Coherus Oncology

CHRS

Last Price
04/24/26, 09:30 AM
 EDT
$
1.75
(
-0.6
%)
(
+
-0.6
%)
Margin of Safety
+
28.0
%
Modeled Fair Value
$
2.24
Modeled Fair Value
$415 million
Allocation Group
Future Compounder
Allocation Tier
Coming soon!

Investment Thesis

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Last Refined

March 10, 2026
The current model INCLUDES the following assets and assumptions:
The current model is based on operating metrics, including:
  • Outstanding share count of 185.104 million, which is a fully-diluted basis accounting for 30.717 million issuable stock options and restricted stock units (RSUs)
  • Full-year 2026 Loqtorzi revenue of $57.678 million, compared to the average Wall Street estimate of $95.15 million
  • Loqtorzi in nasopharyngeal carcinoma (NPC) contributes roughly $152 million to the model, or $0.96 per share on a fully-diluted basis
  • The pipeline contributes a pre-data readout component of $263 million to the modeled valuation, including $184 million from the IL-27 inhibitor casdozokitug and $79 million from the CCR8 inhibitor tagmokitug
The current model EXCLUDES the following assets:

SEC Filings