TG Therapeutics, Inc. (TGTX): Marketing Mix Analysis [Dec-2025 Updated]

You're looking at TG Therapeutics, Inc. (TGTX) right now, and honestly, the entire commercial thesis for late 2025 boils down to one thing: the execution of BRIUMVI in the relapsing Multiple Sclerosis market. As someone who's watched this space for two decades, I can tell you the 4Ps reveal a focused strategy aimed squarely at capturing market share, targeting that impressive full-year U.S. net revenue guidance of approximately $570 - $575 million, even while managing a high Wholesale Acquisition Cost of $11,110.00 per vial. Keep reading; we're breaking down exactly how their Product, Place, Promotion, and Price levers are set to deliver on that number.

TG Therapeutics, Inc. (TGTX) - Marketing Mix: Product

You're looking at the core offering from TG Therapeutics, Inc. (TGTX) as of late 2025, which centers on their lead commercial product and the innovation driving its future. The product element here is entirely focused on a biologic therapy for a serious neurological condition.

The flagship product is BRIUMVI® (ublituximab-xiiy), which is a glycoengineered anti-CD20 monoclonal antibody. This glycoengineering is a key design feature, meaning certain sugar molecules have been removed to allow for efficient B-cell depletion even at lower doses.

BRIUMVI is indicated for adult patients with relapsing forms of multiple sclerosis (RMS). In the U.S., this includes clinically isolated syndrome, relapsing-remitting disease, and active secondary progressive disease. Outside the U.S., approvals cover adult patients with RMS who have active disease defined by clinical or imaging features across regions including the European Union, United Kingdom, Switzerland, Australia, Kuwait, and the United Arab Emirates.

The product's performance in the market is strong, with significant revenue growth reported through the third quarter of 2025. Here's a look at the revenue trajectory:

The company has raised its full-year 2025 financial expectations based on this performance. The U.S. net product revenue target for BRIUMVI is now approximately $585 million for the full year 2025, up from prior guidance. The total global revenue target for the full year 2025 is approximately $600 million. For the nine months ended September 30, 2025, total product revenue, net was $417.8 million.

TG Therapeutics, Inc. is actively developing next-generation product features and expanding indications to enhance the value proposition. This includes work on a subcutaneous (SC) formulation to offer a self-administered option, which is a significant convenience factor for patients.

Key pipeline and development activities as of late 2025 include:

• Advancing subcutaneous BRIUMVI, targeting a pivotal trial to commence mid-year 2025.
• Continuing enrollment in a Phase 3 trial to consolidate the initial intravenous (IV) loading doses into a single 600 mg infusion on Day 1, which was shown to be well tolerated.
• Continuing enrollment in the Phase 1 clinical trial evaluating azer-cel (azercabtagene zapreleucel), an investigational allogeneic CAR-T therapy, for progressive multiple sclerosis (MS).
• Continuing enrollment in the Phase 1 clinical trial evaluating BRIUMVI in Myasthenia Gravis (MG), with the first MG patient enrolled.

Long-term data supports the durability of the product. New data presented at ECTRIMS 2025 showed that 89.9% of patients with RMS were free from 24-week confirmed disability progression after 6 years of continuous BRIUMVI treatment. Five-year data from the ULTIMATE I & II open-label extension study showed 92% of patients were free from disability progression.

The company's market valuation as of November 2025 was approximately $5.52 billion. Research and development expenses for the nine months ended September 30, 2025, totaled $119.0 million.

TG Therapeutics, Inc. (TGTX) - Marketing Mix: Place

The Place strategy for TG Therapeutics, Inc. centers on ensuring that its commercial product, BRIUMVI (ublituximab-xiiy), an intravenous infusion therapy for relapsing forms of Multiple Sclerosis (RMS), reaches the appropriate clinical settings efficiently.

U.S. Distribution Network and Channel Management

Distribution within the United States relies on a carefully selected network to manage the complex logistics of a specialty, infused biologic product. This involves:

• Distribution via a network of authorized specialty distributors in the U.S.
• Access is managed through the specialty pharmacy channel for the IV infusion.
• Administration occurs in infusion centers or physician offices, not retail pharmacies.

The scale of the commercial operation supporting this distribution is evidenced by the product's financial performance. For the third quarter of 2025, TG Therapeutics, Inc. reported $152.9 million in BRIUMVI U.S. net product revenue. The company raised its full-year 2025 BRIUMVI U.S. net revenue target to approximately $585 million.

The company is actively focused on expanding the physical footprint where the product can be administered. The strategy includes:

• The company is focused on expanding the number of accessible infusion sites.

International Commercialization Footprint

For markets outside the U.S., TG Therapeutics, Inc. utilizes a strategic partnership model to manage commercialization and distribution, which has already yielded revenue milestones. The international commercialization is handled by partner Neuraxpharm.

As of late 2025, BRIUMVI has secured regulatory approval in several key international territories:

The partnership structure has already resulted in financial recognition for TG Therapeutics, Inc., including a $12.5 million milestone payment received under the Neuraxpharm Commercialization Agreement for the first key market commercial launch in the EU, which occurred in the first quarter of 2024.

TG Therapeutics, Inc. (TGTX) - Marketing Mix: Promotion

You're looking at the promotional engine driving BRIUMVI adoption as of late 2025. The core strategy is definitely to establish BRIUMVI as the leading anti-CD20 therapy in RMS.

This focus is backed by significant investment in professional marketing to deepen physician confidence. For instance, Selling, General and Administrative (SG&A) expenses for the first quarter of 2025 hit $50.3 million, up from $34.6 million in the first quarter of 2024, with the increase attributed to marketing, personnel, and consultants tied to BRIUMVI commercialization. Also, operating expenses rose to $86.6 million in the third quarter of 2025 from $71 million in the second quarter, covering R&D and commercial expansion. The company referenced the first full quarter of national television campaigns as an early success in brand awareness during the third quarter of 2025.

The promotional push includes an active presence at major medical meetings to disseminate the latest clinical findings. TG Therapeutics had an active presence at the 2025 Consortium of Multiple Sclerosis Centers (CMSC) annual meeting in May 2025, presenting three encore presentations. Furthermore, the company presented three data presentations at the 2025 European Committee for Treatment and Research in Multiple Sclerosis (ECTRIMS) annual meeting in September 2025.

These presentations highlighted compelling clinical data that support the drug's differentiating characteristics and efficacy. Here are some key figures from the data shared:

TG Therapeutics utilizes a dedicated BRIUMVI Patient Support team for patient onboarding and education. This program is designed to be flexible for U.S. patients. You should note the following statistics regarding patient access and support:

• More than 99%† of people with medical health insurance, including Medicare and Medicaid, have BRIUMVI coverage.
• Eligible patients in the Copay Assistance Program may pay as little as $0 copay per BRIUMVI treatment.
• The Case Manager line is available Monday-Friday, 8 AM to 8 PM ET, at 1-833-BRIUMVI (1-833-274-8684).

The published clinical data reinforces the message of durable efficacy. For example, the data presented at ECTRIMS 2025 showed that after 6 years of continuous BRIUMVI treatment, the annualized relapse rate was equivalent to one relapse occurring every 83 years of patient treatment. Also, the real-world ENABLE study showed an on-treatment ARR of 0.015.

TG Therapeutics, Inc. (TGTX) - Marketing Mix: Price

Price for TG Therapeutics, Inc. (TGTX) centers on the established Wholesale Acquisition Cost (WAC) for its commercial product, BRIUMVI, while employing patient-centric programs to drive adoption and manage net realization.

The stated Wholesale Acquisition Cost (WAC) for a single 150 mg/6 mL vial is $11,110.00, effective as of January 2025. This list price serves as the baseline from which payer negotiations and patient cost structures are derived.

The company has demonstrated strong commercial traction, leading to upward revisions of its financial outlook. The full-year 2025 U.S. net revenue guidance for BRIUMVI was most recently raised to approximately $585 million, up from prior guidance of $570 - $575 million announced earlier in the year. This reflects a significant increase in realized revenue from the WAC.

To ensure accessibility and mitigate patient burden, TG Therapeutics, Inc. deploys targeted financial support mechanisms. These programs are critical in bridging the gap between the WAC and the patient's final out-of-pocket expense.

The pricing support structure includes:

• The Copay Assistance Program for commercially insured patients.
• Product benefit allows eligible patients to pay as little as $0 copay per treatment.
• The annual maximum for this product benefit is $20,000.
• The administration benefit may cover out-of-pocket infusion costs up to $550 for the starting dose.
• Subsequent infusions may have administration costs covered up to $350 per infusion.

For patients without commercial coverage, the Patient Assistance Program is available. This program offers free medication to uninsured or underinsured patients who satisfy specific financial criteria. The financial eligibility criteria are explicitly tied to household size and income:

The reality of pharmaceutical pricing means the Net price realized by TG Therapeutics, Inc. is substantially lower than the WAC. This is a direct result of substantial rebates, discounts, and contractual arrangements negotiated with payers and pharmacy benefit managers. The company's reported gross margin of 86.96% provides a concrete financial indicator of the high proportion of the WAC retained after accounting for the cost of goods sold, but before factoring in these significant pricing concessions.