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Cantor thinks M&A premium ‘baked into’ TG Therapeutics shares will increase

Cantor Fitzgerald notes that a top investor question the firm gets on TG Therapeutics (TGTX) is about strategic interest and who could be the potential acquirers, adding that Biogen (BIIB) is "often highlighted as one of the suitors." In that context, the firm highlights that Biogen management pointed on its Q1 earnings call to a desire for external growth to transition the declining MS franchise and "the inclination to do revenue-generating deals in the near-term," according to Cantor. TG "checks several of these attributes" and the firm thinks the M&A premium "that is baked into TG stock will continue to increase" if the Briumvi launch continues to progress well, the analyst tells investors. Cantor has an Overweight rating and $24 price target on TG Therapeutics shares.

Published first on TheFly

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