Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Coherus Oncology, Inc. (CHRS)
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
$0.75-11.91%
Close 2026-11-05 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for CHRS yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
LOQTORZI net revenue growth | A primary condition in Coherus Oncology, Inc.'s published investment case. The stated target is >= $42 million revenue in FY26. | Improving | LOQTORZI revenue falls below $42 million in FY26 | Revenue: $14.307M FY2026-Q2; GAAP. Published target: >= $42 million revenue in FY26. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 202614,307,000 USD · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a high-risk biotech business with both commercial sales and clinical programs, rather than a proven durable compounder. Its long-term thesis is intact, while the recent signal has shifted from mildly favorable to mixed.
The evidence describes CHRS as cheap versus peers, but confidence in that valuation read is low. The expectations gap is negative, suggesting expectations are not especially forgiving, while the priced-in assessment is justified and no fragility gates fired.
Near term, LOQTORZI sales are showing progress: revenue rose from $11.8 million in the first quarter of 2026 to $13.6 million in the second, alongside higher new patient starts and improving therapy duration. The operating loss narrowed from $36.2 million to $32.3 million, but remains substantial; clinical programs have reported study milestones without enough financial evidence to measure their progress. The next results carry meaningful uncertainty, and a guidance cut is a key risk.
Over the next year, the thesis depends on continued LOQTORZI growth, further progress in tagmokitug and casdozokitug studies, and sustained control of expenses. A guidance cut or a weakening jobs trend could weigh on the business outlook, while strong results and guidance from healthcare peers could support sector momentum.
For the 1-to-3-year view, CHRS has early commercial progress and a narrowing loss, but it remains a high-risk, loss-making business with mixed execution signals. The thesis hinges on turning sales growth and clinical milestones into steadier financial progress. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A supporting condition in Coherus Oncology, Inc.'s published investment case. The stated target is No further negative accounting or regulatory events in next 12 months. |
| Under Pressure |
| New negative legal or accounting events occur |
1 new legal event vs 0 target Litigation filed on Oct 29, 2026; other events include debt issuance and CVR dividends. Nov 5, 2026Last status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Profitability and free cash flow | A primary condition in Coherus Oncology, Inc.'s published investment case. The stated target is Reduce losses and improve free cash flow toward breakeven by FY28. | Improving | Losses widen or free cash flow remains negative beyond FY28 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Total company revenue growth | A primary condition in Coherus Oncology, Inc.'s published investment case. The stated target is >= $150 million revenue in FY28. | Improving | Total revenue falls below $150 million in FY28 | Revenue: $14.307M FY2026-Q2; GAAP. Published target: >= $150 million revenue in FY28. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 202614,307,000 USD · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$-1.02 → $-0.80 · observed estimates
$0.10B → $0.10B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $-1.02 | $100,070,600 | 1 / 5 |
| 2026-07-25 | $-1.02 | $100,070,600 | 1 / 5 |
| 2026-07-26 | $-1.02 | $100,070,600 | 1 / 5 |
| 2026-07-27 | $-1.02 | $100,070,600 | 1 / 5 |
| 2026-07-28 | $-1.02 | $100,070,600 | 1 / 5 |
| 2026-07-29 | $-1.02 | $100,070,600 | 1 / 5 |
| 2026-07-30 | $-0.64 | $88,198,571 | 2 / 4 |
| 2026-07-31 | $-1.02 | $100,070,600 | 1 / 5 |
| 2026-08-01 | $-1.02 | $100,070,600 | 1 / 5 |
| 2026-08-02 | $-1.02 | $100,070,600 | 1 / 5 |
| 2026-08-03 | $-1.02 | $100,070,600 | 1 / 5 |
| 2026-08-04 | $-0.64 | $88,198,571 | 2 / 4 |
| 2026-08-05 | $-0.64 | $88,198,571 | 2 / 4 |
| 2026-08-06 | $-0.64 | $88,198,571 | 2 / 4 |
| 2026-08-07 | $-0.57 | $88,156,100 | 2 / 4 |
| 2026-08-08 | $-0.57 | $88,156,100 | 2 / 4 |
| 2026-08-09 | $-0.57 | $88,156,100 | 2 / 4 |
| 2026-08-10 | $-0.57 | $88,156,100 | 2 / 4 |
| 2026-08-11 | $-0.57 | $88,156,100 | 2 / 4 |
| 2026-08-12 | $-0.57 | $88,156,100 | 2 / 4 |
| 2026-08-13 | $-0.63 | $100,223,640 | 2 / 7 |
| 2026-08-14 | $-0.57 | $88,156,100 | 2 / 4 |
| 2026-08-15 | $-0.57 | $88,156,100 | 2 / 4 |
| 2026-08-16 | $-0.57 | $88,156,100 | 2 / 5 |
| 2026-08-17 | $-0.57 | $88,156,100 | 2 / 5 |
| 2026-08-18 | $-0.57 | $88,156,100 | 2 / 5 |
| 2026-08-19 | $-0.57 | $88,156,100 | 2 / 5 |
| 2026-08-20 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-08-21 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-08-22 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-08-23 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-08-24 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-08-25 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-08-26 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-08-27 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-08-28 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-08-29 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-08-30 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-08-31 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-09-01 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-09-02 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-09-03 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-09-04 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-09-05 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-09-06 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-09-07 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-09-08 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-09-09 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-09-10 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-09-11 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-09-12 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-09-13 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-09-14 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-09-15 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-09-16 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-09-17 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-09-18 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-09-19 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-09-20 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-09-21 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-09-22 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-09-23 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-09-24 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-09-25 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-09-26 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-09-27 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-09-28 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-09-29 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-09-30 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-10-01 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-10-02 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-10-03 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-10-04 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-10-05 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-10-06 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-10-07 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-10-08 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-10-09 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-10-10 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-10-11 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-10-12 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-10-13 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-10-14 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-10-15 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-10-16 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-10-17 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-10-18 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-10-19 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-10-20 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-10-21 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-10-22 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-10-23 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-10-24 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-10-25 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-10-26 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-10-27 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-10-28 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-10-29 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-10-30 | $-0.76 | $100,366,862 | 2 / 5 |
| 2026-10-31 | $-0.80 | $98,282,028 | 2 / 4 |
| 2026-11-01 | $-0.80 | $98,282,028 | 3 / 5 |
| 2026-11-02 | $-0.80 | $98,282,028 | 3 / 5 |
| 2026-11-03 | $-0.80 | $98,282,028 | 3 / 5 |
| 2026-11-04 | $-0.80 | $98,282,028 | 3 / 5 |
| 2026-11-05 | $-0.80 | $98,282,028 | 3 / 5 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 5 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Nov 9, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.