BRIUMVI revenue in the U.S. is forecasted to reach between 825 and 850 million in 2026, representing approximately 40% year-over-year growth versus the prior full-year run rate. This acceleration follows strong market share gains in the relapsing multiple sclerosis segment, driven by TG Therapeutics’ strategic pricing and simplified administration protocol. Management highlighted ongoing development of a subcutaneous formulation, which is expected to reduce infusion center costs and improve patient adherence. The company’s base expansion through Q4 of 2025 underpins projections for sustained margin expansion, prompting several analysts to upgrade their recommendation to Strong Buy based on the product’s competitive positioning and robust volume trajectory.

On January 14, 2026, Goldman Sachs reaffirmed a Neutral rating on TG Therapeutics while increasing its 12-month price objective from 37 to 39. The firm cited expected full-year 2025 revenues of approximately 616 million, an 87% increase from fiscal 2024 levels, driven primarily by BRIUMVI product sales. For fiscal 2026, Goldman forecasts total revenues between 875 and 900 million. Despite the strong top-line momentum, the bank remains cautious on valuation, noting that TG Therapeutics’ share performance has lagged the broader biotechnology sector over the past year. Key upside catalysts include potential approval of the subcutaneous formulation and further market share penetration in Europe.

TG Therapeutics is investing in lifecycle initiatives designed to capture additional value from BRIUMVI. Consolidated intravenous dosing regimens aim to streamline in-clinic administration, reducing nursing time and reimbursable overhead. Parallel development of a self-administered subcutaneous injection may qualify for higher reimbursement codes and bolster gross margins by lowering drug-handling expenses. The company projects that these initiatives, if approved by mid-2026, could improve product gross margins by 3 to 5 percentage points over the following two years, supporting long-term operating leverage and free cash flow generation.

Over the past 12 months, TG Therapeutics’ shares have declined by 7.7%, underperforming the industry average growth of 1%. Management attributes this divergence to initial uptake delays in certain regional markets and a temporary supply disruption in Q3 2025. Nonetheless, consensus estimates remain upbeat, with revenue forecasts for 2027 exceeding 1.1 billion, driven by geographic expansion and lifecycle enhancements. Investors are advised to monitor regulatory milestones for the subcutaneous formulation and quarterly prescribing trends as leading indicators of the company’s ability to sustain its exit velocity.