Oct. 31 at 4:54 AM
$TGTX Q3 earnings report will be a pivotal and consequential event. Q2-Q3, 2023 rev increase was
$9M. Q2-Q3, 2024 rev increase was almost
$11M. An
$11M rev increase Q2-Q3, 2025 would place us at the current analysts' consensus estimate per Stocktwits, on pace with an easy lift to the full-year rev guidance of
$570M-
$575M. I'm thinking that, somewhere along the way, we're due for one of those
$20M-
$25M qoq rev increases that have popped up occasionally during B's growth phase. On the other hand, given the modest guidance set by MW, a Q3 revenue miss would likely have unpleasant consequences. Not make or break, but an important moment in B's growth story.
