Coherus Oncology

CHRS

$
1.35
(
-5.6
%)
(
+
-5.6
%)
+
147.4
%
3.34
NASDAQ

Last Price

12/12/25, 09:30 AM
 EDT

Margin of Safety

Future Compounder
$
3.34

PORTFOLIO CATEGORY

Modeled fair value

Up to 10%
$427 million

Allocation Suggestion

Modeled fair value

Model Basis

LAST REFINED:
August 7, 2025
The current model INCLUDES the following assets and assumptions:
The current model is based on operating metrics, including:
  • Full-year 2025 Loqtorzi revenue of $42.102 million (previous: $44.280 million).
  • The pipeline contributes $263 million to the modeled valuation, including $184 million from casdozo and $79 million from CHS-114 (previous: $32 million). The value of the latter has increased due to expansion of the basket study and slightly higher confidence in combinations from real-world biomarker data. It can increase in the near future from data readouts in the competitive landscape.
The current model EXCLUDES the following assets:

Research Deep Dive

Last Updated:

Overview

Solt DB Invest will introduce Base Research for our coverage ecosystem over the next month to coincide with third-quarter 2023 earnings announcements. Check back soon!

Technology Platform

Pipeline

Portfolio

Opportunities & Advantages

Challenges & Risks

Development Risk 

Regulatory Risk 

Commercial Risk 

Dilution Risk 

Valuation Risk 

Geopolitical Risk 

Unique Risks 

Modeling Insights

News Flow & Timing