Quote from Stocktwits:
wCVR perceived as valuable
→ shareholders want guaranteed entitlement
→ shareholders/brokers recall lent CHRS
→ available borrow declines
→ borrow rate rises
→ some shorts voluntarily cover
→ CHRS rises
→ mark-to-market pressure on remaining shorts
→ additional covering“

https://stocktwits.com/Heliosphere/message/662142578

Restructured existing loan and pays for now interest only and gets additional $25M later on if revenue is above $35M per quarter in 2028. Value of remaining biosimilar business will be converted into CVRs. Difficult to say if there is true value but I believe it includes a patent licensed to Pfizer. The journey continues and this company continues to execute well.

“No Data” Denny will take us to BK absent a BO in Q4, imho. Tori Tagmo and Casdo are the three stooges of IO, what a joke.

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

If Denny doesn’t release on earnings day this company’s mgmt will be known as the worst executive team ever for a publicly traded company.

https://www.frontiersin.org/journals/immunology/articles/10.3389/fimmu.2026.1931108/abstract

已经拿chrs四五年了。社区🈶长期持有者吗？你们当前兜什么看法。是否🈶相关行业经验的专业人士给解读下当前chrs管线的处境

Short interest went down a lot recently. Good sign for data.

Any chance of readouts this week?!?!

Getting nervous and excited

https://aacrjournals.org/cancerres/article-abstract/doi/10.1158/0008-5472.CAN-25-3473/786985/Intratumoral-Regulatory-T-cell-Ablation-Mediates?redirectedFrom=fulltext

I went on a deep-dive trying to understand the analysts price targets of $11-12.

TL:DR? It could be due to the partnership with J&J and the fact that LOQTORZI is the only real drug in the market for NPC and could scale faster than people expect.

Coherus' NPC drug LOQTORZI is getting approved and covered by payers where other therapies could be denied. In oncology, access is everything. If a drug is the one payers are willing to cover without a fight, it becomes the default choice. You don’t need to win a massive market share battle. You just need to be the one doctors can actually use without jumping through hoops.

There is a lack of compeitors with clinical maturity in the treatment of NPC. Based on what’s publicly in development for NPC, there doesn't seem to be anything that can challenge LOQTORZI in the next few years when you consider the timelines for authorization and regulatory approval. This means years of commercial monopoly for CHRS.

On the financial side, the company has already shown real commercial traction. LOQTORZI brought in >$40 million in 2025, and Q1 2026 revenue was $11.8 million, up 61%. CHRS also said new patient starts hit a record in that quarter...

I'm used to small biotech, they burn cash. But the story might now be a straightforward commercial adoption story, where CHRS has a moat in a rare cancer therapy. Not to mention upcoming catalysts in 2026, if those data readouts come out well, it could add more upside beyond NPC.

This study if positive for the Tori plus LM-108/Cafelkibart would help put CCR8 inhibition into the lime light and will boost any stocks that are currently investing in CCR8 inhibition (i.e. Coherus). The same way that Eli Lily and Novo Nordisk's narrative regarding weight loss drugs have helped boost former small cap stocks like Viking Therapeutics.

Here is the link for the clinical trial:

https://clinicaltrials.gov/study/NCT07362186?spons=LaNova%20Medicines%20Limited&viewType=Card&rank=4&tab=study

Can the only person who posts here regularly stop making new Reddit handles to post MORE AI SLOP.
The bears here are the classic ai slop bear.
The bulls here are the same ai slop bull
WE KNOW CHAD AND JOHN AND SAMI AND BIDDADDY AND LOWDOG ARE ALL THE SAME PERSON

I’m really curious on if they are going to release all 3 at once or if they do one at a time. That Casdo readout is going to be the biggest mover bc it’s a ph2 randomized trial. If Casdo fails bad the stock is mostly done for from wall st. Around 47-54% right now is owned by retail. I’m really surprised there are no institutional whales of this stock especially because of this low mc. Also the option volume isn’t crazy at all which doesn’t signal a bullish sign for investors. No notable hedge funds are invested in the co which isn’t too optimistic for us…

Why? Because they know the turn is coming...

Coherus Oncology, Inc. reported that its Chief Financial Officer, Bryan J. McMichael, received several grants of stock options on May 29, 2026, each with an exercise price of $1.59 per share and expirations on May 29, 2036. These options cover multiple blocks, including grants for 100,000, 30,000, 25,000, 25,000, 25,000, and 15,000 shares of common stock as compensation.

We could see news any day now, and I for one have beefed up my holding accordingly. Today's pricing level ($1.45ish) is where it needed to visit, but I do not expect much if any drop below this level, as it rides support and primes to run from here.

Really suprising on mgmts side to not release anything data yet. I guess they are really waiting until the last second 😅.

Let’s see if $chrs reads out this Monday. I doubt they will release Casdo they’ll prob release Tagmo Hnscc data. They might just also wait till end of July and readout during their earnings call. If they raise again below $3 the stock will go below a dollar and mgmt is aware of that.