Coherus is a promising company that did a bad borrowing and has more than paid the price. Its convertible bondholders created a short hedge and have inflicted massive damage on the company's SP.Read more
Key Takeaways Advancement of clinical pipeline and increased physician adoption are expected to drive strong revenue growth and strengthen market position in high-need oncology indications. Strategic global partnerships and operational efficiency initiatives support improved profitability, lower financial risk, and long-term sustainable earnings expansion.Read more
Key Takeaways Accelerated adoption, innovative pipeline, and first-to-market therapies may lead to higher-than-expected revenue growth and market leadership. Strategic international partnerships and focus on differentiated, precision oncology assets position the company for premium pricing, strong margins, and sustained global expansion.Read more
Key Takeaways Heavy reliance on a few late-stage products and uncertain clinical outcomes create significant risk for both revenue and earnings sustainability. Downward pricing pressure, biosimilar competition, and slow product uptake threaten long-term profitability despite innovation and new market strategies.Read more
Coherus Oncology, Inc., a biopharmaceutical company, researches, develops, and commercializes immunotherapies to treat cancer in the United States. The company develops UDENYCA, a biosimilar to Neulasta, a long-acting granulocyte-colony stimulating factor; LOQTORZI, a novel next-generation programmed death receptor-1 inhibitor; and Casdozokitug, an investigational recombinant human immunoglobulin isotype (IgG1) monoclonal antibody targeting interleukin 27. It also develops CHS-114, an investigational highly specific human afucosylated IgG1 monoclonal antibody, a chemokine receptor highly expressed on Treg cells in the tumor microenvironment (TME); and CHS-1000, Anti-ILT4 monoclonal antibody for solid tumors. In addition, the company offers GSK4381562, an antibody targeting CD112R to treat tumor cells; YUSIMRY, a biosimilar to Humira for inflammatory diseases characterized by increased production of tumor necrosis factor (TNF) in the body, such as rheumatoid arthritis, juvenile idiopathic arthritis, psoriatic arthritis, ankylosing spondylitis, Crohn’s disease, psoriasis, and ulcerative colitis; and CIMERLI, a Lucentis biosimilar to treat neovascular age-related macular degeneration, macular edema following retinal vein occlusion, diabetic macular edema, diabetic retinopathy, and myopic choroidal neovascularization. It has a collaboration agreement with Junshi Biosciences for the co-development and commercialization of toripalimab; agreement with Surface and Adimab LLC; license agreements with Bioeq AG and Genentech, Inc. and Surface and Vaccinex, Inc.; and out-licensing agreement with Novartis Institutes for Biomedical Research, Inc. and GlaxoSmithKline Intellectual Property No. 4 Limited. The company was formerly known as Coherus BioSciences, Inc. and changed its name to Coherus Oncology, Inc. in May 2025. The company was incorporated in 2010 and is based in Redwood City, California.
