CHRS Coherus Oncology, Inc.

NEUTRAL Impact: 4/10 DEFA14A
Horizon immediate Filed May 28, 2026 Processed 12d 23h ago SEC 0001104659-26-067154
Proxy solicitation materials
Latest settled — T+5d
CHRS ▼ -4.55% at T+5d
NEUTRAL call ✗ call lost -4.55% · α vs SPY -4.86% · entry $1.65 → $1.58
Next anchor: T+20d in 16d
Last close $1.42 (close Jun 8) · -13.94% from $1.65 entry
Entry anchored
May 28, 2026
via day open
T+1d
-3.64%
call -3.64% · α -3.88%
$1.59
settled 12d ago
T+5d
-4.55%
call -4.55% · α -4.86%
$1.58
settled 6d ago
T+20d
call — · α —
in 16d
T+60d
call — · α —
in 2mo

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Executive Summary

Coherus Oncology's 2026 annual meeting was adjourned from May 27 to May 29, 2026, to count remaining votes on Proposal No. 4 — a stock option repricing that would set the exercise price of certain outstanding options to the May 29 closing price and extend terms by 10 years. Approval requires a majority of votes cast (excluding abstentions and broker non-votes). Voting on the other four proposals was completed.

Actionable Insight

The outcome is binary after the reconvened vote on May 29. Approval would reduce option strike prices to market, potentially dilutive if currently out-of-the-money options become exercisable, but also removes potential overhang of underwater options. Rejection leaves the current option structure unchanged. Monitor the May 29 closing price and the vote result for near-term impact.

Key Facts

  • Annual meeting adjourned from May 27 to May 29, 2026 at 3:00 PM PT to finish counting votes on Proposal No. 4.
  • Proposal No. 4 would reprice eligible options to May 29 closing price and extend term 10 years from May 29, 2026.
  • If options are exercised or holder terminates service before May 29, 2027, the exercise price reverts to the original price.
  • Quorum was present; votes on Proposals 1, 2, 3, and 5 were completed at the original meeting.
  • Proposal No. 4 requires majority of votes cast for approval (abstentions and broker non-votes excluded).

Financial Impact

Stock option repricing to then-current closing price — dollar value depends on May 29 close and number of eligible options; no figures provided.

dilutioncompensation expense

Risk Factors

  • Approval could signal management retention but also implies shareholder willingness to reprice — may set precedent for future repricings.
  • No specific share counts or option details disclosed; materiality of repricing cannot be assessed from this filing.

Market Snapshot

Exchange
Nasdaq
Sector
Biological Products, (No Diagnostic Substances)
Analyst Consensus
83% bullish (12 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001104659-26-067154
Document: 0001104659-26-067154-index-headers.html0001104659-26-067154
Document: 0001104659-26-067154-index.html0001104659-26-067154
Document: 0001104659-26-067154.txt0001104659-26-067154
7 reports for CHRS
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Reports for CHRS — sortable, filterable
Type Now
May 28, 2026
12d ago
DEFA14A
NEUTRAL ★ 4/10
$1.65 $1.58▼ −4.55%▼ −4.86%$1.42 (−13.94%)
May 11, 2026
29d ago
Press Release
MIXED ★ 6/10
$1.71 $1.49▼ −12.87%▼ −12.94%$1.42 (−16.96%)
May 5, 2026
5w ago
DEFA14A
NEUTRAL ★ 2/10
$1.75 $1.71▼ −2.29%▼ −3.42%$1.42 (−18.86%)
May 4, 2026
5w ago
Press Release
NEUTRAL ★ 1/10
$1.73 $1.95▲ +12.72%▲ +9.78%$1.42 (−17.92%)
Mar 9, 2026
13w ago
Press Release
BULLISH ★ 8/10
$1.95 $1.68▼ −13.85%▼ −12.94%$1.42 (−27.18%)
Mar 2, 2026
14w ago
Press Release
NEUTRAL ★ 3/10
$1.65 $1.93▲ +16.97%▲ +18.18%$1.42 (−13.94%)
Feb 28, 2026
14w ago
Institutional Cluster
BULLISH ★ 6/10
$1.65 $1.93▲ +16.97%▲ +18.18%$1.42 (−13.94%)
Showing 7 of 7

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