US Market News
5月前
Registration-Ready: How 2026's Clinical Leaders Are Beating Cancer BenchmarksJanuary 27, 2026 3:50 PM
PR Newswire (Canada)
Issued on behalf of Oncolytics Biotech Inc.VANCOUVER, BC, Jan. 27, 2026 /CNW/ -- Equity-Insider.com News Commentary – The global oncology therapy market is charging toward a massive $668 billion valuation by 2034, as a ruthless capital rotation finally rewards execution-ready platforms over the "hopes and dreams" of speculative discovery assets[1]. With the FDA's accelerated approval pathway delivering survival wins across 65% of solid tumor indications, the 2026 regulatory landscape is demanding a new breed of registration-directed study designs that prioritize raw objective response rates and durability[2]. This structural shift creates an asymmetric investment window for Oncolytics Biotech Inc. (NASDAQ: ONCY), Moderna (NASDAQ: MRNA), Merck (NYSE: MRK), Vir Biotechnology (NASDAQ: VIR), and Coherus Oncology (NASDAQ: CHRS) at the intersection of pivotal execution readiness and combination immunotherapy innovation in high-unmet-need gastrointestinal and respiratory cancer markets.
As pharmaceutical giants face a staggering patent cliff, they are aggressively hunting for late-stage assets with clear, high-signal registration pathways[3]. In 2026, the market isn't buying "promise"—it's buying the disciplined execution of pivotal trials and the mechanistic clarity that determines valuation floors[4].Oncolytics Biotech Inc. (NASDAQ: ONCY) is strengthening its operational and clinical leadership as it advances pelareorep toward multiple registration-directed programs in gastrointestinal cancers.The company recently announced the appointments of John McAdory as Executive Vice President of Strategy and Operations and Yujun Wu as Vice President, Head of Biostatistics, bringing deep expertise in late-stage oncology trial execution and regulatory strategy. McAdory joins from CG Oncology, where he served as Vice President of Clinical Operations leading late-stage development programs for oncolytic virus therapies. Wu arrives from Morphic Therapeutic, where he headed Biostatistics through the company's acquisition by Eli Lilly, and previously led statistical strategy for multiple Phase 3 oncology programs at Takeda. Both executives bring direct experience navigating complex registration trials and global regulatory interactions."John's background running complex, late-stage oncology trials makes him exceptionally well-suited to lead Oncolytics' next phase of execution," said Jared Kelly, CEO of Oncolytics Biotech. "As we progress toward pivotal and registration-enabling studies in anal, pancreatic, and colorectal cancers, his experience will be critical to ensuring disciplined execution, speed, and regulatory alignment."These appointments complete a transformative executive team buildout following Kelly's promotion to CEO last year and the addition of Chief Business Officer Andrew Aromando. They were both crucial contributors to Ambrx Biopharma's $2 billion acquisition by Johnson & Johnson. Oncolytics also recently expanded its Scientific Advisory Board with globally recognized experts from Memorial Sloan Kettering Cancer Center and MD Anderson Cancer Center, positioning the company for accelerated clinical development across multiple indications.The company recently announced breakthrough efficacy data showing pelareorep achieved a 33% objective response rate in second-line KRAS-mutant microsatellite stable metastatic colorectal cancer patients when combined with standard chemotherapy. This triples the historical 6-11% response rate for chemotherapy alone in this difficult-to-treat patient population.The company is also advancing pelareorep toward potential accelerated approval in anal cancer after reporting third-line data that achieved a 29% objective response rate, nearly tripling historical benchmarks in a setting with no FDA-approved treatment options. The median duration of response reached approximately 17 months.Second-line or later results were equally compelling, with pelareorep achieving a 30% response rate, more than doubling the 13.8% benchmark for the only FDA-approved immunotherapy in this setting. The median duration of response of 15.5 months compared to 9.5 months for standard care demonstrates pelareorep's ability to deliver durable clinical benefit in patients with limited treatment options.Oncolytics has also secured FDA alignment on its Phase 3 study design for pelareorep in first-line metastatic pancreatic cancer, positioning it to launch the only immunotherapy registration trial currently planned for this disease. This regulatory milestone clears the path for initiating a pivotal study in one of oncology's most challenging therapeutic areas.CONTINUED… Read this and more news for Oncolytics Biotech at: https://equity-insider.com/2025/03/18/is-oncolytics-biotech-the-markets-most-undervalued-cancer-opportunity/In other recent industry developments and happenings in the market include:Moderna (NASDAQ: MRNA) and Merck (NYSE: MRK) announced median five-year follow-up data from the Phase 2b KEYNOTE-942/mRNA-4157-P201 study, demonstrating that adjuvant treatment with intismeran autogene in combination with KEYTRUDA reduced the risk of recurrence or death by 49% compared to KEYTRUDA alone in patients with high-risk stage III/IV melanoma following complete resection."Now with five years of follow-up data, today's results highlight the potential of a prolonged benefit of the intismeran autogene and KEYTRUDA combination in patients with resected high-risk melanoma," said Kyle Holen, M.D., Moderna's Senior Vice President and Head of Development, Oncology and Therapeutics. "We continue to invest in our platform in oncology because of encouraging outcomes like these, which illustrate mRNA's potential in cancer care."The companies have eight Phase 2 and Phase 3 clinical trials underway across multiple tumor types, including melanoma, non-small cell lung cancer, bladder cancer and renal cell carcinoma. Moderna and Merck plan to present further data from follow-up analyses of the study's primary and secondary endpoints at an upcoming medical meeting, with the Phase 3 INTerpath-001 trial for adjuvant melanoma fully enrolled.Vir Biotechnology (NASDAQ: VIR) provided updates on its oncology solid tumor portfolio, including new Phase 1 data from its PSMA-targeted PRO-XTEN dual-masked T-cell engager VIR-5500 in prostate cancer to be presented at the 2026 American Society of Clinical Oncology Genitourinary Cancers Symposium in February. VIR-5500 is currently being evaluated as monotherapy and in combination with androgen receptor pathway inhibitors for the first-line treatment of metastatic castration-resistant prostate cancer, with the Phase 1 trial successfully clearing the second dose cohort.The Company is also currently enrolling patients in its Phase 1 dose escalation trials for VIR-5818 in HER2-expressing solid tumors and VIR-5525 in EGFR-expressing solid tumors, with Phase 1 dose escalation response data for VIR-5818 expected in the second half of 2026. Vir Biotechnology is progressing additional PRO-XTEN masked T-cell engagers in preclinical studies directed at clinically validated targets with potential applications across lung, colorectal and bladder cancers, all discovered using the Company's proprietary antibody and T-cell engager discovery platform including dAIsY, a proprietary artificial intelligence engine, and the universal PRO-XTEN masking technology.Coherus Oncology (NASDAQ: CHRS) announced publication in Molecular Cancer Therapeutics highlighting the strong pharmacology of investigational CCR8 antibody tagmokitug, demonstrating picomolar binding affinity with no off-target binding. The publication provides important scientific evidence showing tagmokitug selectively eliminates CCR8+ T regulatory cells without affecting other immune cells, with proof-of-mechanism established in first-in-human clinical studies showing selective reductions in CCR8+ Tregs."This publication presents the robust pharmacology of tagmokitug in preclinical and clinical studies, and with a selectivity profile and potent binding and killing of CCR8+ T regulatory cells and not other immune cells. These data provide evidence that tagmokitug has the potential for a differentiated profile," said Theresa LaVallee, Ph.D., Chief Scientific and Development Officer at Coherus. "The data show a high abundance of CCR8 target expression in a broad range of solid tumors suggesting the promise of the tagmokitug program."Coherus Oncology is currently evaluating tagmokitug in Phase 1b/2a clinical trials in patients with solid tumors, including head and neck, colorectal, gastric, and esophageal cancer. The company's immunotherapy pipeline focuses on enhancing innate and adaptive immune responses to enable robust antitumor activity in combination with the approved PD-1 inhibitor LOQTORZI.Source: https://equity-insider.com/2025/03/18/is-oncolytics-biotech-the-markets-most-undervalued-cancer-opportunity/ CONTACT:Equity Insider
info @acblanke1DISCLAIMER: Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Equity Insider is a wholly-owned subsidiary of Market IQ Media Group, Inc. ("MIQ"). MIQ has been paid a fee for Oncolytics Biotech Inc. advertising and digital media from the company directly. There may be 3rd parties who may have shares of Oncolytics Biotech Inc., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ own shares of Oncolytics Biotech Inc. which were purchased in the open market, and reserve the right to buy and sell, and will buy and sell shares of Oncolytics Biotech Inc. at any time without any further notice commencing immediately and ongoing. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material, including this article, which is disseminated by MIQ has been approved by Oncolytics Biotech Inc.; this is a paid advertisement, we currently own shares of Oncolytics Biotech Inc. and will buy and sell shares of the company in the open market, or through private placements, and/or other investment vehicles.While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between the any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.SOURCES:https://www.globenewswire.com/news-release/2025/12/02/3198196/0/en/Oncology-Market-Size-Worth-USD-668-26-Billion-by-2034.htmlhttps://www.oncologynurseadvisor.com/news/fda-accelerated-approval-oncology-drugs-improved-patient-survival/https://www.biospace.com/drug-development/biotech-investors-bet-on-a-2026-rebound-as-deal-activity-accelerateshttps://blog.crownbio.com/the-oncology-drug-development-landscapeLogo - https://mma.prnewswire.com/media/2840019/5737560/Equity_Insider_Logo.jpg
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Original: Registration-Ready: How 2026's Clinical Leaders Are Beating Cancer Benchmarks
MiamiGent
11月前
$CHRS NOT trying to talk it down, but FWIW, my bones tell me that $1.25 may be the nearby top, as the MM has it securely over $1.00, to achieve exchange compliance in a few days.
Someone here is suggesting a fallback to $1.14. I don't have a feel for a retrenchment level.
Although I will be in this stock for a long time, I like it that much, here at 1.24-.25 may be a good place to trim, to be re-added later.
Remember the tax implications. If you are a high incomer, don't bother trimming- the short term gain rate will spoil things. If you are a low incomer, short term gains rate prolly won't impact your gain and you may be successful in building your share count, as another posted here a few weeks ago.
MG
Not a licensed stock broker, not an accountant, not a stock adviser- just an average guy sharing his thoughts. I can easily be wrong.
Bullish
(reprinted from ST)
MiamiGent
1年前
$CHRS +16.59% today!
Been in about half a year. Expecting continuation, including this week. Next news will be bonds paid off. Upon that news, the significant short hedge should begin covering, adding a steady supply of fuel to the already good news of product sale closing.
The bond payoff news could be in days.
Focus on the float- it's small. And the short is BIG.
With a commercial product growing very nicely, an exciting pipeline, $250M cash, and very little debt after the imminent bond retirement, this can be either a "set it and forget it" stock, or a swing trade.
Careful scalping. With such a large short interest, it could snap up.
If the "boys" get on this, it could run. A new posse appeared on ST today
Under $1 still seems like a terrific level to me.
All in my opinion.
NOTE: You must do your own due diligence (research on this stock and the stock market). I am not a stock advisor. You are responsible for whatever you do. The stock market is very dangerous. You can lose all your money. Many have.
Today's Close:
CHRS $0.9746+$0.1387 (+16.593%)
Volume
4,196,851
90 Day Avg. Vol.
3,617,044
Day Range
Low $0.8621 High $0.99
MiamiGent
1年前
CHRS Coherus to Report Fourth Quarter and Full Year 2024 Financial Results on March 10, 2025
GlobeNewswire
8:30 AM ET Mar-03-2025
REDWOOD CITY, Calif., March 03, 2025 (GLOBE NEWSWIRE) -- Coherus BioSciences (CHRS.NaE), Inc. today announced that its fourth quarter and full year 2024 financial results will be released after market close on Monday, March 10, 2025. Starting at 5:00 p.m. ET on March 10, 2025, Coherus’ management team will host a conference call and webcast to discuss financial results and provide a general business update.
Conference Call Information
When: Monday, March 10, 2025, starting at 5:00 p.m. Eastern Time
To access the conference call, please pre-register through the following link to receive dial-in information and a personal PIN to access the live call: https://register-conf.media-server.com/register/BIddb737c625d842e0867fa22a43106197
Webcast: https://edge.media-server.com/mmc/p/3dwbidfe
Shareing is winning
2年前
easy reading while you wait FUTURE HOLD GOLD
Coherus BioSciences Inc. (CHRS) Overview
Company Name: Coherus BioSciences, Inc.
Ticker: CHRS
Exchange: Nasdaq Global Market (NasdaqGM)
Region: United States and Canada
Country: United States (US)
Industry: Biotechnology
CEO: Mr. Dennis M. Lanfear
Year Founded: 2010
Headquarters: Redwood City, California
Description:
Coherus BioSciences, Inc. is a biopharmaceutical company focusing on the biosimilar and immuno-oncology market primarily in the United States. The company markets UDENYCA, a biosimilar to Neulasta, and has a pipeline that includes biosimilars of Humira, Avastin, and Lucentis. It also develops Toripalimab, an anti-PD-1 antibody for melanoma treatment in China, among other products. The company has several license agreements with notable firms like Selexis SA, AbbVie, Inc., Pfizer, Inc., and others.
Financial Metrics & Fundamentals
Market Cap: $157.84M
Total Enterprise Value (TEV): $330.03M
Total Revenues: $304.34M
Profitability:
Gross Profit Margin: 44.71%
EBITDA Margin: -38.42%
Operating Margin: -40.16%
Net Profit Margin: -0.15%
Pre-Tax Profit Margin: -0.15%
Per Share:
Revenue per Share: $2.68
EPS Diluted: -$0
Operating Cash Flow per Share: -$0.55
Free Cash Flow per Share: -$0.55
Capital Efficiency:
Return on Total Capital: -28.99%
Return on Capital Employed: -44.16%
Employees:
Total Employees: 235
Revenue per Employee: $1.14M
Gross Profit per Employee: $509.66K
Operating Profit per Employee: -$457.78K
Net Income per Employee: -$1.69K
Valuation:
P/E: -346.05
P/B: -1.79
EV/Sales: 1.08
EV/Gross Profit: 2.43
EV/EBITDA: -2.82
EV/FCF: 3.96
Forward Valuation:
Forward P/E: -5.53
Forward EV/Sales: 1.24
Forward EV/EBITDA: 118.25
Forward EV/FCF: -7.95
Growth:
Revenue 3Y CAGR: -5.76%
Revenue 5Y CAGR: 5.56%
Revenue 10Y CAGR: 27.97%
Diluted EPS 3Y CAGR: -89.17%
Diluted EPS 5Y CAGR: -53.06%
Diluted EPS 10Y CAGR: -56.79%
Recent Earnings Call Insights
Q3 2024 Results:
UDENYCA revenue grew 100% year-over-year to $66 million, maintaining its #2 position in the pegfilgrastim market with a 28% market share ([source], [source]).
Temporary supply interruption for UDENYCA, but packaging is resuming with 120,000 units expected to be completed over the next 5 weeks ([source], [source]).
Advancing immune-oncology pipeline, including Casdozokitug and CHS-114 ([source], [source]).
LOQTORZI saw 54% quarter-over-quarter revenue growth ([source], [source]).
Focused on disciplined financial management, reducing operating expenses, and improving gross margins ([source]).
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