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Tg Therapeutics

TGTX Rare disease Lead: Approved 4 Biotech Distilled articles ↓ 18 filings & releases ↓ Cash $483M (Jun 30, 2026) ↓ 4 verdicts ↓ 3 timing quotes ↓
Neurology CellProtein

Market cap $9.16B 153.1M shares (10-Q, Aug 3, 2026) × $59.83 close Nov 6, 2026

Most recent annual filing: 2026-02-27

Catalyst timeline

3 trackedQuarter catalyst calendar →
  1. BRIUMVI (ublituximab) - supplemental BLA2H 2026BRIUMVI (ublituximab) - supplemental BLA, 2H 2026, material
  2. Subcutaneous ublituximab Ph3 toplineyear-end 2026 or early 2027Subcutaneous ublituximab Ph3 topline, year-end 2026 or early 2027, thesis-defining
  3. Subcutaneous ublituximab commercial launch2028Subcutaneous ublituximab commercial launch, 2028, notable

Bar width shows how precise the guidance is — a pin is a stated date, a wide band a six-month window. Deeper blue means more of the thesis rides on the event; it is not a view on the stock.

Pipeline (6 active programs)

Capital (as filed)

Cash
$483M cash and cash equivalents · Jun 30, 2026 (10-Q)
Short-term investments
$69.7M Jun 30, 2026
Long-term investments
$64.4M Jun 30, 2026
Operating cash flow
$39.3M quarter Mar 31, 2026 → Jun 30, 2026, year-to-date difference (10-Q)
As stated in coverage
$612M cash per the update of Aug 3, 2026 — the company's own words as read there, not the filed figure

Cash, investments and operating cash flow are the company's own XBRL facts as filed with the SEC, each shown with its period end and tag. As-stated figures come from the company's own words as read in Biotech Distilled coverage, dated, and routinely count securities and planned financing that a balance sheet does not. Offering rows are the SEC cover pages as filed. Not investment advice. Figures as of Nov 7, 2026.

Biotech Distilled coverage (4)

Articles open on Substack. Some are subscriber-only; those marked ★ Distilled Pro are for Distilled Pro members.

Verdict history (4 calls)

Every verdict Biotech Distilled has published on Tg Therapeutics, oldest first — the full history, never a selection. How calls are scored: the track record.

  1. 2026-06-03 Watch TG Therapeutics (TGTX) — Scientific Deep Dive for BRIUMVI (ublituximab-xiiy) and Pipeline Products Elite commercial execution and a de-risked lead asset, but single-product concentration and a 2034 exclusivity clock at a price already reflecting most of the good news argue for waiting for a pullback to the low-$30s.
  2. 2026-06-03 Watch UPDATE: TG Therapeutics (TGTX) - The SubQ Phase 1 De-Risk SubQ Phase 1 de-risks the Phase 3 probability but the stock has re-rated to $40 and the accumulation-on-pullbacks logic still applies; no reason to chase the +9.5% candle.
  3. 2026-08-04 Watch UPDATE: TG Therapeutics (TGTX) - A Billion-Dollar Run Rate and a Nickel of EPS Revenue guidance raised twice and SubQ Phase 3 fully enrolled, but at $46+ the easy entry has closed and the stock now sits above the prior 52-week high flagged as a level not to chase.
  4. 2026-10-24 Watch UPDATE: TG Therapeutics (TGTX) - The Wildcard Shows Its Face Azer-cel Phase 1 shows clean safety and CSF B-cell depletion upgrading it from near-zero to a real option, but uncontrolled early data and a stock already well above the original accumulation zone keep the stance at Watch.

Every verdict Biotech Distilled has published on this company, in order, with the post it came from — the full history, never a selection. Position figures are the same ones shown on /track-record, computed by the same method. Editorial opinion, not investment advice.

Timing, in the company's words (3 quotes from 2 filings)

Sentences quoted verbatim from the company's SEC filings, newest filing first. Each sits under the filing it appeared in; the "matched to" tag names the calendar row it was read for.

Timing sentences quoted from the company's own SEC filings, each under the filing it appeared in. The 'matched to' tag is the calendar row the sentence was read for; the filing is the source. Not investment advice.

Filings & releases (18)

SEC filings from EDGAR and press releases captured from the company's investor-relations site, newest first. Releases captured from Jul 29, 2026; filings from March 2026. Summaries come from the BD update that read the document; "BD extracted" counts point at the pipeline table above. All companies →

3 more filings (13G holder notices, S-8, proxy material, SEC correspondence …)