{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"FOMO Investing","title":"Thesis Grading a multi-year investment in TG Therapeutics (TGTX)","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/c3f169df\"></iframe>","width":"100%","height":180,"duration":2696,"description":"In this episode of FOMO Investing, Brian O’Neill and Mikhail Bulchandani do a deep dive into one of Brian’s favorite stocks, TG Therapeutics (TGTX).  Brian outlines his multi-year investment thesis in TGTX, from its setbacks in oncology to its successful commercialization of Briumvi (ublituximab) for relapsing forms of multiple sclerosis.What You’ll Learn:TG Therapeutics’ evolution to a successful commercial-stage biotech. Practical investment strategies for investing in biotech companies like TGTX.Insights into the multiple sclerosis treatment landscape, and the growing market for anti-CD20 therapies, including Roche's Ocrevus, Novartis’s Kesimpta, and TG’s Briumvi.How Briumvi has been able to gain market traction.Upcoming catalysts for TG Therapeutics, including the potential for a label update to skip the initial dose, the potential to speed up infusions from 1 hour to 30-minutes, and the development of a subcutaneous formulation of Briumvi.A discussion about Bruton’s Tyrosine Kinase inhibitors (BTKi), a new class of disease modifying therapies in clinical trials for the treatment of MS.How TG Therapeutics has positioned itself as a compelling acquisition target.Brian revisits his February 8, 2024 article on TGTX, written when TG was at $14.32.  Recently shares have traded between $35 and $40.  Brian updates his forecast for when TG will achieve a $1 billion net product sales run-rate, and notes that the company today is considerably de-risked with market traction and net positive cash flows.LinksBrian’s February 8, 2024 article on TGTXThe Evolution of Anti‑CD20 Treatment for Multiple Sclerosis: Optimization of Antibody Characteristics and FunctionProgress toward Mitigating Disability Progression in Multiple Sclerosis","thumbnail_url":"https://img.transistorcdn.com/UkXOXIsHilnycDK6nKwqkXWPCmd9aJ9n6Sj1SxJ_Rvw/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8yODg0/ZjlmYWY4ZGQyZDE3/ODQ2ZDk4M2NmNjZi/NTU2ZS5qcGVn.webp","thumbnail_width":300,"thumbnail_height":300}