CHRS Coherus Oncology Inc.

$CHRS I just listened to last weeks call again. How is this being taken so negative? The corectal cancer patients had tried every other approved treatment without success and 50% of them showed signs of tumour shrinkage. These are people that nothing else worked for at all!! Plus Theresa made clear reference to Project Orbis for accelerated approval. Honestly don’t let the FUDsters depress you into selling without listening to the call yourself.

$CHRS Call me crazy, but from a technical standpoint, the last few times the stock traded around $0.70, it rallied to $2. It might not happen this time, but I think it will. The earnings call went fine, and I think we’ll start to recover.

$CHRS Instead of firing 30% of the work force Lanfear should have cut his $2M salary to $1. That is all he is worth!

$CHRS Personally, I think the bar is set VERY LOW today at this stock price. As long as we don't hear news about massive dilution, talk about being a "going concern" and track 10 to 15% up on Tori sales quarter over quarter and they remain generally positive, I have a hard time seeing a negative stock reaction. Here is hoping we are back at a buck and a quarter soon.

$CHRS blah blah blah. No one knows anything. If you like the pipelines, buy it. If you don't, short it. Otherwise, shut up and play some golf.

$CHRS There’s now a clearer clinical development plan and a more focused search for a partner. The big question is whether cost savings, sales revenue, or a licensing payment will come through in time to avoid raising equity on unfavorable terms. Personally, I think we’ll find a partner, and that partner might even buy the whole company.

$CHRS Pipeline Re-rating! The interim 75% to 100% ORR for tagmokitug significantly de-risks the asset. This validates a standalone pipeline value well above the current micro-cap market value.

$CHRS wonder if Denny had an affair with a spy from Junshi and thats how we ended up with Tori? 😉

$CHRS Trillium Therapeutics (TRIL) In late 2019, it fell as low as $0.25 because it was burning through cash rapidly and had no partners. After it demonstrated the efficacy of its drug candidate, Pfizer acquired it on August 23, 2021, for $18.50 per share. CinCor Pharma (CINC) In November 2022, its share price collapsed to $11.00 because the market reacted negatively to a Phase 2 clinical trial sample it considered too small. On January 9, 2023, AstraZeneca agreed to acquire it for $26.00 per share, plus a contingent value right (CVR).

$CHRS All the signs ... cost cutting, the CVR thing, etc. point to one thing to me: A sale. At what premium to the stock price, and what will the stock price be when they make the deal? That is the question. Either that or a significant ex-U.S. licensing deal. It's one or the other IMO.

$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 did I hear Theresa correctly? They are gonna try to gun for accelerated approval of their tori + tagmo mix with the FDA, if the FDA can provide them a clear path to achieving that goal.

$CHRS Denny said exploring ’non dilutive’ funding and said US & Ex-US. The fact financial advisors appointed means progressing. Still disappointed about Tori given the combo opportunity with chemo. Also happy cost savings not coming from commercial team. I like the cost reductions and specific commentary around intas so does feel to me the feedback has been acted on. Still have casdo data to look fwd to. Overall i’m quite happy with this call, not blown away, but ive heard a lot worse.

$CHRS Judge the company by its fundamentals, not by every intraday price movement (on low volume). CHRS continues developing its oncology pipeline, LOQTORZI remains commercial, and the latest tagmokitug results are encouraging, albeit preliminary. Today's volatility and panic selling doesn't by itself change those facts. The questions worth following remain clinical progress, commercial sales, cash consumption and dilution. As long as the underlying investment thesis remains intact, price volatility alone is not a reason to change course.

$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 In first-line esophageal cancer, standard-of-care PD-1 inhibitor plus chemotherapy combinations typically deliver confirmed response rates in the 45% to 55% range. Reporting a 75% to 89% confirmed response rate represents a substantial improvement over current benchmarks. Really the only downside of this data is the small cohort size. 

$CHRS i expect the press release before the opening bell. if they publish it at 4, it’s a lot to digest in the half hour before the call

$CHRS it really comes down to accelerated approval for casdo. it’s either a grand slam or a strikeout. they’re letting the data mature because the regulatory meeting with the fda is in january, and we’re desperate to avoid a phase 3 trial. We have one at-bat left, and given the unmet need for liver cancer and casdo’s strong safety profile, we will get a pitch over the heart of the plate. It’s up to Denny to smash it.

$CHRS The science is still promising! One rough trading day doesn’t erase the potential. Let the data speak!

$CHRS If it truly works for esophageal cancer then that is huge. Esophagectomy is BRUTAL