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TG Therapeutics (TGTX) FY 2025 Conference June 10, 2025 10:40 AM ET Speaker0 We just click we're having a conversation. Speaker1 Yeah. Speaker0 Awesome. Good morning, everyone. Thanks for joining us here at the Goldman Sachs Annual Healthcare Conference. Thrilled to be joined here today with the team from TG Therapeutics. Maybe I'll let you start with a quick overview on the company, and we can go from there. Yeah. Speaker1 Sure. Thanks. And great to see you. So TG, we're a biotech company, commercial stage ...

Fireside chat scheduled for Tuesday, June 10, 2025, at 10:40am ET.NEW YORK, June 06, 2025 (GLOBE NEWSWIRE) -- TG Therapeutics, Inc. (NASDAQ: TGTX) today announced that Michael S. Weiss, the Company’s Chairman and Chief Executive Officer, will participate in the Goldman Sachs 46th Annual Global Healthcare Conference, being held in Miami, FL on June 9-11, 2025. The fireside chat is scheduled to take place on Tuesday, June 10, 2025, at 10:40am ET. A live webcast of the fireside chat will be available on the Ev ...

纪要涉及的行业和公司 - 行业：多发性硬化症（MS）治疗行业，尤其是CD20药物细分领域 [3][4][5] - 公司：TG Therapeutics（TGTX），其产品Beyond Meat（BREONV）在CD20市场竞争 [27] 纪要提到的核心观点和论据 CD20 MS市场现状与未来趋势 - **核心观点**：CD20是MS患者的主要治疗方法，市场份额持续上升，未来也将继续增长；IV和SubQ两种给药方式将长期共存，IV仍将是主要给药方式，但SubQ也会持续增长 [5][10][19][20] - **论据**： - 新培训的MS临床医生更倾向于早期使用高效的CD20药物治疗，且仍有部分神经科医生未使用CD20药物，随着年轻一代医生进入该领域，使用CD20药物的患者比例将增加 [5][6] - SubQ药物目前约占所有新患者的35% - 40%，增长可能有所放缓，但由于学术中心和保险公司推动治疗地点从昂贵的IV中心转移，以及药物开发者与神经科医生的良好合作，SubQ市场仍将继续增长 [7][8][9] - IV给药方式因无需担心患者依从性、医生可直接观察患者情况等优点，仍将保持领先地位 [15][16][17] - 目前CD20药物在新MS患者中的动态市场份额约为50% - 55%，整体市场份额将随着时间推移逐渐赶上动态市场份额 [19][20] TG Therapeutics公司产品目标与策略 - **核心观点**：公司目标是成为CD20市场的头号企业，通过产品、价格、人员和流程四个要素的结合，以及持续的市场推广和产品创新来实现这一目标 [28][29][31] - **论据**： - 公司产品BREONV价格最低，团队平均MS经验达12年，营销战略执行出色，目前已成功占据一定市场份额 [29][30][31] - 公司自产品推出以来，战略性地将商业团队规模扩大了一倍，未来还将继续扩大团队以覆盖更多潜在神经科医生 [40][41][42] - 公司通过DTC营销提高产品在患者群体中的知名度，目前已开展线上DTC营销，并推出了首个全规模电视广告 [43][44][46] 产品研发与改进 - **核心观点**：公司正在对IV产品进行改进，并开发SubQ产品，这些改进和新产品将为患者提供更多选择，有望增加销售和市场份额 [50][55][59] - **论据**： - 公司计划将IV产品的首次和第二次剂量合并，预计在2027年下半年将该改进纳入产品标签，市场研究表明这一改进将受到患者和治疗中心的欢迎 [53][54][55] - 公司已对近100名患者进行了30分钟的BREONV IV输注治疗，正在研究该治疗方式的关键试验设计，市场研究显示这一改进将对销售和市场兴趣产生积极影响 [56][57][58] - 公司计划在未来两个月内启动SubQ产品的研究，预计约一年完成患者招募，再经过约六个月完成自动注射器桥接组件，有望在2027年中提交申请，2028年中获得批准 [66] 公司财务状况与可持续性 - **核心观点**：公司预计运营费用将逐步增加，但收入增长将更快，公司目前的现金状况、收入和运营费用能够支持长期增长 [72][73] - **论据**： - 去年公司收入为3.10亿美元，今年预计为5.60亿美元，收入增长显著，而费用仅增长10% - 20% [72][73] - 公司的运营费用包括SubQ产品研发、IV产品改进、Acercell研究以及潜在的其他适应症研究等，但这些费用不会大幅增加，且公司在收购产品时非常谨慎 [73][74][77] 其他重要但是可能被忽略的内容 - 公司正在探索BREONV在MS以外的其他适应症，如重症肌无力（MG），并期待CD19在该领域的推出，以帮助确定未来的发展方向 [74][75] - 公司目前正在进行线上DTC营销，并推出了首个全规模电视广告，希望提高产品在患者群体中的知名度 [46] - 公司预计在7月底或8月初的季度电话会议上提供更全面的SubQ产品研究计划更新 [67]

Fireside chat scheduled for Wednesday, June 4, 2025, at 12:50pm ETNEW YORK, June 02, 2025 (GLOBE NEWSWIRE) -- TG Therapeutics, Inc. (NASDAQ: TGTX) today announced that Michael S. Weiss, the Company’s Chairman and Chief Executive Officer, will participate in the Jefferies Global Healthcare Conference, being held at the Marriott Marquis, in New York City on June 3-5, 2025. The fireside chat is scheduled to take place on Wednesday, June 4, 2025, at 12:50 PM ET. A live webcast of the fireside chat will be avail ...

NEW YORK, May 30, 2025 (GLOBE NEWSWIRE) -- TG Therapeutics, Inc. (NASDAQ: TGTX), today announced the presentations of data highlighting BRIUMVI® (ublituximab-xiiy) in patients with relapsing forms of multiple sclerosis (RMS), at the 2025 Consortium of Multiple Sclerosis Centers (CMSC) annual meeting. Links to each presentation are included below. “We were pleased to present three encore presentations yesterday during the CMSC conference. We continue to be impressed by the BRIUMVI data and look forward to co ...

TG Therapeutics (NASDAQ: TGTX ) is a commercial stage biotech company, focusing on Briumvi, a treatment for multiple sclerosis. In my prior article, initiating coverage of TGTX, I gave an overview of the company and attempted to modelLike millions of other investors, I got Robinhood and started trading during the pandemic. Unlike most of those investors, I carefully studied hundreds of earnings reports for clues to future performance, and I was able to identify many future winners, such as OPRX, OTRK, FUBO, ...

NEW YORK, May 27, 2025 (GLOBE NEWSWIRE) -- TG Therapeutics, Inc. (NASDAQ: TGTX), today announced the upcoming schedule of presentations highlighting BRIUMVI (ublituximab-xiiy) data in patients with relapsing forms of multiple sclerosis (RMS), at the 2025 Consortium of Multiple Sclerosis Centers (CMSC) annual meeting, being held May 28-31, 2025 in Phoenix, Arizona. Abstracts are now available online and can be accessed on the CMSC meeting website at www.mscare.org/2025. Details of the upcoming presentations ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-32639 TG THERAPEUTICS, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorp ...

TG Therapeutics Inc TGTX on Monday reported first-quarter earnings per share of 3 cents, a shift from a loss of 7 cents a year ago, but below the consensus of 17 cents.The company reported sales of $120.86 million, up from $63.47 million a year ago, beating the consensus of $118.43 million.Michael S. Weiss, the Company’s Chairman and Chief Executive Officer, stated, “2025 is off to a strong start, and I’m incredibly proud of the progress made thus far. Our performance in the first quarter, including BRIUMVI ...