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Is TG Therapeutics (TGTX) Undervalued Following New BRIUMVI Five Year Data?

Simply Wall St · 2d ago

TG Therapeutics (TGTX) drew fresh attention after publishing a five year matching adjusted indirect comparison suggesting BRIUMVI was associated with lower disability progression risk and consistently low relapse rates compared with two rival anti CD20 therapies.

Investors have responded to this kind of clinical data from TG Therapeutics, with the share price at US$56.00 after a 1-day share price return of 3.00% and a year-to-date share price return of 91.26%. This is accompanied by a 1-year total shareholder return of 60.60% and a 3-year total shareholder return of roughly 7x. This indicates that momentum has been strong over the medium term, while shorter-term moves have been more measured.

Compare TG Therapeutics with other potential breakout healthcare opportunities by scanning our hand-picked 34 healthcare AI stocks that are also tied to neurology and next generation treatment platforms.

For TG Therapeutics, that sharp move after fresh BRIUMVI data could signal that investors are reassessing the business instead of simply chasing sentiment. At US$56.00, how does that enthusiasm compare with the current valuation?

Most Popular Narrative: 20% Undervalued

Against TG Therapeutics' last close at $56.00, the most followed narrative anchors fair value at $69.71. This implies the recent BRIUMVI data is feeding into a broader autoimmune story rather than a one product spike.

The shift of BRIUMVI from a single intravenous multiple sclerosis treatment to a broader autoimmune franchise, including new indications such as myasthenia gravis and treatment resistant schizophrenia with patent coverage into the 2040s, could extend the revenue runway and support longer term earnings power.

See why 71 investors see TG Therapeutics as 20% undervalued.

Result: Fair Value of $69.71 (UNDERVALUED)

Still, the recent earnings miss linked to higher expenses and the ongoing investigation into potential fiduciary breaches at TG Therapeutics could easily upset that 20% undervalued narrative.

Find out about the key risks to this TG Therapeutics narrative.

Next Steps

Mixed messages on TG Therapeutics so far? Move quickly, review the underlying numbers, and then weigh the 3 key rewards and 1 important warning sign against your own read of the situation.

Looking for more investment ideas beyond TG Therapeutics?

If TG Therapeutics has your attention, do not stop here. Cast a wider net with focused screeners that surface clear, data driven ideas before others spot them.

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.