NASDAQ$CHRS

Coherus Biosciences Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Coherus reported revenue growth and strategic advancements, marking progress towards becoming a leading immuno-oncology company.

Coherus BioSciences reported a 27% increase in net revenue compared to the prior quarter, reaching $74.6 million. CIMERLI sales increased by 50% to $40 million compared to the prior quarter. The company is lowering its revenue guidance for 2023 to a range of $250 to $260 million.

  • Net revenue increased 27% from the prior quarter to $74.6 million.
  • CIMERLI net sales increased 50% to $40 million compared to the prior quarter.
  • LOQTORZI was approved, with launch planned for the first quarter of 2024.
  • Coherus closed acquisition of Surface Oncology, expanding immuno-oncology pipeline.

Headline financials

Total Revenue

$74.6M

Previous: $45.4M+64.2%
EPS (adj)

-$0.27

Previous: -$0.96+71.9%
Capital Expenditures

-$252K

Previous: -$1.95M+87.1%
Free Cash Flow

-$39.9M

Previous: -$88.6M+55.0%
Net Income

-$39.6M

Previous: -$86.7M+54.3%
Operating Income

-$32M

Previous: -$80.4M+60.2%
Gross Profit

$41.9M

Previous: $10.2M+310.8%
Cash & Equivalents

$80.3M

Previous: $287M-72.0%
Total Assets

$584M

Previous: $551M+6.0%
R&D Expense

$24M

No prior period
Stock-Based Comp

$9.95M

Previous: $12.3M-19.0%

Revenue & EPS history

Coherus · Revenue · Quarterly

$74.6M

Q3 2023+64.2%vs Q3 2022
Beat estimate in 4 of 15 quarters(27%)
ActualEstimate

Forward guidance

Coherus lowered its revenue guidance for 2023 net product revenue to a range of $250 to $260 million. Coherus is lowering its guidance range for combined R&D and SG&A expenses for 2023 from $315 to $335 million to a range of $300 to $310 million.

Headwinds

  • Delay in the timing of the planned commercial launches of the UDENYCA® On-body Injector.
  • Delay in the timing of the planned commercial launches of LOQTORZI™.
  • Lowering 2023 net product revenue guidance to a range of $250 to $260 million.
  • Lowering guidance range for combined R&D and SG&A expenses for 2023 from $315 to $335 million to a range of $300 to $310 million.
  • This financial guidance excludes the effects of any 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 Q3 2023

Historical avgQ3 2023

+0.3%

Avg return

Earnings day

-2.2%

Avg return

5 days after

+0.4%

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%
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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