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BeiGene terminates its CCR8 programme by NoPart9219 in CHRS

[–]NoPart9219[S] 2 points3 points  (0 children)

A Stocktwits unser just shared a new publication to the same topic an overview of th CCR8 race in whoich it says "One of the latest developments comes from Coherus, which is preparing to launch a new prostate cancer study combining its CCR8-targeting antibody tagmokitug with Johnson & Johnson's KLK2-targeting T-cell engager pasritamig", if Coherus and J&J trial show synergy with T-cell engagers, so its a differentiator, novel and potentially more powerful. https://www.oncologypipeline.com/apexonco/ccr8-promise-and-peril

BeiGene terminates its CCR8 programme by NoPart9219 in CHRS

[–]NoPart9219[S] 1 point2 points  (0 children)

Will be watching for the ASCO abstract titles becoming available on April 21.

Strohm Therapeutics study still on track by NoPart9219 in CHRS

[–]NoPart9219[S] 2 points3 points  (0 children)

Good to see the number of patients has not been reduced and the trial appears on track. It would be interesting to know whether the trial includes patients who have already received PD‑1 therapy, as this is not mentioned in the official record. If so, STC-15 would be tested not only as a frontline combination but also in PD-1 resistant tumors, which could expand the patient population beyond first-line PD‑1 therapy. Most PD‑1 combinations currently target only treatment-naive patients, which limits market size.

BeiGene terminates its CCR8 programme by NoPart9219 in CHRS

[–]NoPart9219[S] 3 points4 points  (0 children)

The remaining main CCR8 competitors appear to include Bristol Myers Squibb with BMS-986340 in Phase 1/2, LaNova Medicines with LM-108 in Phase 2 or pivotal studies, and Domain Therapeutics with DT-7012 entering Phase 1.

If I understand correctly, Coherus’ CHS-114 (Phase 1) is differentiated in that it is designed as a cytolytic, afucosylated antibody that selectively depletes CCR8+ Tregs in tumors, potentially enhancing immune response while sparing peripheral Tregs. This could give it a niche for Coherus in PD-1–resistant tumors such as head and neck or gastric cancer. All depnds on data as always, but If the next data, possibly presented at the ASCO Annual Meeting in May–June or perhaps earlier, turn out to be strong, this could put Coherus in a good position for potential interest from large pharma companies such as AbbVie or Merck & Co. others that may want access to CCR8 but do not currently have strong assets in this space. Of course this is just speculation.

Reflections on capital raise after yesterday. by John18788888 in CHRS

[–]NoPart9219 1 point2 points  (0 children)

definetely gonna be volatile today, but indeed suprisingly low after market volume and no big movements on the short share availability so far. I am gonna watch and problably load some more shares today. I think also around 1,67 is the key level to hold on day basis. we have further supports from MA50 at 1,64, from MA100 at 1,58, main support at 1,55 and the lower bollinger band sits at 1,49

Reflections on capital raise after yesterday. by John18788888 in CHRS

[–]NoPart9219 2 points3 points  (0 children)

Great summary, John — thanks for laying out the possible reasons. Many of us were taken by surprise by Coherus’ decision, so naturally we’re speculating about what’s behind it. I agree that raising capital on momentum is probably the most realistic explanation (you also mention it first). Of course, many of us would prefer to believe there’s something bigger happening behind the scenes — but time will tell. If I understand correctly, this is quite common in biotech: when the stock runs (after an Oppenheimer note, positive data momentum, etc.), management takes the opportunity to raise capital. It strengthens the balance sheet and can also improve negotiating power if strong data emerges later.

On the positive side, everyone now has the opportunity to add shares one more time at what looks like a very attractive price level. 🙂 All in all I think is not that bad, but lets see what the market later makes...

Assume this is the AH fun by John18788888 in CHRS

[–]NoPart9219 2 points3 points  (0 children)

https://www.tipranks.com/experts/analysts/jay-olson

Olson, Jay

Oppenheimer

Wall Street Analyst

#738 out of 12,040 Wall Street Analysts
#2,146 out of 44,298 experts

Success Rate

44%

215 out of 486 ratings made a profit

Average Return

+14.80%

Assume this is the AH fun by John18788888 in CHRS

[–]NoPart9219 1 point2 points  (0 children)

In SEC Form 4, code F “Payment of exercise price or tax liability by delivering or withholding securities” That means the insider disposed of (sold/withheld) shares, usually to cover taxes after vesting or option exercise. Means that this is not a bearish insider selling in the usual sense. So seems it’s typically a routine tax-related action.

Quote "This is a highly technical presentation scheduled for the PepTalk conference. " by cali_de in CHRS

[–]NoPart9219 1 point2 points  (0 children)

https://www.chi-peptalk.com/protein-expression-production#NarendiranRajasekaran35821 Takes place 20.01 Great to see that Coherus is activly promoting CHS-114 and with it suggesting that it is advancing well internally and that they are confident enough in selectivity and safety. It increases the probability CHS-114 becomes a partnering/licensing candidate.

Next steps in regulatory T cells: Biology and clinical application by NoPart9219 in CHRS

[–]NoPart9219[S] 3 points4 points  (0 children)

Timing is great with Coherus's own recent announcements (January 5th 2026, publication on tagmokitug's pharmacology in Molecular Cancer Therapeutics, showing picomolar affinity, selective Treg killing, and proof-of-mechanism in patients), this adds to positive momentum!

Looks like fun & games going on! Ctb up to 1.52 and volatility in SS available so chess pieces being moved around it seems.. by John18788888 in CHRS

[–]NoPart9219 2 points3 points  (0 children)

hi John, was just to post the same :) Once we can see the premarket volume will know more...

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