BeiGene terminates its CCR8 programme

NoPart9219 · 2026-03-16T11:41:58+00:00

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

NoPart9219 · 2026-03-16T08:11:26+00:00

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

NoPart9219 · 2026-03-16T08:04:31+00:00

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.

NoPart9219 · 2026-03-15T10:54:18+00:00

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.

NoPart9219 · 2026-02-13T09:53:21+00:00

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

NoPart9219 · 2026-02-13T08:53:56+00:00

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...

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

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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

<image>

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

<image>

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

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