TG Therapeutics at Cantor conference: briumvi gains momentum
On September 9, 2026, TG Therapeutics (TGTX) addressed investors at the 12th Annual Cantor Fitzgerald Global Healthcare Conference, emphasizing the momentum surrounding BRIUMVI, their approved treatment for relapsing multiple sclerosis. CEO Mike Weiss conveyed optimism about sales and pipeline advancements, noting Roche's shift away from IV-based OCREVUS as a potential advantage for BRIUMVI.
The company aims to achieve a $1 billion run rate for BRIUMVI IV by the end of 2024 and anticipates Phase III data for the subcutaneous version by late 2024 or early 2025. TG Therapeutics highlighted direct-to-consumer marketing efforts, piloting campaigns in five to ten markets before expanding nationwide in the second half of 2026.
Management expressed confidence in BRIUMVI's market position, questioning current Street estimates of $1.2 billion in 2027 sales as too conservative. The company emphasized its competitive edge over OCREVUS, priced at a 20% to 25% discount, and projected subcutaneous BRIUMVI to achieve potentially double the success of the IV version.
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