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TG Therapeutics: Great Set Of Catalysts, Approvals This Year And Next

Mar. 08, 2021 8:00 AM ETTG Therapeutics, Inc. (TGTX)9 Comments


  • We did well with TGTX earlier, and the stock is again in the buy zone.
  • There are a number of major catalysts and approvals in the next 12 months.
  • The company has a lot of cash.
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TG Therapeutics (NASDAQ:TGTX) was one of our better investments this past couple years and it made the TPT Top-10 list last year. I finally let go of it at the time of approval of Ukoniq (umbralisib) in February, with a plan to buy back at around $40. Currently TGTX has two additional Phase 3 programs in development for the treatment of relapsing forms of multiple sclerosis (RMS) and for chronic lymphocytic leukemia (CLL) and several investigational medicines in Phase 1 clinical development. Its current pipeline looks like this:


Since the stock is now at nearly my $40 mark again, I want to see if TGTX is investible again.

The investment potential will depend on a few things - market potential of the drugs in the approved and lead indications, and trial data in the lead indications. I also will need to look at the fundamentals of TGTX. Since it has already got an approval - and TGTX is a pretty good executor, as I noted in my previous article - I'm assuming there won't be the hiccups usually associated with floundering new biopharma.

Market potential of indications

Ukoniq (umbralisib) has been approved for the treatment of adults with relapsed or refractory marginal zone lymphoma who have received at least one prior anti-CD20 based regimen. So, this is a 2nd line setting. MZL is a relatively small market. NHL is a $10bn market, and MZL represents about 8% of all NHL patients. So, the total market here is around $800mn. There are 5,000 1st line patients, 3,500 2nd line and 2,500 3rd line patients. So, if we distribute those $800mn uniformly, we get $254mn for the 2nd line setting. A discussion of current standards of care can be found here. As you can see, there's not much, and Ukoniq could be very

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This article was written by

Avisol Capital Partners profile picture

Avisol Capital Partners is made up of a team of medical experts, finance professionals and techies, all of whom invest their own money in the picks they share. They aim to help readers find the middle ground between value and growth investing, as they demystify the biopharma industry.

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Comments (9)

TG cannot do it alone, specifically international markets. It must work getting Big Pharma/Biotech as a a marketing partner(s). The sooner the better.
MikeFromNZ profile picture
Thanks for the update!
i am just concern how it will sell in the MS market, many oral alternatives, its best in cd20 but others got big pocket, would the best annual relapse rate really make a different?
Good article; thank you. TGTX proved to be a good stock. Back in it again as it is a good company with several upside catalysts.
Growth Hound profile picture
Accumulate. Great treatment and management. Triple from here.
TGTX offers a remarkable combination of low risk and high reward.

I basically see the stock tripling within 12 months if it doesn’t get bought out first ( I believe it gets bought out in the second half of this year )
FDA approved the 2 hrs infusion for Ocrevus recently.
stocks321 profile picture
Long TGTX.
tothestars99 profile picture
Good article. Very promising pipeline with a high likelihood of success. That along with great management, high integrity, and good cash position makes tgtx one hell of a great buy at these prices. Thanks.
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