TG Therapeutics (TGTX) 7th Annual Evercore ISI HealthCONx Healthcare Conference summary

Business overview and market positioning

• Focused on B-cell diseases since 2012, with a strong position in autoimmune and oncology applications.

• First drug approved for multiple sclerosis, with BRIUMVI showing strong market reception and exceeding expectations.

• Pipeline includes BRIUMVI life cycle management, SubQ formulation, and an allogeneic CAR-T program.

Commercial performance and growth strategy

• Guidance raised by over $60 million for the first year, reflecting conservative initial estimates and strong performance.

• Significant room remains for both breadth (new centers) and depth (more prescribers per center) of BRIUMVI adoption.

• New patient starts continue to accelerate, with a goal to become the top anti-CD20 by dynamic market share.

• Patient source mix (new to CD20, switches, newly diagnosed) has remained stable.

• Six-month drop-off rate is estimated at 15%, in line with industry benchmarks.

Financial outlook and guidance

• Gross to net is expected to remain stable, with a slight potential decrease next year.

• Quarterly guidance may resume early in the year, with a shift to year-end guidance in the second half.

• Share repurchase program follows a steady, quarterly approach as profitability nears.