TG Therapeutics Inc (NASDAQ:TGTX) Reports Mixed Q2 2025 Results, Raises Full-Year BRIUMVI Revenue Guidance

TG THERAPEUTICS INC (NASDAQ:TGTX) reported its second-quarter 2025 financial results, delivering mixed performance relative to analyst expectations. The company's revenue and earnings per share (EPS) came in below estimates, though management raised its full-year revenue guidance for its flagship drug, BRIUMVI.

Key Financial Highlights

• Revenue: Reported Q2 revenue of $141.1 million, falling short of the consensus estimate of $150.3 million. The bulk of this revenue ($138.8 million) came from U.S. net sales of BRIUMVI, the company’s multiple sclerosis (MS) treatment.
• Earnings Per Share (EPS): EPS for the quarter was $0.17, below the estimated $0.22.
• Full-Year Guidance: The company raised its 2025 BRIUMVI U.S. net revenue target to $570–575 million, up from prior expectations. This compares to the full-year analyst sales estimate of $605.4 million, suggesting management’s updated outlook remains slightly more conservative than Wall Street’s projections.

Market Reaction

The stock traded slightly lower in pre-market activity, down approximately 1.77%, reflecting investor disappointment over the revenue and EPS miss. Over the past month, shares have declined by about 4.6%, though the weekly performance has been relatively flat (-0.05%). The muted reaction may indicate that while the quarterly results were underwhelming, the raised full-year guidance has tempered some of the negative sentiment.

Press Release Summary

The earnings announcement highlighted:

• Strong BRIUMVI sales growth, reinforcing its position as the company’s primary revenue driver.
• An upward revision in full-year revenue expectations, signaling confidence in continued demand for the MS therapy.
• No major updates on the company’s pipeline candidates, such as TG-1701 (BTK inhibitor) or TG-1801 (bispecific antibody), which remain in development.

Looking Ahead

Analysts expect Q3 2025 revenue of $155.5 million, with EPS estimates at $0.27. The company’s ability to meet or exceed these projections will be critical in determining whether the stock can recover from recent weakness.

For more detailed earnings estimates and historical performance, see TG Therapeutics earnings and estimates.

Disclaimer: This article is for informational purposes only and does not constitute investment advice.