WEBULL

Is TG Therapeutics (TGTX) Quietly Reframing Its Investment Story Around Neurology Depth Over Breadth?

Simply Wall St · 2d ago
  • TG Therapeutics recently presented at the Evercore 8th Annual Healthcare Conference at the Loews Coral Gables Hotel in Florida, where Chairman, CEO and President Michael S. Weiss discussed the company’s progress in multiple sclerosis and broader neurology efforts.
  • This high-visibility conference appearance has reinforced investor attention on how TG Therapeutics aims to expand the reach of its MS treatment portfolio and strengthen its neurology focus.
  • We’ll now examine how this renewed emphasis on expanding the multiple sclerosis treatment portfolio may influence TG Therapeutics’ broader investment narrative.

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TG Therapeutics Investment Narrative Recap

To own TG Therapeutics, you need to believe BRIUMVI can anchor a growing multiple sclerosis franchise while the company carefully builds out its broader neurology pipeline. The Evercore conference appearance mainly boosts visibility and does not materially change the near term catalyst around BRIUMVI commercialization or the key risk of heavy dependence on a single MS asset amid intense competition and payer pressure.

The most relevant recent update here is TG’s series of raised 2025 revenue targets, with management now guiding to about US$600,000,000 in total global revenue. That emphasis on higher BRIUMVI driven expectations ties directly into the MS expansion story highlighted at Evercore and underlines how much of the investment thesis hinges on sustaining growth and pricing power in this one core therapy.

Yet, while TG’s focus on MS growth is appealing, investors should also be aware of the concentration risk around BRIUMVI and how...

Read the full narrative on TG Therapeutics (it's free!)

TG Therapeutics' narrative projects $1.2 billion revenue and $469.0 million earnings by 2028. This requires 39.5% yearly revenue growth and about a $408 million earnings increase from $60.5 million today.

Uncover how TG Therapeutics' forecasts yield a $44.29 fair value, a 44% upside to its current price.

Exploring Other Perspectives

TGTX Community Fair Values as at Dec 2025
TGTX Community Fair Values as at Dec 2025

Six Simply Wall St Community fair value views span roughly US$12 to US$137 per share, showing sharply different expectations for TG Therapeutics. Set against this, TG’s reliance on BRIUMVI in a crowded MS market gives you a clear reason to compare multiple viewpoints before forming your own expectations for the business.

Explore 6 other fair value estimates on TG Therapeutics - why the stock might be worth less than half the current price!

Build Your Own TG Therapeutics Narrative

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.