Jun 30, 2023

Coherus Q2 2023 Earnings Report

Coherus reported an increase in net revenue driven by CIMERLI® sales and launched UDENYCA® autoinjector and YUSIMRY™.

Key Takeaways

Coherus BioSciences reported an 81% increase in net revenue compared to the prior quarter, reaching $58.7 million. This growth was primarily driven by the quadrupling of CIMERLI® net sales to $26.7 million. The company launched the UDENYCA® autoinjector in late May and YUSIMRY™ in July. Additionally, a planned merger with Surface Oncology is expected to significantly advance the next-generation immuno-oncology pipeline.

Net revenue increased by 81% from the prior quarter to $58.7 million.

CIMERLI® net sales quadrupled to $26.7 million compared to the prior quarter.

UDENYCA® autoinjector was launched in late May, and YUSIMRY™ was launched in July.

A planned merger with Surface Oncology is expected to significantly advance the next-generation immuno-oncology pipeline.

Total Revenue
$58.7M
Previous year: $60.2M
-2.4%
EPS
-$0.38
Previous year: -$0.47
-19.1%
Gross Profit
$33.9M
Previous year: $48.9M
-30.7%
Cash and Equivalents
$72.9M
Previous year: $275M
-73.5%
Free Cash Flow
-$39M
Previous year: -$50.9M
-23.4%
Total Assets
$470M
Previous year: $546M
-14.0%

Coherus

Coherus

Forward Guidance

Coherus expects its 2023 net product revenue will exceed $275 million, including at least $100 million of CIMERLI® net revenue. Coherus projects combined R&D and SG&A expenses for 2023 to be in the range of $315 to $335 million.

Positive Outlook

  • Net product revenue expected to exceed $275 million for 2023.
  • CIMERLI® net revenue expected to be at least $100 million for 2023.
  • Continued revenue growth expected in the second half of the year.
  • Growth driven by CIMERLI®, UDENYCA® autoinjector, and YUSIMRY™ new product launches.
  • Potential launches of UDENYCA® On-body Injector and toripalimab for NPC treatment later this year, if approved.

Challenges Ahead

  • Combined R&D and SG&A expenses projected to be in the range of $315 to $335 million for 2023.
  • Guidance excludes Surface Oncology acquisition cost.
  • Guidance excludes potential collaboration upfront payments to Klinge Pharma.
  • Guidance excludes milestone payments to Junshi Biosciences upon U.S. approval of toripalimab.
  • Financial guidance excludes effects of potential future strategic acquisitions, collaborations, or investments.