Coherus Oncology Gestione
Criteri Gestione verificati 3/4
Coherus Oncology Il CEO è Denny Lanfear, nominato in Sep2010, e ha un mandato di 15.67 anni. la retribuzione annua totale è $ 2.74M, composta da 37.5% di stipendio e 62.5% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.96% delle azioni della società, per un valore di $ 2.33M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.7 anni e 4.3 anni.
Informazioni chiave
Denny Lanfear
Amministratore delegato
US$2.7m
Compenso totale
| Percentuale dello stipendio del CEO | 37.51% |
| Mandato del CEO | 15.7yrs |
| Proprietà del CEO | 1.0% |
| Durata media del management | 3.7yrs |
| Durata media del Consiglio di amministrazione | 4.3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • May 16
CHRS: Anti Tumor Readouts Will Shape Future Revenue Visibility And Profitability
Analysts have raised their fair value estimate for Coherus Oncology stock from $10.00 to $12.00, citing Guggenheim's recent initiation focused on the company's anti tumor potential as a key driver behind the updated price target and more optimistic assumptions around revenue growth, profit margins, and future P/E. Analyst Commentary Analysts pointing to the anti tumor opportunity see the recent fair value move to US$12.00 as a sign that expectations for the stock are improving, particularly in how the market might value future oncology revenue and profitability.
Aggiornamento della narrazione • Apr 29
CHRS: Lock Ups And Recent Equity Raise Will Shape Bullish Outlook
Analysts have adjusted their price target on Coherus Oncology to $6.75, reflecting updated views on discount rates, profit margin assumptions, and future P/E expectations, while keeping the fair value estimate unchanged at $6.75. What's in the News Lock up agreements on certain stock options of Coherus Oncology, Inc.
Aggiornamento della narrazione • Apr 15
CHRS: Upcoming Readouts And New Outperform Coverage Will Shape Oncology Upside
Analysts have lifted their price target on Coherus Oncology to $4.00, citing updated expectations for revenue growth, profit margins, and a slightly higher future P/E multiple informed by recent bullish research and new Outperform coverage ahead of key readouts. Analyst Commentary Recent research points to growing interest in Coherus Oncology as analysts respond to fresh coverage ahead of key clinical readouts.Aggiornamento della narrazione • Apr 01
CHRS: Upcoming Readouts And Equity Raises Will Shape Oncology Outlook
Analysts have lifted their price target on Coherus Oncology to $6.75, highlighting higher assumed revenue growth of 64.35%, a stronger profit margin of 14.76% and a modestly lower future P/E of 55.41x, following fresh bullish coverage ahead of key readouts. Analyst Commentary Bullish Takeaways Bullish analysts see the new coverage and price target as a vote of confidence in Coherus Oncology's ability to convert its pipeline into revenue growth, reflected in the 64.35% revenue growth assumption built into current models.Aggiornamento della narrazione • Mar 18
CHRS: Upcoming Readouts And Biomarker Data Will Support Stronger Oncology Outlook
Analysts have raised their price target on Coherus Oncology to $4.00, presenting the unchanged fair value in conjunction with a lower discount rate and significantly higher modeled revenue growth, while citing recent bullish initiation and Outperform ratings ahead of key readouts. Analyst Commentary Recent research coverage frames Coherus Oncology as a higher risk, higher reward idea, with enthusiasm around upcoming readouts balanced by concerns about execution and the durability of modeled revenue growth.Aggiornamento della narrazione • Mar 03
CHRS: Upcoming Readouts And New Collaboration Will Shape Oncology Pipeline Outlook
Analysts have kept their average $6.75 price target on Coherus Oncology steady, as recent bullish coverage and Outperform initiations are balanced by updated assumptions that include a lower projected profit margin and a higher future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts highlight that fresh Outperform initiations signal confidence that the current share price already reflects more cautious margin and P/E assumptions.Seeking Alpha • Feb 20
Coherus: Downgrade To 'Hold' On Potential Advancement Of Anti-CCR8 CHS-114
Summary Coherus Oncology is downgraded to 'Hold' due to underwhelming LOQTORZI sales and reliance on upcoming pipeline catalysts. CHRS pivots focus to CHS-114, an anti-CCR8 antibody, and casdozokitug, with multiple phase 1b/2a data readouts expected in 2026. Initial biomarker data for CHS-114 in HNSCC shows strong target depletion and TME remodeling, but clinical efficacy needs to be proven further. Cash runway was limited to 12 months; however, the company closed an offering, raising approximately $50.1 million to further fund its pipeline. Read the full article on Seeking AlphaAggiornamento della narrazione • Feb 17
CHRS: Upcoming Clinical Readouts Will Drive Reassessment Of Oncology Pipeline Potential
Analysts have raised their price target on Coherus Oncology from about $5.67 to $6.75, citing updated assumptions on revenue trends, margins, and future P/E following recent bullish coverage and the initiation of coverage on the name ahead of key clinical readouts. Analyst Commentary Bullish Takeaways Bullish analysts point to upcoming clinical readouts as a key potential catalyst that could help support the higher price target and justify updated P/E assumptions.Aggiornamento della narrazione • Feb 03
CHRS: Upcoming Readouts Will Shape Revenue Visibility And Profitability Expectations
Analysts have raised their fair value estimate for Coherus Oncology from US$7.00 to US$10.00, citing a more constructive view on revenue trends, profitability and future P/E assumptions following recent bullish coverage ahead of key readouts. Analyst Commentary Recent research coverage has leaned positive, with bullish analysts pointing to a more constructive setup around upcoming clinical readouts and the valuation reset implied by the higher fair value estimate.Aggiornamento della narrazione • Jan 20
CHRS: Future Biomarker And Index Inclusion Catalysts Will Support Stronger Oncology Outlook
Analysts have made a slight adjustment to their price target on Coherus Oncology to reflect updated assumptions around discount rate, revenue growth, and margins, while maintaining their fair value estimate at approximately $4.00 per share. What's in the News Coherus Oncology published preclinical and clinical biomarker research in Molecular Cancer Therapeutics on its anti CCR8 monoclonal antibody, now named tagmokitug, highlighting high selectivity, picomolar binding affinity and effector mediated killing of CCR8+ cells, with no off target binding reported (Molecular Cancer Therapeutics, December 2025).Articolo di analisi • Jan 10
There's No Escaping Coherus Oncology, Inc.'s (NASDAQ:CHRS) Muted Revenues Despite A 27% Share Price Rise
Coherus Oncology, Inc. ( NASDAQ:CHRS ) shareholders would be excited to see that the share price has had a great month...Aggiornamento della narrazione • Jan 06
CHRS: Future Immune Activation And Biomarker Data Will Support Stronger Oncology Outlook
Analysts have maintained their price target for Coherus Oncology at US$4.00, citing updates to revenue decline assumptions, a slightly lower discount rate, a small improvement in projected profit margins, and a reduced future P/E multiple as the key drivers of the refreshed view. What's in the News Publication of preclinical and clinical biomarker research in Molecular Cancer Therapeutics on tagmokitug, an investigational anti-CCR8 monoclonal antibody with high selectivity and picomolar binding affinity targeting CCR8+ T regulatory cells in solid tumors (Molecular Cancer Therapeutics).Aggiornamento della narrazione • Dec 13
CHRS: Future Immune Activation Data Will Support Stronger Oncology Outlook
Analysts have raised their price target for Coherus Oncology to approximately 4.00 dollars from about 1.10 dollars, citing a less severe expected revenue decline, a slight improvement in projected profit margins, and a marginally higher future earnings multiple, despite a modestly increased discount rate. What's in the News New multiomic tumor and blood biomarker data from the Phase 1b dose expansion arm of CHS-114 in recurrent or metastatic head and neck squamous cell carcinoma show significantly enhanced and sustained immune activation when combined with toripalimab (Key Developments).Articolo di analisi • Nov 14
Revenues Working Against Coherus Oncology, Inc.'s (NASDAQ:CHRS) Share Price Following 26% Dive
The Coherus Oncology, Inc. ( NASDAQ:CHRS ) share price has softened a substantial 26% over the previous 30 days...Aggiornamento della narrazione • Sep 11
Upcoming Clinical Data Will Reshape Immuno-Oncology Amid Uncertainties
Despite a decline in net profit margin, Coherus Oncology's significantly higher future P/E ratio reflects increased investor optimism, resulting in a raised consensus price target from $4.70 to $5.67. What's in the News Coherus Oncology received a deficiency notice from Nasdaq after its common stock closed below $1.00 per share for 30 consecutive business days, putting it at risk of delisting.Articolo di analisi • Aug 10
Industry Analysts Just Upgraded Their Coherus Oncology, Inc. (NASDAQ:CHRS) Revenue Forecasts By 21%
NasdaqGM:CHRS 1 Year Share Price vs Fair Value Explore Coherus Oncology's Fair Values from the Community and select...Articolo di analisi • Jul 24
Coherus Oncology, Inc.'s (NASDAQ:CHRS) Price Is Right But Growth Is Lacking After Shares Rocket 35%
Those holding Coherus Oncology, Inc. ( NASDAQ:CHRS ) shares would be relieved that the share price has rebounded 35% in...Articolo di analisi • May 18
Coherus BioSciences, Inc.'s (NASDAQ:CHRS) 32% Dip In Price Shows Sentiment Is Matching Revenues
The Coherus BioSciences, Inc. ( NASDAQ:CHRS ) share price has fared very poorly over the last month, falling by a...Articolo di analisi • May 15
Some Coherus BioSciences, Inc. (NASDAQ:CHRS) Analysts Just Made A Major Cut To Next Year's Estimates
Market forces rained on the parade of Coherus BioSciences, Inc. ( NASDAQ:CHRS ) shareholders today, when the analysts...Seeking Alpha • Apr 17
Coherus BioSciences: Cleaning The Balance Sheet And Developing New Drugs
Summary Coherus BioSciences is now heavily focused on developing its pipeline, particularly casdozokitug and CHS-114, after shedding its marketed biosimilar drugs. Casdozokitug shows promise in metastatic hepatocellular carcinoma with a 17.2% complete response rate in phase 1 and is now in a phase 2 study. CHRS is still marketing Loqtorzi for nasopharyngeal carcinoma, with Q4'24 revenues of $7.5M representing 29% growth over the prior quarter. Read the full article on Seeking Alpha
Nuova narrazione • Apr 03
UDENYCA Divestiture And LOQTORZI Progress Will Forge Opportunity Amid Risks
UDENYCA divestiture and headcount reduction will strengthen the balance sheet and improve margins through reduced expenses.Articolo di analisi • Mar 28
Lacklustre Performance Is Driving Coherus BioSciences, Inc.'s (NASDAQ:CHRS) 27% Price Drop
To the annoyance of some shareholders, Coherus BioSciences, Inc. ( NASDAQ:CHRS ) shares are down a considerable 27% in...Articolo di analisi • Mar 24
Shareholders Shouldn’t Be Too Comfortable With Coherus BioSciences' (NASDAQ:CHRS) Strong Earnings
Strong earnings weren't enough to please Coherus BioSciences, Inc.'s ( NASDAQ:CHRS ) shareholders over the last week...Articolo di analisi • Dec 21
There's No Escaping Coherus BioSciences, Inc.'s (NASDAQ:CHRS) Muted Revenues Despite A 38% Share Price Rise
Despite an already strong run, Coherus BioSciences, Inc. ( NASDAQ:CHRS ) shares have been powering on, with a gain of...Seeking Alpha • Dec 16
Coherus BioSciences: Shedding Pegfilgrastim To Fuel Ongoing Development
Summary Coherus BioSciences focuses on immunotherapy, expanding their PD-1 antibody market, and developing novel treatments for solid tumors, despite maintaining a penny stock valuation. Financially, CHRS holds $97.7 million in cash, $36.6 million in term loans, and $227.9 million in convertible notes, with $70.8 million in net revenues. CHRS is divesting their Udenyca franchise for $483.4 million, with potential milestone payments, following previous sales of Cimerli and Yusimry franchises. CHRS's financial and strategic moves indicate a cautious yet potentially rewarding horizon for investors. Read the full article on Seeking AlphaArticolo di analisi • Nov 06
Investors Don't See Light At End Of Coherus BioSciences, Inc.'s (NASDAQ:CHRS) Tunnel And Push Stock Down 30%
To the annoyance of some shareholders, Coherus BioSciences, Inc. ( NASDAQ:CHRS ) shares are down a considerable 30% in...Articolo di analisi • Sep 22
Revenues Working Against Coherus BioSciences, Inc.'s (NASDAQ:CHRS) Share Price Following 27% Dive
Unfortunately for some shareholders, the Coherus BioSciences, Inc. ( NASDAQ:CHRS ) share price has dived 27% in the...Seeking Alpha • Aug 13
Evaluating Coherus BioSciences: Udenyca's Success And Loqtorzi's Prospects
Summary Coherus BioSciences, Inc. focuses on biosimilars and immuno-oncology treatments, with LOQTORZI and UDENYCA as key products. Coherus BioSciences' biosimilar IP shows potential for profitability, with strategic divestitures impacting its financial position post Q3 2024. UDENYCA drives most of CHRS's revenues, positioning it as its crown jewel with a 29% market share and strong payer coverage. The success of UDENYCA and the potential growth from LOQTORZI are critical to avoiding dilution risks and ensuring long-term financial stability. Despite some cash runway concerns, CHRS trades at a low valuation, so it leans towards a speculative “buy” for investors who understand the embedded biotech risks. Read the full article on Seeking AlphaArticolo di analisi • Aug 07
Why Investors Shouldn't Be Surprised By Coherus BioSciences, Inc.'s (NASDAQ:CHRS) Low P/S
You may think that with a price-to-sales (or "P/S") ratio of 0.5x Coherus BioSciences, Inc. ( NASDAQ:CHRS ) is...Seeking Alpha • May 31
Coherus BioSciences: CHS-114 Comes Into View At ASCO, Drug Launches Underway
Summary Coherus BioSciences, Inc. is relying on revenues from existing drugs and its developmental pipeline after selling off a major source of revenue in Cimerli. CHS-114, an anti-CCR8 antibody being developed by CHRS, is set to produce data at the ASCO 2024 Annual Meeting. Coherus BioSciences refers to Yusimry (a biosimilar Humira) as a non-core product, and could look to sell the drug, although revenues are growing. Read the full article on Seeking AlphaArticolo di analisi • May 23
Shareholders May Be More Conservative With Coherus BioSciences, Inc.'s (NASDAQ:CHRS) CEO Compensation For Now
Key Insights Coherus BioSciences to hold its Annual General Meeting on 29th of May Total pay for CEO Denny Lanfear...Seeking Alpha • Mar 21
Coherus Biosciences: Dumping One Drug But Showing Promise With Another
Summary CHRS has sold Cimerli, a Lucentis biosimilar, to SDZNY. CHRS anti-IL-27 antibody, casdozokitug, shows promising results as part of a triple therapy in hepatocellular carcinoma, with an overall response rate of 38%. Numbers on market share point to a strong Q1'24 for Udenyca, which could increase the market's confidence that CHRS can offset lost revenues from the Cimerli sale. CHRS has data in H1'24 from a phase 1 trial of its anti-CCR8 antibody, CHS-114, in solid tumors, adding a catalyst to the calendar. Read the full article on Seeking AlphaArticolo di analisi • Feb 03
Revenues Working Against Coherus BioSciences, Inc.'s (NASDAQ:CHRS) Share Price Following 29% Dive
Unfortunately for some shareholders, the Coherus BioSciences, Inc. ( NASDAQ:CHRS ) share price has dived 29% in the...Seeking Alpha • Jan 17
Coherus BioSciences: FDA Approvals Spice Up The Pipeline
Summary CHRS has a pipeline of biosimilars including Yusimry, Cimerli, and Udenyca. A new form of Udenyca, Udenyca Onbody, was approved in December 2023. CHRS also has a new drug Loqtorzi (toripalimab) which was approved in the US for the treatment of nasopharyngeal carcinoma in October 2023. Approval of Loqtorzi is a key step towards creating a revenue source with a greater moat versus biosimilars. Read the full article on Seeking AlphaArticolo di analisi • Dec 20
Investors Aren't Buying Coherus BioSciences, Inc.'s (NASDAQ:CHRS) Revenues
You may think that with a price-to-sales (or "P/S") ratio of 1.1x Coherus BioSciences, Inc. ( NASDAQ:CHRS ) is...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$173m |
| Dec 31 2025 | US$3m | US$1m | -US$183m |
| Sep 30 2025 | n/a | n/a | US$61m |
| Jun 30 2025 | n/a | n/a | US$59m |
| Mar 31 2025 | n/a | n/a | -US$195m |
| Dec 31 2024 | US$5m | US$1m | -US$215m |
| Sep 30 2024 | n/a | n/a | -US$249m |
| Jun 30 2024 | n/a | n/a | -US$242m |
| Mar 31 2024 | n/a | n/a | -US$230m |
| Dec 31 2023 | US$6m | US$983k | -US$238m |
| Sep 30 2023 | n/a | n/a | -US$217m |
| Jun 30 2023 | n/a | n/a | -US$264m |
| Mar 31 2023 | n/a | n/a | -US$271m |
| Dec 31 2022 | US$7m | US$945k | -US$292m |
| Sep 30 2022 | n/a | n/a | -US$279m |
| Jun 30 2022 | n/a | n/a | -US$230m |
| Mar 31 2022 | n/a | n/a | -US$210m |
| Dec 31 2021 | US$9m | US$885k | -US$287m |
| Sep 30 2021 | n/a | n/a | -US$232m |
| Jun 30 2021 | n/a | n/a | -US$165m |
| Mar 31 2021 | n/a | n/a | -US$76m |
| Dec 31 2020 | US$7m | US$857k | US$132m |
| Sep 30 2020 | n/a | n/a | US$162m |
| Jun 30 2020 | n/a | n/a | US$181m |
| Mar 31 2020 | n/a | n/a | US$145m |
| Dec 31 2019 | US$5m | US$751k | US$90m |
Compensazione vs Mercato: La retribuzione totale di Denny ($USD 2.74M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 1.67M ).
Compensazione vs guadagni: La retribuzione di Denny è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Denny Lanfear (70 yo)
15.7yrs
Mandato
US$2,736,874
Compensazione
Mr. Dennis M. Lanfear, also known as Denny, Co-founder, Chairman, Chief Executive Officer and President of Coherus Oncology, Inc. (formerly known as Coherus BioSciences, Inc.) since September 2010. Mr. Lan...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman | 15.7yrs | US$2.74m | 0.96% $ 2.3m | |
| Chief Financial Officer | 3.7yrs | US$1.10m | 0.087% $ 210.0k | |
| Vice President of Investor Relations & Advocacy | no data | Nessun dato | Nessun dato | |
| Chief Legal Officer | 2.1yrs | Nessun dato | Nessun dato | |
| Chief Human Resources Officer | no data | Nessun dato | Nessun dato | |
| Senior Vice President of Commercial Analytics & Trade | no data | Nessun dato | Nessun dato | |
| Chief Development Officer & Chairman of Scientific Advisory Board | 4.3yrs | Nessun dato | Nessun dato | |
| Chief Medical Officer | 4.2yrs | Nessun dato | Nessun dato | |
| Chief Strategy & Corporate Affairs Officer | less than a year | Nessun dato | Nessun dato | |
| Chief Commercial Officer | less than a year | Nessun dato | Nessun dato |
3.7yrs
Durata media
59yo
Età media
Gestione esperta: Il team dirigenziale di CHRS è considerato esperto (durata media dell'incarico 3.7 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman | 15.7yrs | US$2.74m | 0.96% $ 2.3m | |
| Chief Development Officer & Chairman of Scientific Advisory Board | 4.3yrs | Nessun dato | Nessun dato | |
| Lead Independent Director | 14.3yrs | US$191.67k | 0% $ 0 | |
| Independent Director | 12yrs | US$144.17k | 0% $ 0 | |
| Independent Director | 4.3yrs | US$121.67k | 0% $ 0 | |
| Member of Strategic Advisory Board | 2.7yrs | Nessun dato | Nessun dato | |
| Independent Director | 2yrs | US$139.17k | 0% $ 0 | |
| Independent Director | 4yrs | US$144.17k | 0% $ 0 | |
| Independent Director | 4yrs | US$116.67k | 0% $ 0 | |
| Member of Scientific Advisory Board | 4.8yrs | Nessun dato | Nessun dato | |
| Member of Scientific Advisory Board | 4.8yrs | Nessun dato | Nessun dato | |
| Member of Scientific Advisory Board | 4.3yrs | Nessun dato | Nessun dato |
4.3yrs
Durata media
63yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di CHRS sono considerati esperti (durata media dell'incarico 4.3 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/22 08:16 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Coherus Oncology, Inc. è coperta da 14 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Colleen Kusy | Baird |
| Balaji Prasad | Barclays |
| Balaji Prasad | Barclays |