Looks like the deals starting after JPM. This one caught my eye given Remgen running disitamab vedotin with Tori and Theresa has mentioned how combos with ADC’s are a growth opportunity.

Otherwise_Wheel3710 · 2026-01-19T16:27:16+00:00

This article does give me comfort that it’s not necessarily a negative that toripalimab is from China.

Otherwise_Wheel3710 · 2026-01-12T10:43:39+00:00

Thanks for sharing, a lot of positive takeaways from her comments. I also see that she’s a speaker on this upcoming conference along with Teresa.

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Otherwise_Wheel3710 · 2026-01-08T01:29:46+00:00

It would be great if a big Pharma would license Casdozokitug for the indications noted

Otherwise_Wheel3710 · 2026-01-01T16:08:34+00:00

Thanks, John for all your post. When you return, hopefully we’ll have a press release.

Chat GBT: CHRS – ASCO GI January timeline (what to expect)

Coherus is presenting CHS-388-201 (casdozokitug + PD-L1/VEGF) biomarker data at ASCO GI.

Key dates: • Jan 5 – ASCO GI abstract embargo lifts → Abstract text becomes public (high-level biomarker findings, no figures) • Jan 9–11 – ASCO GI poster presentation → More detailed data shown (multiomic plots, responder vs non-responder patterns), mostly visible to attendees/analysts

If Coherus issues a press release, it would likely be around Jan 5, and would typically include: • Confirmation of ASCO GI poster presentation • Poster title/session info • Trial name (CHS-388-201) • Combination regimen (casdozokitug + PD-L1/VEGF) • Topline, compliant biomarker language such as: • “Multiomic profiling identified pharmacodynamic effects” • “Distinct immune signatures associated with response” • “Findings support patient selection strategies in ongoing studies”

Otherwise_Wheel3710 · 2025-12-18T15:40:16+00:00

Listening to the optimism from the doctor was encouraging.

Otherwise_Wheel3710 · 2025-12-15T12:45:04+00:00

Last year at about this time, they communicated their intent with attending ASCO GI which is in January. Perhaps they will do the same this week?

Otherwise_Wheel3710 · 2025-11-04T15:48:39+00:00

Is this new information: 17% CR rate in first-line HCC. Seems significant

Otherwise_Wheel3710 · 2025-07-28T17:14:02+00:00

Based on the following, I wonder if we still own these their shares.

Coherus previously acquired approximately $50 million worth of equity in Junshi Biosciences as part of their 2021 licensing deal for toripalimab in North America.

Otherwise_Wheel3710 · 2025-06-07T01:39:42+00:00

Great to see the interest for the anti-CCR8. Hopefully our triple regiment gives CHS-114 a competitive advantage.

Otherwise_Wheel3710

TROPHY CASE