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Jun 30, 2024

TG Therapeutics Q2 2024 Earnings Report

TG Therapeutics' Q2 2024 financial results were reported, with U.S. BRIUMVI net revenue exceeding expectations and full-year guidance raised.

Key Takeaways

TG Therapeutics reported a strong second quarter in 2024, marked by exceeding expectations in U.S. BRIUMVI net revenue, leading to an increased full-year revenue guidance. The company also established a $250 million credit facility to manage debt and initiate a share repurchase program. R&D progress included the initiation of a phase 1 study for subcutaneous ublituximab and FDA IND clearance for azer-cel.

BRIUMVI U.S. net product revenue reached $72.6 million in Q2 2024, showing over 350% growth compared to Q2 2023.

Full year 2024 U.S. BRIUMVI net revenue target raised to approximately $290 - $300 million.

A new $250 million credit facility was established to repay debt and fund a share repurchase program of up to $100 million.

Phase 1 study initiated for subcutaneous ublituximab in RMS patients, and FDA IND clearance received for azer-cel in progressive MS patients.

Total Revenue
$73.5M
Previous year: $16.1M
+357.0%
EPS
$0.04
Previous year: -$0.34
-111.8%
R&D Expense
$17.6M
Previous year: $28.1M
-37.4%
SG&A Expense
$38.8M
Previous year: $30.7M
+26.3%
Gross Profit
$65.2M
Previous year: $14.2M
+360.1%
Cash and Equivalents
$217M
Previous year: $145M
+50.0%
Total Assets
$401M
Previous year: $221M
+81.7%

TG Therapeutics

TG Therapeutics

Forward Guidance

TG Therapeutics updated their BRIUMVI U.S. net product revenue target to approximately $290 to $300 million for the full year 2024 and anticipates several development milestones.

Positive Outlook

  • Study BRIUMVI in an additional autoimmune disease outside of MS.
  • Commence a clinical trial evaluating azer-cel in autoimmune diseases, starting with progressive MS.
  • Present additional data from the ENHANCE Phase 3b CD20 switch trial.