TG Therapeutics (TGTX) Is Down 7.4% After Q2 Profit Drop Despite Higher 2026 Revenue Guidance – Has The Bull Case Changed?

TG Therapeutics (TGTX) reported a Q2 2026 profit drop despite increased revenue and raised full-year 2026 revenue guidance to approximately US$950 million, driven by confidence in its B-cell disease franchise and anticipated launch of subcutaneous BRIUMVI. While the company projects significant revenue and earnings growth by 2029, investors are advised to consider the risks associated with reliance on a single IV franchise and potential payer pressure on drug pricing.