negative, indicating an earnings-to-cash conversion gap. Persistent weak cash generation can limit funding flexibility, increase reliance on financing, and raise questions about working-capital management and the durability of reported net income.
Manufacturing Charges And InvestmentSignificant manufacturing-related charges reflect structural investments to support subcutaneous formulation and secondary sourcing. While potentially value-adding long term, these expenses depress reported margins and cash flow near term and may continue until scale and efficiencies are realized.
Rebate Pressure & Reimbursement RiskA mid-60s gross-to-net profile means a large portion of list revenue is ceded to rebates and chargebacks. This structural revenue realization pressure, combined with Part D and pricing uncertainty for a subcutaneous launch, could materially reduce realized margins and complicate long-term revenue forecasting.

TG Therapeutics News

NKB2 FAQ

What was TG Therapeutics’s price range in the past 12 months?
Currently, no data Available
What is TG Therapeutics’s market cap?
TG Therapeutics’s market cap is CHF6.44B.
    When is TG Therapeutics’s upcoming earnings report date?
    TG Therapeutics’s upcoming earnings report date is Nov 09, 2026 which is in 95 days.
      How were TG Therapeutics’s earnings last quarter?
      TG Therapeutics released its earnings results on Aug 03, 2026. The company reported CHF0.04 earnings per share for the quarter, missing the consensus estimate of CHF0.247 by -CHF0.206.
        Is TG Therapeutics overvalued?
        According to Wall Street analysts TG Therapeutics’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
          Does TG Therapeutics pay dividends?
          TG Therapeutics does not currently pay dividends.
          What is TG Therapeutics’s EPS estimate?
          TG Therapeutics’s EPS estimate is 0.3.
            How many shares outstanding does TG Therapeutics have?
            Currently, no data Available
            What happened to TG Therapeutics’s price movement after its last earnings report?
            TG Therapeutics reported an EPS of CHF0.04 in its last earnings report, missing expectations of CHF0.247. Following the earnings report the stock price went same N/A.
              Which hedge fund is a major shareholder of TG Therapeutics?
              Currently, no hedge funds are holding shares in CH:NKB2
              What is the TipRanks Smart Score and how is it calculated?
              Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                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.

                TG Therapeutics (NKB2) Earnings & Revenues

                NKB2 Earnings Call

                Q2 2026
                0:00 / 0:00
                Earnings Call Sentiment|Positive
                The call communicated strong commercial momentum, robust Q2 financial results, multiple positive clinical/readout milestones (ENHANCE Phase III positive; subcutaneous program advancing), growing real-world evidence, and a healthy cash position — all of which underpin upgraded guidance and an optimistic multi-year franchise opportunity. Near-term headwinds include sizable manufacturing-related charges expensed now (with potential future margin tailwinds if programs succeed), seasonality/timing risk concentrated in Q4, uncertainty around subcutaneous pricing/reimbursement, and ongoing competitive dynamics. On balance, the positive operational and clinical developments and the guidance raise materially outweigh the near-term expenses and execution risks.View all CH:NKB2 earnings summaries

                NKB2 Stock 12 Month Forecast

                Average Price Target

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