Analysts at Seeking Alpha have upgraded TG Therapeutics from Hold to Strong Buy, citing accelerating revenue growth for BRIUMVI in the relapsing multiple sclerosis market. The company now guides for 2026 U.S. net revenue of $825–$850 million for its flagship monoclonal antibody, implying approximately 40% year-over-year growth versus the 2025 run rate. Market share gains, driven by a simplified administrative process and competitive pricing, have contributed to a 25% increase in new patient starts during the first nine months of 2025, reinforcing confidence in future margin expansion.

In a January 14, 2026 research note, Goldman Sachs maintained a Neutral rating on TG Therapeutics while boosting its fiscal year 2026 total revenue forecast to a range of $875–$900 million, up from prior estimates. The bank’s updated model anticipates BRIUMVI product revenue of $594 million in 2025—an 87% increase over 2024—and sees 2026 BRIUMVI sales growing to $825–$850 million. These projections reflect continued uptake in both intravenous consolidated dosing and the anticipated launch of a subcutaneous formulation, which management expects to submit for regulatory review in mid-2026.

TG Therapeutics reported preliminary fourth quarter 2025 U.S. net product revenue for BRIUMVI of $182 million, bringing full-year 2025 global revenue to approximately $616 million—beating the midpoint of prior guidance by over 5%. The strong finish was attributed to expanded field coverage and improved payer contracting, which accelerated prescription fulfillment and reduced time to treatment initiation by nearly two weeks. Based on these results, the company has set a 2026 revenue target range that implies an additional 40% growth, positioning TG Therapeutics for positive free cash flow generation in the second half of 2026.

Beyond commercial execution, TG Therapeutics is investing in lifecycle management for BRIUMVI and advancing its pipeline in B-cell malignancies. The company plans to finalize a subcutaneous administration study by mid-2026 and expects to present updated safety and efficacy data at upcoming neurology conferences. Concurrently, a phase 1 trial of an anti-CD19 antibody in chronic lymphocytic leukemia is on track for interim data release in late 2026, offering a potential second engine of growth. These initiatives underscore management’s strategy to diversify revenue sources and capture incremental market share.