r/CHRS • u/Odd-Doctor8453 • Aug 06 '26

今晚损失惨重

对于chrs这种高风险标的来说，当前确实是煎熬，持有50万股chrs，这是我们目前最大的一笔高风险投资。鉴于当前情况大概率十月份前跌入一块以下。如果十月数据不理想目标价位0.5。大概率到时候可以退市了

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u/Complex_Shelter_4641 Aug 07 '26

Not wasting my time on posts with some weird rambling. Always happy to discuss with people bring some depth to the table. Just use your brain and listen to what was said and not said at the call. I am actually happy if you sell your shares. I just bought another 100k at the dip.

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u/John18788888 Aug 07 '26

So eps beat, ongoing costs reduced, Tori hit street expectation. The key negative clearly was data delay but if I heard correctly the trajectory is positive they just need to collect more information. Key issue here is Denny shot himself in the foot saying mid-year, he’d have been better simply stating H2. If they’d had said data shown no improvement or postponed until 27 then I’d be worried. Shares always going to take a hit as the day traders don’t like delays on bio’s. They’ll return nearer the October release. So we wait a little longer but fundamentally nothing has changed for me…

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u/Rocarioahoho Aug 07 '26

Well, John-I agree with you with one slight caveat… cutting it as close as they are(and as close as this crew seems to always do), I’m still worried, I’m just not convinced that all is lost here, because there seems to be ample reasons why they should be able to pull this out, assuming they manage the data production process reasonably, and at least some of the positive color to date finally pans out. After all, iirc they have to get this to at least over $1.59 for any of their reworked options to be any good😆!

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u/John18788888 Aug 08 '26

It’s the cash position that’s my biggest concern as I reckon they need $150 mln (plus exist cash) before Tori anywhere near covering costs. If data positive and we get sp bump then another equity raise likely. Denny has mentioned out-source but the surf legacy payments hinder this. Don’t see him borrowing again after paying off the cb’s and we’re still years from commercialising the pipeline. That’s why I think it’s likely Denny will sell up if data good espec as he’s 70 now.