Emmanuele

No investment advice. Do your own DD Market is all about taking the shares from the weak holders& providing opportunities to those that have the stamina to hold

[Emmanuele @Biotech2050]

@RNAiAnalyst Zero in Malta even on REALIZED CAPITAL GAINS provided you do not trade

[TG Therapeutics @TGTherapeutics]

#Reminder #FiresideChat - In 15 minutes TG’s CEO Mike Weiss will be presenting at the Goldman Sachs 47th Annual Global Healthcare Conference - Tues., June 9th @ 2:00pm ET. Watch Here: https://t.co/5RNBBuFZQf $TGTX #FearlessForPatients @Goldman

[Peter Suzman @Biomaven]

Subq Briumvi from $TGTX will be 4 times a year instead of current Kesimpta monthly. $NVS is planning on an every two month version, but I suspect crap gap will be an issue - their drug simply isn't quite as potent, and there is a limit on how much can be crammed into an autoinjector. No reason why TGTX can't take most of this $6B market. Unlike the IV, where a biosimilar Ocrevus is on the horizon, the subq market faces no such headwinds. Having both an IV and subq is a clear advantage for new patients - can start with one and then switch to the other. The Roche "subq" is one in name only - over 20cc in volume that is administered in a doctor's office with a pump.
At the end of the day, the TGTX drug is likely both somewhat better in efficacy (no head-to-head trials exist though) and clearly better in routes of administration than any of the competing drugs. It started later selling into an entrenched market that is by nature slow to move, but it will inexorably catch up and overtake the others over the next five years.

[Emmanuele @Biotech2050]

Anyone tried going through the list of autoimmune diseases mentioned in this $TGTX Briumvi patent? I did and identified throughout the patent description quite a few. Check me.
Imagine how great it would be for Type 1 Diabetes patients if successful
https://t.co/9bdg0eAL0P

[dough @semodough]

$TGTX pretty clear SubQ which was next value driver for $TGTX coming into view last 2 weeks

[TG Therapeutics @TGTherapeutics]

#BreakingNews - $TGTX announces positive topline Phase 1 data for our subcutaneous formulation in patients with Myasthenia Gravis and initiation of potentially registration directed randomized Phase 2 trial. Details: https://t.co/CweFicl3Vx #FearlessForPatients

[Bio Stocks™ @BioStocks]

$TGTX 82% of subjects achieved an MCID in their MG-ADL with a mean >4 point improvement in MG-ADL observed in Phase 1 study of Subcutaneous BRIUMVI in patients with MG (n=11)
https://t.co/gVKGZZs42o

[dough @semodough]

$TGTX TG Therapeutics Announces Positive Topline Phase 1 Data for Subcutaneous BRIUMVI in Patients with Myasthenia Gravis and Initiation of Potential Registration Directed Randomized Phase 2 Trial | TG Therapeutics, Inc. https://t.co/QaoMN3F2kp

[dough @semodough]

$TGTX @MattBiotech - good to see someone understands the $TGTX models realize if I was an analyst this would unquestionably make me the most bullish analyst on the Street…and that I’m anticipating TG to return 48.4% CAGR over the next five years.👍

[dough @semodough]

$TGTX $NVS has guided to >$6B in peak sales for Kesimpta - no IV option just Subq dosed monthly (Kesimpta did $4.4B in 2025) likely reflecting continued strong growth for subQ CD20 market. $TGTX understatement of year ? By most analysts “subQ Briumvi could be a meaningful market expansion opportunity with high operating leverage given very modest incremental SG&A spend”

[Matthew Gamber @MattBiotech]

Published today on $TGTX, the three piece of great news for the company in the past few weeks, and how my model has a target price of $289 five years from now.

[Jota557 @Jota5571189851]

$sgmo
https://t.co/yO4JzAjZ3a

They said this in may
No mention on Hem A in their recent for sale portfolio

[Phoenix Biotech @BiotechAnalysst]

$SGMO Who is the PR for ?

[Multiple Myeloma Hub @MM_Hub]

Listen to our podcast with Sagar Lonial as he explores emerging immunotherapies and evolving treatment strategies for relapsed/refractory #MultipleMyeloma in 2026.

https://t.co/g2wrx6g9Xn

#mmsm #myeloma #MedEd @SagarLonialMD

[Phoenix Biotech @BiotechAnalysst]

WilliamBlair $SGMO modular integrase (#MINT) platform, focusing on optimization of its targeted insertion efficiency at the TRAC locus as well as the reduction of off-target insertions. Gene insertion into the TRAC locus in 28% of T cells is #impressive

+Prion
+NAV1.7 Pain

[Phoenix Biotech @BiotechAnalysst]

Dear 22,000,000+ $SGMO shorts

there will be news over the weekend and the stock could pop up some 1000%

FYI:

[dough @semodough]

$TGTX JP Morgan OW attention remains on the subQ top line in the coming months,
continue to view as key value-driver in the story as it opens access
to the remaining ~35% of the CD20 RMS market that relies on subQ. With a
potential Q3M profile in sight, believe TG’s Briumvi has the attractive potential
to become the subQ of CHOICE in the CD20 market.

[Phoenix Biotech @BiotechAnalysst]

BREAKING $SGMO data update sunday !!!

16:15-16:30 Phase 1/2 STAAR Study with Long-Term Follow-Up of Isaralgagene Civaparvovec (ST-920) John A. Bernat, MD PhD (University of Iowa, US)

[Phoenix Biotech @BiotechAnalysst]

IHSI Europe expects $SGMO girfit Hemo A GT to be filed June 2026 , per update yesterday

https://t.co/VVQqhwUN2k

[Eric Nuttall @ericnuttall]

Ninepoint Energy Strategies Update: the "battle for the barrel"™️ and why oil product shortages in the coming weeks are likely, resulting in a price spike

[Peter Suzman @Biomaven]

One nugget from the $TGTX presentation yesterday was that they have been pleasantly surprised by enthusiastic doctor reaction to upcoming improved dosing schedule (new patients starting with single infusion instead of 2 infusions 15 days apart). From the outside seems like not a big deal, but apparently it is. It's a big pharma type move - most biotechs would have said "good enough as it is" and not spent the money and resources on the full-scale trial that was required for a seemingly minor benefit.
The Novartis BTK trial will be interesting - this is a clean BTK at the current approved dose - will need to see if the liver tox stays clean at the much higher dose they used in this MS trial. That is one possible headwind for the stock. The other known headwind is the Ocrevus biosimilar expected in 2029. Sounded like Roche are already tilting their sales efforts away from IV towards their office-administered subq.