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TG Therapeutics, Inc. (TGTX)

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30,29+0,80 (+2,71%)
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30,75 0,46 (1,52 %)
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  • B
    Biotech
    $TGTX conversation
    Cantor $TGTX Overweight $48 PT more detailed results from Phase 3 UNITY-CLL study look compelling on safety &efficacy based on ASH abstract - including PFS&a hazard ratio of 0.546 (HR=0.48 in treatment naïve &HR=0.60 in relapse/refractory)view this as a clear positive on efficacy median treatment duration was also significantly longer for U2 at 23 mo's vs. 5 mo's for O+Chl. We view these results as very clinically relevant on both PFS and HR ratio and are supportive of physician uptake especially after patients become relapsed and refractory Safety shows U2 as a differentiated PI3K, with low rates of Grade 3/4 AEs compared to other PI3Ks that have been studied in CLL. We view the safety profile as well tolerated, which is critical for potentially opening up U2 as a base for combination treatments. Early data from U2 combination study with venetoclax also look highly positive on efficacy and safety based on low Grade 3/4 events.-U2 debulking only), 100% (26/26) after cycle 7 and 100% (19/19) after cycle 12. Only one patient had progressed at follow up of 10.4 mo's.👍👊😃
  • B
    Biotech
    $TGTX conversation
    JP $TGTX BUY PT 38 adopting a bullish stance into imminent ULTIMATE phase 3 topline readout (ublituximab in RMS)looking to multiple regulatory updates in 2021, continue to oncology franchise offering an attractive commercial opportunity see shares outperforming our broader coverage universe over the near- to mid-term. note that pro-forma cash now stands at ~$325M (as of 3Q)
  • m
    macSteve0702
    $TGTX conversation
    Cantor $TGTX Overweight $48 PT - very conservative!
    Pipeline
    UNITY NHL
    UNITY CLL
    Ultimate I/II
    U2/Venetoclac
    U2/1701
    Cash; 254m
    100% approvals - market capitalization approx. 40 billion (SP $ 250+)
  • B
    Biotech
    $TGTX conversation
    B. Riley Securities
    $TGTX Ublituximab the Ultimate Fast-Follower in the Fastest Growing Drug Class in Multiple Sclerosis; Reiterate Buy,
    PT from $37 to $52
  • B
    Biotech
    $TGTX conversation
    ISI $TGTX BUY PT 65 TGTX’s call this discussed ASH abstracts/data for umbra (PI3Ki), U2 (umbra + umbli) and U2 plus (Venetoclax or BTKi).
    Note there will be data updates at ASH – particularly looking for 5-10 more patients dosed with U2 + V.
  • B
    Bhavin
    $TRIL conversation
    This is an absolute no brainer. Anyone who is shorting this will need a go fund me account in another year. Don't say I didn't warn you. Ask anyone who shorted $TGTX what I said there. This is the same thing a no brainer. The dose escalation worked 3/6 (50%) for patients who took TTI-622 at 8mg/kg who were on their 6th line of treatment and the receptor has yet to be fully saturated. The dose escalation is a thing of beauty here and Pfizer is all over this. As the Receptors get saturated expect the clinical efficacy to go up with TTI-622. We still have no updated data either on TTI-621. TTI-621 is at least 4-5x more potent theoretically than TTI-622. This is a no brainer. LT hold, expect a 10-15 billion dollar MC value LT. Pfizer may also pull the trigger early and offer a large buyout as they are looking for future revenues 2024 and beyond as mentioned in their CC today. This is a top 5 biotech play for the next year and arguably the best play of this year in any sector.
  • B
    Biotech
    $TGTX conversation
    JP $TGTX mgt call Coming away from call,incrementally more positive on potential for market differentiation&RMS commercial opportunity with ublituximab, while spotting multiple opportunities for further momentum generation over near- to mid-term with clinical updates from both RMS and B-cell lymphoma franchises.-topline announcement from phase 3 ULTIMATE remains on track for 4Q (potentially by late Oct/early Nov timeframe), followed by a potential BLA filing in 1H21.

    https://twitter.com/semodough/status/1316373674405122055?s=19

    Follow @semodough for updates in TGTX.
  • B
    Biotech
    $TGTX conversation
    Jeff $TGTX continue see upside from here entering eventful 4Q, with multiple critical data readouts. recently caught up with Mgt to discuss expectations for key upcoming catalysts (data at ASH, MS Ph3) updated addressable markets in CLL & iNHL. During 4Q, full results from UNITY-CLL (U2; ASH), UNITY-NHL (umbralisib; ASH), and ULTIMATE (ublituximab; Oct/Nov), all of which would support approvals in CLL, FL/MZL and MS in next ~6-18M. In addition, Co plans to update data from Ph1/2 U2/venetoclax and U2/'1701 (BTK inhibitor) at ASH believe consistent positive results should validate U2 combo strategy that will help U2 gain greater market share if approved. We expect combined ~30-50%+ upside on those upcoming data readouts.

    https://twitter.com/semodough/status/1315842318809915394?s=19
  • B
    Biotech
    $TGTX conversation
    ISI price target is $65 not $60 (saw an earlier post)

    ISI $TGTX (OP, $65 PT)– 2Q results: ++ catalysts through YE; P3 UNITY CLL data, (U2 vs chlorambucil/Gazyva) an update on UNITY-NHL (umbra mono and various combos),P3 ubli for MS. TGTX is building its commercial team with hires from CELG & BMY, will launch umbra with ~40 reps then

    https://twitter.com/semodough/status/1293365210389118980?s=19
  • B
    Biotech
    $TGTX conversation
    B. Riley Securities
    $TGTX Ublituximab the Ultimate Fast-Follower in the Fastest Growing Drug Class in Multiple Sclerosis; Reiterate Buy,
    PT from $37 to $52

    https://twitter.com/_B_I_O_T_E_C_H_/status/1314522249366470657?s=19
  • B
    Biotech
    $TGTX conversation
    Jefferies: $TGTX entering eventful 4Q, with multiple critical data readouts.full UNITY-CLL, UNITY-NHL, ULTIMATE results to support approvals in CLL, FL/MZL &MS in next ~6-18M. Updated data from Ph1/2 U2/ven & U2/'1701 should validate U2 combo strategy to gain greater market share.

    https://twitter.com/semodough/status/1313423547365285888?s=19
  • B
    Biotech
    $TGTX conversation
    $TGTX Pay attention to JEFF comment - Clinical Trial Simulation (CTS) model suggests a robust PFS HR of ~0.4-0.5, think would exceed expectation&be well received. With respect to safety, expect an overall well- tolerated profile, with low d/c due to AE, clear differentiation vs other PI3Ki's, with low rates of irAE (e.g., colitis, pneumonitis). Not sure what expectations are for HR but imho anything close to .50 would be homerun and not factored in most models - ISI been commenting & JEFF coming around

    https://twitter.com/semodough/status/1313481223654780928?s=19
  • B
    Biotech
    $TGTX conversation
    Jefferies $TGTX Setup into Eventful 4Q is Favorable; PT to $47 and Reiterate Buy

    Those on Twitter please retweet
    https://twitter.com/_B_I_O_T_E_C_H_/status/1313347548388655105?s=19
  • B
    Biotech
    $TGTX conversation
    I will be adopting the Warren Buffett portfolio strategy with $TGTX. His portfolio is 50%+ invested in $AAPL. Upon #MultipleSclerosis data release TGTX will exceed 50%. If a 90 year old has the stamina to hold on then so can I.

    Will you? Do your own due diligence. No margin.

    For the twitterati:
    https://twitter.com/Biotech2050/status/1313862891653795845?s=19
  • B
    Biotech
    $TGTX conversation
    JPM Initiates coverage of TGTX with a price target of $38, overweight.

    Peak $TGTX sales per JPM
    $1.2B CLL
    $1.5B MS
    $0.45B MZL/FL

    At x3 peak sales of ~$3B = a potential market cap of $9B vs $3.1B current MC.

    Price target should be $75 and not the heavily discounted price of $38

    Also peak sales revenues are very conservative and do not include the multiple combo optionalies. Very promising!
  • B
    Biotech
    $TGTX conversation
    https://twitter.com/Biotech2050/status/1257899371238248448?s=19

    My price target remains $200+
    From my tweet last May:

    For the ultra $TGTX bulls trying to quantify bull case market cap:
    $5B CLL
    $2B NHL FL MZL
    $2B MS/ autoimmune diseases

    $9B x 3 = $27B ($246) vs $1.83B current MC.

    Do your own due diligence. Make sure you comprehend the upside potential. I am going for jackpot not breadcrumbs
  • B
    Bill
    $TGTX conversation
    Strange I have to find this news today because I have holdings in $VSTM. Nothing alarming, but is a notable change within $TGTX!
    Verastem Oncology Announces Key Management Appointments
    Ms. Cavers joins Verastem from TG Therapeutics, Inc., a global biopharmaceutical company focused on the development of therapies in b-cell malignancies and autoimmune diseases, where she served as Vice President of Scientific Affairs. Her experience in developing and bringing novel therapies to market consists of several high-profile clinical programs and launches, including the drugs BOTOX, THALOMID, REVLIMID, VELCADE and KYPROLIS. She previously was Senior Director, Scientific Strategy and Communications at Onyx Therapeutics, U.S. Launch Lead for ixabepilone at Bristol-Myers Squibb Company, Senior Director, Global Strategic Marketing at Millennium Pharmaceuticals and Vice President, Marketing at Celgene Corporation. Ms. Cavers holds a B.S. in animal health science from the University of Arizona.
  • O
    Ouch
    $TGTX conversation
    Semodough tweet of the $100 TGTX bull case:....." ISI $TGTX
    $100 dollar BULL CASE: Ublituximab and Umbralisib emerge as leading therapies in CLL, MS, MZL & FL & PFIC with leading indications supporting >$4B in peak sales
    TGTX can be the next INCY, GMAB or SGEN – or even bigger given its differentiated portfolio and strategy"

    My response: Um...$4B "peak sales" would mean a LOT higher than $100 based on 5(X) multiple....
  • s
    stuckinnova
    TG Therapeutics, Inc.
    So for the many newcomers to this MB & asking for help in catching up on the latest TGTX info... here is a link to a recent Seeking Alpha article that provides a fairly good recap... Revisiting TG Therapeutics https://seekingalpha.com/article/4313035?source=ansh $TGTX
    TG Therapeutics’ stock is up significantly since it announced that TGR-1202 achieved its primary endpoint in a potentially registrational Phase 2b trial for fol
    TG Therapeutics’ stock is up significantly since it announced that TGR-1202 achieved its primary endpoint in a potentially registrational Phase 2b trial for fol
    seekingalpha.com
  • K
    Kim
    $SRPT conversation
    FromSY investing:
    Cantor 2020 #biotech outlook

    Top picks:
    - Large-cap: $VRTX $AMGN
    - Mid-cap: $SRPT $ALNY
    - Small-cap: $TGTX $ICPT $GBT $AGIO
    - Favorite binary: $MYOK