NASDAQ$CHRS

Coherus Biosciences Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Coherus reported a decline in Q4 FY24 revenue due to divestitures, offset by strong growth in LOQTORZI sales.

Coherus' Q4 FY24 revenue declined 41% year-over-year to $54.1 million, primarily due to the divestiture of CIMERLI and YUSIMRY. Despite this, UDENYCA revenue grew 28% to $46.3 million, while LOQTORZI revenue increased 29% quarter-over-quarter. The company reported a net loss of $50.7 million and an EPS of -$0.44, reflecting increased investment in oncology development.

  • Q4 revenue declined 41% year-over-year to $54.1 million due to divestitures.
  • UDENYCA revenue grew 28% year-over-year to $46.3 million.
  • LOQTORZI revenue increased 29% quarter-over-quarter to $7.5 million.
  • Net loss for the quarter was $50.7 million, with an EPS of -$0.44.

Headline financials

Total Revenue

$54.1M

Previous: $91.5M-40.8%
EPS (adj)

-$0.28

Previous: -$0.62+54.8%
Net Income

-$50.7M

Previous: -$79.7M+36.4%
Operating Income

-$42.2M

Previous: -$68.9M+38.7%

Revenue & EPS history

Coherus · Revenue · Quarterly

$54.1M

Q4 2024-40.8%vs Q4 2023
Beat estimate in 4 of 15 quarters(27%)
ActualEstimate

Forward guidance

Coherus expects improved financial flexibility in FY25 following the divestiture of UDENYCA, with a focus on growing LOQTORZI and advancing its oncology pipeline.

Tailwinds

  • Projected post-UDENYCA divestiture cash of approximately $250 million.
  • Expecting strong revenue growth for LOQTORZI in FY25.
  • Plans to advance multiple oncology pipeline candidates, including CHS-114.
  • Anticipated milestone data readouts for IL-27 antagonist and CCR8 antibody.
  • Cost-cutting measures and operational streamlining to improve profitability.

Headwinds

  • Revenue decline expected in the short term due to UDENYCA divestiture.
  • Higher R&D expenses impacting short-term profitability.
  • Market competition in the oncology segment remains strong.
  • Potential regulatory delays for new pipeline candidates.
  • Foreign exchange fluctuations could impact international revenue.

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 Q4 2024

Historical avgQ4 2024

+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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