Sep 30, 2021

Coherus Q3 2021 Earnings Report

Coherus reported a net product revenue of $82.5 million and progress in diversifying its commercial product portfolio.

Key Takeaways

Coherus BioSciences reported third-quarter 2021 financial results, with net product revenue of $82.5 million. The company is focused on expanding its commercial product portfolio, with three BLAs under FDA review and multiple additional applications expected in 2022.

UDENYCA on-body injector clinical trial expected to enable 2022 submission of a prior approval supplement to the UDENYCA BLA.

FDA accepted the BLA for CHS-201, a biosimilar Lucentis, with a target action date of August 2022.

FDA review of the BLA for CHS-1420, a biosimilar Humira, is advancing toward the target action date in December 2021.

FDA accepted the toripalimab BLA for advanced nasopharyngeal carcinoma and granted priority review with a target action date of April 2022.

Total Revenue
$82.5M
Previous year: $114M
-27.3%
EPS
-$0.34
Previous year: $0.47
-172.3%
Gross Profit
$61.2M
Previous year: $33.7M
+81.6%
Cash and Equivalents
$361M
Previous year: $292M
+23.3%
Free Cash Flow
$13.5M
Previous year: $45.2M
-70.3%
Total Assets
$742M
Previous year: $804M
-7.7%

Coherus

Coherus

Forward Guidance

Coherus projects full year 2021 R&D and SG&A expenses in a range of $370 million to $400 million, excluding the upfront payment made to Junshi Biosciences in the first quarter.

Positive Outlook

  • R&D spending is focused on activities in preparation for the potential launch of toripalimab.
  • R&D spending is focused on manufacturing-related and regulatory activities for CHS-1420 (Humira biosimilar).
  • R&D spending is focused on development activities for CHS-305 (Avastin biosimilar).
  • R&D spending is focused on additional presentations of UDENYCA.
  • Increases in SG&A spending in 2021 are primarily driven by marketing activities and headcount to support UDENYCA and the potential launches in 2022 of toripalimab and CHS-201 (Lucentis biosimilar).