TG Therapeutics (TGTX) 12th Annual Cantor Fitzgerald Global Healthcare Conference summary

Business overview and commercial priorities

• BRIUMVI is approved for relapsing forms of MS, with sales expected to reach a $1 billion run rate by year-end.

• Strategic hiring and expanded marketing, especially patient engagement, are ongoing to build the commercial franchise.

• Direct-to-consumer campaigns are being rolled out nationwide after successful pilots in select markets.

• Commitment to the IV business remains strong, even as subQ development progresses.

Clinical pipeline and product development

• ENHANCE trial aims to simplify BRIUMVI onboarding, with market availability targeted for 2027.

• Phase III subQ data is expected late this year or early next year, potentially opening a new market.

• Additional programs include studies in myasthenia gravis, schizophrenia, and CAR T therapies for various indications.

Market dynamics and competition

• Roche is shifting focus from IV to subQ OCREVUS, creating opportunities for BRIUMVI in the IV segment.

• Physician and patient brand loyalty is significant, and market disruptions are leading to patient gains.

• Uptake of subQ products is increasing, but overall brand growth for OCREVUS is stagnant.