No investment advice. Do your own DD Market is all about taking the shares from the weak holders& providing opportunities to those that have the stamina to hold
Joined April 2014
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Emmanuele retweeted
$TGTX - market & many investors long/SHORT still not digested the implications of $TGTX having Q3m SUBq that can be given at home
The two key charts from the $TGTX subq dosing trial. The AUC for the every 3 month dose is numerically modestly higher than the current IV every 6 months, and injection site reactions were extremely low and completely absent after the second dose. This is undoubtedly going to be a several billion dollar product. They have a clear advantage here over monthly Kesimpta, and pricing is very favorable for both the company and payors (avoids the high infusion charges).
Emmanuele retweeted
$TGTX Jefferies PT $83 like the updates from TGTX at MSToronto. Azer-cel first-in-human allo CD19 CART in
PMS data showed good tolerability/ safety &encouraging benefit. Still early days (no credit in current
stock), this could evolve into a bigger story if efficacy/ durability continues. Subq Ph1 data continued to
point to a potential Ph3 win ~'26/ '27.
$TGTX unreal to think we’re talking -REGISTRATION trials for something not ONE analyst had anything in their models for - but that’s what GREAT data in UNMET needs does - Q3 call in weeks. Azer & SUBq should dominate the call - I fully believe Weiss & $DTIL moves quickly as they can- Enthusiasm by DOCS & patients quickly growing
Emmanuele retweeted
$TGTX BRILEY PT $86 AZER CEL TGTX (Buy, $86 PT): Azer-cel’s first data show a clean safety profile, with efficacy now a function of dose &time. All 26 participants
had progression independent of relapse activity (PIRA) in the prior 12 months despite anti-CD20 therapy. They had a median of 3 prior
therapies, a median age of 51.5, a median of 8.6 years since diagnosis, and a median EDSS of 6.0, split across PPMS (9), naSPMS (10), and
active SPMS (7). CRS (2/26, Grade 1-2) and ICANS (2/26, Grade 1) showed no dose trend from DL1 (30M cells) to DL6 (500M cells). There was
no immune effector cell-associated hemophagocytic lymphohistiocytosis-like syndrome (IEC-HS), no graft-versus-host disease, no Grade 3
or higher infection, and 42.3% (11/26) of patients experienced Grade 3 or higher treatment-emergent AEs and 15.4% (4/26) experienced
serious AEs (4/26).
$TGTX AZER CEL data even more impressive when you look at baseline of these hard to treat patients - All 26 participants had PIRA in the prior 12 months; all had prior anti-CD20 therapy
Emmanuele retweeted
$TGTX most thought before 2025 at best $TGTX SUBq would be Q2M - as you point out Peter Q3m looking likely - Cowen probably needs to redo their 2025 Q2m survey on SUBq - agree if K can do 5 BILLION on SUBq alone no reason why $TGTX cant either - longterm models on SUBq steadily been going up
The two key charts from the $TGTX subq dosing trial. The AUC for the every 3 month dose is numerically modestly higher than the current IV every 6 months, and injection site reactions were extremely low and completely absent after the second dose. This is undoubtedly going to be a several billion dollar product. They have a clear advantage here over monthly Kesimpta, and pricing is very favorable for both the company and payors (avoids the high infusion charges).
Emmanuele retweeted
The two key charts from the $TGTX subq dosing trial. The AUC for the every 3 month dose is numerically modestly higher than the current IV every 6 months, and injection site reactions were extremely low and completely absent after the second dose. This is undoubtedly going to be a several billion dollar product. They have a clear advantage here over monthly Kesimpta, and pricing is very favorable for both the company and payors (avoids the high infusion charges).
Emmanuele retweeted
$TGTX real world data confirms why so many switches to Briumvi most frequent reason for switching to ublituximab
from a previous DMT was lack of efficacy (40.9%,
45/110;
$TGTX Salmen A, et al. Real-World Data of Ublituximab in Relapsing Forms of Multiple Sclerosis: 48-Week Interim Results from the Non-Interventional BRILL Study
Emmanuele retweeted
$TGTX SUBq PK data Pharmacokinetic/Pharmacodynamic Evaluation of Ublituximab in Patients With Autoimmune Diseases (ACTRIMS-ECTRIMS
$TGTX staying focused here 3 different models today on DCF or some types of valuation of $78 - $80-$85/share - one thing that standouts in all 3 models -severely underestimated peak Revenue once SUBq comes on board & profitability = plenty of room to upside in outward years
Emmanuele retweeted
$TGTX AZER CEL data even more impressive when you look at baseline of these hard to treat patients - All 26 participants had PIRA in the prior 12 months; all had prior anti-CD20 therapy
$TGTX AZER CEL does not disappoint- 89% of evaluable participants (16/19) had stable or improved disability scores at Day 90, despite documented progression prior to enrollment on high-efficacy therapies
Emmanuele retweeted
$TGTX Briumvi in its two 2-year pivotal trials vs teriflunomide reduced relapse rate by 59% and 49% (and relapse rate kept dropping further each year in the multi-year extension study).
Novartis BTK drug reduced annualized relapse rates by only 35.2% and 31.2% compared with teriflunomide, so not competitive on efficacy (with usual warnings on cross-trial comparisons).
Roche BTK did better on efficacy, but liver tox worries.
Neither in my view pose a significant threat to Briumvi.
$TGTX as much as I like the AZER data & also how nothing was priced in - the MOVE in $TGTX today I am confident in has all to do with $NVS underwhelming data - as that was one of last bear thesis even BofA had kelo.com/2026/10/23/novartis…
Emmanuele retweeted
Why is preserving shingles (VZV) antibodies (21/21 seropositive) such a big deal in $TGTX's azer-cel (allogeneic CD19 CAR-T) progressive MS data?
4 critical reasons:
1. The CD19 vs. CD20 Plasma Cell Question
Unlike anti-CD20 mAbs (like Briumvi), CD19 is expressed across a broader B-cell spectrum, including plasmablasts and some plasma cells. A major concern with CD19 CAR-T in autoimmune disease is whether it wipes out bone marrow plasma cells and erases lifelong immunity. Flat Anti-VZV IgG titers (21/21) prove CD19-negative long-lived plasma cells survive azer-cel intact.
2. Proof of a True "Selective Immune Reset"
Look at the B-cell reconstitution panels together:
- Pathogenic switched memory B-cells plummeted (34.7% at screening down to 9.6% at M3)
- Reconstitution is heavily enriched for fresh, antigen-inexperienced Transitional (4.1% to 29.4%) and Naive B-cells (19.7% to 42.6%)
- Yet VZV IgG stays intact
Azer-cel resets the autoreactive B-cell compartment to a naive state without causing "immunological amnesia."
3. De-Risking Post-CAR-T Infection
CAR-T requires pre-conditioning lymphodepletion followed by deep B-cell aplasia (25/26 achieved <10 CD19+ cells/uL). Shingles reactivation is a classic infectious risk post-CAR-T. Preserving baseline protective antibodies in older, higher-disability progressive MS patients (median EDSS 6.0) reduces the risk of opportunistic infections and chronic IVIG dependence.
4. Neurologist Adoption & FDA Positioning
Neurologists are far more conservative about long-term infection risk than oncologists. Showing VZV IgG preservation gives clinicians and regulators the gold-standard proof that deep peripheral and CSF B-cell depletion doesn't strip patients of their pre-existing vaccine and viral immunity.
Emmanuele retweeted
📊 $SGMOQ | $SGMO @SangamoTx Chapter 11 update:
Docket 536 reveals $138.45M in cash, DIP financing fully repaid in October and $141.23M in positive accounting equity.
Encouraging for potential shareholder recovery, with the ST-503 auction still ahead.
Source: Docket 536 👇
Emmanuele retweeted
$TGTX as much as I like the AZER data & also how nothing was priced in - the MOVE in $TGTX today I am confident in has all to do with $NVS underwhelming data - as that was one of last bear thesis even BofA had kelo.com/2026/10/23/novartis…
$TGTX AZER CEL data even more impressive when you look at baseline of these hard to treat patients - All 26 participants had PIRA in the prior 12 months; all had prior anti-CD20 therapy
Emmanuele retweeted
$TGTX - Peter remember they all ready expanded to other indications AZER -cel (CD-19 CAR-T) – more than 20 PPMS (primary progressive MS) patients have been enrolled & trial expanded to include other indications (MG, CIDP, NMO or neuromyelitis optica) also PPMS yes smaller then MS but still lots of patients & complete unmet need PPMS accounts for roughly 10–15% of MS diagnoses (and a similar share of current cases). That corresponds to an estimated 310,000–465,000 people globally
Progressive MS is a terrible disease with no approved treatments. Much smaller market than Relapsing Remitting MS (85% of patients), so from a purely stock price perspective this isn't going to be that big a driver for $TGTX, but very important for the patients.
Emmanuele retweeted
$TGTX Thank you R.
In PPMS stopping progression would be a huge win, but reduced EDSS scores is a home run.
Looks like TGTX has another winner. But unless they can shorten the time line to approval, there is still little or no PV.
A big and gutsy move would be to design and roll out a pivotal trial sufficient for approval.
One trial of stat-sig size could get approval in this underserved disease.
Emmanuele retweeted
$TGTX unreal to think we’re talking -REGISTRATION trials for something not ONE analyst had anything in their models for - but that’s what GREAT data in UNMET needs does - Q3 call in weeks. Azer & SUBq should dominate the call - I fully believe Weiss & $DTIL moves quickly as they can- Enthusiasm by DOCS & patients quickly growing
$TGTX Thank you R.
In PPMS stopping progression would be a huge win, but reduced EDSS scores is a home run.
Looks like TGTX has another winner. But unless they can shorten the time line to approval, there is still little or no PV.
A big and gutsy move would be to design and roll out a pivotal trial sufficient for approval.
One trial of stat-sig size could get approval in this underserved disease.
Emmanuele retweeted
$TGTX AZER CEL •Azer-cel demonstrated an encouraging initial safety profile in 26 participants, with no dose-limiting toxicities or high-grade CAR T associated toxicities observed across dose levels including no Grade ≥3 cytokine release syndrome (CRS), Grade ≥2 immune effector cell-associated neurotoxicity syndrome (ICANS), graft-versus-host disease, immune effector cell-associated hemophagocytic syndrome (IEC-HS) and no Grade ≥3 infections.
•Despite documented progression prior to enrollment, EDSS scores were stable or improved in 89% of evaluable participants at Day 90 (16/18) and 88% at Day 180 (7/8). Three participants achieved EDSS improvements of at least 2.0 points at Day 90, including one with a 4.0-point improvement.
•At Day 90, most evaluable participants demonstrated stable or improved walking performance (94%; 16/17), upper extremity function (94%; 17/18) and cognitive processing speed (78%; 14/18), with no gadolinium-enhancing T1 lesions or new or enlarging T2 lesions observed in any of the 22 participants evaluable by MRI.
•Peripheral blood B-cell counts were depleted to below 10 cells/µL in 96% of participants (25/26), and cerebrospinal fluid (CSF) samples from 21 participants showed a median reduction in CD19-positive B-cell events of 52.3% at Day 10. B-cell reconstitution was observed as early as Day 42 and favored transitional and naïve populations.
$TGTX AZER CEL does not disappoint- 89% of evaluable participants (16/19) had stable or improved disability scores at Day 90, despite documented progression prior to enrollment on high-efficacy therapies
Emmanuele retweeted
$TGTX definitely some hope for these #MS patients with not many options Despite documented progression prior to enrollment, EDSS scores were stable or improved in 89% of evaluable participants at Day 90 (16/18) and 88% at Day 180 (7/8). Three participants achieved EDSS improvements of at least 2.0 points at Day 90, including one with a 4.0-point improvement.
$TGTX AZER CEL does not disappoint- 89% of evaluable participants (16/19) had stable or improved disability scores at Day 90, despite documented progression prior to enrollment on high-efficacy therapies
Emmanuele retweeted
$TGTX AZER CEL - #MS excitement was palpable on social media boards - will only increase when patients see #EDSS scores like this—Despite documented progression prior to enrollment, EDSS scores were stable or improved in 89% of evaluable participants at Day 90 (16/18) and 88% at Day 180 (7/8). Three participants achieved EDSS improvements of at least 2.0 points at Day 90, including one with a 4.0-point improvement.
•At Day 90, most evaluable participants demonstrated stable or improved walking performance (94%; 16/17), upper extremity function (94%; 17/18) and cognitive processing speed (78%; 14/18), with no gadolinium-enhancing T1 lesions or new or enlarging T2 lesions observed in any of the 22 participants evaluable by MRI.
$TGTX Weiss has now mentioned AZER 2 more times on how it can work — imho under appreciated asset & catalyst 2h26
Emmanuele retweeted
$TGTX shared an Oral Late Breaker today @ #MSToronto2026 – Ph1 data evaluating azer-cel in Progressive MS. 1st clinical evaluation of an allogeneic CAR T-cell therapy demonstrated an encouraging initial preliminary safety profile. Details: bit.ly/4z7VPqn #FearlessForPatients
Emmanuele retweeted
$TGTX TG Therapeutics Announces Phase 1 Data Evaluating Azer-cel in Progressive Multiple Sclerosis in a Late-Breaking Oral Presentation at MSToronto2026 | TG Therapeutics, Inc. ir.tgtherapeutics.com/news-r…
