TG Therapeutics Q2 2025: Unpacking Contradictions in Market Share, Subcutaneous Trials, and Payer Demand Trends
Generated by AI AgentAinvest Earnings Call Digest
Monday, Aug 4, 2025 10:24 am ET1min read
TGTX--
Aime Summary
Market share and patient enrollments, subcutaneous trial design and timeline, market share and product market preferences, payer demand shift and product development strategy are the key contradictions discussed in TG Therapeutics' latest 2025Q2 earnings call.
BRIUMVI Commercial Performance:
- TG TherapeuticsTGTX-- reported U.S. net sales for BRIUMVI in Q2 totaled approximately $139 million, exceeding internal expectations and building on robust growth in Q1, which translates to a 91% increase compared to the same period last year and 16% growth over Q1 2025.
- This strong performance is attributed to increased new patient enrollments, deeper penetration across academic institutions and community neurology practices, strong persistence and repeat prescribing, and a convenient twice-a-year infusion schedule.
Subcutaneous BRIUMVI Development:
- The development of subcu BRIUMVI is progressing, with the plan to initiate patient enrollment into the pivotal Phase III trial in the coming weeks.
- The advancement is driven by the potential to unlock access to the 35%-40% of the anti-CD20 market that prefers self-administered options and to position TG Therapeutics as the only company offering both IV and self-administered options.
Financial Growth and Revenue Outlook:
- TG Therapeutics reported total revenue of $141.1 million for Q2 2025, marking a 91% increase compared to the same period last year and a 16% growth over the first quarter.
- This growth is supported by commercial momentum, strategic investments, and the success of the national television campaign that increased patient awareness of BRIUMVI.
Increased Guidance for 2025:
- TG Therapeutics raised its full-year U.S. BRIUMVI net revenue guidance from $560 million to $570 million to $575 million for 2025.
- The increase is based on trends in new patient prescriptions and persistence of existing patients, reflecting the ongoing success of the launch and strategic investments in commercial efforts.
BRIUMVI Commercial Performance:
- TG TherapeuticsTGTX-- reported U.S. net sales for BRIUMVI in Q2 totaled approximately $139 million, exceeding internal expectations and building on robust growth in Q1, which translates to a 91% increase compared to the same period last year and 16% growth over Q1 2025.
- This strong performance is attributed to increased new patient enrollments, deeper penetration across academic institutions and community neurology practices, strong persistence and repeat prescribing, and a convenient twice-a-year infusion schedule.
Subcutaneous BRIUMVI Development:
- The development of subcu BRIUMVI is progressing, with the plan to initiate patient enrollment into the pivotal Phase III trial in the coming weeks.
- The advancement is driven by the potential to unlock access to the 35%-40% of the anti-CD20 market that prefers self-administered options and to position TG Therapeutics as the only company offering both IV and self-administered options.
Financial Growth and Revenue Outlook:
- TG Therapeutics reported total revenue of $141.1 million for Q2 2025, marking a 91% increase compared to the same period last year and a 16% growth over the first quarter.
- This growth is supported by commercial momentum, strategic investments, and the success of the national television campaign that increased patient awareness of BRIUMVI.
Increased Guidance for 2025:
- TG Therapeutics raised its full-year U.S. BRIUMVI net revenue guidance from $560 million to $570 million to $575 million for 2025.
- The increase is based on trends in new patient prescriptions and persistence of existing patients, reflecting the ongoing success of the launch and strategic investments in commercial efforts.
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