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TG Therapeutics Lifts 2026 Outlook After Strong Briumvi Year, Shares Jump

Management projects up to $900 million in 2026 revenue, with spending to build a subcutaneous version plus manufacturing scale-up.

Overview

  • Preliminary 2025 total global revenue was approximately $616 million, including Briumvi U.S. net product revenue of about $594 million and $182 million in Q4.
  • Guidance for 2026 targets total global revenue of $875 million to $900 million, with Briumvi U.S. expected at $825 million to $850 million.
  • TG Therapeutics forecasts roughly $350 million in 2026 operating expenses excluding non-cash compensation, plus about $100 million tied to subcutaneous Briumvi inventory build and a secondary manufacturer.
  • Planned 2026 readouts include mid-year ENHANCE topline on consolidated IV dosing, preliminary Phase 1 azer-cel data in progressive MS in the second half, and subcutaneous Briumvi topline around year-end 2026 or early 2027.
  • Shares rose in extended and next-day trading after the update, though third-party technicals still indicate a bearish trend, and the reported figures remain unaudited.