Coherus Oncology's Strategy and Pipeline Overview

Coherus Oncology, Inc. (CHRS) presented at UBS Virtual Oncology Day, highlighting its strategy to enhance cancer patients' lives and drive growth. The company's strategy involves its marketed and upcoming drugs, including LOQTORZI, a next-generation PD-1. The presentation focused on the company's pipeline and growth strategy.

Coherus Oncology, Inc. (CHRS), a biotechnology company focused on enhancing cancer patients' lives, presented its strategic outlook at the UBS Virtual Oncology Day on October 1, 2025. The company showcased its oncology pipeline, emphasizing its approach to maximizing drug sales and forming international partnerships. Key takeaways from the presentation include the potential of LOQTORZI (toripalimab) as a foundational agent for combination therapies, financial growth projections, and future development plans.

Pipeline and Development Highlights

Coherus highlighted LOQTORZI, a next-generation PD-1 inhibitor, as a key combination therapy with unique binding properties. The company aims for peak sales of $150 million to $200 million for LOQTORZI by mid-2028. LOQTORZI generated approximately $10 million in revenue last quarter, marking a significant increase. The nasopharyngeal carcinoma market is expected to grow to $250 million, with Coherus projecting a 10% to 15% quarterly growth in LOQTORZI revenue.

CHS-114 and casdozokitug are central to Coherus’s development strategy, with pivotal data expected in 2025. The company is actively seeking international partnerships to support its pipeline. LOQTORZI is positioned as the only launch product in the nasopharyngeal space with preferred NCCN guidelines positioning. Academic institutions are early adopters, while community settings contribute to 50% of sales.

Financial Performance and Growth Projections

Coherus has shown significant financial growth, with plans for continued revenue increases. The company aims to reach peak sales of $150 million to $200 million for LOQTORZI by mid-2028, with a 10% to 15% quarterly growth rate. LOQTORZI is expected to generate approximately $10 million in revenue last quarter, marking a significant increase.

Future Outlook

Coherus is optimistic about its strategic pipeline and financial growth. Top-line data for head and neck cancer is expected in the first half of next year, with the company targeting an ORR of at least 20%. A 72-subject study aims to address efficacy and safety for casdozokitug, with evolving results expected. The company is seeking ex-US partners for its antibodies to validate its pipeline and secure development funding.

Conclusion

Coherus Oncology, Inc. presented a strong strategic pipeline and growth plans at the UBS Virtual Oncology Day. The company's focus on maximizing drug sales, forming international partnerships, and driving financial growth positions it well for future success in the oncology market.