TG Therapeutics (TGTX) investor relations material

Market landscape and product differentiation

• Relapsing MS affects nearly a million in the US, with 300,000–400,000 treated and 80,000 seeking new therapies annually.

• About half of new MS patients start on anti-CD20 monoclonal antibodies, with three main drugs in the class.

• Differentiation in the IV segment includes a one-hour infusion time versus competitors’ 2–3.5 hours and a 20–25% lower cost.

• Majority of patients (65%) choose IV over subcutaneous options, with a subcutaneous formulation in development.

Commercial performance and growth strategy

• 2025 revenue guidance raised to $570–$575 million, based on new patient starts and therapy persistence.

• Market share in the IV segment has grown from 25% to nearly one-third.

• Most new patients are switches from other therapies, with switchers outnumbering newly diagnosed cases.

• Direct-to-patient marketing, including TV campaigns, was recently launched to boost awareness.

Clinical experience and patient outcomes

• Real-world data shows strong efficacy and improved tolerability, especially lower infusion reaction rates after the first dose.

• Use of Tylenol in practice has reduced first-dose infusion reactions compared to clinical trials.

• The product is generally viewed as more tolerable than other IV options.