TG Therapeutics, Inc. (TGTX) Earnings Call Transcripts
TG Therapeutics, Inc.'s Latest Earnings Call - June 9, 2026
In Q2 2026, TG Therapeutics, Inc. provided an optimistic outlook with revenue guidance for the U.S. set between $885 to $900 million. The company highlighted strong commercial execution and positive data from recent studies, including the ENHANCE study and a subcutaneous (subcu) program. Management emphasized the potential for a label change in 2027 and a new product line in 2028. The company's focus remains on expanding market share and optimizing patient experience. No specific EPS or net income figures were disclosed in the transcript.
Reported metrics
| Metric | Value |
|---|---|
| Revenue Guidance | $885 to $900 million (inline) |
| Market Share | 20% of overall CD20 market (positive) |
| Subcutaneous Bioavailability | 60% (positive) |
| Phase I MG Study | 11 patients (positive) |
Guidance from management
Management maintained revenue guidance between $885 to $900 million for the U.S. and signaled potential blockbuster status in 2027 with revenue north of $1 billion.
What management said
So from a registration standpoint, when you're using a Phase II trial, there's really no alignment for regulatory purposes. I mean, obviously, IND, it's a U.S. study. The FDA has looked at the trial. But in terms of whether it's registrationable is a later discussion. And it's going to be data dependent for sure, and then obviously, it always becomes a review issue for sure.
Yes. So I don't have the exact percentage, but I do think if you look at something like ocrelizumab, my guess is at this point in the maturity now we're capturing market share -- so -- but the point in which you don't capture any more market share, my guess is it's an 80-20 split, give or take the base business to -- for the new dynamic business.
What analysts pressed on
Analysts expressed interest in the competitive landscape, particularly regarding the subcutaneous product's market potential and pricing strategy. Concerns were also raised about the impact of biosimilars on market dynamics.
Main topics on the call
- Revenue Guidance — TG Therapeutics set its U.S. revenue guidance between $885 to $900 million, highlighting strong commercial execution and repeat business as key drivers. Management emphasized the importance of persistence and market shar...
- ENHANCE Study — The ENHANCE study readout was positive, potentially leading to a label change in 2027 to simplify onboarding. Management is optimistic about the impact on future sales.
- Subcutaneous Program — TG Therapeutics announced positive bioavailability data for its subcutaneous product, with plans to launch a new product line in 2028. The subcu product could nearly double the addressable market.
- Myasthenia Gravis (MG) Study — A small cohort of 11 patients in a Phase I study showed promising results, leading to a Phase II registration-focused study. Management is optimistic about addressing unmet needs in the MG market.
Read the full TG Therapeutics, Inc. transcript (June 9, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About TG Therapeutics, Inc.
TG Therapeutics, Inc. (TGTX) is a publicly listed company in the Biotechnology industry, within the Health Care sector. It trades on NasdaqCM and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 52 calls on record spanning January 16, 2020 to August 3, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 52 TG Therapeutics, Inc. earnings call transcripts on record, spanning January 16, 2020 to August 3, 2026. Based on this history, TG Therapeutics, Inc. reports quarterly. The most recent call on file is dated August 3, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- TGTX
- Exchange
- NasdaqCM
- Country
- US
- Sector
- Health Care
- Industry
- Biotechnology
- Calls on record
- 52
- First call
- January 16, 2020
- Most recent
- August 3, 2026
- Reporting cadence
- quarterly