Sep 30, 2023

Coherus Q3 2023 Earnings Report

Coherus reported revenue growth and strategic advancements, marking progress towards becoming a leading immuno-oncology company.

Key Takeaways

Coherus BioSciences reported a 27% increase in net revenue compared to the prior quarter, reaching $74.6 million. CIMERLI sales increased by 50% to $40 million compared to the prior quarter. The company is lowering its revenue guidance for 2023 to a range of $250 to $260 million.

Net revenue increased 27% from the prior quarter to $74.6 million.

CIMERLI net sales increased 50% to $40 million compared to the prior quarter.

LOQTORZI was approved, with launch planned for the first quarter of 2024.

Coherus closed acquisition of Surface Oncology, expanding immuno-oncology pipeline.

Total Revenue
$74.6M
Previous year: $45.4M
+64.2%
EPS
-$0.27
Previous year: -$0.96
-71.9%
Gross Profit
$40.2M
Previous year: $10.2M
+294.8%
Cash and Equivalents
$80.3M
Previous year: $287M
-72.0%
Free Cash Flow
-$54.3M
Previous year: -$37.5M
+44.6%
Total Assets
$584M
Previous year: $551M
+6.0%

Coherus

Coherus

Forward Guidance

Coherus lowered its revenue guidance for 2023 net product revenue to a range of $250 to $260 million. Coherus is lowering its guidance range for combined R&D and SG&A expenses for 2023 from $315 to $335 million to a range of $300 to $310 million.

Challenges Ahead

  • Delay in the timing of the planned commercial launches of the UDENYCA® On-body Injector.
  • Delay in the timing of the planned commercial launches of LOQTORZI™.
  • Lowering 2023 net product revenue guidance to a range of $250 to $260 million.
  • Lowering guidance range for combined R&D and SG&A expenses for 2023 from $315 to $335 million to a range of $300 to $310 million.
  • This financial guidance excludes the effects of any potential future strategic acquisitions, collaborations or investments