Mar 31

Coherus Q1 2025 Earnings Report

Coherus reported higher net revenue from continuing operations and narrowed losses for Q1 2025 following its strategic oncology transformation.

Key Takeaways

Coherus delivered $7.6 million in net revenue from continuing operations in Q1 2025, primarily driven by LOQTORZI sales, and significantly reduced its GAAP and non-GAAP losses as it transitions to a focused oncology company.

LOQTORZI revenue reached $7.3 million, boosting total continuing operations revenue to $7.6 million

GAAP net loss from continuing operations narrowed to $47.4 million from $68.0 million last year

Non-GAAP net loss improved to $40.9 million from $53.6 million a year earlier

Cash and cash equivalents totaled $82.4 million at the end of Q1 2025

Total Revenue
$7.6M
Previous year: $77.1M
-90.1%
EPS
-$0.35
Previous year: -$0.32
+9.4%
Gross Profit
$4.95M
Previous year: $42.5M
-88.4%
Cash and Equivalents
$82.4M
Previous year: $260M
-68.3%
Total Assets
$371M
Previous year: $764M
-51.4%

Coherus

Coherus

Coherus Revenue by Segment

Forward Guidance

Coherus emphasized its strategic focus on oncology, with plans to expand LOQTORZI indications and advance CHS-114 and casdozokitug clinical trials.

Positive Outlook

  • LOQTORZI patient demand grew more than 15% over Q4 2024
  • CHS-114 Phase 1b expansion ongoing in HNSCC and gastric cancer
  • Enrollment progressing for casdozokitug Phase 2 trial in 1L HCC
  • Early clinical data support CHS-114’s mechanism and anti-tumor activity
  • Completed UDENYCA divestiture for up to $558.4 million

Challenges Ahead

  • Net losses remain significant despite improvements
  • SG&A expenses still high at $26 million
  • Cash burn resulted in a $43.6 million decrease in Q1 2025
  • Significant interest expense of $2.15 million continues
  • No revenue yet from pipeline immuno-oncology assets beyond LOQTORZI

Revenue & Expenses

Visualization of income flow from segment revenue to net income