TG Therapeutics, Inc. 12th Annual Cantor Fitzgerald Global Healthcare Conference

Yeah, sure. Thank you. Thanks for the opportunity. At TG, we like to keep things relatively simple. We're starting to create a little more noise in some other areas, but it's a relatively simple story. We've got our BRIUMVI approved for relapsing forms of MS. We'll be entering, I think we're just about, I think in February, we'll finish our fourth full year of sales. Currently, we are tracking, as we've said in our last quarter conference call, we're tracking toward a $1 billion run rate before the end of the year. Everything is going quite well there. Then we've got a bunch of clinical programs, which I'm sure we'll touch on, so I'm not going to get into too much depth. Then some critical things over the next few years. Step one for us is always and continuing to build the commercial franchise.

We continue to always add strategically positions when necessary. We're continuing to build our marketing effort, particularly around patient engagement. We do think it's an important part of the process. There's a lot of what is referred to as joint decision-making in MS, and so really making sure that patients are aware of BRIUMVI is important, so we're spending a good amount of effort there. Then we have our two probably most near-term clinical initiatives. One is the acceleration of the onboarding onto BRIUMVI IV. Part of our ENHANCE trial, we studied consolidating doses one and two into one dose to simplify the onboarding for BRIUMVI. That's something we hope to have available in the marketplace sometime in 2027. Then probably the even bigger opportunity is our subQ Phase III data expected late this year or early next year.

That'll open up an entirely new market, which again, I'm sure we'll touch on, so I won't go too deeply into that. Then beyond that, we have a few additional programs. We've got a program in MG, schizophrenia. We've got a CAR T that's looking at MS, MG, CIDP, and a few other indications.

Yeah. I think it's probably not a mystery that Roche is preparing for loss of exclusivity. They launched their current subQ offering, which is an in-office administration with a subQ into the belly. They've definitely pulled back support from what we're hearing in the field, pulled back support for the IV product. I think their goal is to get as many people. I think their goal, actually, I should say pretty definitively. They've publicly stated in an investment forum in, I think it was last November, very definitively stated their goal is to get everyone off of IV onto their current subQ offering, and as quickly as possible, move those people out of the office to an at-home product. I think everything they're doing is pretty consistent with that publicly stated position of theirs.

Is that increasing? Yeah. Anytime there's a disruption in the market like that, where people are trying to switch people, there's a new decision that's going to happen, and Roche has been, I think, unabashed about directly making contact with patients and encouraging them to ask their doctors about the subQ option, which then opens up a conversation.

There is a lot of brand loyalty for better or for worse, better for us as we grow and continue to build our own brand loyalty. Most patients will, if they do end up switching off of IV, will end up on the subQ product. But to your point, yeah, once that conversation is open, we're going to gain patients from that effort. Yeah, I think we're seeing some of that today.

Yeah. To my knowledge, the overall physician-administered product or the overall OCREVUS brand has not grown. Basically, they are transferring from one to the other. I think the overall brand is pretty stagnant.

Okay. Yeah, they are making a strong effort, is what I am understanding, to get those people to switch over.