Biotech Conferences Week 2 Day 2 Part 1 - Coherus Oncology, Inc.

CHRS (quick overview): Coherus pairs Loqtorzi, a commercial PD-1 financial bridge, with potentially valuable CCR8 T-reg-depletion and potentially first-in-class IL-27 platforms. Management expects Loqtorzi quarterly revenue of ~$15M during 2026 and believes $30–35M per quarter could cover core corporate burn excluding clinical-development costs, potentially by late 2027. October 2026 tagmokitug data and late-2026 randomized casdozokitug HCC results are decisive: strong, durable, biomarker-linked efficacy could strengthen growth and M&A narratives, while weak or equivocal results would leave Loqtorzi as the primary thesis.

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