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Mar 31

TG Therapeutics Q1 2025 Earnings Report

TG Therapeutics posted a profitable Q1 2025, driven by strong BRIUMVI sales and raised full-year revenue guidance.

Key Takeaways

TG Therapeutics delivered a profitable first quarter of 2025, achieving $120.9 million in revenue primarily from BRIUMVI sales and reporting a net income of $5.1 million. The company raised full-year revenue targets on the back of strong adoption and promising long-term data.

Recorded net income of $5.1 million, turning profitable from a loss last year

Generated $119.7 million in U.S. BRIUMVI product revenue

Raised full-year U.S. BRIUMVI revenue guidance to $560 million

Reported strong efficacy and safety from 5-year BRIUMVI data

Total Revenue
$121M
Previous year: $63.5M
+90.4%
EPS
$0.03
Previous year: -$0.07
-142.9%
R&D Expense
$46.4M
Previous year: $32.7M
+41.7%
SG&A Expense
$50.3M
Previous year: $34.6M
+45.5%
Cash and Equivalents
$276M
Previous year: $210M
+31.7%
Total Assets
$657M
Previous year: $373M
+75.9%

TG Therapeutics

TG Therapeutics

TG Therapeutics Revenue by Segment

TG Therapeutics Revenue by Geographic Location

Forward Guidance

TG Therapeutics raised its full-year 2025 revenue outlook on increased BRIUMVI sales momentum and broader commercial expansion.

Positive Outlook

  • Raised BRIUMVI U.S. revenue guidance to $560M for FY2025
  • Raised global revenue guidance to $575M for FY2025
  • Q2 2025 BRIUMVI revenue expected at $135M
  • Anticipates full-year operating expenses of ~$300M (excluding certain items)
  • Continued positive reception and adoption of BRIUMVI therapy

Challenges Ahead

  • License and milestone revenue declined year-over-year
  • Higher SG&A costs due to commercialization efforts
  • Increased R&D spending driven by subcutaneous BRIUMVI development
  • Dependence on a single product for majority of revenue
  • Regulatory and market risks remain for ongoing pipeline development