NEW YORK, Nov. 21, 2024 (GLOBE NEWSWIRE) -- TG Therapeutics, Inc. (NASDAQ: TGTX), today announced it ranked number one on the Deloitte Technology Fast 500™, a ranking of the 500 fastest-growing technology, media, telecommunications, life sciences, fintech, and energy tech companies in North America, now in its 30th year. The Company’s growth between fiscal years 2020 to 2023 was fueled by BRIUMVI® revenues, which was approved to treat adult individuals with relapsing forms of multiple sclerosis in December ...

Table of Contents Title of Class Trading Symbol(s) Exchange Name Common Stock, par value $0.001 TGTX Nasdaq Capital Market 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 September 30, 2024 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 THE ...

文章核心观点 - 公司TG Therapeutics在第三季度报告了小幅营收超预期,并上调了全年Briumvi净销售额指引区间中值 [2] - 公司拥有一个由15-20只股票组成的模型投资组合,并定期更新,同时还有一个最高10只股票的今年表现预期较好的股票清单,以及针对短期和中期的交易想法,并有社区对话和问答 [2] - 分析师表示自己持有公司股票的长头寸,并表示这篇文章是自己的观点,没有从任何公司获得报酬 [3] - Seeking Alpha表示过去的业绩不能保证未来的结果,他们的分析师是第三方作者,既有专业投资者也有个人投资者,可能没有得到任何机构或监管机构的认证 [4]

I'm an investment analyst with several years of clinical experience and a Master of Business Administration, now expanding my focus beyond biotech and healthcare into a range of sectors. I've had the privilege of sharing my insights on Seeking Alpha since 2017. Outside of spending time with my family, it is my favorite thing to do. My work emphasizes financial modeling techniques, such as Discounted Cash Flow (DCF) analysis, to uncover hidden assumptions within stock valuations across multiple industries. B ...

财务数据和关键指标变化 - 公司在2024年第三季度的BRIUMVI净产品收入为8330万美元，较上一季度增长约15%，与去年同期相比增长超过230% [9][21] - 截至2024年9月，BRIUMVI的年初至今净产品收入为2.064亿美元 [35] - 公司在2024年第三季度实现GAAP净收入约390万美元，每股摊薄收益为0.02美元 [36] - 排除非现金项目后，第三季度净收入约为1570万美元，运营支出为5000万美元，低于指导范围的下限 [37] 各条业务线数据和关键指标变化 - BRIUMVI的销售持续增长，第三季度新开处方医生接近1100名，覆盖约600个治疗中心，其中65%的新开处方医生来自医院 [22][23] - BRIUMVI的市场份额目前约为15%，预计未来有较大增长空间 [41] 公司战略和发展方向和行业竞争 - 公司专注于BRIUMVI的商业成功，计划通过扩展商业基础设施和增加患者意识投资来推动长期增长 [28][32] - 公司正在开发BRIUMVI的皮下给药版本，预计将在2025年中期开始关键试验 [15] - 公司还计划在2024年末或2025年初启动针对azer-cel的1期研究，旨在为进展性多发性硬化症患者提供新治疗选择 [16] 管理层对经营环境和未来前景的评论 - 管理层对BRIUMVI的市场反馈和销售增长表示乐观，认为其在多发性硬化症市场的潜力巨大 [8][18] - 管理层预计2025年将继续增长，并对未来的市场份额和销售目标充满信心 [32][72] 其他重要信息 - 公司在第三季度开始了股票回购计划，预计将持续进行 [39] - 公司在韩国的Samsung Biologics和美国的FUJIFILM Diosynth Biotechnologies之间建立了双重生产能力，以确保BRIUMVI的供应 [17] 问答环节所有提问和回答 问题: 关于2025年抗CD20市场的规模和市场份额的看法 - 公司预计抗CD20市场将继续增长，当前动态市场份额在50%左右，未来可能增长至60% [41] 问题: 关于FUJIFILM的二次制造协议对毛利率的影响 - 短期内不会对毛利率产生影响，长期来看毛利率将保持稳定 [42] 问题: 第三季度的库存渠道动态和处方数量 - 第三季度没有库存变化，所有分销商的库存水平正常 [46][47] 问题: 关于ENHANCE试验的快速输注计划 - 需要进行随机试验以支持标签适应，主要关注安全性 [51][52] 问题: 关于皮下给药的目标剂量和间隔 - 目标是每两个月一次，尽可能减少给药频率 [58] 问题: 关于患者依从性和市场竞争的看法 - 目前的依从性数据表明，BRIUMVI的表现至少与其他IV CD20竞争者相当 [61] 问题: 关于未来的资本配置计划 - 公司计划继续进行股票回购，同时增加对BRIUMVI的市场推广和研发投资 [77][78]

TG Therapeutics (TGTX) came out with quarterly earnings of $0.02 per share, missing the Zacks Consensus Estimate of $0.04 per share. This compares to earnings of $0.73 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -50%. A quarter ago, it was expected that this biopharmaceutical company would post a loss of $0.04 per share when it actually produced earnings of $0.04, delivering a surprise of 200%.Over the last four quarters, ...

财务表现 - 2021年第四季度收入为1.33亿美元，同比增长35%[1] - 2021年全年收入为4.48亿美元，同比增长41%[1] - 2021年第四季度毛利率为82.5%，同比提高1.5个百分点[1] - 2021年全年毛利率为82.1%，同比提高1.3个百分点[1] 业务发展 - 2021年第四季度新增付费用户数为40.4万，同比增长36%[1] - 2021年全年新增付费用户数为159.1万，同比增长35%[1] - 截至2021年12月31日，总付费用户数达到1,050万[1] - 2021年第四季度付费用户转化率为14.1%，同比提高1.1个百分点[1] 战略规划 - 公司将继续专注于提升产品体验和功能,扩大用户群体[1] - 公司将持续加大研发投入,加快新产品和新功能的推出[1] - 公司将进一步拓展海外市场,提升全球影响力[1]

NEW YORK, Nov. 01, 2024 (GLOBE NEWSWIRE) -- TG Therapeutics, Inc. (NASDAQ: TGTX), today announced that a conference call will be held, Monday November 4, 2024, at 8:30 AM ET to discuss results for the third quarter of 2024 and provide a business outlook for the remainder of the year. Michael S. Weiss, Chairman and Chief Executive Officer, will host the call. In order to participate in the conference call, please call 1-877-407-8029 (U.S.), 1-201-689-8029 (outside the U.S.), Conference Title: TG Therapeutics ...

Infusion related reactions in patients receiving 30-minute BRIUMVI infusions were all mild (Grade 1) and resolved completely Data also demonstrate patients switching from prior anti-CD20 treatment can successfully eliminate initial BRIUMVI infusion NEW YORK, Sept. 18, 2024 (GLOBE NEWSWIRE) -- TG Therapeutics, Inc. (NASDAQ: TGTX), today presented updated data from the ENHANCE Phase 3b trial evaluating BRIUMVI® (ublituximab-xiiy) in patients with relapsing forms of multiple sclerosis (RMS), at the 2024 Europe ...

During year 5 of treatment with BRIUMVI the annualized relapse rate was 0.020, equivalent to one relapse occurring every 50 years of patient treatment Overall safety profile of BRIUMVI remained consistent over 5 years of continuous treatment, with no new safety signals emerging with prolonged treatment NEW YORK, Sept. 18, 2024 (GLOBE NEWSWIRE) -- TG Therapeutics, Inc. (NASDAQ: TGTX), today announced updated data presentations including new five-year data from the ULTIMATE I & II Phase 3 trials evaluating BR ...