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TGTX

TG THERAPEUTICS, INC.
8 filings tracked
healthcarebiotechnologySMALL ($300M-2B)

Signal Magnitude Chart

BULLISH | 90% | 5/6/2026 | earnings beatNEUTRAL | 70% | 5/6/2026 | capital raiseBULLISH | 60% | 5/6/2026 | buybackBULLISH | 80% | 5/6/2026 | margin expansionBULLISH | 90% | 5/6/2026 | earnings beatNEUTRAL | 70% | 5/6/2026 | capital raiseBULLISH | 60% | 5/6/2026 | buybackBULLISH | 80% | 5/6/2026 | margin expansionBULLISH | 90% | 5/6/2026 | earnings beatNEUTRAL | 70% | 5/6/2026 | capital raiseBULLISH | 60% | 5/6/2026 | buybackBULLISH | 80% | 5/6/2026 | margin expansionBULLISH | 90% | 5/6/2026 | earnings beatNEUTRAL | 70% | 5/6/2026 | capital raiseBULLISH | 60% | 5/6/2026 | buybackBULLISH | 80% | 5/6/2026 | margin expansionBULLISH | 90% | 5/6/2026 | earnings beatNEUTRAL | 70% | 5/6/2026 | capital raiseBULLISH | 60% | 5/6/2026 | buybackBULLISH | 80% | 5/6/2026 | margin expansionBULLISH | 90% | 5/6/2026 | earnings beatNEUTRAL | 70% | 5/6/2026 | capital raiseBULLISH | 60% | 5/6/2026 | buybackBULLISH | 80% | 5/6/2026 | margin expansionBULLISH | 90% | 5/6/2026 | earnings beatNEUTRAL | 70% | 5/6/2026 | capital raiseBULLISH | 60% | 5/6/2026 | buybackBULLISH | 80% | 5/6/2026 | margin expansionNEUTRAL | 10% | 5/27/2026 | management changeBULLISH | 70% | 5/27/2026 | guidance raiseMay 26May 26HIGHLOW
bullish
bearish
neutral

Signal Timeline

neutralMay 27

Standard 8-K filing of trial results signed by CFO.

management change
10%
bullishMay 27

Positive Phase 3 results provide a catalyst for expanded commercial use.

guidance raise
70%
bullishMay 6

Achieved positive net income of $19.8 million in Q1 2026.

earnings beat
90%
neutralMay 6

Refinanced existing debt into a new $750 million senior secured credit facility.

capital raise
70%
bullishMay 6

Increased share repurchase program to $300 million, spending $100 million in Q1.

buyback
60%
bullishMay 6

Reported a strong gross margin of approximately 83.6%.

margin expansion
80%
bullishMay 6

Achieved positive net income of $19.8 million in Q1 2026.

earnings beat
90%
neutralMay 6

Refinanced existing debt into a new $750 million senior secured credit facility.

capital raise
70%
bullishMay 6

Increased share repurchase program to $300 million, spending $100 million in Q1.

buyback
60%
bullishMay 6

Reported a strong gross margin of approximately 83.6%.

margin expansion
80%
bullishMay 6

Achieved positive net income of $19.8 million in Q1 2026.

earnings beat
90%
neutralMay 6

Refinanced existing debt into a new $750 million senior secured credit facility.

capital raise
70%
bullishMay 6

Increased share repurchase program to $300 million, spending $100 million in Q1.

buyback
60%
bullishMay 6

Reported a strong gross margin of approximately 83.6%.

margin expansion
80%
bullishMay 6

Achieved positive net income of $19.8 million in Q1 2026.

earnings beat
90%
neutralMay 6

Refinanced existing debt into a new $750 million senior secured credit facility.

capital raise
70%
bullishMay 6

Increased share repurchase program to $300 million, spending $100 million in Q1.

buyback
60%
bullishMay 6

Reported a strong gross margin of approximately 83.6%.

margin expansion
80%
bullishMay 6

Achieved positive net income of $19.8 million in Q1 2026.

earnings beat
90%
neutralMay 6

Refinanced existing debt into a new $750 million senior secured credit facility.

capital raise
70%
bullishMay 6

Increased share repurchase program to $300 million, spending $100 million in Q1.

buyback
60%
bullishMay 6

Reported a strong gross margin of approximately 83.6%.

margin expansion
80%
bullishMay 6

Achieved positive net income of $19.8 million in Q1 2026.

earnings beat
90%
neutralMay 6

Refinanced existing debt into a new $750 million senior secured credit facility.

capital raise
70%
bullishMay 6

Increased share repurchase program to $300 million, spending $100 million in Q1.

buyback
60%
bullishMay 6

Reported a strong gross margin of approximately 83.6%.

margin expansion
80%
bullishMay 6

Achieved positive net income of $19.8 million in Q1 2026.

earnings beat
90%
neutralMay 6

Refinanced existing debt into a new $750 million senior secured credit facility.

capital raise
70%
bullishMay 6

Increased share repurchase program to $300 million, spending $100 million in Q1.

buyback
60%
bullishMay 6

Reported a strong gross margin of approximately 83.6%.

margin expansion
80%

Filing History

8-KMay 27, 2026

The 8-K filing marks a pivotal moment for TG Therapeutics as it seeks to transition BRIUMVI from a clinical success to a commercial powerhouse. While the ENHANCE trial results provide a strong narrative for market expansion through improved patient convenience, the investment thesis remains balanced against the company's precarious financial position. The ultimate impact of this filing will depend on whether the streamlined regimen translates into immediate payer approvals and increased prescriptions before the company's current cash runway is exhausted.

10-QMay 6, 2026

The Q1 2026 filing presents a company at a crossroads between operational maturity and financial fragility. On one hand, the achievement of net income and the successful refinancing of debt provide a necessary runway for the company to scale its commercial efforts. The shift toward returning capital to shareholders suggests a level of confidence in the predictability of BRIUMVI's cash flows. However, the rapid increase in operating expenses and the heavy weight of the new senior secured credit facility introduce a new set of risks. The investment thesis now hinges on whether the company can maintain its growth trajectory and successfully launch the subcutaneous version of BRIUMVI to offset the rising costs of its commercial infrastructure. Investors must weigh the ability of the company to scale its top line against the rigid requirements of its debt obligations.