TG THERAPEUTICS Business Summary

TG Therapeutics (TGTX) is a fully integrated, commercial-stage biopharmaceutical company that generates revenue primarily through the direct sale of BRIUMVI (ublituximab-xiiy), a CD20-directed monoclonal antibody for relapsing forms of multiple sclerosis (RMS). Its business model leverages a high-margin U.S. specialty distribution network and strategic international partnerships, such as its collaboration with Neuraxpharm, to drive royalty and milestone-based income. For fiscal year 2026, the company has issued total global revenue guidance of $875 million to $900 million, with U.S. product sales accounting for over 90% of the top line. TGTX positions itself as a disruptive challenger to market leaders Roche (Ocrevus), Novartis (Kesimpta), and Biogen, competing on the basis of a superior one-hour maintenance infusion profile and a robust pipeline that includes azer-cel for progressive MS and a forthcoming subcutaneous formulation. The leadership team is anchored by Founder, Chairman, and CEO Michael S. Weiss, a prominent biotech executive who previously led Keryx Biopharmaceuticals and ACCESS Oncology to successful exits. The core management team includes Chief Financial Officer Sean A. Power, who manages the firm’s capital allocation and share repurchase programs, and Chief Commercialization Officer Adam Waldman, whose background at Celgene and Schering-Plough informs the company’s aggressive RMS market share capture. The Board of Directors provides significant clinical and financial pedigree, featuring Dr. Yann Echelard of Flagship Pioneering, Dr. Sagar Lonial of Emory University, and Laurence N. Charney. Backed by major institutional investors and a board with deep expertise in B-cell mediated diseases, the team is currently focused on expanding BRIUMVI’s label and advancing its allogeneic CAR-T platform to secure long-term commercial dominance.