Coherus Oncology, Inc. (CHRS)
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
$1.42+3.65%
Close 2026-09-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
QuarterlyIQ Insights · CHRS
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance recently climbed back into the top half of its industry — confirming the recovery.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -70.2% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 67.0% |
Growth built into the price is above our model estimate.
The price assumes 137.1 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name operates in a high-miss-rate industry and is a smaller-cap name (higher miss base rate). A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 398 industry peers · Company calendar date is not available
CHRS — debt issuance
Dated 2026-08-28
Other Events. On August 28, 2026, Coherus Oncology, Inc. (the “Company”) entered into a sales agreement (the “Sales Agreement”) with Leerink Partners LLC (the “Agent”), pursuant to which the Company may offer and sell, from time to time, through or to the Agent, acting as agent or principal, shares of the Company’s common stock, par value $0.0001 per share, having an aggregate offering price of up to $50.0 million (the “Shares”). The Company is not obligated to sell any Shares under the Sales…
Why it matters: Controlling expenses is key for better finances. It helps reduce losses.
Supportive ifOperating expenses went down more in Q3 2026 than in Q2 2026.
Worry ifOperating expenses went up in Q3 2026 compared to Q2 2026.
Why it matters: Watching R&D costs helps see how well management controls spending and runs the company.
Worry ifR&D expenses are under $21.4 million in Q3 2026. This shows good cost control.
Less concerning ifR&D expenses are over $21.4 million in Q3 2026. This suggests possible overspending.
Why it matters: The CVR dividend could unlock value for shareholders and signal a shift in strategy.
Supportive ifThe CVR dividend will be given on October 7, 2026, as planned.
Worry ifThe CVR dividend is delayed or canceled.
Why it matters: Updates will show how Coherus plans to run its operations and pipeline.
Supportive ifA new equity financing round over $50 million will be announced.
Worry ifNo news on new financing or delays in planned financing.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$274 on $10,000 · ±2.7% | How much price usually moves either way. |
| Bad day | $721 loss on $10,000 · 7.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,458 loss on $10,000 · 54.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Managing losses is key for financial health. It also helps investor confidence.
Worry ifNet loss from continuing operations is lower than in Q2 2026.
Less concerning ifNet loss from continuing operations is higher than in Q2 2026.
Why it matters: Good data could support Coherus' pipeline. This may help future growth.
Watch forEarly data from tagmokitug trials shows good results.
Also watch forEarly data from tagmokitug trials shows weak results.
Why it matters: Changing the accounting firm can affect financial reports and trust from investors.
Worry ifThere is a positive statement about the new accounting firm’s effect on reports.
Less concerning ifNegative feedback or issues arise with the new accounting firm.
Why it matters: If healthcare sector revenue growth speeds up, it could help Coherus. A stronger sector may lift its performance.
Supportive ifHealthcare sector revenue growth returns to above 10% year over year.
Worry ifHealthcare sector revenue growth stays below 10% year over year.
Why it matters: Data from the casdozokitug trial may show how well it works. It could show market potential.
Watch forData from the casdozokitug trial shows strong benefits from the treatment.
Also watch forData from the casdozokitug trial shows no strong treatment benefits.
Why it matters: The change in the accounting firm may affect financial reporting. Investors need to assess its impact on transparency.
Watch forNew auditor provides a clean report without issues.
Also watch forA new auditor is worried about how the company reports its finances.
Why it matters: Coherus needs to keep growing revenue. This is important for its finances and market trust.
Supportive ifQ3 2026 LOQTORZI net revenue exceeds $13.6 million.
Worry ifQ3 2026 LOQTORZI net revenue falls below $11.8 million.