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@HOThomasWPhelps In Honour Of Thomas W PhelpsCorvus Pharmaceuticals ($CRVS) is gaining attention in the atopic dermatitis treatment space with its oral ITK inhibitor, Soquelitinib, showing promising results. The company has been expanding its growth plans, with multiple new job postings, and has garnered significant interest from bio funds, including Point72, which increased its position in $CRVS by 153%. $CRVS is a leader in this space with a comprehensive control of multiple pathways.
Social category influence stocks XXXXX% finance XXXX% cryptocurrencies XXXX% countries XXXX%
Social topic influence $crvs #2, $kymr #2, $sny #1, market cap #451, $mrk #59, $lly #110, $regn #1, $abbv #8, abbv 6.25%, $5b XXXX%
Top accounts mentioned or mentioned by @financebully @kvgr87 @wjhuber5 @pmillustration4 @solariumearth @andreagtc @trentkelp @yolomoonlambo @jacobplieth @apexonco @endpts @mtheory11bio @biopharmiq @faso171 @buymoremakemore @stvrosb
Top assets mentioned Kymera Therapeutics, Inc. Common Stock (KYMR) Synthetify (SNY) Merck & Co., Inc. (MRK) Eli Lilly and Company (LLY) Regeneron Pharmaceuticals Inc (REGN) AbbVie Inc (ABBV) Klaydice (DICE) Prometheus Biosciences, Inc. Common Stock (RXDX) Alpine Immune Sciences, Inc. Common Stock (ALPN) Vertex Protocol (VRTX) Bitcoin Incognito (XBI) Sanofi (SNY)
Top posts by engagements in the last XX hours
"Here is the updated table showing $KYMR Ph 1b Atopic Dermatitis data v #Dupilumab and $CRVS ITK inhibitor #soquelitinib as novel MOA two oral therapies. Note there is no PBO control for $KYMR $CRVS has higher EASI-75 reductions closer to JAKi while $KYMR seems to match Dupi"
X Link 2025-12-08T12:12Z 1889 followers, 22.3K engagements
"Looking at the two data sets from $CRVS and $KYMR the valuation difference is even more striking Maybe some revaluations in order $KYMR $5B Market Cap $4B EV is 6-7x more than $CRVS $650M MC $590M EV"
X Link 2025-12-08T12:21Z 1889 followers, 20.8K engagements
"Now $KYMR up XX% up another $1B in market cap I lean even harder that $CRVS is a very serious buyout target and could quickly close the valuation gap with $KYMR in such a situation. Both oral therapies both safe both showing similar EASI reduction w/ $CRVS better EASI-75"
X Link 2025-12-08T12:29Z 1889 followers, 6408 engagements
"Table comparing oral drugs in atopic dermatitis w/ data in Nov/Dec w/ #Dupilumab Ph X 4-wk EASI data $CRVS: oral ITK Inhibitor Cohort 1-3 EASI reductions already better than dupi waiting on Cohort X 8-wk data $KYMR: oral KT-621 #STAT6 degrader TBD no placbo"
X Link 2025-10-31T14:02Z 1872 followers, 9701 engagements
"@KVGR87 Yes $CRVS has years of safety data from PTCL trial some patients been on drug for 2+ years now"
X Link 2025-12-08T12:32Z 1885 followers, XXX engagements
"@wjhuber5 @KVGR87 Agree $KYMR #STAT6 is downstream of dupi and JAKi pathways and those refractory patients can not benefit from KT-621 which is large opportunity for novel MOA like $CRVS soquelitinib separate from JAKi or IL-4/13 pathway blockade"
X Link 2025-12-08T12:40Z 1885 followers, XXX engagements
"@financebully There is much for the market and investors to digest here between $CRVS and $KYMR. I look forward to it"
X Link 2025-12-08T12:41Z 1885 followers, XXX engagements
"Update $KYMR pre-market is up XX% and now over $6B in valuation"
X Link 2025-12-08T12:49Z 1885 followers, XXX engagements
"$CRVS $600M MC Buyouts post Ph 1/2a POC (some open label) while $CRVS Cohort X data in Jan is PBO-controlled randomized w/ good safety - $DICE by $LLY $2.4B Ph X - $RXDX by $MRK $10.8B Ph 2a open label - $ALPN by $VRTX $4.9B Ph 1b/2a - $MORF by $LLY $3.2B Ph 2a open label"
X Link 2025-11-14T08:48Z 1886 followers, 9769 engagements
"$XBI Short Interest Actually INCREASED in new report Now XXX% of $XBI Float is Short"
X Link 2025-11-26T09:02Z 1889 followers, 7276 engagements
"$NKTR $SNY $KYKOF (3) Programs w/ PEGylated IL-2 for selective IL-2R binding = expand #Tregs X. Nektar Rezpeg: Ph2b AtD Ph2 AA X. Sanofi SAR444336: Ph2 Microscopic Colitis X. Kyowa Kirin I129-W80"
X Link 2025-12-05T05:32Z 1889 followers, 2334 engagements
"@JacobPlieth @ApexOnco Do you think $NRIX is a sympathy trade with $KYMR STAT6 data today"
X Link 2025-12-08T17:33Z 1885 followers, XXX engagements
"@endpts $KYMR KT-621 oral #STAT6 degrader EASI EASI-50 EASI-75 and IGA 0/1 compared to Phase X #dupilumab data"
X Link 2025-12-08T16:15Z 1889 followers, 1147 engagements
"$KYMR $CRVS (Ph 1b 4wk data) Oral novel MOA for atopic dermatitis drugs in development 4-wk EASI-75 v FDA approved drugs: $SNY $REGN #Dupilumab $LLY #Lebrikizumab $ABBV #Upadacitinib EASI-75 reduction trends: JAKi = ITKi STAT6 = IL-4Ra = IL-13"
X Link 2025-12-08T20:28Z 1889 followers, 5973 engagements
"@financebully Agree it still achieved dupi level EASI reduction the higher dose was achieving JAK level EASI reduction. If safety means $CRVS has to settle for dupi-level EASI reduction with an oral pill with durable response in dupi + JAKi failed patients so be it"
X Link 2025-12-10T10:41Z 1889 followers, XXX engagements
"$CRVS partner Angel Pharmaceutical started their atopic dermatitis trial in October and will be using high dose of soquelitinib (matching $CRVS Cohort X +4) for the Phase X part of their atopic dermatitis study w/ treatment for XX weeks 🔹 200mg BID 🔹 400mg QD"
X Link 2025-12-10T16:21Z 1889 followers, 2108 engagements
"🚨 $KYMR $CRVS EASI-75 v FDA Approved Drugs 4-wk EASI-75 Ph1b Both on par w/ $REGN $SNY Dupilumab 🔹 $KYMR KT-621 (100mg+200mg) = XX% (inverse dose response) 🔹 $CRVS #Soquelitinib (low dose Cohort 1+2) = XX% 🔹 $CRVS (high dose Cohort 3) = XX% matching $ABBV JAKi upadacitinib"
X Link 2025-12-11T09:41Z 1889 followers, 6761 engagements