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北京时间·🕒 发布 02:32:28时区推断·⟳ 抓取 02:32:35·⚡ 决策 08-04 02:44:14 +11m39s·84.7 天前
TG Therapeutics二季度EPS不及预期但上调全年收入指引
二季度EPS为0.05美元、低于预期且低于去年同期0.17美元，费用端压力明显。
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TG Therapeutics down 11% following Q2 bottom line miss
TG Therapeutics is down ~11% in Monday trading after reporting Q2 EPS that missed expectations. Diluted EPS of $0.05 co…
不做 TG Therapeutics（TGTX.US）
财报是混合信号：EPS miss 不足以压过收入指引上调，做空强度不够；利空后反弹也不是做多催化。
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研究档案
🔎 新鲜度:最早出现 2026-08-03 · 扩散 medium · price-in 风险 medium ↗
消息传播链
- 报道TGTX因二季度EPS miss盘中下跌约11%，同时收入和Briumvi销售高增长并上调全年收入指引。市场反应:原文称TGTX盘中下跌约11%。
关键理由
- 二季度EPS为0.05美元、低于预期且低于去年同期0.17美元，费用端压力明显。
- 收入同比增长70%至约2.403亿美元，Briumvi美国销售同比增长约64%至2.277亿美元，公司还将全年收入指引上调至约9.5亿美元。
主要风险
- 同一事件正负相抵，EPS miss 已引发盘中约11%下跌，但上调指引削弱继续做空的净利空强度。
工具调用 · 历史记录,结果未知(2 种)
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原文全文
展开原文 · 651 字
TG Therapeutics is down ~11% in Monday trading after reporting Q2 EPS that missed expectations.
Diluted EPS of $0.05 compares to $0.17 in the year-ago period.
Although TG was helped in the quarter by a 70% year-over-year increase in revenue to ~$240.3M, it was also negatively impacted by a more than tripling of R&D costs over the period to ~$95.3M. SG&A expenses also rose ~48% to ~$82.1M.
US sales of its only marketed treatment, the multiple sclerosis therapy Briumvi (ublituximab), rose ~64% YoY to $227.7M.
TG also boosted its full-year revenue guidance to ~$950M (consensus of $942.51M) as well as its US Briumvi sales estimate to ~$890M-$905M.
Diluted EPS of $0.05 compares to $0.17 in the year-ago period.
Although TG was helped in the quarter by a 70% year-over-year increase in revenue to ~$240.3M, it was also negatively impacted by a more than tripling of R&D costs over the period to ~$95.3M. SG&A expenses also rose ~48% to ~$82.1M.
US sales of its only marketed treatment, the multiple sclerosis therapy Briumvi (ublituximab), rose ~64% YoY to $227.7M.
TG also boosted its full-year revenue guidance to ~$950M (consensus of $942.51M) as well as its US Briumvi sales estimate to ~$890M-$905M.
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