Coherus BioSciences: A High-Stakes Pivot to Oncology

After a period of significant volatility, shares of Coherus BioSciences are demonstrating renewed momentum. The biotech firm’s dramatic strategic shift to focus exclusively on oncology is now under the microscope. While recent share price gains are notable, they are underpinned by a profound corporate transformation that carries substantial risk.

The company is now betting its future entirely on cancer research. This commitment was formally signaled in May 2025 with the corporate rebranding to “Coherus Oncology.” The centerpiece of this new strategy is its flagship product, LOQTORZI. Second-quarter 2025 results showed a promising 36% quarter-over-quarter increase in LOQTORZI revenue, which reached $10 million. The long-term ambition is even more aggressive, with the company targeting $150-200 million in annual revenue from the drug by 2028. Beyond... Read more...