Coherus Oncology (CHRS) Corporate presentation summary

Strategic priorities and financial position

• Focused immuno-oncology pipeline centers on tagmokitug, a CCR8-positive Treg depleter, and casdozokitug, an IL-27 antagonist.

• LOQTORZI is marketed for nasopharyngeal cancer and positioned as a PD-1 backbone for combinations with internal pipeline programs.

• Q3 2026 cash, cash equivalents and investments totaled $84M, including TSA-related collections to be applied to associated payables and accrued liabilities.

• Streamlined operations and potential non-dilutive financing, including ex-U.S. tagmokitug licensing, are part of the operating plan.

LOQTORZI commercial and clinical foundation

• Q3 2026 revenue was $14.0M; 2026 annual revenue guidance was $54–57M, with quarterly targets of $30M by year-end 2027 and over $40M by year-end 2028.

• Revenue is projected to reach ~$150–200M annualized after 2028, supported by broader sales reach, improved claims capture and analytics.

• In recurrent or metastatic NPC, median OS was 64.8 months with LOQTORZI plus chemotherapy versus 33.7 months with chemotherapy alone; HR 0.62 and 30% lower risk of death.

• LOQTORZI is the only FDA-approved, available PD-1 inhibitor in NPC and is included as a preferred regimen in NCCN NPC guidelines.

Tagmokitug in esophageal cancer

• In 1L ESCC, interim ORR was 75% among all evaluable patients and 100% in PD-L1-positive patients; two post-cutoff confirmed PRs brought ORR to 89% (8/9 evaluable).

• All evaluable 1L ESCC patients had tumor shrinkage, including a confirmed complete response; activity was also observed in PD-L1-negative disease.

• In 2L ESCC/EAC, the 700 mg dose showed 33.3% ORR, 44.4% unconfirmed ORR and 55.6% clinical benefit rate; mPFS was 5.5 months in a chemotherapy-free regimen.

• Development prioritizes 2L ESCC/EAC in 2027, with a proposed randomized Phase 2 study against physician-choice chemotherapy and FDA alignment targeted for Q1 2027.

• Global esophageal cancer incidence exceeds 400K cases; ex-U.S. partnering aims include upfront funding, support for trial costs and use of global regulatory pathways.