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Coherus Oncology (CHRS)


Market Price (2/19/2026): $1.65 | Market Cap: $191.8 Mil
Sector: Health Care | Industry: Biotechnology

Coherus Oncology (CHRS)


Market Price (2/19/2026): $1.65
Market Cap: $191.8 Mil
Sector: Health Care
Industry: Biotechnology

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 82%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 77%
Weak multi-year price returns
2Y Excs Rtn is -75%, 3Y Excs Rtn is -147%
Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -93 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -33%
1 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -80%
  Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -32%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -32%
2 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 152%
  Significant short interest
Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 25%
3 Megatrend and thematic drivers
Megatrends include Aging Population & Chronic Disease, and Precision Medicine. Themes include Oncology Treatments, Biopharmaceutical R&D, Show more.
  Key risks
CHRS key risks include [1] heavy reliance on the unproven efficacy of its novel pipeline assets, Show more.
0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 82%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 77%
1 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -80%
2 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 152%
3 Megatrend and thematic drivers
Megatrends include Aging Population & Chronic Disease, and Precision Medicine. Themes include Oncology Treatments, Biopharmaceutical R&D, Show more.
4 Weak multi-year price returns
2Y Excs Rtn is -75%, 3Y Excs Rtn is -147%
5 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -93 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -33%
6 Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -32%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -32%
7 Significant short interest
Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 25%
8 Key risks
CHRS key risks include [1] heavy reliance on the unproven efficacy of its novel pipeline assets, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

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Coherus Oncology (CHRS) stock has lost about 5% since 10/31/2025 because of the following key factors:

1. Public Stock Offering and Share Dilution: Coherus BioSciences announced and priced an underwritten public offering of 28.6 million common shares at $1.75 per share on February 12-13, 2026, which aimed to raise approximately $50.1 million in gross proceeds. This offering was at a significant discount to the stock's previous closing price of $2.01 on February 11, 2026, leading to substantial shareholder dilution concerns and causing the stock to tumble 14.5% in premarket trading on February 13, 2026.

2. Q3 2025 Revenue Miss: While Coherus Oncology reported a slightly better-than-expected EPS of -$0.33 for Q3 2025 on November 6, 2025, its quarterly revenue of $11.57 million fell short of analysts' consensus estimates of $13.41 million. This revenue miss, despite the EPS beat, often raises concerns among investors about the company's growth trajectory and market performance, contributing to a stock price decrease of 14.38% on November 6, 2025, following the earnings announcement.

Show more

Stock Movement Drivers

Fundamental Drivers

The -3.0% change in CHRS stock from 10/31/2025 to 2/18/2026 was primarily driven by a -15.5% change in the company's Net Income Margin (%).
(LTM values as of)103120252182026Change
Stock Price ($)1.681.63-3.0%
Change Contribution By: 
Total Revenues ($ Mil)2722782.0%
Net Income Margin (%)66.0%55.8%-15.5%
P/E Multiple1.11.212.7%
Shares Outstanding (Mil)116116-0.1%
Cumulative Contribution-3.0%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 2/18/2026
ReturnCorrelation
CHRS-3.0% 
Market (SPY)0.6%26.4%
Sector (XLV)9.3%0.9%

Fundamental Drivers

The 73.4% change in CHRS stock from 7/31/2025 to 2/18/2026 was primarily driven by a 70.5% change in the company's P/S Multiple.
(LTM values as of)73120252182026Change
Stock Price ($)0.941.6373.4%
Change Contribution By: 
Total Revenues ($ Mil)2722782.0%
P/S Multiple0.40.770.5%
Shares Outstanding (Mil)116116-0.3%
Cumulative Contribution73.4%

LTM = Last Twelve Months as of date shown

Market Drivers

7/31/2025 to 2/18/2026
ReturnCorrelation
CHRS73.4% 
Market (SPY)8.9%30.3%
Sector (XLV)21.4%5.6%

Fundamental Drivers

The 38.1% change in CHRS stock from 1/31/2025 to 2/18/2026 was primarily driven by a 152.1% change in the company's Total Revenues ($ Mil).
(LTM values as of)13120252182026Change
Stock Price ($)1.181.6338.1%
Change Contribution By: 
Total Revenues ($ Mil)110278152.1%
P/S Multiple1.20.7-44.7%
Shares Outstanding (Mil)115116-0.9%
Cumulative Contribution38.1%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2025 to 2/18/2026
ReturnCorrelation
CHRS38.1% 
Market (SPY)15.0%29.7%
Sector (XLV)8.8%23.9%

Fundamental Drivers

The -80.8% change in CHRS stock from 1/31/2023 to 2/18/2026 was primarily driven by a -75.3% change in the company's P/S Multiple.
(LTM values as of)13120232182026Change
Stock Price ($)8.481.63-80.8%
Change Contribution By: 
Total Revenues ($ Mil)23927816.2%
P/S Multiple2.80.7-75.3%
Shares Outstanding (Mil)78116-33.1%
Cumulative Contribution-80.8%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2023 to 2/18/2026
ReturnCorrelation
CHRS-80.8% 
Market (SPY)75.1%27.4%
Sector (XLV)23.7%24.8%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
CHRS Return-8%-50%-58%-59%3%13%-91%
Peers Return21%19%-6%-4%10%12%58%
S&P 500 Return27%-19%24%23%16%-0%82%

Monthly Win Rates [3]
CHRS Win Rate58%33%58%33%50%50% 
Peers Win Rate52%58%40%47%50%90% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
CHRS Max Drawdown-27%-64%-80%-80%-48%-4% 
Peers Max Drawdown-10%-9%-21%-14%-19%-2% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-1% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: MRK, BMY, PFE, REGN, AMGN. See CHRS Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 2/18/2026 (YTD)

How Low Can It Go

Unique KeyEventCHRSS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-92.6%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven1245.3%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-48.2%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven93.1%51.3%
2020 Covid PandemicTime to BreakevenTime to BreakevenNot Fully Recovered days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-71.3%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven247.9%24.7%
2018 CorrectionTime to BreakevenTime to BreakevenNot Fully Recovered days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-96.6%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven2866.7%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven2,072 days1,480 days

Compare to MRK, BMY, PFE, REGN, AMGN

In The Past

Coherus Oncology's stock fell -92.6% during the 2022 Inflation Shock from a high on 1/27/2021. A -92.6% loss requires a 1245.3% gain to breakeven.

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About Coherus Oncology (CHRS)

Coherus BioSciences, Inc., a biopharmaceutical company, focuses on the biosimilar and immuno-oncology market primarily in the United States. The company markets UDENYCA, a biosimilar to Neulasta, a long-acting granulocyte stimulating colony factor in the United States. Its pipeline products include biosimilars of Humira, Avastin, and Lucentis. The company also develops Toripalimab, a novel anti-PD-1 antibody for second-line treatment of melanoma in China; Bevacizumab biosimilar; and CHS-1420, an anti-TNF product candidate, as an adalimumab biosimilar; Ranibizumab biosimilar. Coherus BioSciences, Inc. has license agreements with Selexis SA; AbbVie, Inc.; Pfizer, Inc.; Bioeq AG; Innovent Biologics (Suzhou) Co., Ltd.; and Junshi Biosciences. The company was formerly known as BioGenerics, Inc. and changed its name to Coherus BioSciences, Inc. in April 2012. Coherus BioSciences, Inc. was incorporated in 2010 and is headquartered in Redwood City, California.

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Coherus Oncology (CHRS) analogies:

  1. Teva for biologic drugs. (Focuses on their significant biosimilar portfolio, analogous to generic drug companies but for complex biologic medicines.)

  2. A smaller, focused competitor to cancer drug innovators like Merck or Bristol Myers Squibb. (Highlights their efforts in developing novel oncology treatments, positioning them as a more specialized player against larger pharmaceutical giants.)

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  • UDENYCA® (pegfilgrastim-cbqv): A biosimilar to Neulasta, used to reduce the incidence of infection in patients with non-myeloid malignancies receiving myelosuppressive anti-cancer drugs.
  • LOQTORZIâ„¢ (toripalimab-tpzi): A PD-1 inhibitor approved for the treatment of recurrent or metastatic nasopharyngeal carcinoma in adults.
  • YUSIMRYâ„¢ (adalimumab-aqvh): A biosimilar to Humira, indicated for various autoimmune diseases including rheumatoid arthritis, psoriatic arthritis, and Crohn's disease.
  • CIMERLI® (ranibizumab-eqrn): A biosimilar to Lucentis, used to treat neovascular (wet) age-related macular degeneration and other retinal conditions.

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Coherus Oncology (CHRS) sells primarily to other companies, specifically wholesale distributors, who then distribute the products to pharmacies, hospitals, and clinics. Based on their SEC filings, the major customers are:

  • McKesson Corporation (MCK)
  • AmerisourceBergen Corporation (ABC)
  • Cardinal Health, Inc. (CAH)

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  • Lonza Group AG (SIX: LONN)
  • Shanghai Junshi Biosciences Co., Ltd. (HKEX: 1877)

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Dennis M. Lanfear, President & Chief Executive Officer

Dennis M. Lanfear founded Coherus in 2010, aiming to improve public access to high-quality medicines. He is a biopharmaceutical leader with a history of entrepreneurial success, having also founded and served as CEO of two other companies: Saronyx, Inc., a drug development software services company, and InteKrin Therapeutics, a biopharmaceutical company. Prior to his entrepreneurial ventures, Mr. Lanfear held various senior leadership roles at Amgen Inc., including Vice President of Process Development and Vice President of Market Development, and was responsible for integrating over 2,500 operations and staff worldwide during Amgen's growth.

Bryan McMichael, Chief Financial Officer

Bryan McMichael joined Coherus in 2021 and was appointed Chief Financial Officer effective August 1, 2024, after serving as Principal Financial Officer since December 2023. He brings over 22 years of experience in finance and accounting, including leadership positions in the life sciences sector. Before joining Coherus, Mr. McMichael served as Assistant Controller at Gilead Sciences and held multiple roles at NetApp. He began his financial career at PwC (formerly PricewaterhouseCoopers), where he spent approximately 10 years in Audit and Transaction Services in the United States and Europe.

Rosh Dias, M.D., M.R.C.P., Chief Medical Officer

Dr. Rosh Dias joined Coherus in 2022 as Chief Medical Officer. He possesses over 20 years of experience in the pharmaceutical and biotechnology industries, leading global teams in clinical development and medical affairs across various therapeutic areas, including oncology, hematology, and rare diseases. Prior to Coherus, Dr. Dias served as Chief Medical Officer at Spruce Biosciences and Indivior PLC. He also held senior leadership positions at Amgen, including Vice President and Head of Global Scientific Affairs, and spent 10 years at Novartis Oncology directing clinical development and medical affairs efforts.

Theresa LaVallee, Ph.D., Chief Scientific & Development Officer

Dr. Theresa LaVallee joined Coherus in 2021 and is currently Chief Scientific & Development Officer, bringing more than 25 years of drug discovery and development experience in oncology and inflammation. Before Coherus, Dr. LaVallee was Vice President, Translational Medicine and Regulatory Affairs at the Parker Institute for Cancer Immunotherapy. She also held executive roles at Kolltan Pharmaceuticals (acquired by Celldex) and Celldex Therapeutics, and was part of the immuno-oncology team at AstraZeneca (MedImmune), developing checkpoint inhibitors and related diagnostics. Dr. LaVallee began her career at EntreMed, working on the initial clinical development of thalidomide.

Rebecca Sunshine, Chief Human Resources Officer

Rebecca Sunshine joined Coherus in 2014 and serves as Chief Human Resources Officer. She has over 30 years of experience in the biotechnology industry. Before Coherus, Ms. Sunshine worked for seven years as a Human Resources Consultant for various biotechnology companies. She also spent 11 years at Connetics Corp, a specialty pharmaceutical company, where she was Senior Vice President, Human Resources and Organizational Dynamics. Her earlier experience includes human resources and research administration roles at COR Therapeutics, Genelabs, Inc., and Genentech.

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AI Analysis | Feedback

Coherus Oncology (NASDAQ: CHRS) faces several significant risks as it transitions its business model to focus on innovative oncology treatments. The key risks include:

1. Pipeline Development and Efficacy Risks

Coherus's future success is heavily dependent on the clinical development and ultimate commercialization of its novel oncology pipeline assets, particularly casdozokitug and CHS-114. These programs are in various stages of clinical trials, and there is a significant risk that they may fail to meet efficacy endpoints, encounter unexpected safety issues, or face regulatory hurdles. The high attrition rate inherent in early-stage biotech projects, coupled with the fact that neither IL-27 nor CCR8 targeting (the mechanisms of action for casdozokitug and CHS-114, respectively) has definitively demonstrated efficacy in cancer, elevates the risk profile of these development programs.

2. Commercialization and Competitive Risks for LOQTORZI

LOQTORZI (toripalimab), Coherus's approved PD-1 inhibitor for nasopharyngeal carcinoma (NPC), is a key revenue driver. However, its sales are currently constrained by a relatively small patient population in the United States. The company's financial viability relies on increasing LOQTORZI uptake, expanding its label to broader indications through combinations with other pipeline agents, and effectively navigating a highly competitive immuno-oncology market. Slower-than-expected sales growth or intensified competition from other established PD-1 therapies could negatively impact the company's valuation and revenue targets.

3. Financial Stability and Funding Challenges

Despite recently divesting its UDENYCA biosimilar franchise to bolster its cash position and extend its operational runway, Coherus has historically faced financial challenges, including a negative operating margin and periods of significant cash burn. While the divestiture has provided approximately $250 million in cash and a projected runway exceeding two years, the successful execution of its ambitious oncology pipeline will require substantial and ongoing financial resources. The need for additional funding in the future, if cash burn exceeds projections or pipeline milestones are delayed, could lead to shareholder dilution. Past financial assessments have also highlighted an Altman Z-Score in the distress zone, indicating potential concerns regarding financial stability.

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  • Rapid commoditization and increasing price erosion within the biosimilar market, driven by a growing number of competitors and aggressive payer strategies, significantly pressuring revenue and profit margins for Coherus's biosimilar products (e.g., UDENYCA, CIMERLI). This shift in market dynamics is akin to how streaming services eroded the profitability of traditional video rentals.
  • The emergence of significantly superior or potentially curative novel therapeutic modalities, such as gene therapies for retinal diseases or advanced cell and next-generation immunotherapies for oncology, that could fundamentally alter treatment paradigms and render existing standards of care (including Coherus's biosimilars and PD-1 inhibitor LOQTORZI) less competitive or obsolete for specific indications. This represents a disruptive technological threat, similar to how smartphones impacted traditional mobile phones.

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Coherus Oncology's main products and their addressable markets are as follows:

  • LOQTORZI (toripalimab-tpzi)
    • Indication: Recurrent or metastatic nasopharyngeal carcinoma (NPC).
    • U.S. Market Size: Approximately 2,000 NPC patients are diagnosed and eligible for treatment annually in the U.S. Coherus anticipates peak sales of $200 million for Loqtorzi in this niche U.S. indication.
    • Global Prevalence: Over 120,434 new cases of nasopharyngeal carcinoma were diagnosed worldwide in 2022.
  • UDENYCA (pegfilgrastim-cbqv)

    (Note: Coherus BioSciences, which rebranded to Coherus Oncology, completed the sale of UDENYCA to Intas Pharmaceuticals in August 2025. Prior to this, UDENYCA was a significant product for Coherus.)

    • Market: Pegfilgrastim biosimilars.
    • Global Market Size: The global pegfilgrastim biosimilars market is estimated to be valued at USD 1.84 billion in 2025 and is projected to reach USD 3.39 billion by 2032.
    • U.S. Market Share: North America is expected to dominate the global pegfilgrastim biosimilars market with an estimated market share of 41.8% in 2025, with the U.S. market alone accounting for over 40.5% share.

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Coherus Oncology (NASDAQ: CHRS) is anticipated to drive future revenue growth over the next 2-3 years through several key strategies focused on its oncology portfolio.

  1. Continued Growth of LOQTORZI (toripalimab-tpzi) in Nasopharyngeal Carcinoma (NPC): LOQTORZI, the first and only FDA-approved treatment for recurrent, locally advanced, or metastatic nasopharyngeal carcinoma, is expected to see increased revenue. In Q3 2024, LOQTORZI net product sales increased 54% quarter-over-quarter, driven by higher patient demand and increased treatment duration. This growth is further supported by increasing awareness of its preferred status in the NPC indication within National Comprehensive Cancer Network (NCCN) guidelines. The company anticipates LOQTORZI will achieve dominant market share in the NPC market, estimated between $150 million to $200 million. For Q3 2025, LOQTORZI net revenue increased by 12% over Q2 2025 and 92% year-over-year.

  2. Expansion of LOQTORZI to New Indications Through Combination Therapies: Coherus plans to maximize LOQTORZI's value by developing new indications in combination with its internal pipeline candidates and through external partnerships. The company's strategy is to grow sales of LOQTORZI by advancing its use in additional solid tumor indications, including those being explored with CHS-114 and casdozokitug. Clinical data readouts for these combination therapies are expected in 2026.

  3. Successful Development and Commercialization of Innovative Pipeline Candidates (CHS-114 and Casdozokitug): Coherus is advancing a pipeline of novel immuno-oncology programs, including CHS-114 (an anti-CCR8 antibody) and Casdozokitug (an IL-27 antagonistic antibody). CHS-114 is currently in Phase 1b/2a studies for advanced solid tumors such as head and neck squamous cell carcinoma, colorectal cancer, gastric cancer, and esophageal cancer. Casdozokitug is in a Phase 2 study for first-line hepatocellular carcinoma. Promising early Phase 1b data for CHS-114, showing significant immune activation and depletion of CCR8+ regulatory T cells, could lead to significant advancements in therapeutic strategies if confirmed in later-stage trials. These pipeline candidates are designed to enhance anti-tumor immune responses and extend cancer patient survival.

  4. Increased Market Penetration and Sales Force Expansion for Oncology Products: To further drive growth, Coherus aims to deepen adoption of its oncology products among general oncologists in community settings by providing education on clinical data and updated NCCN guidelines. The company also plans to expand its sales force by 15% and develop digital education programs to enhance its market reach, with multiple clinical data readouts anticipated in 2026.

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Share Repurchases

  • Coherus repurchased approximately $170 million aggregate principal amount of its 1.500% Convertible Senior Subordinated Notes due 2026 in April 2025.
  • The company expected to repurchase the remaining approximately $60 million aggregate principal amount of 2026 Convertible Notes on May 15, 2025.

Share Issuance

  • In Q1 2025, Coherus reported approximately $1.5 million in proceeds from the issuance of common stock under an ATM (At-The-Market) Offering, net of issuance costs.
  • The merger with Surface Oncology in June 2023 involved Coherus issuing common stock to Surface stockholders.
  • Coherus issued common stock to Junshi Biosciences as part of a strategic collaboration, as noted in their 2024 10-K.

Inbound Investments

  • In February 2021, Immuno-Oncology partner Junshi Biosciences made a $50 million strategic investment in Coherus.
  • The divestiture of the UDENYCA franchise in April 2025 resulted in an upfront payment of $483.4 million, with eligibility for up to $75 million in potential milestone payments.
  • Coherus completed the divestiture of its CIMERLI franchise in Q1 2024 and its YUSIMRY franchise in Q2 2024, generating $154.8 million and $40.0 million in gains/proceeds, respectively.

Outbound Investments

  • Coherus acquired Surface Oncology in June 2023 through a merger aimed at expanding its oncology pipeline.

Capital Expenditures

  • Capital expenditures were approximately $1 million in 2024 and an estimated $2 million in 2025.
  • Research and development (R&D) expenses were $93.3 million in 2024, a decrease from $109.4 million in 2023, primarily focused on advancing the oncology pipeline, including candidates like casdozokitug and CHS-114.

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Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

CHRSMRKBMYPFEREGNAMGNMedian
NameCoherus .Merck Bristol-.Pfizer Regenero.Amgen  
Mkt Price1.63121.6659.7327.37792.16379.7390.69
Mkt Cap0.2303.5121.5155.681.7204.3138.5
Rev LTM27864,23548,19562,78614,34336,75142,473
Op Inc LTM-9322,39113,72315,4173,7029,08011,402
FCF LTM-9013,04912,84510,3763,7658,1009,238
FCF 3Y Avg-13813,68513,1468,9273,6578,6188,772
CFO LTM-9017,06514,15613,0774,9799,95811,518
CFO 3Y Avg-13817,50614,40212,1274,6649,97311,050

Growth & Margins

CHRSMRKBMYPFEREGNAMGNMedian
NameCoherus .Merck Bristol-.Pfizer Regenero.Amgen  
Rev Chg LTM152.1%1.7%-0.2%3.9%1.0%10.0%2.8%
Rev Chg 3Y Avg30.9%2.9%1.5%-13.2%5.7%11.9%4.3%
Rev Chg Q91.2%3.7%1.3%-5.9%2.5%8.6%3.1%
QoQ Delta Rev Chg LTM2.0%1.0%0.3%-1.6%0.7%2.2%0.8%
Op Mgn LTM-33.4%34.9%28.5%24.6%25.8%24.7%25.3%
Op Mgn 3Y Avg-108.0%23.7%19.6%19.4%29.0%24.8%21.6%
QoQ Delta Op Mgn LTM1.6%3.7%4.7%-1.4%-0.9%0.6%1.1%
CFO/Rev LTM-32.5%26.6%29.4%20.8%34.7%27.1%26.8%
CFO/Rev 3Y Avg-70.9%28.2%30.5%18.9%33.6%30.5%29.3%
FCF/Rev LTM-32.5%20.3%26.7%16.5%26.3%22.0%21.2%
FCF/Rev 3Y Avg-71.0%22.0%27.9%13.9%26.4%26.4%24.2%

Valuation

CHRSMRKBMYPFEREGNAMGNMedian
NameCoherus .Merck Bristol-.Pfizer Regenero.Amgen  
Mkt Cap0.2303.5121.5155.681.7204.3138.5
P/S0.74.72.52.55.75.63.6
P/EBIT2.213.110.813.115.517.413.1
P/E1.215.917.215.818.126.516.6
P/CFO-2.117.88.611.916.420.514.2
Total Yield81.8%8.9%10.0%12.6%6.0%6.3%9.5%
Dividend Yield0.0%2.7%4.2%6.2%0.5%2.5%2.6%
FCF Yield 3Y Avg-58.1%5.2%12.0%5.9%4.4%5.6%5.4%
D/E0.20.10.40.40.00.30.2
Net D/E-0.80.10.30.3-0.10.20.1

Returns

CHRSMRKBMYPFEREGNAMGNMedian
NameCoherus .Merck Bristol-.Pfizer Regenero.Amgen  
1M Rtn1.9%11.8%8.1%8.5%8.1%15.7%8.3%
3M Rtn40.5%29.1%32.0%11.9%12.7%12.5%20.9%
6M Rtn52.3%46.4%27.0%11.6%34.2%31.0%32.6%
12M Rtn45.5%51.6%15.3%14.9%17.1%33.8%25.4%
3Y Rtn-79.1%21.7%-3.7%-24.1%6.4%73.4%1.3%
1M Excs Rtn2.7%12.6%8.9%9.3%8.9%16.6%9.1%
3M Excs Rtn34.8%29.9%27.4%8.9%12.0%12.2%19.8%
6M Excs Rtn45.6%40.4%20.4%6.3%31.5%26.0%28.7%
12M Excs Rtn25.6%39.5%3.9%2.5%5.7%22.0%13.8%
3Y Excs Rtn-147.0%-45.4%-73.4%-93.5%-63.1%5.3%-68.2%

Comparison Analyses

null

FDA Approved Drugs Data

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Post-Approval Fwd Returns
FDA
App #
Brand
Name
Generic
Name
Dosage
Form
FDA
Approval
3M
Rtn
6M
Rtn
1Y
Rtn
2Y
Rtn
Total
Rtn
BLA761240  LOQTORZItoripalimab-tpziinjectable10272023-11.4%-22.7%-70.3%-37.5%-39.0%
BLA761216  YUSIMRYadalimumab-aqvhinjectable12172021-19.2%-61.7%-55.6%-86.8%-90.2%
BLA761039  UDENYCApegfilgrastim-cbqvinjectable1102201816.3%33.2%43.6%35.5%-86.9%

Financials

Segment Financials

Revenue by Segment
$ Mil20242023202220212020
UDENYCA127204327  
CIMERLI1257   
YUSIMRY40   
Other revenue100  
LOQTORZI10   
Single segment   476356
Total257211327476356


Price Behavior

Price Behavior
Market Price$1.63 
Market Cap ($ Bil)0.2 
First Trading Date12/29/2006 
Distance from 52W High-35.1% 
   50 Days200 Days
DMA Price$1.67$1.28
DMA Trendupup
Distance from DMA-2.5%27.0%
 3M1YR
Volatility107.4%89.4%
Downside Capture168.99185.99
Upside Capture328.66202.11
Correlation (SPY)28.2%29.4%
CHRS Betas & Captures as of 1/31/2026

 1M2M3M6M1Y3Y
Beta3.452.772.732.501.401.73
Up Beta-6.07-1.550.830.440.240.57
Down Beta1.222.642.983.061.901.89
Up Capture1395%797%471%661%501%984%
Bmk +ve Days11223471142430
Stock +ve Days11243264126336
Down Capture342%75%218%166%146%113%
Bmk -ve Days9192754109321
Stock -ve Days9152656116385

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CHRS
CHRS47.4%89.3%0.83-
Sector ETF (XLV)10.4%17.3%0.4123.6%
Equity (SPY)13.6%19.4%0.5329.2%
Gold (GLD)73.5%25.5%2.13-2.0%
Commodities (DBC)7.9%17.0%0.2812.7%
Real Estate (VNQ)7.1%16.7%0.2424.2%
Bitcoin (BTCUSD)-31.1%44.9%-0.6917.1%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CHRS
CHRS-38.5%83.7%-0.20-
Sector ETF (XLV)7.9%14.5%0.3627.8%
Equity (SPY)13.5%17.0%0.6332.1%
Gold (GLD)21.7%17.1%1.044.5%
Commodities (DBC)10.8%19.0%0.455.8%
Real Estate (VNQ)4.9%18.8%0.1727.8%
Bitcoin (BTCUSD)8.4%57.2%0.3713.2%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CHRS
CHRS-18.1%75.2%0.07-
Sector ETF (XLV)11.3%16.5%0.5730.7%
Equity (SPY)15.9%17.9%0.7632.9%
Gold (GLD)15.0%15.6%0.802.2%
Commodities (DBC)8.6%17.6%0.4010.9%
Real Estate (VNQ)6.9%20.7%0.3025.8%
Bitcoin (BTCUSD)68.0%66.7%1.0710.1%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date1302026
Short Interest: Shares Quantity29.6 Mil
Short Interest: % Change Since 1152026-0.5%
Average Daily Volume5.1 Mil
Days-to-Cover Short Interest5.8 days
Basic Shares Quantity116.2 Mil
Short % of Basic Shares25.5%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
11/6/2025-10.1%-15.4%-13.4%
8/7/2025-7.1%15.4%55.0%
3/10/20251.0%-12.0%-25.8%
11/6/202413.3%7.6%134.9%
8/8/202410.9%20.2%1.6%
3/13/2024-5.7%7.8%-3.0%
11/6/2023-30.2%-51.4%-35.3%
8/2/202317.7%5.8%22.8%
...
SUMMARY STATS   
# Positive111010
# Negative101111
Median Positive7.8%7.9%11.4%
Median Negative-6.6%-5.9%-13.4%
Max Positive17.7%20.2%134.9%
Max Negative-30.2%-51.4%-35.3%

SEC Filings

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Report DateFiling DateFiling
09/30/202511/06/202510-Q
06/30/202508/07/202510-Q
03/31/202505/12/202510-Q
12/31/202403/17/202510-K
09/30/202411/06/202410-Q
06/30/202408/08/202410-Q
03/31/202405/09/202410-Q
12/31/202303/15/202410-K
09/30/202311/06/202310-Q
06/30/202308/02/202310-Q
03/31/202305/08/202310-Q
12/31/202203/06/202310-K
09/30/202211/08/202210-Q
06/30/202208/04/202210-Q
03/31/202205/05/202210-Q
12/31/202102/23/202210-K

Insider Activity

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#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Wahlstrom, Mats Leonard Capital, LLCSell52820250.7499,988  Form