NASDAQ$CHRS

Coherus Biosciences Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Revenue increased year over year while the company continued to report significant operating losses as it invested in its oncology pipeline.

Coherus reported higher Q4 revenue driven by LOQTORZI growth, but operating losses remained large as R&D spending increased. The company continues transitioning toward an oncology-focused pipeline while reducing debt and maintaining a sizable cash position.

  • Q4 revenue rose year over year driven primarily by LOQTORZI sales growth.
  • Operating loss remained significant due to continued R&D investment.
  • LOQTORZI revenue grew strongly as adoption expanded in nasopharyngeal carcinoma.
  • The company ended the year with over $172 million in cash, cash equivalents and marketable securities.

Headline financials

Total Revenue

$12.7M

Previous: $54.1M-76.5%
EPS (adj)

-$0.34

Previous: -$0.28-21.4%
LOQTORZI QoQ Growth

11.0%

No prior period
LOQTORZI YoY Growth

64.0%

No prior period
NPC Addressable Market

$250M

No prior period
Net Income

-$37.6M

Previous: -$50.7M+25.7%
Operating Income

-$45.9M

Previous: -$42.2M-8.6%

Revenue & EPS history

Coherus · Revenue · Quarterly

$12.7M

Q4 2025-76.5%vs Q4 2024
Beat estimate in 4 of 15 quarters(27%)
ActualEstimate

Forward guidance

Management emphasized continued commercialization of LOQTORZI, advancement of oncology pipeline programs, and upcoming clinical data readouts expected in 2026.

Tailwinds

  • LOQTORZI adoption continues to expand with strong revenue growth.
  • Multiple clinical programs advancing with expected readouts in 2026.
  • Substantial reduction in company debt over the past two years.
  • Strong cash position to support development programs.
  • Potential partnership and combination therapy opportunities across the pipeline.

Headwinds

  • The company continues to generate significant operating losses.
  • High R&D spending required to advance multiple oncology programs.
  • Revenue remains concentrated in a single commercial product.
  • Future funding needs may depend on capital markets or partnerships.
  • Clinical development timelines and outcomes remain uncertain.

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 2025

Historical avgQ4 2025

+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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