Mar 31, 2021

Coherus Q1 2021 Earnings Report

Reported financial results for the quarter ended March 31, 2021

Key Takeaways

Coherus BioSciences reported a GAAP net loss of $173 million, primarily driven by the $145 million upfront payment to Junshi Biosciences and one-time charges related to the termination of the CHS-2020 biosimilar program. Net product revenue was $83 million, and the company had cash, cash equivalents, and marketable securities of $400 million at the end of the quarter.

GAAP net loss of $173 million driven by Junshi Biosciences payment and CHS-2020 program termination.

Non-GAAP net income was $0.4 million, or $0.01 per share.

Net product revenue was $83 million.

Cash, cash equivalents and marketable securities totaled $400 million.

Total Revenue
$83M
Previous year: $116M
-28.5%
EPS
$0.01
Previous year: $0.48
-97.9%
Gross Profit
$75.5M
Previous year: $109M
-30.9%
Cash and Equivalents
$259M
Previous year: $193M
+34.3%
Free Cash Flow
$1.22M
Previous year: $11.7M
-89.6%
Total Assets
$693M
Previous year: $467M
+48.6%

Coherus

Coherus

Forward Guidance

Coherus expects UDENYCA® revenue and market penetration to rise in the second half of 2021, and projects full year R&D and SG&A expenses in a range of $370 million to $400 million.

Positive Outlook

  • UDENYCA® revenue and market penetration to rise in the second half of 2021
  • Treatment patterns normalize
  • Market share growth
  • Potential launch of Toripalimab in 2022
  • Potential launch of CHS-201 (Lucentis biosimilar) in 2022

Challenges Ahead

  • COVID-19 pandemic
  • Pricing trends in the overall pegfilgrastim market
  • Effects of any potential future strategic acquisitions
  • Collaborations or investments
  • Exercise of rights or options related to collaboration programs