Wonderful Day for me. - celebrating 25 GREAT years with my WIFE & best friend today. Best decision I ever made - happy #anniversary to my WIFE ❤️❤️

$TGTX older article by cowen on Azer Cel TG Therapeutics Entered Cell Therapy Race With Azer-Cel, An "Off-The-Shelf" CD- 19-Directed CAR-T Candidate In January 2024, TG Therapeutics entered into a partnership with Precision Biosciences to license azercabtagene zapreleucel (azer-cel), a CD19-directed allogeneic CAR-T cell therapy program, for autoimmune diseases and all other non- oncology indications. Under the agreement, TG will receive exclusive worldwide rights to develop and commercialize azer-cel in non-oncology indications in exchange for upfront and potential near-term economics to Precision valued at $17.5MM. TG will also provide up to $288MM in additional payments based on the achievement of certain clinical, regulatory, and commercial milestones, in addition to high-single-digit to low double-digit royalties on net sales. Azer-cel is engineered to overcome manufacturing challenges associated with autologous CAR-T by leveraging an allogenic ("off the shelf") approach. Unlike auto CAR-Ts, which involve modifying the patient's own cells, azer-cel is produced from donor-derived T cells that have been modified via gene editing technology, which would allow for broader scalability, simplified logistics, and reduced costs. The company believes azer-cel has potential to be a one-time treatment for MS, largely due to its CD19-directed approach, which achieves broader coverage of the B-cell compartment compared to CD20 and thus confers deeper and more durable B-cell depletion. Conversely, the company notes CD20-directed approaches are better suited for repeat treatment in MS. TG Therapeutics received IND clearance in August 2024 for a Phase I trial focused on progressive MS patients. Trial results are anticipated by YE 2026. Experts Need To See Three To Five Years Of Remission With CAR-T's To Justify Use In MS Patients surveyed physicians and payors on the minimum duration of treatment-free remission from treatment with CAR-T therapies that would justify their use in the MS setting. Physicians and payors agreed on a weighted average of approximately 3 years. Our academic KOL agreed with this threshold to justify the high cost of CAR-T treatment.TD Cowen Global Research September 28, 2026 Our academic KOL believes that CAR-T will be safer in the MS setting relative to hematological malignancies as a consequence of the smaller magnitude of cell destruction. While the concept of resetting a patient's B-cells through CAR-T therapy could certainly be effective, the KOL note that the same strategy could theoretically be achieved with anti-CD20's. Along these lines, he cited an ongoing study out of the University of Pennsylvania that is randomizing patients going on Ocrevus to either stay on through the whole four years of the study or to stop therapy after two years. This study will read out well before well before CAR-T therapies could reasonably reach the MS market, which he estimates is at least eight years away.

$PTGX ICOTYDE $JNJ now been approved in the United Kingdom for adults and adolescents with moderate-to-severe plaque psoriasis. latest approval builds on approvals in the U.S., China, and EU

$TGTX been around long enough to go thru few bear thesis with $TGTX - imho this was one of last ones that few was still shorts were hanging on to in the BTK class - imho - that concern was put to rest big time today

$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…

$XBI #Biotechs good to hear more comments from @daphnezohar that investment banking & M&A alive in well

$TNGX nice to hear Schmidt call out $TNGX data.

$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 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 - 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

$TNGX next data catalyst may forget ?? Jan 2027 initial vopimetostat monotherapy data in NSCLC and TNG456 monotherapy data in NSCLC, glioblastoma, and other cancers expected.

$TGTX #PPMS 10-15% of #MS patients with some hope today - other indications being tested - NOTHING at all in any model for AZER. - none that should change soon - next up SUBq data as that is & will be clear driver for $TGTX

$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 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 •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.