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Sep 30, 2020

Coherus Q3 2020 Earnings Report

Reported third quarter results with UDENYCA® net sales of $113.6 million and net income of $27.9 million.

Key Takeaways

Coherus BioSciences reported strong third-quarter results, driven by UDENYCA® net sales of $113.6 million. The company achieved a net income of $27.9 million, or $0.33 per share, and a non-GAAP net income of $39.7 million, or $0.47 per share. Coherus is focused on expanding its pipeline and addressable market.

Net product revenue for the third quarter of 2020 was $113.6 million.

Net income for the third quarter of 2020 was $27.9 million, or $0.33 per share on a diluted basis.

Non-GAAP income during the third quarter of 2020 was $39.7 million, or $0.47 per share on a diluted basis.

Cash flow from operating activities was $47.4 million for the third quarter of 2020.

Total Revenue
$114M
Previous year: $112M
+1.7%
EPS
$0.47
Previous year: $0.63
-25.4%
Gross Profit
$33.7M
Previous year: $105M
-68.0%
Cash and Equivalents
$292M
Previous year: $165M
+77.1%
Free Cash Flow
$45.2M
Previous year: $54M
-16.3%
Total Assets
$804M
Previous year: $327M
+145.5%

Coherus

Coherus

Forward Guidance

Coherus will continue to lay the foundation for long-term growth across its three therapeutic areas: Oncology, Ophthalmology and Immunology.

Positive Outlook

  • Deliver continued unit share growth with UDENYCA® against all Neulasta® dosage forms, while maintaining average selling price (“ASP”) discipline, leveraging the validated branded-biosimilar strategy of offering a robust value proposition across all key customer segments.
  • Advance the Company’s biosimilar candidate to Avastin® (bevacizumab) in-licensed from Innovent toward an expected 351(k) BLA submission with the U.S. FDA in 2021, depending on the outcome of the three-way pharmacokinetic (“PK”) study, the timing of required interactions with the FDA, as well as completion of analytical similarity exercises.
  • Facilitate Bioeq’s resubmission of a 351(k) BLA with the FDA for the biosimilar candidate to Lucentis® (ranibizumab) in 2021.
  • Advance the Company’s internally developed CHS-2020 biosimilar candidate to Eylea® (aflibercept) to a projected Phase 3 clinical trial initiation in 2021, with launch projected in 2025, if approved.
  • Submit the 351(k) BLA for the Company’s internally developed Humira® (adalimumab) biosimilar, CHS-1420, by year end 2020, consistent with prior guidance, and continue other activities to advance toward a projected market entry in the United States on or after July 1, 2023, if approved.