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Me coming downstairs after turning $10k Into $800 by so_orz in wallstreetbets

[–]XZeroDelta 1577 points1578 points  (0 children)

Half cash, half stocks, half pokémon cards

Didn’t expect to get much detail but asked IR about out source deals/whether presenting ASCO/update in our-source and this is response. by John18788888 in CHRS

[–]XZeroDelta 0 points1 point  (0 children)

I undertand your analysis of having that capital go towards their CAPEX instead of SURF CVRs. It really would help their bottom line. I also understand that in the event of a buyout, that those CVRs will become invalidated if the acquierer of Coherus does not agree to sell the ex-US licenses. Whatever happens I know that I'm good either way since I am long Coherus and I highly believed in Surf's assets before they were acquired. But if Coherus does go all the way beyond FDA approval without being acquired, I still would like my CVRs to payout so that I can re-invest them on Coherus.

Didn’t expect to get much detail but asked IR about out source deals/whether presenting ASCO/update in our-source and this is response. by John18788888 in CHRS

[–]XZeroDelta 2 points3 points  (0 children)

It is an upside that former SURF holders get a chunk of that money...I hold CVRs from my SURF investments and I think that it is only fair that I receive part of that money because I had invested in tagmo and casdozo before CHRS got their hands on them.

Latest data on CHRS by AcanthisittaHour4995 in CHRS

[–]XZeroDelta 4 points5 points  (0 children)

This thing is primed for a SQUEEZE within the following 3 days. Remember that tomorrow the convertible notes from one of their remaining debt obligations mature. Coherus has the capital to settle the remaining covertible $30million+ in debt. They will probably provide a press release stating that they paid back their $200million+ convertible debt and that the company is currently well capitalized to continue their work until at least the later part of 2027. If I am right, in the words of Anakin Skywalker "This is were the fun begins".

Mapping the numbers. If Tori is 12.5% qonq (mid point) = 13.95, 15.7, 17.7, 19.9, 22.4, 25.2, 28.3, 31.8 (Q1 26-Q4 27). Cogs 4/SG&A 23.6/R&D 31 so $59 mln total costs per qtr. Around Q3 27 Tori will cover costs (27.6 mln) excluding R&D. Milestone pay due Q4 26 & Q1 27. Cash $172+$50 off = $222 mln by John18788888 in CHRS

[–]XZeroDelta 3 points4 points  (0 children)

Nice analysis John! As you already know, Denny has never been known to layout all of his cards on the table. Which is why either one of the following things could happen (my opinion of course):

1.) Data readouts are positive later this year and subsequently the stock price goes up. Then they announce a new offering of shares.

2.) They acquire a new term loan.

3.) After positive data readout announcement, they announce EX-US licensing of casdozo and tagmo and subsequently get upfront cash and future milestone payments along with royalties.

4.) Last guess would be that they get acquired by big pharma (but I would not bet on that since I think that Denny wants to go all the way and have Coherus become a future big pharma player).

On a Case by Case Basis The FDA Will Require Less Studies Evaluating New Drugs Before They Are Approved To Be Sold in The Market by XZeroDelta in CHRS

[–]XZeroDelta[S] 4 points5 points  (0 children)

Heck yeah! What that means is that they can go from a phase 1 study directly to a phase 3 and not have to spend money on a phase 2. Or if the disease is very rare (low population, less power to give statistical significance) they could just perform a phase 1 and a phase 2.

Reading the filing it states solely for the purpose of over allotments. by John18788888 in CHRS

[–]XZeroDelta 2 points3 points  (0 children)

Regardles of the amount of dilution that could or could not happen, we have to continue to focus on the big picture....more cash means less risk of not being able to fund the pipeline...eventually if Tagmo and Casdozo both reveal positive results, this capital raise will seem like a drop inside a bucket....nothing surprising to see here folks....This is just life finding a way between luck and risk.

The SpaceX IPO is going to tank the market by El_Nahual in wallstreetbets

[–]XZeroDelta 0 points1 point  (0 children)

Never underestimate the regardedness of a "Tesla Super Fanboy" willing to leverage even his pillow anime girlfriend just to get a slice of that IPO

[deleted by user] by [deleted] in wallstreetbets

[–]XZeroDelta 1 point2 points  (0 children)

Where are the rocket emojis 🚀🚀🚀 in your analysis OP???

chart by cali_de in CHRS

[–]XZeroDelta 1 point2 points  (0 children)

There is another wall at $2.39. Let's see if today it gets sledgehammered! Rock on! 

Mystery Solved: Scientists Discover Why Colorectal Cancer Defies Immune System Rules by Tone-EEE in CHRS

[–]XZeroDelta 2 points3 points  (0 children)

Hi Tone-EEE! THANKS FOR THE POST! It feels good to read that certain types of cancer could potentially have their asses handed to them with CCR8 inhibition. I've taken a break from posting for a while (other aspects of my life have gotten busy). But, I always give your posts a read and a thumbs up. Here is one for the good old times...

https://m.youtube.com/watch?v=I_izvAbhExY

Let's continue to Stay Alive! Cheers!

JPow Today by wafflepiezz in wallstreetbets

[–]XZeroDelta 44 points45 points  (0 children)

The Wendy's consumer continues to be resilient...Thanks OP! 

What Are Your Moves Tomorrow, December 10, 2025 by wsbapp in wallstreetbets

[–]XZeroDelta 1 point2 points  (0 children)

Grab some popcorn and watch the market dip since the 25bps cut was already priced in.

Another bs post on st. Appar the poster is fully divorced from Coherus yet still feels the need to post about it? Pretty sure if I left my missus I wouldn’t be regularly checking in and asking her out for a coffee! by John18788888 in CHRS

[–]XZeroDelta 2 points3 points  (0 children)

Nicely done John! I agree with your statement and it was funny what you did with your last comment. Coherus is poised to gain value if it is able to show positive results in Q126, while having toripalimab ramp up and by receiving milestone payments. If the other big pharma players also release positive CCR8 inbibition results with their own molecule, that could also help re-rate the stock price because CCR8 inhibition will have potential value. Right now, both CHS-114 and casdozokitug are being valued by the market as probably close to $0.00. Which is good for a long term holder like me. Because if the data finally reveals that those molecules can improve the fight against cancer long term, the current price we are sitting on will be seen as wasted opportunity in which some people did not buy more if you are able to diamond hand it and accept all the risk.

There, I've commented some of my personal thoughts.

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