NASDAQ$CHRS

Coherus Biosciences Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Coherus reported an increase in net revenue driven by CIMERLI® sales and launched UDENYCA® autoinjector and YUSIMRY™.

Coherus BioSciences reported an 81% increase in net revenue compared to the prior quarter, reaching $58.7 million. This growth was primarily driven by the quadrupling of CIMERLI® net sales to $26.7 million. The company launched the UDENYCA® autoinjector in late May and YUSIMRY™ in July. Additionally, a planned merger with Surface Oncology is expected to significantly advance the next-generation immuno-oncology pipeline.

  • Net revenue increased by 81% from the prior quarter to $58.7 million.
  • CIMERLI® net sales quadrupled to $26.7 million compared to the prior quarter.
  • UDENYCA® autoinjector was launched in late May, and YUSIMRY™ was launched in July.
  • A planned merger with Surface Oncology is expected to significantly advance the next-generation immuno-oncology pipeline.

Headline financials

Total Revenue

$58.7M

Previous: $60.2M-2.4%
EPS (adj)

-$0.38

Previous: -$0.47+19.1%
Capital Expenditures

-$252K

Previous: -$1.5M+83.1%
Free Cash Flow

-$43.1M

Previous: -$51.6M+16.5%
Net Income

-$42.9M

Previous: -$50.2M+14.5%
Operating Income

-$34.5M

Previous: -$44M+21.5%
Gross Profit

$33.9M

Previous: $48.9M-30.7%
Cash & Equivalents

$72.9M

Previous: $275M-73.5%
Total Assets

$470M

Previous: $546M-14.0%
Stock-Based Comp

$10.1M

Previous: $13.9M-27.2%

Revenue & EPS history

Coherus · Revenue · Quarterly

$58.7M

Q2 2023-2.4%vs Q2 2022
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Forward guidance

Coherus expects its 2023 net product revenue will exceed $275 million, including at least $100 million of CIMERLI® net revenue. Coherus projects combined R&D and SG&A expenses for 2023 to be in the range of $315 to $335 million.

Tailwinds

  • Net product revenue expected to exceed $275 million for 2023.
  • CIMERLI® net revenue expected to be at least $100 million for 2023.
  • Continued revenue growth expected in the second half of the year.
  • Growth driven by CIMERLI®, UDENYCA® autoinjector, and YUSIMRY™ new product launches.
  • Potential launches of UDENYCA® On-body Injector and toripalimab for NPC treatment later this year, if approved.

Headwinds

  • Combined R&D and SG&A expenses projected to be in the range of $315 to $335 million for 2023.
  • Guidance excludes Surface Oncology acquisition cost.
  • Guidance excludes potential collaboration upfront payments to Klinge Pharma.
  • Guidance excludes milestone payments to Junshi Biosciences upon U.S. approval of toripalimab.
  • Financial guidance excludes effects of potential future strategic acquisitions, collaborations, or investments.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

+0.3%

Avg return

Earnings day

-2.2%

Avg return

5 days after

-0.2%

Avg return

30 days after

53%

23 / 43 earnings

Positive

+28.8%

Q4 2017

Best reaction

-31.6%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+10.9%-10.3%-22.3%
Q4 2025+1.6%-15.5%-14.5%
Q3 2025-9.6%-8.7%-19.5%
Q1 2025-18.7%-25.4%-22.5%
Q4 2024+1.0%-11.5%-28.7%
Q3 2024+12.2%+6.6%+132.6%
Q2 2024+15.3%+16.1%+0.0%
Q1 2024-14.8%-6.7%-24.2%
Q4 2023-3.1%-0.9%-0.4%
Q3 2023-31.6%-56.0%-36.6%
Q2 2023+13.8%+11.8%+21.4%
Q1 2023-19.9%-33.6%-27.1%
Q4 2022+3.4%-14.0%+8.8%
Q3 2022-10.4%-0.4%-12.7%
Q2 2022+17.6%+9.9%+1.4%
Q1 2022-13.3%-12.3%-22.1%
Q4 2021-6.5%-15.6%+1.0%
Q3 2021+4.9%+4.5%+1.9%
Q2 2021+1.8%+3.2%+22.8%
Q1 2021-1.6%-3.2%-8.8%
Q4 2020-6.1%-1.4%-10.5%
Q3 2020-7.6%+2.3%+4.9%
Q2 2020+8.0%+3.2%+1.4%
Q1 2020+6.9%+4.9%+16.2%
Q4 2019-5.1%-4.0%-20.2%
Q3 2019+16.4%+15.1%+11.1%
Q2 2019+19.0%+15.2%+31.9%
Q1 2019+8.4%+4.7%+11.1%
Q4 2018+2.4%+2.6%-2.8%
Q3 2018-19.4%-10.7%-16.3%
Q2 2018+2.5%+2.5%+2.7%
Q1 2018+5.8%+4.5%+1.8%
Q4 2017+28.8%+35.3%+23.9%
Q3 2017-6.9%-15.9%-29.7%
Q2 2017+6.3%-8.3%+13.4%
Q1 2017-1.5%+13.2%+4.6%
Q4 2016-5.4%-0.9%-19.6%
Q3 2016+15.7%+16.1%+16.6%
Q2 2016-3.3%-1.8%+1.8%
Q1 2016-6.3%
Q4 2015+4.1%
Q3 2015+0.5%
Q3 2014-3.5%
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013

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