CHRS Coherus Oncology Inc.

$CHRS following yesterday’s email to IR I received the following response. Probably the first ’genuine’ communication i’ve had. Carrie def seems to be more interested in shareholders than prev IR interactions i’ve had.

$CHRS This is the first time in a while we can say with confidence that we will have a data release in less than 1 week.

$CHRS I love how when the stock price is tanking, the sentiment on here is "bullish" and it starts to level out and creep up, and it turns to bearish. My motto when it comes to investing remains the same, monitor and try to learn new information but trust no one and make your own judgments.

$CHRS Lots of noise on this board for newbies inbound. Insert your choice on noise (queue the village idiot)… But lots unfolding in a relatively finite period… As I see it… 10/28: Tagmo data + 90-min KOL webcast Q4: Casdo Phase 2 HCC data + additional Tagmo readouts Early Nov: Q3 EC – LOQ growth, cash/burn/runway Q4+: Potential UDENYCA milestones ($75M max), biosimilar asset sales and partnerships 2027: LOQ growth toward $30M/qtr As we know strong clinical data could drive significant SP appreciation. Biggest wildcard remains financing/dilution though. Non-dilutive cash could be a game changer. Bottom line: next 60–90 days should be rather interesting.

$CHRS • Excitement around imminent Casdozo data release, tied to presentation at an industry conference scheduled for 2026-10-18?

$CHRS I just responded to Steve Wagner, analyst that cover $CHRS on X Steve, I couldn't disagree with you more. $CHRS was always about the data. You're acting like a typical analyst and throwing the baby out with the bath water because the stock slipped when the expected data timeline was pushed out farther than the Co. originally estimated. Delayed data is not negative data, big difference. $OMER wa at $3/share 16 mo's ago and I guarantee you analyst sentiment weas 100% negative. That's when smart $ was buying. $CHRS has FIVE data readouts in the next 120 days. Obviously the analyst didn't put a PT 1000% above the price because he didn't think the data could be spectacular. Let's see what the data holds because that is the only thing that matters.

$CHRS I think I will make me more $$$ than all of this combined. Greatest trade sequence in my 40-yr Wall Street career. Loaded up on $CKPT at $1.65, bought out at $4.15. Rolled into $TSLA when they were burning dealerships at $225, sold at $400, rolled into $OMER at $3.65, up 600%. NOT STOCK ADVICE!

$CHRS Qilu just showed that when they filter for patients with higher CCR8 expression, they see higher response rates. This is in line with what CHRS has said they are seeing in the HNSCC study with their TIRI score. This validates the pathway and confirms the drug is contributing to patient improvements. If anti CCR8 agents weren't working, you wouldn't see a response difference in patients expressing low vs high CCR8. So now the question is, how good is the efficacy...Wednesday we will know.

$CHRS Adding this one soon. Think we could see a big move into that Oct 28th data release.

$CHRS In the competitive arena of major international medical congresses, the selection process is ruthless: The scientific committee filter: Organizations receive hundreds of abstracts. Clinical trials that fail, remain inconclusive, or fail to show significant improvements over current standard of care are either rejected outright or relegated to lower-tier presentation formats. The status of an Oral Presentation: The granting of oral presentation OR005 to Dr. Narendiran Rajasekaran indicates that an independent committee of oncologists reviewed the preliminary data behind closed doors and determined the findings on tagmokitug and casdozokitug to be sufficiently novel, impactful, or clinically meaningful to merit podium time before the scientific community.

$CHRS learned my lesson hard ways. Two summer ago I had tons of PBYI for a very low price and intended to keep it for a long time. So, I was scrolling through the chat and saw a bearish remark about PBYI failure. I believed this message (it was somehow logical), panicked, and sold all the bunch same day. Next day it shot from $2 to $7. Since then, if I believe in the science, I block all annoying bears all the time and every time.

$CHRS **CCR8 sector heating up ahead of Oct 28 Tagmo data!** 🔹 **Qilu (QLP2117 + PD-1):** 36.4% ORR (4/11) in CRC at the highest tested dose; **50% (4/8)** in CCR8-positive CRC. Very small cohorts, but encouraging signals. 🔹 **LaNova (LM-108):** 36.1% ORR in previously treated gastric cancer; 87.5% (7/8) in a tiny CCR8-high subgroup. Already advancing into Phase 3 with **toripalimab**, the same PD-1 antibody used by Coherus. 🔹 **Gilead (denikitug):** Still actively developing CCR8 therapies, including CRC-focused trials. 🔹 **Bayer:** Also developing an anti-CCR8 antibody. **Why it matters:** Multiple independent programs are showing clinical interest in CCR8, supporting the biological rationale behind Tagmo. Biomarker enrichment could be key. **October 28 is the real test for $CHRS:** confirmed responses in heavily pretreated MSS-CRC/HNSCC, durability, TIRI correlation, and safety. Cross-trial comparisons are unreliable. Qilu also reported substantial grade ≥3 toxicity. Competitor success does not guarantee Tagmo success. **Bullish on the CCR8 opportunity — waiting for the actual CHRS data.**

$CHRS they wouldn’t be presenting at an industry conference if the data were bad - come on folks, you are all smarter than that!

$CHRS Whoever is selling at this level needs to grow a pair. Even on these "high" volume days when 3 or 4 million shares are being traded, as a dollar amount when the price is this low, it is not consequential. The share price will change fast if we get good data ... and geez, the sellers are selling with data being any day now -- my guess is Oct. 12, Oct. 15 or Oct. 19 even though they said early October. Maybe I'll be surprised and it will be at the bell today, which would be nice. For what it is worth, their news of this sort typically comes on a Monday or Thursday.

$CHRS For people interested in the CVR - note that the last day to buy $CHRS to be eligible for CVR was yesterday not today. CVRs will be alloted to shares whose trasactions have been settled by EOD 30th Sep. If you buy today, the transaction will be sttled tomorrow i.e. 1st Oct, making you ineligible.

$CHRS thought this was worth a re-share from Reddit some time back. Steve Wagner had time with Denny & the board and this was the outputs. Some posters (you know who you are) making out the J&J deal doesn’t mean anything, well read the comments.

$CHRS Times like this is when you feel like hell is neverending. But it isn't -- and this is the time to BUY. This is about where we stood looking back in time: 5 months ago -- $1.65; 6 months ago - $2; 1 Year ago -- $1.75; 1.5 years ago – $1 2 years ago – 90 cents; 2.5 years ago - $2.10; 3 years ago - $3.75; 3.5 years go - $8; 4 years ago: $8. We are approaching critical data. Now is not the time to sell but to hunker down and buy more if you can. Nothing is gauranteed, and yes, I am scared shitless ... but I like our chances given the price history and the catalysts that are ahead. Lets go.

$CHRS Shorts have called Denny's CVR bluff (are betting that CVRs will be worthless). Personally, I never expected anything to come out of CVRs. I agree with cdlawton's theory that soliciting sale of legacy assets (& resulting CVRs) is likely a means of presenting company's pipeline to big pharma without appearing financially desperate. In the end, longs (like me) remain invested due to potentially best-in-class value in pipeline. Now pipeline has to show that potential. SP is falling mainly due to shorts' aggressiveness combined with retail fear, especially given Denny's recent failed data readout promise, but also because I guess retail is generally easier to scare as a deadline approaches. If I'm Denny & Co., I present data in best way possible, highlighting significance of HPV+ & high-TIRI score subsets. Casdozo and rest of Tagmo readouts are a wild card. Strong data for Tagmo in HNSCC also buys more time for other readouts. We're early: 1st of six readouts. More time = better data

$CHRS The August quarterly release had "early October" listed in the forward looking statements for when they expected to release data. Assuming no more delays, could see data any day now. https://www.sec.gov/Archives/edgar/data/1512762/000110465926091188/chrs-20260805xex99d1.htm

$CHRS Imagine an oncology company that posted positive phase 2 data for an HNSCC trial in combination with their proprietary compound paired with an anti-PD that showed impressive results in HPV+ patients. Lets also say they have a 2nd compound in phase 2 in a different indication. Lets say they've got a little bit over $100 million in cash as of the most recent quarterly press release and they had about a $33 million net loss in the most recent quarter. What would you say that company should be worth? $175 million? Try $1.5 billion. I not describing CHRS, I'm describing INBX. Shows you what a joke our valuation is. INBX is an oncology company that doesn't even have a commercial stage asset yet with a valuation of $1.5 billion. CHRS has 2 mid stage assets as well as Loqtorzi which is generating $55 million in annual revenue currently and is valued at 12% of INBX market cap. Make that make sense.