BRIUMVI’s accelerating uptake in the relapsing multiple sclerosis segment has prompted a revision in consensus views, with one major research house elevating the recommendation from Hold to Strong Buy. This upgrade reflects confidence in TG Therapeutics’ ability to sustain double-digit volume gains while maintaining a competitively low list price. The analyst highlighted that simplified administration protocols and a forthcoming subcutaneous formulation further de-risk the commercial outlook, reinforcing a positive thesis on earnings leverage and free cash flow trajectory over the next two years.

TG Therapeutics now forecasts U.S. net sales of BRIUMVI between 825 million and 850 million for fiscal 2026, implying roughly 40% year-over-year growth versus the anticipated fourth-quarter run rate of 2025. This projection builds on an expected 87% increase in total revenue for fiscal 2025 to approximately 616 million, up from 329 million in 2024. BRIUMVI alone is slated to contribute about 594 million next year, underscoring its role as the primary driver of top-line expansion and margin improvement.

Beyond price competitiveness, TG Therapeutics is streamlining reimbursement pathways and consolidating infusion visits to lower cost of goods sold. The mid-stage subcutaneous study is on track for regulatory submission, which management believes could boost treatment persistence and reduce administration overhead by up to 30%. These operational efficiencies are expected to expand overall gross margin by 300–400 basis points through 2026, while continued real-world evidence generation aims to secure formulary preferencing against established anti-CD20 therapies.