Feed / TGTX

TG Therapeutics, Inc.

TGTX

Healthcare · 51.87 -3.0% today

Jodie read · what matters now

Revenue increased 69.6% versus the comparable filing period.

The story is only the start. Jodie keeps watching the filing evidence, the companies connected to TGTX, and whether its market group begins moving.

Latest storyNo Struct brief yetJodie is monitoring new filings.
Disclosed connections3 verified linksBuilt from company filings
Organic co-movement groupBiotech Rare Diseases · ParticipantDiscovered from trading behaviour, not sector labels · Open group →

Latest filing assessment · baseline

The latest filing presents a mixed picture

10-Q filed 2026-05-06 against the comparable filing from 2025-05-09.

mixed
OperationsconstructiveEvidence score +4
liquiditycautiousEvidence score -1
valuationdiscount

What improved

  • Revenue increased 69.6% versus the comparable filing period.
  • Operating margin improved 9.8 percentage points.
  • Net income increased 290.8% versus the comparable filing period.

What weakened

  • Operating cash flow covered only -0.90x net income.

Filing receipts

The modest increase in stock-based compensation expense was primarily due to an increase in headcount and higher grant-date stock price at which awards were granted during the three months ended March 31, 2026, as compared to the three months ended March 31, 2025.

The improvement in net cash used in investing activities was primarily due to decreased investments in held-to-maturity securities during the three months ended March 31, 2026, as compared to the three months ended March 31, 2025.

The increase is mainly due to increased interest expense pertaining to the First Amendment to the Financing Agreement with Blue Owl Capital during the three months ended March 31, 2026 (see Note 7 – Loan Payable for more information).

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Who this business touches

The relationships behind TGTX

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

OWLBlue Owl Capital Inc.lenderFull receipt with Pro →
NVSNovartis AGcompetitorFull receipt with Pro →
HTGCHercules Capital, Inc.lenderFull receipt with Pro →

Filing peers

Companies whose filings use similar operating language.

You can see the shape of the network here. Pro opens the original filing receipts, and alerts when connected names begin moving. See Pro →

What is moving around it

Live connections

TGTX is currently a Participant in the organic co-movement group Biotech Rare Diseases. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Theme membership history

No durable theme membership has been observed for this name yet.