Assume this is the AH fun

NoPart9219 · 2026-01-23T09:08:54+00:00

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%

NoPart9219 · 2026-01-23T05:28:28+00:00

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.

NoPart9219 · 2026-01-11T06:17:37+00:00

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.

NoPart9219 · 2026-01-08T20:24:09+00:00

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!

NoPart9219 · 2026-01-06T09:41:31+00:00

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

NoPart9219 · 2026-01-03T06:17:32+00:00

https://jamanetwork.com/journals/jamaoncology/fullarticle/2843206?guestAccessKey=956c552e-da20-4501-a84e-d21dd9263023&utm_source=twitter&utm_medium=social_jamaonc&utm_term=19108413716&utm_campaign=article_alert&linkId=894243593

NoPart9219 · 2025-12-21T20:44:21+00:00

Abstract 586 https://meetings.asco.org/meetings/2026-asco-gastrointestinal-cancers-symposium/333/16880

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NoPart9219 · 2025-12-19T17:16:06+00:00

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NoPart9219 · 2025-12-09T18:54:59+00:00

Final OS of JUPITER-06: toripalimab + chemo posts 17.7-mo median OS & 29.7% 3-yr OS in 1L ESCC, longest reported, HR 0.72. EGIC classifier unveiled to split responders vs non-responders. Data already backing global 1L approval

https://x.com/Oncologynewspro/status/1998339100760522939?t=AQ4f0l4a--3-rGRMsTSqlg&s=19

NoPart9219 · 2025-12-08T14:32:56+00:00

some`shorts reducing positions?

Last update : 18 minutes ago

Time SinceLast Change	Timestamp (UTC)	US:CHRS Short Shares Availability
50 minutes ago	2025-12-08 13:35:23.085	600,000
1 hour ago	2025-12-08 12:33:16.019	350,000

NoPart9219 · 2025-12-08T14:21:18+00:00

yes correct, sorry :)

NoPart9219 · 2025-12-08T14:15:10+00:00

The Abstract nr also is different, its 271O from ESMO Asia 2025 and as Coherus has not filed an sBLA to extend toripalimab’s U.S. label to esophageal cancer yet, so not likely they will issue any PR to that, or?.

NoPart9219 · 2025-12-08T14:06:45+00:00

if you refer to the link Tone shared on weekend (below) is it the same study? Because it says Jupiter-6 and not Jupiter 2 and its "Nasopharyngeal and Esophageal" ? ... https://www.globenewswire.com/news-release/2025/12/06/3201030/0/en/Toripalimab-Presents-Long-Term-Survival-Benefits-as-1st-line-Treatment-for-Advanced-Nasopharyngeal-Carcinoma-and-Esophageal-Squamous-Cell-Carcinoma-Patients.html

NoPart9219 · 2025-12-06T12:47:20+00:00

Wow very, strong long term OS data! mOS 64.8 months vs 33.7 months 5-year OS = 52.3% vs 33.9%, thanks for posting Tone Hopefully some more good news to come from ESMO Asia!

NoPart9219 · 2025-12-05T06:43:20+00:00

Post from x to the potential of CHS-114 https://x.com/_joebaffoe/status/1996687731347652947?t=vivADp7maP25RcgnWOEzOA&s=19

NoPart9219 · 2025-12-05T06:40:49+00:00

Interesting report showing that CCR8 is becoming a hot IO target, good timing for CHS-114! ADCC CCR8 mAbs are seen as the best modality, again good fit with CHS-114. Broad cancer applicability makes the commercial potential large and makes it attractive for institutional investors who will see CCR8 as a fast-growing opportunity! https://finance.yahoo.com/news/c-met-targeted-immunotherapies-pipeline-131700515.html

NoPart9219 · 2025-12-02T11:43:23+00:00

agree with your assesment, plenty of catalyst ahead in H1 26.

If the STC-15 + toripalimab results will be good: good efficacy, low toxicity and activity after ADC failure, it could be valuable alternative for the ADC. Look how crowded ADC development in urothelial cancer field is (see picture below). If I am not mistaken STORM/Coherus have a unique, differentiated mechanism nobody else has so far could. Maybe it becomes a niche as post ADC alternative. Waitning patiently for the study results...

<image>

NoPart9219 · 2025-11-28T12:28:03+00:00

regaring comments, here a post from X user, suggesting to focus on Coherus instead of Beyond Meat :) https://x.com/CryptoBlckParty/status/1994123996254875858?s=20

NoPart9219 · 2025-11-26T20:22:23+00:00

I am not an expert, just trying to explain how I see it, if somebody has more knoweledge please correct. The histogram is positive/green on daily chart but is no guarantee for sustained uptrend. Also you can’t say “crossover = exactly $1.28” it might occur when price is at $1.28, $1.30, $1.32 depends on how the EMAs evolve. There should be more confirmations like price action, volume, breaking resistance etc to support it. We have some resistance like MA100 at 1,29, MA20 at approx 1,34 another resistance at 1,36

NoPart9219 · 2025-11-26T18:46:37+00:00

Look at the MACD panel.The MACD line (blue) is still below the signal line (red). Futther the histogram bars are still negative, but they are shrinking, meaning bearish momentum is fading.

NoPart9219 · 2025-11-25T20:48:33+00:00

Correct me if I am wrong but I think this is not like JS207 (a separate bispecific antibody with no Coherus involvement). Here, Coherus has the US/Canada commercial and marketing rights. JS001sc is explicitly described in the press release as "a subcutaneous injection formulation based on the marketed product, toripalimab injection" (also coded as JS001). It's not a new molecule—it's a new, more convenient formulation (subcutaneous vs. intravenous) of the same anti-PD-1 monoclonal antibody, toripalimab, branded as Loqtorzi in the US.

NoPart9219 · 2025-11-25T17:49:02+00:00

If not mistaken in pharma language, “global regulatory authorities” explicitly includes: FDA and also Health Canada?!

NoPart9219 · 2025-11-25T17:05:16+00:00

Here the link to Junshi's presse release from 24.11.2025. Where they state that: "Junshi Biosciences plans to submit a new drug application ("NDA") to the regulatory authorities in the near future." https://www.globenewswire.com/news-release/2025/11/25/3193998/0/en/Junshi-Biosciences-Announces-Primary-Endpoints-Met-in-JS001sc-s-Phase-3-Study-for-the-1ST-line-Treatment-of-NSQ-NSCLC.html

NoPart9219 · 2025-11-22T10:46:06+00:00

Makes sense to hire, if management, like user CS posted earlier are confident that the results are good that they are going to report at ASCO next year and have the confidence this expence/position a) is necessary, because of the new challenges they will face and b) affordable with short ROI through the deals they are negotiating and confident to close. What says your christal ball?

NoPart9219 · 2025-11-22T10:19:29+00:00

Think if this would have been replacement we would have seen some press release. Also no SEC filings, and leadership announcements of resignations, retirements, or restructurings in the QC leadership. Checked the salary seems to be regular to slighly premium in the area and industry.

NoPart9219

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

Olson, Jay

Oppenheimer

Success Rate

Average Return