@HOThomasWPhelps In Honour Of Thomas W Phelps

Corvus 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.

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Social Influence

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Top accounts mentioned or mentioned by @kvgr87 @semodough @danieljacobsbio @financebully @amaymd @stvrosb @tradingsssss @leebiotechology @andreagtc @biopharmiq @joserestonva @septdecoeur @simondesrosier2 @avidresearch @cluelessbio @wz2013 @jamesekrause @pharmdca @rybeccasmith33 @msglis1

Top assets mentioned Synthetify (SNY) Kymera Therapeutics, Inc. (KYMR) Regeneron Pharmaceuticals Inc (REGN) Apogee Therapeutics, Inc. (APGE) AbbVie Inc (ABBV) Johnson & Johnson (JNJ) Bristol-Myers Squibb Co (BMY) Eli Lilly and Company (LLY) Nurix Therapeutics, Inc. (NRIX) Merck & Co., Inc. (MRK) Novartis AG (NVS) Pfizer, Inc. (PFE) AstraZeneca PLC (AZN) Amgen, Inc. (AMGN) Sanofi (SNY) Gilead Sciences, Inc. (GILD) Klaydice (DICE) GSK plc (GSK) Abivax SA (ABVX) Novo-Nordisk (NVO) Viking Therapeutics, Inc (VKTX) DOSE (DOSE) Prometheus Biosciences, Inc. (RXDX) Monte Rosa Therapeutics, Inc. (GLUE) MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX) Celldex Therapeutics, Inc (CLDX) SPDR S&P [---] ETF Trust (SPY) Block, Inc. (XYZ) Vertex Protocol (VRTX) Arvinas, Inc (ARVN)

Top Social Posts

Top posts by engagements in the last [--] hours

"@KVGR87 IMO based on studies and data $CRVS has potential to exceed Pharmacyclics buyout of $21B. The solid tumor study alone if it reverses T-cell exhaustion and works in relapsed immune checkpoint inhibitor patients could be worth $20B"
X Link 2024-09-30T15:31Z [---] followers, [---] engagements

"$CRVS #soquelitinib #ITK inhibitor platform pipeline w/ size of markets shown. Phase [--] - Atopic Dermatitis interim data 4Q24 Phase 1b/2 - Solid Tumor data 2H25 Phase [--] - Peripheral T-cell #Lymphoma data [----] Further potential in vaccinations viruses #HIV etc"
X Link 2024-10-01T07:57Z [---] followers, [----] engagements

"@Quality_stocksA I hold large long-term positions in: Corvus Pharmaceutical $CRVS +190% 3Q24 ESSA Pharmaceutical $EPIX +15% 3Q24"
X Link 2024-10-01T08:35Z [---] followers, [---] engagements

"$CRVS CEO Richard Miller discussing new paper showing ITK inhibition w/ #soquelitinib switches inflammatory #Th17 cells off turning them into anti-inflammatory #Treg cells - which are the "holy grail of autoimmune disease treatment." Ph1 atopic dermatitis #asthma next"
X Link 2024-10-02T09:39Z [---] followers, [---] engagements

"Richard Miller at HC Wainwright on autoimmune diseases that $CRVS ITK inhibitor #soquelitinib can potentially address: #asthma #atopicdermatitis #psoriasis #COPD (#Dupixent approved for COPD last week) #sytemicsclerosis etc"
X Link 2024-10-02T09:45Z [---] followers, [---] engagements

"@Biotech_XC @Corvuswill35290 @LeeBiotechology The Phase 1b/2 solid tumor study in renal cell carcinoma will explore w/ [--] mo #soquelitinib (CPI-818) for relapsed ICB patients then combo w/ #nivolumab (anti-PD-1). Combo power of an anti-PD-1 w/ ITK inhibitor is synergistic for numerous reasons"
X Link 2024-10-02T20:45Z [---] followers, [---] engagements

"@FiercePharma $EPIX #masofaniten combo studies w/ Astellas/Pfizer #xtandi J&J #Eleada and Bayer #Nubeqa. Exciting to see how much better this combo will be over current therapies. So far Ph1 maso+ #enzalutamide 88% patients achieved PSA90 After 15m median progression still not seen"
X Link 2024-10-03T07:49Z [---] followers, [---] engagements

"$EPIX #masofaniten combo studies w/ Astellas / $PFE #xtandi $JNJ #Eleada and Bayer #Nubeqa. Exciting to see how much better this combo will be over current therapies. So far in Ph1 maso+ #enzalutamide 88% patients achieved PSA90 After 15m median progression still not seen J&J's Erleada prevails over Astellas Pfizers Xtandi in real-world prostate cancer study https://t.co/7qCpjBCOsv J&J's Erleada prevails over Astellas Pfizers Xtandi in real-world prostate cancer study https://t.co/7qCpjBCOsv"
X Link 2024-10-03T07:50Z [---] followers, [----] engagements

"Exciting $CRVS Ph [--] solid tumor study w/ #ITK inhibitor #soquelitinib. ITKi reduces [--] major transcription factors = INCREASED tumor fighting CD8+ T-cells that persist avoiding T-cell exhaustion. #BATF #IRF4 #TOX #LAG3 #TIGIT https://www.cell.com/cancer-cell/pdf/S1535-6108(22)00442-1.pdf https://www.cell.com/cancer-cell/pdf/S1535-6108(22)00442-1.pdf"
X Link 2024-10-04T08:54Z [---] followers, [----] engagements

"$CRVS Based on following below the human trials for #ITK inhibitor #soquelitinib in #oncology and #autoimmune are simply confirmatory. My logic: [--]. Decades of work was done for BTK inhibitors #ibrutinib etc which is NOT selective so more adverse events but this class of drugs is still safe. [--]. Soquelitinib is a highly selective ITK inhibitor so safety is significantly better than BTK class of drugs so toxicity which often kills programs should not be a problem see images. [--]. It will come down to efficacy but so much research has been looking for a way to augment T-cell responses to favour"
X Link 2024-10-05T19:04Z [---] followers, [----] engagements

"$CRVS updates coming in next [--] months are: - 3Q Earnings Call Corporate Update - early Nov #Soquelitinib #ITK inhibition - Ph [--] (cohort [--] + 2) atopic dermatitis - 4Q - Systemic Sclerosis poster ACR - Nov [--] - Ph 1b/2 RCC Solid Tumor Trial start - 4Q #Ciforadenant #A2AR - Prostate Cancer data at SITC - Nov 6-10 - Ph [--] renal cell cancer update - GU Conf - Nov 20-24"
X Link 2024-10-06T05:01Z [---] followers, [---] engagements

"@MSollender I disagree a bit acquisitions that act as extenstions or next gen of existing programs more likely. I am thinking #Xtandi #enzalutamide for prostate cancer that goes of patent soon and the combo w/ $EPIX #masofaniten puts $EPIX more in play"
X Link 2024-10-07T02:57Z [---] followers, [---] engagements

"@laurenthomas The patent expiration of #Xtandit #enzalutamide soon and this news may put $ESSA more of a $PFE target to extend that program and not share with Astellas this time for the combo w/ $ESSA #masofaniten for prostate cancer"
X Link 2024-10-07T03:00Z [---] followers, [---] engagements

"$PFE patent expiration of #Xtandi #enzalutamide in [----] this may make $EPIX more of a target to extend that program and not share this time w/ Astellas for next gen combo w/ $EPIX #masofaniten for prostate cancer. $10B/yr market Big Sunday night activism scoop: Starboard Value has a stake of roughly $1 billion in Pfizer and is pushing the struggling drugmaker to turn its performance around. $PFE https://t.co/57pM2fKNfJ Big Sunday night activism scoop: Starboard Value has a stake of roughly $1 billion in Pfizer and is pushing the struggling drugmaker to turn its performance around. $PFE"
X Link 2024-10-07T04:23Z [---] followers, [---] engagements

"Biotechs targeting IL-17A for inflammatory diseases: $MLTX $3.5B $DICE $2.4B ( $LLY BO '23) $CRVS $350M 85%-90% discount seems extreme $CRVS oral ITKi #soquelitinib stops IL-17A two-ways: (1) ITKi by reducing Ca2+ switches/directs T-cell differentiation to #Treg instead of #Th17 (2) ITKi reduces #GLUT3 in long-lived existing Th17 cells lowers IL-17A expression via potential epigenetic control of Histone H3 $CRVS Exciting paper on #GLUT3 #Th17 Note #ITK inhibition reduces Slc2a3 (GLUT3) Together more of the how #soquelitinib can control Th17 cells and IL-17 production. - reduced GLUT3 ="
X Link 2024-10-07T05:38Z [---] followers, [----] engagements

"YTD returns of different T-cell "hot" tumor therapies: CAR T-cells - $ALLO $AUTL $BEAM $CABA $CRGX $FATE $LEGN $RNAC (blood draw + genetic modification + infusion) TILs - $IOVA (tumor biopsy + lab expansion + infusion) Oral ITK Inhibition - $CRVS (oral pill)"
X Link 2024-10-08T09:00Z [---] followers, [----] engagements

"Good luck to everyone we know in Florida as this hurricane makes it way towards you especially our friends in Tampa Bay area @PaulBuser UPDATE: New 12z consensus model is in. Two observations. They are getting closer together typical as get closer to the event. The past [--] hours they continue to go up and down towards this main corridor (called the windshield wiper effect). Magenta is the most recent Red is [--] https://t.co/G1KnS5yhJr UPDATE: New 12z consensus model is in. Two observations. They are getting closer together typical as get closer to the event. The past [--] hours they continue to"
X Link 2024-10-08T15:35Z [---] followers, [---] engagements

"@KVGR87 @Andre_AGTC Yes I noticed. I thought it was interesting BVF sold 10% of their $MLTX on Oct [--]. BVF used to own a lot of $CRVS but had only 361k shares last filing. Someone is buying in size"
X Link 2024-10-09T18:42Z [---] followers, [---] engagements

"Major opportunity for $CRVS in #autoimmune w/ Ph1 POC study in #atopicdermatitis drug #soquelitinib advantages over current mAbs: - oral v injection - upstream targeting production of #cytokines - stops 10+ cytokines v 1-2 - long patent life data cohorts [--] and [--] in 4Q24 $ABBV $JNJ $REGN $SNY"
X Link 2024-10-10T12:02Z [---] followers, [----] engagements

"@ApexOnco I imagine $EPIX on their radar w/ next gen combo of their drug #masofaniten w/ #enzalutamide #Xtandi in Ph [--]. Ph1 showed 88% PSA90"
X Link 2024-10-10T12:07Z [---] followers, [---] engagements

"$EPIX #mCRPC combo study w/ #masofaniten + #enzalutamide: - 11/18 (61%) patients still on treatment - 88% patients achieved PSA90 - median time to progression still not met but can see how impressive v other enza studies (7-11 mo) Our recently updated Phase 1/2 masofaniten clinical data showed rapid deep and durable reductions in PSA in patients in mCRPC regardless of previous chemotherapy status. Learn more here: https://t.co/8GourbjXkG https://t.co/4ZLj01lbj6 Our recently updated Phase 1/2 masofaniten clinical data showed rapid deep and durable reductions in PSA in patients in mCRPC"
X Link 2024-10-10T13:13Z [---] followers, [---] engagements

"4. $CRVS #ITKi #soquelitinib stops Ca2+ release which keeps #NFAT out of nucleus lowers #TOX and downregulates T-cell exhaustion markers like #NRP1"
X Link 2024-10-11T06:07Z [---] followers, [---] engagements

"Acquired by Sanofi $SNY in '20 Principia #PRN694 is not selective #ITKi hits at least [--] other kinases #TEC #BTK #BMX #JAK3 and #RLK. Inhibiting RLK is a problem it will result in low #Th1 #Treg and #CD8+ T-cells make patients immunocompromised and prone to infections. Compare that to $CRVS #soquelitinib highly selective for ONLY #ITK. https://www.fiercebiotech.com/biotech/sanofi-goes-all-principia-paying-3-7b-to-take-full-control-late-phase-ms-asset https://www.fiercebiotech.com/biotech/sanofi-goes-all-principia-paying-3-7b-to-take-full-control-late-phase-ms-asset"
X Link 2024-10-11T08:25Z [---] followers, [---] engagements

"1. Someone asked a question to me about Principia Biopharma #PRN694 and its covalent interleukin-2-inducible T-cell kinase (#ITK) and resting lymphocyte kinase (#RLK) dual inhibitor v #soquelitinib. My response below"
X Link 2024-10-11T08:37Z [---] followers, [---] engagements

"2. Acquired by Sanofi $SNY in '20 Principia #PRN694 is NOT a selective #ITKi hits at least [--] other kinases #TEC #BTK #BMX #JAK3 and #RLK. Inhibiting RLK is a problem it will result in low #Th1 #Treg and #CD8+ T-cells make patients immunocompromised and prone to infections. Compare that to $CRVS #soquelitinib highly selective for ONLY #ITK"
X Link 2024-10-11T08:37Z [---] followers, [---] engagements

"@ValueInvestor92 @wjhuber5 $DICE was bought for $2.4B by $LLY Principia was bought for $3.7B by $SNY $CRVS is worth multiples of these as ITK inhibition can affect 8-10 cytokines in #autoimmune but is also works in #oncology and entering solid tumor studies"
X Link 2024-10-12T16:12Z [---] followers, [----] engagements

"1. $CRVS #ITK inhibitor #soquelitinib directly affects T-cells which can maintain long-lived populations after the initial immune response via Memory T-cells. Self-renewal allows cells to live for years ready to defend against future immune/cancer reoccurance. https://www.ncbi.nlm.nih.gov/pmc/articles/PMC9139615/pdf/cells-11-01687.pdf https://www.ncbi.nlm.nih.gov/pmc/articles/PMC9139615/pdf/cells-11-01687.pdf"
X Link 2024-10-13T06:45Z [---] followers, [----] engagements

"2. Memory CD8+ cytotoxic T-cell populations are the basis for effective and durable cancer responses think CAR T-cell or TIL therapies. The question is how does this principle transfer to #autoimmune disesase therapies involving other T-cell phenotypes i.e. Tregs"
X Link 2024-10-13T06:48Z [---] followers, [---] engagements

"3. Current #autoimmune therapies dominated by mAbs w/ variable durability require weekly/monthly injections. Using T-cell memory principle will $CRVS oral #ITKi #soquelitinib lead to long-lived #Treg populations in #atopicdermatitis Ph1 study What will dosing look like $ABBV $AMGN $GSK $JNJ $REGN $SNY"
X Link 2024-10-13T06:57Z [---] followers, [----] engagements

"4. Avery August paper in Science Signaling in July [----] showed $CRVS #soquelitinib (CPI-818) by blocking ITK can act as "switch" guiding naive T-cells to make more anti-inflammatory #FOXP3 #Treg cells instead of inflammatory #Th17 cells. https://www.science.org/doi/abs/10.1126/scisignal.adh2381 https://www.science.org/doi/abs/10.1126/scisignal.adh2381"
X Link 2024-10-13T06:59Z [---] followers, [---] engagements

"My previous post discussed ITKi w/ $CRVS #soquelitinib special vaccine-like memory CD8+ T-cells to fight cancer. Can similar happen in #autoimmune w/ CD4+ Tregs Game-changing if $CRVS SQL not only acts as a "switch" making FOXP3+ Tregs but also long-lived w/ memory attributes. https://x.com/ConradEnge98050/status/1793703263952384202 [--]. Current #autoimmune therapies dominated by mAbs w/ variable durability require weekly/monthly injections. Using T-cell memory principle will $CRVS oral #ITKi #soquelitinib lead to long-lived #Treg populations in #atopicdermatitis Ph1 study What will dosing look"
X Link 2024-10-13T10:47Z [---] followers, [---] engagements

"@wz2013 #Neuropilin-1 #NRP1 is on most cells in the body and targeting it has major issues with brain angiogenesis etc. $CRVS #soquelitinib would shut it down ONLY in T-cells exactly where you want it off in combination with anti-PD-1 therapy. $MRK $BMY Keytruda Opdivo"
X Link 2024-10-13T17:40Z [---] followers, [---] engagements

"$CRVS OK I am wiped I got through all the papers I wanted and consolidated information into presentable form. All of this is in literature breadcrumbs connections to be made. Conclusion: the probabilities of success on upcoming trials is significantly higher than what market is pricing"
X Link 2024-10-13T17:45Z [---] followers, [----] engagements

"@semodough I will update this table when $CRVS releases some of their cytokine data from their atopic dermatitis study. I built it so I was ready. These here shown have been shown by company and others"
X Link 2024-10-13T17:59Z [---] followers, [---] engagements

"@learnbiotech $CRVS #ITK inhibitor #soquelitinib ticks all the right boxes for highest potential return: - Orphan Drug Designation - Multiple Indications/Platform - Small Molecule - Oncology Autoimmune"
X Link 2024-10-14T10:09Z [---] followers, [---] engagements

"Huge synergy: T-cells low #NRP1 + anti-PD1 #immunotherapy = BEST patient outcomes. $CRVS oral #ITK inhibitor #soquelitinib DECREASES #NRP1 in Tregs should extend to cytotoxic CD8+ cells. Large anti-tumor synergies ITKi + anti-PD-1 combo. $AZN $BMY $MRK $REGN $SNY"
X Link 2024-10-15T03:35Z [---] followers, [---] engagements

"$CRVS CEO Richard Miller presenting #A2AR #Ciforadenant Ph2 data at 7th Annual Summit on GENITOURINARY Malignancies Nov 20-24. Recall Cifo+Nivo+Ipili ALREADY over 50% MORE deep responses than Nivolumab+Ipilimumab. A2AR Cifo TAM = $100B https://gu2024.powerappsportals.com https://gu2024.powerappsportals.com"
X Link 2024-10-15T10:08Z [---] followers, [----] engagements

"@learnbiotech Nice table I always wonder how many get to enjoy most of the move from beginning to end Even 50% of it"
X Link 2024-10-15T10:28Z [---] followers, [---] engagements

"$CRVS #ITKI #soquelitinib stops #Th2 #Th17 cells should relieve symptoms #immunecheckpoint therapy patients PLUS synergistic effect w/ ICI to shrink tumor https://www.jci.org/articles/view/176567 https://www.jci.org/articles/view/176567"
X Link 2024-10-15T16:36Z [---] followers, [---] engagements

"$CRVS #atopicdermatitis trial may open door to expanding $50B ICI market patient pool. Most cancer patients w/ autoimmune wont respond to ICI therapy. #ITKi w/ #soquelitinib #cytokine data might BOTH relieve adverse effects AND expand patients that can benefit from ICI https://www.jci.org/articles/view/184310 https://www.jci.org/articles/view/184310"
X Link 2024-10-15T16:45Z [---] followers, [---] engagements

"#Pharmacyclics #BTK inhibitor #ibrutinib buyout by $ABBV = $21B. From [----] $PCYC rose for [--] years w/ good annual returns (15%-297%). But the compounding was stunning = 320x Years missed significantly reduced total return. Shaped my thinking: $CRVS like VC only exit is buyout"
X Link 2024-10-16T06:10Z [----] followers, [---] engagements

"I am super guilty of adhering to this lack of diversification and investing heavily in my best ideas. $CRVS $EPIX Diversification is a protection against ignorance. Warren Buffett https://t.co/UtEAEEizfS Diversification is a protection against ignorance. Warren Buffett https://t.co/UtEAEEizfS"
X Link 2024-10-16T10:45Z [---] followers, [----] engagements

"Potential for $CRVS #soquelitinib in #MS #Parkinsons #Alzheimers where #Th17 cells cross to brain produce #IL17A cause tissue damage + disease progression ITK inhibition #neuroprotective: - Increases Treg - Decreases migration #Th1 Th17 cells across BBB https://www.ncbi.nlm.nih.gov/pmc/articles/PMC4287144/ https://www.ncbi.nlm.nih.gov/pmc/articles/PMC4287144/"
X Link 2024-10-16T13:57Z [---] followers, [---] engagements

"For me 3rd pillar of $CRVS #ITK inhibition platform w/ #soquelitinib will be #Th17 driven #neurological diseases: #Alzheimers #Parkinsons #MS #Diabeticretinopathy So much evidence/studies in literature + drug would not need to cross blood brain barrier - huge advantage. $CRVS oral #soquelitinib would NOT need to cross BBB to work in #neurological diseases SQL inhibits #ITK in peripheral #Tcells: - reduces #IL17A prevents opening BBB tight junctions stops gaps - prevents #Th17 migration into brain - potential significant neurological https://t.co/eUNxmy44ck $CRVS oral #soquelitinib would NOT"
X Link 2024-10-16T15:57Z [---] followers, [----] engagements

"In addition to CEO Richard Miller key mngmt of $CRVS team led #Pharmacylics on #BTK inhibitor #ibrutinib: - Dr. Jones designed clinical trials 2008-12 - Mr. Luciano developed/marketed ibrutinib 2008-17 Now doing same w/ $CRVS #soquelitinib which could be biggest kinase drug"
X Link 2024-10-17T00:28Z [---] followers, [----] engagements

"In April [----] $CRVS raised cash: - Upfront $30.6M (shares + prefunded warrants) - [--] year cash runway thru mid-2026 - Also $3.50 exp Jun '25 if exercised $CRVS gets ANOTHER $59.8M - Pushes cash runway to 2027/28 past P3 trial complete FDA approval"
X Link 2024-10-17T15:46Z [---] followers, [----] engagements

"Valuation Comparison: $APGE APG777 (mAbs injection) for atopic dermatitis lowers TARC biomarker by 25-30%. MC = $3.3B $CRVS ITK inhibitor #soquelitinib (oral drug) lowers TARC 50% MC = $450M (1/7th valuation) CRVS interim P1 data for #atopicdermatitis 4Q24"
X Link 2024-10-17T16:01Z [---] followers, [----] engagements

"People who are concerned about $CRVS warrants the structure of the deal was so #Point72 could get to 20% ownership. Point72 seems to understand what is going on Here is ownership structure if $3.50 warrants exercised"
X Link 2024-10-17T16:17Z [---] followers, [---] engagements

"$CRVS #soquelitinib does this in combo w/ ICB therapy I have posted about power of this feedback loop for CD8+ Tcell migration. #CXCR3+ Tcells dramatically increase tumor infiltration + survival. $CRVS Ph2 solid tumor study is significant POC in $50B market $SMMT is good comp New Research: PD-1 and CTLA-4 serve as major gatekeepers for effector and cytotoxic T-cell potentiation by limiting a CXCL9/10-CXCR3-IFN positive feedback loop https://t.co/34nMJU9YDN #FrontiersIn #Immunology New Research: PD-1 and CTLA-4 serve as major gatekeepers for effector and cytotoxic T-cell potentiation by"
X Link 2024-10-18T13:05Z [----] followers, [----] engagements

"@ValueInvestor92 @Kennydoesbio $CRVS yes one could think that if #soquelitinib did not increase Tregs. But it does so Th1s can be suppressed. Key is getting expression of FOXP3 and $CRVS does. Janssen $JNJ did research on power of inhibiting ITK in creating Tregs in [----]. I will post later"
X Link 2024-10-18T14:40Z [----] followers, [---] engagements

"In [----] Janssen $JNJ showed #ITK key target for #autoimmune diseases. Blocking ITK INCREASES #FOXP3+ #Treg cells but NOT if#RLK hit too $CRVS #soquelitinib is ONLY ITK-selective does not block RLK + done it with an oral drug Tregs key in Ph1 AD data https://journals.plos.org/plosone/article/authorsid=10.1371/journal.pone.0215963 https://journals.plos.org/plosone/article/authorsid=10.1371/journal.pone.0215963"
X Link 2024-10-18T16:30Z [----] followers, [----] engagements

"Pharma targeted #ITK for #oncology #autoimmune but selectivity/bioavailability problems: $AZN $BMY $VRTX $SNY $ABBV $PRNB $PFE $BAYRY $MRK $CRVS #soquelitinib safe oral ITK Inhibitor ovecame all challenges multiple clinical trials: Ph3 #PTCL Ph1 #atopicdermatitis data 4Q24 Ph2 solid tumor RCC 4Q24 https://web.archive.org/web/20170810074317id_/http://s2.e-monsite.com/2010/04/05/21141190lo-expert-opin-ter-pat-2010-april-pdf.pdf https://web.archive.org/web/20170810074317id_/http://s2.e-monsite.com/2010/04/05/21141190lo-expert-opin-ter-pat-2010-april-pdf.pdf"
X Link 2024-10-20T06:51Z [---] followers, [----] engagements

"$CRVS #soquelitinib a highly-selective #ITK inhibitor w/ very good safety profile. Benefits from [--] years human trials for #BTK inhibitors approved $11B class of drugs. ITK inhibited by many approved BTKi drugs any toxicity risk discount to $CRVS selective drug unnecessary"
X Link 2024-10-20T09:01Z [----] followers, [----] engagements

"$CRVS EOY data flow starts in [--] weeks: Early Nov - earnings call/update Nov [--] - #Ciforadenant #A2AR #prostatecancer Nov 14-17 - #Soquelitinib #systemicsclerosis Nov 20-24 -Cifo #RCC Ph2 data 4Q24 - SQL #atopicdermatitis data Upcoming Trial Start: 4Q24 - Ph 1b/2 #Solidtumor"
X Link 2024-10-23T09:07Z [---] followers, [----] engagements

"This is also what I am looking for in the #Ciforadenant update. There is a certain number of patients that could put $CRVS above a threshold in Ph2 trial and they may be able to declare efficacy and move onto Ph [--] That is at least the way the trial was designed. https://x.com/HOThomasWPhelps/status/1849134634610696221 https://x.com/HOThomasWPhelps/status/1849134634610696221"
X Link 2024-10-23T17:15Z [----] followers, [---] engagements

"Janssen $JNJ study used #PRN694 as dual inhibitor of #ITK + #RLK = stops #Tregs essential for immunosuppression in #autoimmune diseases. $ACRS drug ATI-2138 blocks ITK and RLK at 0.2nM4.8nM very close to PRN694 0.3nM 1.4nM so drug unlikely to work. https://x.com/HOThomasWPhelps/status/1847314260424052936 In [----] Janssen $JNJ showed #ITK key target for #autoimmune diseases. Blocking ITK INCREASES #FOXP3+ #Treg cells but NOT if#RLK hit too $CRVS #soquelitinib is ONLY ITK-selective does not block RLK + done it with an oral drug Tregs key in Ph1 AD data https://t.co/Yr3I5JMuKk"
X Link 2024-10-23T18:50Z [----] followers, [----] engagements

"Janssen $JNJ reduced ITK by 50-80% resultin in 3-8x INCREASE in #Tregs $CRVS Ph1 cohort [--] dosage of #soquelitinib should block about 50% of ITKs very similar to $JNJ study. I am expecting 3-8x INCREASE in #FOXP3+ Tregs + strong immunosuppression in AD. https://www.biorxiv.org/content/10.1101/386508v1.full https://www.biorxiv.org/content/10.1101/386508v1.full"
X Link 2024-10-23T19:02Z [----] followers, [---] engagements

"$CRVS oral highly-selective #ITK inhibitor #soquelitinib blocks ITK and RLK at 6.5nM and 2700nM respectively a 400-fold selectivity which should match the increase in 3-8x INCREASE in #Tregs observed by $JNJ"
X Link 2024-10-23T19:03Z [----] followers, [---] engagements

"$CRVS potential to be major disruptor in $50B #autoimmune market #atopicdermatitis. #ITKi #soquelitinib blocks 10+ #cytokines v mAbs 1-2. If 4-8 wk EASI scores 50% = #dupixent but oral drug v injection could be cannibalisation of market caps from major players to CRVS. $ABBV $AZN $GSK $JNJ $NVS $REGN $SNY"
X Link 2024-10-23T19:47Z [----] followers, 13.8K engagements

"$CRVS just entered into new lease agreement for larger premises in South San Francisco. https://corvuspharma.gcs-web.com/static-files/f36dd036-0bcb-47f0-8ca6-7ba880c885f8 https://corvuspharma.gcs-web.com/static-files/f36dd036-0bcb-47f0-8ca6-7ba880c885f8"
X Link 2024-10-23T20:46Z [----] followers, [----] engagements

"$CRVS Set for growth increasing spending $1M/yr: 1) Two new job postings $250k ea 2) New lease in San Francisco $500k Early Ph1 Atopic Dermatitis data to be released 4Q24 I am assuming they like what they see w/ oral #soquelitinib"
X Link 2024-10-23T21:00Z [----] followers, [----] engagements

"$CRVS Set for growth increasing spending $1M/yr: 1) Two new job postings $250k ea 2) New lease in San Francisco $500k Early Ph1 Atopic Dermatitis data to be released 4Q24 I am assuming they like what they see w/ oral #soquelitinib"
X Link 2024-10-23T21:12Z [----] followers, [---] engagements

"$CRVS moving to #Theravance premises will have new neighbours in South San Francisco who conveniently specialise in #immunological diseases w/ over $64B in immune drug sales (2023). Maybe we have a partner short-list $ABBV $AMGN $AZN $JNJ #ITK #soquelitinib"
X Link 2024-10-24T04:35Z [----] followers, [----] engagements

"$CRVS widening scope beyond immune disease companies in South San Fran to include oncology it gets more interesting as $BMY and $MRK are just up and down the road respectively. So a full potential partner short-list $ABBV $AMGN $AZN $BMY $JNJ $MRK"
X Link 2024-10-24T04:53Z [----] followers, [---] engagements

"$EPIX [--] trials w/ #masofaniten: Ph1 Maso monotherapy data due 4Q24 Ph1 Maso + #abiraterone $JNJ Ph1 Maso + #apalutamide $JNJ Ph1 Maso + #darolutomide $BAYRY Phase [--] w/ maso + #enzalutamide $PFE $ALPMY (In Ph1b maso + enza 88% patients achieved PSA90 Very deep responses)"
X Link 2024-10-24T07:37Z [----] followers, [----] engagements

"No idea when $CRVS raises but they have a $200M shelf and stock risen 400% and they have not taped it going into alll this year end data. That is telling to me. I expect a potential raise after data. If AD what anticipate this could be $20-$30 and raise large amount with little dilution. Miller owns 5% he is aligned with shareholders and will make best decision. 100% confidence. I am not sure market appreciates how strong AD data could be based on other precedents and pre-clinical models"
X Link 2024-10-24T13:13Z [----] followers, [---] engagements

"$EPIX looking forward to #masofaniten monotherapy update this quarter Our lead drug candidate masofaniten is a first-in-class N terminal domain androgen receptor (AR) inhibitor in development for the treatment of AR-driven prostate cancer. Learn more about masofaniten here: https://t.co/hzCefj7156 https://t.co/1Z7sNDcrcu Our lead drug candidate masofaniten is a first-in-class N terminal domain androgen receptor (AR) inhibitor in development for the treatment of AR-driven prostate cancer. Learn more about masofaniten here: https://t.co/hzCefj7156 https://t.co/1Z7sNDcrcu"
X Link 2024-10-24T18:01Z [---] followers, [---] engagements

"@STvrosb Agree. He seems to sell at beginning of year or around tax time but otherwise random - never large sales just a few hundred shares to thousands of $EPIX shares. To much focus on his sales. He does own almost 1.6M shares in options/restricted stock that continues to vest"
X Link 2024-10-25T03:35Z [---] followers, [---] engagements

"@STvrosb $JNJ dropped out of $EPIX trial as it was being run during COVID in mostly Eastern Europe enrollment was difficult. CEO David Parkinson discussed this several times. They have monotherapy data coming out this quarter. Drug works better in combo blocking both ends of AR"
X Link 2024-10-25T03:55Z [---] followers, [---] engagements

"@STvrosb True on your percent of success in Ph3 historically but $CRVS has safety data for 2+ years and [--] years of #BTK clinical trials that I think significnatly increases their odds of success. Odds for success in all [--] is very high from my research especially solid tumor study"
X Link 2024-10-25T04:09Z [----] followers, [---] engagements

"#ITKi must be highly-selective for #autoimmune. $JNJ used Principia #PRN694 as ITK/RLK dual inhibitor showed NO benefit in Tregs Blocking ITK only = Treg 3-8x $CRVS only one w/ selective ITKi $ACRS ATI-2138 blocks other kinases: #RLK #BMX #BTK #JAK3 https://journals.plos.org/plosone/articleid=10.1371/journal.pone.0215963 https://journals.plos.org/plosone/articleid=10.1371/journal.pone.0215963"
X Link 2024-10-25T04:11Z [----] followers, [----] engagements

"@MauroCorradoBio $CRVS ITK inhibitor #soquelitinib skews for CD4+ #Th1 cells enhances memory CD8+ #Tcells reverses Tcell exhaustion synergistic w/ anti-PD1. Same metabolic effect as #Rapamycin on Tcells: Downregulation mTORC1 S6K1 HIF-1 SREBP1 GLUT1 Upregulation TCF1 Eomes AMPK"
X Link 2024-10-25T07:33Z [----] followers, [---] engagements

"$CRVS ITK inhibitor #soquelitinib skews for CD4+ #Th1 cells enhances memory CD8+ #Tcells reverses Tcell exhaustion synergistic w/ anti-PD1. Same metabolic effect as #Rapamycin on Tcells: Downregulation mTORC1 S6K1 HIF-1 SREBP1 GLUT1 Upregulation TCF1 Eomes AMPK Differentiation fate of a stem-like CD4 T cell controls immunity to cancer https://t.co/tvZYF1fJdo Differentiation fate of a stem-like CD4 T cell controls immunity to cancer https://t.co/tvZYF1fJdo"
X Link 2024-10-25T07:33Z [----] followers, [----] engagements

"@marvinash @STvrosb I have not seen the $EPIX poster. I didn't know which day they presented 24th or 25th. I expect a news release this morning then"
X Link 2024-10-25T07:39Z [---] followers, [---] engagements

"$EPIX video update on #masofaniten + #enzalutamide and progress on Phase [--] study. Phase [--] trial results of the novel small molecule masofaniten + enzalutamide show promise. Phase [--] trial enrollment is expanding globally. Dr. Kyriakopoulos highlights the potential of masofaniten in future #prostatecancer treatment. Learn more: @urotoday: https://t.co/l4PkLqATh5 https://t.co/uqvqDdHPkE Phase [--] trial results of the novel small molecule masofaniten + enzalutamide show promise. Phase [--] trial enrollment is expanding globally. Dr. Kyriakopoulos highlights the potential of masofaniten in future"
X Link 2024-10-25T08:01Z [---] followers, [---] engagements

"@JacobPlieth Approaches = challenges/opportunities for #Tcell "hot" tumor therapies: CAR T-cells - $ALLO $AUTL $BEAM $CABA $CRGX $FATE $LEGN $RNAC (blood draw + genetic modification + infusion) TILs - $IOVA (tumor biopsy + lab expansion + infusion) Oral ITK Inhibition - $CRVS (oral pill)"
X Link 2024-10-25T10:02Z [---] followers, [----] engagements

"@JacobPlieth Here is $RCUS slide comparing Casdatifan to $MRK Belzutifan. not statistically significant and prematurely counting [--] patients to get to 34% v actual 25%"
X Link 2024-10-25T11:41Z [----] followers, [---] engagements

"@liteupthedark1 Looking forward to the coming weeks and months of data $CRVS"
X Link 2024-10-25T20:44Z [----] followers, [---] engagements

"@LeeBiotechology It seems a good drug but still it is an IL-13 monoclonal antibody (injection) that inhibits IL-4/IL-13 receptors. $CRVS ITKi #soquelitinib is oral and should inhibit #IL13 which is primarily produced by #ILC2 #Th2 cells which ITKi stops"
X Link 2024-10-26T12:31Z [----] followers, [---] engagements

"$CRVS oral #ITKi #soquelitinib lowers #ILC2 #Th2 #Th17 cells AND 10+ cytokines including #IL17A. $SNY $REGN injectable #Dupixent stops #IL4 #IL13 but Th17 cells can INCREASE = could lead to IL17 diseases: #CTCL #MS #psoriasis inflammatory arthritis (all been reported)"
X Link 2024-10-26T15:50Z [---] followers, [---] engagements

"@ValueInvestor92 @semodough Agree and Ph1b/2 solid tumor study pot bigger than the atopic dermatitis study. $CRVS will be treating relapsed immune checkpoint patients. POC would be reversing #Tcell exhaustion making tumor "hot" again with infiltrating CD8+ cells. A $50B market $MRK $BMY #Keytruda #Opdivo"
X Link 2024-10-26T18:50Z [----] followers, [---] engagements

"$CRVS Ph1 AD study for its oral #ITK inhibitor #soquelitinib is just the beginning. Proof-of-concept opens up $170B TAM of #autoimmune diseases. Comparison $SNY $REGN injectable mAbs #dupixent sales of $14B (2024) approved for: #asthma #COPD #atopicdermatitis"
X Link 2024-10-27T06:36Z [---] followers, 12.7K engagements

"@Kevin46101663 @marvinash @STvrosb Last year [----] $EPIX presented at the Jefferies and the Piper Sandler Healthcare Conferences in Nov and Dec. I just expect we will hear at one of those or similar. There may be other medical conferences as well beyond those two 3Q24 earnings call soon as well for updates"
X Link 2024-10-27T06:54Z [---] followers, [---] engagements

"$CRVS oral #ITK inhibitor #soquelitinib potential to combo or compete w/ [--] of top [--] selling pharmaceutical drugs #autoimmune #oncology #HIV $BMY #obdivo $ABBV #skyrizi $MRK #keytruda $REGN $SNY #dupixent #Th2 #PD1 #IL4 #IL13 $CRVS steps developing platform potential for ITKi"
X Link 2024-10-27T08:44Z [---] followers, [---] engagements

"Last week $EPIX presented update on Phase 1/2 Trial of Oral #Masofaniten (EPI-7386) in Combination with #Enzalutamide (Enz) Abstract Link: https://res.cloudinary.com/pcf/images/v1727713839/Cesano-Alessandra/Cesano-Alessandra.pdf_i=AA https://www.pcf.org/scientific-retreat/31st-annual/poster-abstracts/ https://res.cloudinary.com/pcf/images/v1727713839/Cesano-Alessandra/Cesano-Alessandra.pdf_i=AA https://www.pcf.org/scientific-retreat/31st-annual/poster-abstracts/"
X Link 2024-10-27T10:54Z [---] followers, [---] engagements

"@ohadhammer What is your opinion on an oral ITK inhibitor inside Tcells stopping Th2 Th17 and ILC2 and reduce 10+ cytokines Also possibility of long-lived "memory" Treg phenotype based on MOA $CRVS drug #soquelitinib in Ph1 trial for atopic dermatitis on this. https://x.com/ConradEnge98050/status/1788884755229934060 Video explains $CRVS upstream targeting of ITK in Ph1 trial for #atopicdermatitis. Strategy superior to current drugs: - mAbs injections stop 1-2 cytokines $5-$10B/yr - #soqeulitinib is oral stops 8-10 at once Potential sales $5-$10B+ $CRVS MC $130M peer $APGE $3B 23x more"
X Link 2024-10-27T12:46Z [----] followers, [----] engagements

"@Kevin46101663 @marvinash @STvrosb These are the things I dont worry about. For me its guessing at an unknown with no information. I look forward to seeing $EPIX data when they release it"
X Link 2024-10-27T14:25Z [---] followers, [---] engagements

"@STvrosb I have done more research on Corvus and have a larger position in $CRVS"
X Link 2024-10-27T14:27Z [----] followers, [---] engagements

"@STvrosb I have posted on this. $EPIX Median PFS still not hit in study but looks good v monotherapy #enzalutamide see mock up of chart. https://x.com/HOThomasWPhelps/status/1844365642000224607 $EPIX #mCRPC combo study w/ #masofaniten + #enzalutamide: - 11/18 (61%) patients still on treatment - 88% patients achieved PSA90 - median time to progression still not met but can see how impressive v other enza studies (7-11 mo) https://t.co/9u3DQN9Mp6 https://x.com/HOThomasWPhelps/status/1844365642000224607 $EPIX #mCRPC combo study w/ #masofaniten + #enzalutamide: - 11/18 (61%) patients still on"
X Link 2024-10-27T15:28Z [---] followers, [---] engagements

"@XC_Crypto $CRVS oral #soquelitinib has Orphan Drug Designation (Feb 2024) and Fast Track (Aug 2024). If Phase [--] #PTCL study is going really well drug could see Accelerated Approval which is possible under Fast Track [----] is certainly possible"
X Link 2024-10-27T15:32Z [----] followers, [---] engagements

"@STvrosb Here is actual PFS data for $EPIX https://x.com/HOThomasWPhelps/status/1841747625583763953 $EPIX #masofaniten combo studies w/ Astellas / $PFE #xtandi $JNJ #Eleada and Bayer #Nubeqa. Exciting to see how much better this combo will be over current therapies. So far in Ph1 maso+ #enzalutamide 88% patients achieved PSA90 After 15m median progression still not seen https://t.co/HenkJLKKxK https://x.com/HOThomasWPhelps/status/1841747625583763953 $EPIX #masofaniten combo studies w/ Astellas / $PFE #xtandi $JNJ #Eleada and Bayer #Nubeqa. Exciting to see how much better this combo will be"
X Link 2024-10-27T15:44Z [---] followers, [---] engagements

"@XC_Crypto Agree and also derisked through [--] years of #BTK inhibitor studies that also saw many of the compounds block #ITK. I see it is confirmatory as well. Will see soon enough $CRVS"
X Link 2024-10-27T15:46Z [----] followers, [---] engagements

"$GLUE partnership looks remarkably like Pharmacyclics PYCY deal w/ $JNJ in [----] but better. Same upfront payment 2.5x more in end to $2.1B and only partial rights and share sales. This is a really big deal IMO. $CRVS in same space and in Ph3 already for ITK inhibitor next"
X Link 2024-10-28T11:38Z [----] followers, [----] engagements

"@john_bresnahan Yes seems $GLUE gets to keep lots of control and revenue. I see it very similar to Pharmacyclics deal with $JNJ. https://www.prnewswire.com/news-releases/pharmacyclics-forms-pact-to-develop-and-commercialize-pci-32765-for-hematologic-cancers-with-janssen-biotech-inc-135271818.html# https://www.prnewswire.com/news-releases/pharmacyclics-forms-pact-to-develop-and-commercialize-pci-32765-for-hematologic-cancers-with-janssen-biotech-inc-135271818.html#"
X Link 2024-10-28T11:48Z [----] followers, [---] engagements

"$GLUE deal is $150M and profit sharing and milestones up to $2.1B for Vav1 asset that just started Ph1 in healthy people. $CRVS is in Ph3 w/ #soquelitinib PTCL orphan drug/ fast track starting Ph2 solid tumor and in Ph1 Atopic dermatitis initial data 4Q. I imagine a higher value partnership for more advanced drug. $GLUE partnership looks remarkably like Pharmacyclics PYCY deal w/ $JNJ in [----] but better. Same upfront payment 2.5x more in end to $2.1B and only partial rights and share sales. This is a really big deal IMO. $CRVS in same space and in Ph3 already for ITK inhibitor next $GLUE"
X Link 2024-10-28T11:58Z [----] followers, [----] engagements

"@biotech_cash $CRVS should actually start this week with sneak peek on Oct [--] with late-breaking SITC poster info released"
X Link 2024-10-28T16:03Z [----] followers, [---] engagements

"@Andre_AGTC I am not sure the partnership w/ $GLUE today is about the degrading tech so much as its target #Vav1. I dont see any outsized sympathy degrader moves $KYMR $ARVN $NRIX but I do see a large move in $CRVS which has similar upstream target and downstream affect in #Tcells"
X Link 2024-10-28T16:44Z [---] followers, [---] engagements

"Volume in $CRVS on back of $GLUE partnership news w/ $NVS is quite telling along with price action. I think it is more about the target and Tcell control NVS is interested in"
X Link 2024-10-28T16:47Z [---] followers, [---] engagements

"@Andre_AGTC $GLUE and $CRVS both through different targets skew for Th1 cells and stop Th2 and Th17 cells and their inflammatory cytokines. I think this is what $NVS is interest in"
X Link 2024-10-28T16:56Z [---] followers, [---] engagements

"$GLUE and $CRVS both through different upstream TCR targets skew for Th1 cells and stop Th2 and Th17 cells and their inflammatory cytokines. I think this is what $NVS is interested in"
X Link 2024-10-28T16:57Z [---] followers, [---] engagements

"$CRVS #ITK target + $GLUE #Vav1 degrader target parts of SAME signaling scaffold in #Tcells: 1) Skew for #Th1 cells 2) #Th2 #Th17 cells 3) #IL5 #IL17A $NVS up to $2.1B for $GLUE partnership in Ph1 safety healthy subjects. $CRVS in Ph3 2+ yrs safety Ph1 atopic dermatitis = initial data 4Q https://www.nature.com/articles/s41392-021-00823-w I am not sure the partnership w/ $GLUE today is about the degrading tech so much as its target #Vav1. I dont see any outsized sympathy degrader moves $KYMR $ARVN $NRIX but I do see a large move in $CRVS which has similar upstream target and downstream affect"
X Link 2024-10-28T17:59Z [---] followers, [----] engagements

"@KVGR87 I dont know about $CRVS talking with others but perhaps better overlap with pipelines and because so others willing to commit more. A nice deal for NVS they get a good look at very exciting area for $150M"
X Link 2024-10-28T19:03Z [----] followers, [---] engagements

"@STvrosb Lots of hurdles and learning to do with $GLUE Vav1 degrader especially safety as a new drug for target not been fully explored before. Very promising drug but why Ph1 study is in healthy human subjects. Vav1 is in more than just T-cells. Presentation: https://ir.monterosatx.com/static-files/618f7e3c-ee05-4440-9d9b-53c4a692b519 https://ir.monterosatx.com/static-files/618f7e3c-ee05-4440-9d9b-53c4a692b519"
X Link 2024-10-29T05:03Z [----] followers, [---] engagements

"@STvrosb Exactly. Vav1 is found in T-cells and B-cells but also Kupffer cells and endothelial cells and it is known to translocate to the nucleus which opens up interesting affects. Much to learn about Vav1 and its safety. Best of luck to $GLUE and $NVS but still early stages"
X Link 2024-10-29T05:20Z [---] followers, [--] engagements

"@STvrosb Exactly. Vav1 is found in T-cells and B-cells but also Kupffer cells and endothelial cells and it is known to translocate to the nucleus which opens up interesting affects. Much to learn about Vav1 and its safety. Best of luck to $GLUE and $NVS but still early stages"
X Link 2024-10-29T05:20Z [---] followers, [--] engagements

"@STvrosb To me main takeaway is $NVS interest in $GLUE #Vav1 as a target part of same scaffolding architecture in #Tcell signaling as #ITK where $CRVS oral drug #soquelitinib modulates Tcell activity and differentiation. Validation of $CRVS approach and confirmation pharma is watching"
X Link 2024-10-29T05:24Z [---] followers, [---] engagements

"@STvrosb Yes as new target they will assess safety. It is a very exciting target and I look forward to seeing what $GLUE and now $NVS learn early next year"
X Link 2024-10-29T05:26Z [---] followers, [--] engagements

"$NVS interest in $GLUE #Vav1 target part of same scaffolding in #Tcell signaling as #ITK where $CRVS oral drug #soquelitinib controls Tcell differentiation (#Treg #Th1 #Th2 #Th17 #IL17A) Confirmation pharma is watching this space $CRVS ITKi pipeline into Ph3 safety"
X Link 2024-10-29T06:39Z [---] followers, [---] engagements

"@Andre_AGTC End-of-day Summary of 10/28 price and volume: Degrader sympathy stocks: $ARVN +4.6% 149% avg volume $KYMR +2.3% 77% avg volume $NRIX +0.7% 133% avg volume #ITK T-cell signaling pathway sympathy stock for $GLUE #Vav1 target: $CRVS +4% 322% avg volume"
X Link 2024-10-29T08:08Z [---] followers, [---] engagements

"Summary of stocks in below 10/28 price and volume: Degrader sympathy stocks: $ARVN +4.6% 149% avg volume $KYMR +2.3% 77% avg volume $NRIX +0.7% 133% avg volume #ITK T-cell signaling pathway sympathy stock for $GLUE #Vav1 target: $CRVS +4% 322% avg volume I am not sure the partnership w/ $GLUE today is about the degrading tech so much as its target #Vav1. I dont see any outsized sympathy degrader moves $KYMR $ARVN $NRIX but I do see a large move in $CRVS which has similar upstream target and downstream affect in #Tcells I am not sure the partnership w/ $GLUE today is about the degrading tech"
X Link 2024-10-29T08:16Z [---] followers, [---] engagements

"@learnbiotech Nice summary $CRVS has had "inbound" on partnership for ITKi in #autoimmune. Interestingly they are moving premises in Feb across street from (4) of major Inflammation & Immunology pharma companies: $ABBV $AMGN $AZN $JNJ Looking forward to AD data https://x.com/HOThomasWPhelps/status/1849308788332896465 $CRVS moving to #Theravance premises will have new neighbours in South San Francisco who conveniently specialise in #immunological diseases w/ over $64B in immune drug sales (2023). Maybe we have a partner short-list $ABBV $AMGN $AZN $JNJ #ITK #soquelitinib"
X Link 2024-10-29T10:17Z [---] followers, [---] engagements

"@semodough Yes noted more call buying in January $9 calls and April $9 calls. Every dip seems to be bought and $CRVS is very much independent of $XBI and market tape right now. Data starts in earnest for 4Q next week"
X Link 2024-10-29T19:29Z [----] followers, [---] engagements

"Some early #13F filings out for $CRVS after close: #Fidelity funds increased holdings over 2Q by 35-50%"
X Link 2024-10-29T20:13Z [----] followers, [----] engagements

"@LTbioinvestor FYI on likely why $NVS interested in $GLUE #Vav1 degrader: https://x.com/HOThomasWPhelps/status/1851151873991958741 https://x.com/HOThomasWPhelps/status/1850960669434417433 https://x.com/HOThomasWPhelps/status/1850941875110486374 $NVS interest in $GLUE #Vav1 target part of same scaffolding in #Tcell signaling as #ITK where $CRVS oral drug #soquelitinib controls Tcell differentiation (#Treg #Th1 #Th2 #Th17 #IL17A) Confirmation pharma is watching this space $CRVS ITKi pipeline into Ph3 safety https://t.co/WE3WH9mI1e https://x.com/HOThomasWPhelps/status/1851151873991958741"
X Link 2024-10-30T09:51Z [---] followers, [---] engagements

"@BertrandBio Really interesting as $AMGN #Efavaluekin was designed to increase #Treg cells. I know a company $CRVS whose oral #ITK inhibitor #soquelitinib can increase #Treg and will be a new neighbour in February. https://x.com/HOThomasWPhelps/status/1849308788332896465 https://x.com/HOThomasWPhelps/status/1849308788332896465"
X Link 2024-10-30T20:37Z [----] followers, [---] engagements

"$CRVS showing some nice resiliency and strength on weak $XBI day. Looking forward to upcoming data flow: https://x.com/HOThomasWPhelps/status/1851927337719189898 $CRVS EOY data starts next week: Early Nov - earnings update Nov [--] - #Ciforadenant #A2AR #prostatecancer presentation Nov 14-17 - #Soquelitinib #systemicsclerosis Nov 20-24 -Cifo #RCC Ph2 data 4Q24 - SQL #atopicdermatitis data New Drug Trial Start: 4Q24 - Ph 1b/2 #Solidtumor https://t.co/5sUNjbrDs7 https://x.com/HOThomasWPhelps/status/1851927337719189898 $CRVS EOY data starts next week: Early Nov - earnings update Nov [--] -"
X Link 2024-10-31T15:11Z [----] followers, [----] engagements

"@john_bresnahan Do you know why $REGN having such a tough year"
X Link 2024-10-31T16:34Z [---] followers, [---] engagements

"Gonalo Boleto 1st prize for Best Oral Communication at the Portuguese Rheumatology Congress #CPR2024 for work on new pathways and a novel therapeutic option (#soquelitinib) for pre-clinical models of lung damage in #systemicsclerosis #SSc $CRVS https://www.linkedin.com/feed/update/urn:li:activity:7256287757382111232/ https://www.linkedin.com/feed/update/urn:li:activity:7256287757382111232/"
X Link 2024-11-01T04:19Z [---] followers, [---] engagements

"1st prize for best Oral Presentation is exciting $CRVS looking forward to more info and details at ACR meeting in Washington on Sunday November 17th for #soquelitinib in #systemicsclerosis #Ssc #Th2 #Th17 https://acrabstracts.org/abstract/inhibition-of-interleukin-2-inducible-t-cell-kinase-with-soquelitinib-demonstrates-efficacy-in-preventing-lung-damage-in-murine-models-of-systemic-sclerosis/ https://acrabstracts.org/abstract/inhibition-of-interleukin-2-inducible-t-cell-kinase-with-soquelitinib-demonstrates-efficacy-in-preventing-lung-damage-in-murine-models-of-systemic-sclerosis/"
X Link 2024-11-01T04:32Z [---] followers, [---] engagements

"1 of [--] News of Novartis $NVS Partnership w/ Monte Rosa $GLUE has focused on the "glue" and degrader technology. I think the market is missing a major aspect of the deal. $NVS wants in on #Vav1 for it potential in autoimmune and neurological diseases #Th17 https://www.fiercebiotech.com/biotech/monte-rosa-aims-be-protein-degradation-champion-150m-novartis-deal-autoimmune-molecular https://www.fiercebiotech.com/biotech/monte-rosa-aims-be-protein-degradation-champion-150m-novartis-deal-autoimmune-molecular"
X Link 2024-11-02T07:16Z [---] followers, [---] engagements

"2 of [--] #Vav1 #ITK interact #Tcell pathway indications: oncology autoimmune neurological #Th2 #Th17 $NVS - $GLUE $150M upfront $2.1B for Ph1 w/o safety $CRVS 3yr advanced pipeline #ITK inhibitor #soquelitinib Ph3 + [--] new trials good safety same neuro potential $CRVS MC $570M"
X Link 2024-11-02T07:27Z [---] followers, [---] engagements

"@LeeBiotechology Differences for #Vav1 and #ITK in tissues pathways effects etc. Alot to untangle but here is a quick easy one - #Vav1 expressed in many tissues beyond immune: brain/CNS male/female reproductive digestive. #ITK mostly immune some lung/digestive via #ILC2 $CRVS $GLUE $NVS"
X Link 2024-11-02T07:44Z [---] followers, [---] engagements

"@LeeBiotechology $CRVS #ITK inhibitor #soquelitinib has about [--] years safety data from PTCL trial and 15yrs of safety via #BTK inhibitor trials that also hit ITK. Great safety profile"
X Link 2024-11-02T07:45Z [---] followers, [---] engagements

"$NVS paying good amount for Pre-clin #Vav1 degrader in Ph1 safety w/ $2.1B milestones. What will $CRVS deal bring w/ [--] yrs safety [--] drug trials same potential - Much more than $2.1B. Deal not about degrader tech it is about target + how to control #Tcell differentiation"
X Link 2024-11-02T07:56Z [---] followers, [---] engagements

"@pawcio2009 @MDollares @mmdwizard @wz2013 @Chichar58411923 On my X account I have been posting about $CRVS science and the upcoming data releases. Also new this week is the partnership between $NVS and $GLUE for #Vav1 and how it is very closely related to $CRVS #ITK inhibition w/ #soquelitinib"
X Link 2024-11-02T09:01Z [---] followers, [---] engagements

"@LeeBiotechology $GLUE has some very nice research on their degrader and selectivity for #Vav1 over other proteins. They are still in early stages and Vav1 is more highly expressed across tissues. See slide 17-25 https://ir.monterosatx.com/static-files/13983478-a99e-4a63-be57-adf55f6e5fa2 https://ir.monterosatx.com/static-files/13983478-a99e-4a63-be57-adf55f6e5fa2"
X Link 2024-11-02T10:05Z [---] followers, [---] engagements

"#ITK/#Vav1 #Tcell got attention w/ $NVS deal [--] players: 1) $CRVS ITKi #soquelitinib - (3 yrs safety multiple trials: Ph3 PTCL Ph1 AD Ph2 solid tumor) 2) $ACRS ITK/RLK/JAK3 inh AT-2138 - (Ph2a AD) 3) $GLUE Vav1 glue/degrader MRT-6160 - (Ph1 safety + $150M/$2.1B $NVS partner)"
X Link 2024-11-02T12:04Z [---] followers, [----] engagements

"@JamesEKrause I just made a number of posts this weekend showing what I think is going on in ITK Vav1 space for T-cell modulation following $NVS deal w/ $GLUE. I see [--] main players at very different stages (Ph1 safety to Ph3 trial) w/ different selectivities. https://x.com/HOThomasWPhelps/status/1852683082618282133 #ITK/#Vav1 #Tcell got attention w/ $NVS deal [--] players: 1) $CRVS ITKi #soquelitinib - (3 yrs safety multiple trials: Ph3 PTCL Ph1 AD Ph2 solid tumor) 2) $ACRS ITK/RLK/JAK3 inh AT-2138 - (Ph2a AD) 3) $GLUE Vav1 glue/degrader MRT-6160 - (Ph1 safety + $150M/$2.1B $NVS partner)"
X Link 2024-11-02T12:09Z [---] followers, [---] engagements

"@PocketsAbyss I like #2 on your list. $CRVS"
X Link 2024-11-02T20:32Z [---] followers, [---] engagements

"$NVS $GLUE #Vav1 target in #Tcell TCR pathway near #ITK inhibited by $CRVS #soquelitinib Key differences: 1) Vav1 expressed in more tissues than ITK 2) ITKi CD8+ Memory Tcells 3) ITKi ALL #Th2 cytokines #IL2 #IL4 #IL5 #IL13 4) Vav1 deficiency IFN- ITKi same IFN-"
X Link 2024-11-03T05:51Z [---] followers, [---] engagements

"@STvrosb Yes this paper is on Monte Rosa website and was actually funded by $GLUE and both authors are consultants for Monte Rosa Therapeutics"
X Link 2024-11-03T19:20Z [---] followers, [---] engagements

"$NVS $GLUE deal: -pre-clin/Ph1 #Vav1 MGD -targets #Th17 + neuro -$150M + $2.1B milestones + profit-share $CRVS deal value -Advanced pipeline multiple trials Ph3 + [--] yrs safety -MOA = more indications = platform = large TAM Oncology + #GATA3 #Th2 #asthma #AD + #Th17 neuro #MS"
X Link 2024-11-04T12:26Z [---] followers, [----] engagements

"@Gogrums Amazing the sentiment change on $CRVS that people are expressing trades in other companies as sympathy trades to $CRVS. Things are happening and it seems market particpants are looking for exposure in other ways. The $NVS $GLUE deal in this space should make people take notice"
X Link 2024-11-04T12:46Z [---] followers, [---] engagements

"@KVGR87 These dips have not lasted. I see them as healthy. Looking forward to seeing progress and data. Exciting. Again I look at where $NVS just laid out a few billion potentially on this T-cell control for a pre-safety molecule. $CRVS is much further advanced. Bodes well"
X Link 2024-11-04T17:49Z [---] followers, [---] engagements

"@KVGR87 Just saw that 10k Jan Call contracts is [--] million $CRVS shares this is a decent sized somebody"
X Link 2024-11-04T17:52Z [---] followers, [---] engagements

"@KVGR87 I see 10k call contracts as further confirmation people are now watching this space after the $NVS $GLUE deal and $CRVS is years advanced with their molecule and pipeline"
X Link 2024-11-04T17:54Z [---] followers, [---] engagements

"@SevenParr Maybe about all data $CRVS due to release: 1) Ph1 Atopic Dermatitis anytime 4Q 2) Systemic sclerosis study potential clinical trial start 3) Prostate cancer and benefit of combo w/ #ciforadenant 4) #Ciforadenant combo in renal cell cancer already 50% better than current therapy"
X Link 2024-11-04T18:24Z [---] followers, [---] engagements

"@Pharmdca Big deal in same target area as $CRVS #ITK inhibitor with $NVS partnering with $GLUE for its #Vav1 degrader $150M upfront $2.1B milestones + profit share. Gives a benchmark. https://x.com/HOThomasWPhelps/status/1853413398660137120 $NVS $GLUE deal: -pre-clin/Ph1 #Vav1 MGD -targets #Th17 + neuro -$150M + $2.1B milestones + profit-share $CRVS deal value -Advanced pipeline multiple trials Ph3 + [--] yrs safety -MOA = more indications = platform = large TAM Oncology + #GATA3 #Th2 #asthma #AD + #Th17 neuro #MS https://t.co/vuPpwxuDFJ https://x.com/HOThomasWPhelps/status/1853413398660137120"
X Link 2024-11-04T18:41Z [---] followers, [---] engagements

"Validation $CRVS ITKi target AD data 4Q24. $GLUE $150M is 2nd highest upfront payment in [--] glue degrader collaborations in last [--] yrs. high. payment indicates $NVS confidence in MRT-6160 in achieving clinical & commercial success in autoimmune Jefferies analyst wrote. $NVS $GLUE deal: -pre-clin/Ph1 #Vav1 MGD -targets #Th17 + neuro -$150M + $2.1B milestones + profit-share $CRVS deal value -Advanced pipeline multiple trials Ph3 + [--] yrs safety -MOA = more indications = platform = large TAM Oncology + #GATA3 #Th2 #asthma #AD + #Th17 neuro #MS https://t.co/vuPpwxuDFJ $NVS $GLUE deal:"
X Link 2024-11-05T13:15Z [---] followers, [----] engagements

"@RybeccaSmith33 Agree on that or too many other interested parties which is where I am leaning. Based on potential indications I would not be surprised to read in a filing one day there were 6-8 parties interested in $CRVS for their immunology & inflammation and ocology pipelines"
X Link 2024-11-05T14:03Z [---] followers, [---] engagements

"@SimonDesrosier2 No I can be wrong that is why I post. If I am wrong 3x from now next time or 20x from now you should always challenge. I may miss things and that is why good to have people check my work"
X Link 2024-11-05T15:15Z [---] followers, [--] engagements

"@RybeccaSmith33 $ABBV $REGN $SNY $AZN $BMY $MRK $AMGN $JNJ are on my list in no specific order"
X Link 2024-11-05T16:23Z [---] followers, [---] engagements

"@BiopharmIQ There is also $CRVS 2% SITC Oral Presentation for Ciforadenant A2AR in mCRPC prostate cancer https://x.com/HOThomasWPhelps/status/1853807478095372667 $CRVS Abstract for SITC meeting this Sunday November 9th just released. #mCRPC Shows #A2AR antagonist #Ciforadenant in combination w/#PDL1 blockade #atezolizumab "exhibited better anti-tumor efficacy compared to those on monotherapy for mCRPC" https://t.co/O4ChpOfVmf https://t.co/UTyQJwkKUs https://x.com/HOThomasWPhelps/status/1853807478095372667 $CRVS Abstract for SITC meeting this Sunday November 9th just released. #mCRPC Shows"
X Link 2024-11-05T20:07Z [---] followers, [---] engagements

"@thestkmarket @BiopharmIQ Unfortunately their drug combo was not outperforming enzalutsmide at Ph2 interim look. Cancelled drug and all trials. They have $2.65 in cash now after fall buying on speculation of rollup or cash out as well under cash value now. https://www.fiercebiotech.com/biotech/essa-abandons-sole-clinical-stage-drug-after-falling-short-against-xtandi https://www.fiercebiotech.com/biotech/essa-abandons-sole-clinical-stage-drug-after-falling-short-against-xtandi"
X Link 2024-11-06T03:06Z [---] followers, [--] engagements

"@thestkmarket @BiopharmIQ https://x.com/semodough/status/1853904762724290733 $TECX - incredible run after reverse merger. Who will be next. $EPIX $CARA https://x.com/semodough/status/1853904762724290733 $TECX - incredible run after reverse merger. Who will be next. $EPIX $CARA"
X Link 2024-11-06T03:15Z [---] followers, [--] engagements

"$CRVS obs: 1) Miller hiring aggressivly 2) Stock +600% yet no issued shares/tapped ATM 3) $NVS now in space w/ $GLUE - 2nd highest ever upfront fee for degrader Remember $CRVS sees atopic dermatitis data in real time these are the decisions we outsiders can see. Breadcrumbs"
X Link 2024-11-06T17:49Z [---] followers, [----] engagements

"I do not think a buyout is coming soon at these levels. Top [--] shareholders control 60% of shares. I am sure Miller knows all potential applications and he discusses it as a platform. I expect him to develop it. Each piece could add $5-$10B in valuation I want to see all [--] pillars"
X Link 2024-11-06T18:33Z [---] followers, [---] engagements

"$SNY $REGN Study shows long-term safety risk 1yr of #Dupilumab #Dupixent ($14B/yr) for #atopicdermatitis. 4x HIGHER risk for cutaneous T-cell lymphoma #CTCL. Need for new safer approaches to treat AD upstream. $CRVS oral ITKi #Soquelitinib P1 trial. https://www.healio.com/news/dermatology/20240418/dupilumab-treatment-for-atopic-dermatitis-linked-to-cutaneous-tcell-lymphoma-development https://www.healio.com/news/dermatology/20240418/dupilumab-treatment-for-atopic-dermatitis-linked-to-cutaneous-tcell-lymphoma-development"
X Link 2024-11-07T06:21Z [---] followers, [----] engagements

"Cutaneous #CTCL + #atopicdermatitis very similar diseases both #Th2-driven - $CRVS oral #soquelitinib = PR + CR in CTCL now in Ph3. Due to Th2 cause SQL success in CTCL bodes very well for Ph1 AD trial - #Dupixent shown to INCREASE risk of CTCL. https://pmc.ncbi.nlm.nih.gov/articles/PMC3715586/ $SNY $REGN Study shows long-term safety risk 1yr of #Dupilumab #Dupixent ($14B/yr) for #atopicdermatitis. 4x HIGHER risk for cutaneous T-cell lymphoma #CTCL. Need for new safer approaches to treat AD upstream. $CRVS oral ITKi #Soquelitinib P1 trial. https://t.co/8wIkiXcftj"
X Link 2024-11-07T06:44Z [---] followers, [----] engagements

"#Tregs: "holy grail of autoimmune disease treatment." - Richard Miller CEO $CRVS $JNJ showed reducing #ITK 50-80% = 3-8x INCREASE in Tregs. $CRVS Cohort [--] atopic dermatitis Ph1 @ 100mg BID gives ITK inhibition of 60%. I expect large in Tregs. https://x.com/HOThomasWPhelps/status/1841412713525772311 $CRVS CEO Richard Miller discussing new paper showing ITK inhibition w/ #soquelitinib switches inflammatory #Th17 cells off turning them into anti-inflammatory #Treg cells - which are the "holy grail of autoimmune disease treatment." Ph1 atopic dermatitis #asthma next https://t.co/4bBrSXFDl1"
X Link 2024-11-07T10:15Z [---] followers, [----] engagements

"$GLUE Ph1 MRT-6160 in partnership w/ $NVS for #Vav1 protein degradation looking at cytokine effects #IL2 #IL6 #IL17 (Th17) - 1Q25 $CRVS Ph1 atopic dermatitis w/ #soquelitinib #ITK inhibitor initial cytokine data 4Q. Blocks BOTH #Th2 + Th17 = lower more downstream cytokines 10+ $GLUE Monte Rosa Therapeutics Announces Third Quarter [----] Financial Results and Provides Corporate Update https://t.co/9AYTZuAikg https://t.co/HrXNlXUMmA $GLUE Monte Rosa Therapeutics Announces Third Quarter [----] Financial Results and Provides Corporate Update https://t.co/9AYTZuAikg https://t.co/HrXNlXUMmA"
X Link 2024-11-07T13:30Z [---] followers, [----] engagements

"$CRVS post on LinkedIn Nov [--] conference call join CEO Richard Miller as he highlights progress with our investigational ITK inhibitor for the treatment of atopic dermatitis and PTCL"
X Link 2024-11-08T03:43Z [---] followers, [----] engagements

"If $NVS valued $GLUE #Vav1 degrader at $3B - Ph1 safety #Th17 #IL17 What would deal for advanced drug w/ more indications be 2x 3x. $CRVS #ITK inhibitor #soquelitinib - 3+ yrs safety Ph3 PTCL Ph1 atopic dermatitis #Th2 AND #Th17 10+ downstream cytokines MC $550M #ITK/#Vav1 #Tcell got attention w/ $NVS deal [--] players: 1) $CRVS ITKi #soquelitinib - (3 yrs safety multiple trials: Ph3 PTCL Ph1 AD Ph2 solid tumor) 2) $ACRS ITK/RLK/JAK3 inh AT-2138 - (Ph2a AD) 3) $GLUE Vav1 glue/degrader MRT-6160 - (Ph1 safety + $150M/$2.1B $NVS partner) https://t.co/JrrPgQ25Gc #ITK/#Vav1 #Tcell got attention w/"
X Link 2024-11-08T16:05Z [---] followers, [----] engagements

"$CRVS is a 3-pillar platform: 1) autoimmune: proof-of-concept in atopic dermatitis for #Th2 diseases = $5B-$8B 2) oncology: solid tumor relapsed patients memory CD8+ #Tcells = $10B-$15B 3) neurological: TBD #Th17 diseases = $5B-$10B POC all (3) = $20B-$30B potential MC $550M"
X Link 2024-11-08T16:44Z [---] followers, [----] engagements

"For me the back of the envelope calculations for $CRVS get very big very fast with each POC study. It is further confirmed that just one of these pillars (#Th17 and neurological) was worth $3B to $NVS for essentially a pre-clinical molecule just starting Ph1 safety"
X Link 2024-11-08T16:48Z [---] followers, [---] engagements

"$CRVS kicks off its 4Q news/data: Oral presentation w/ #Ciforadenant in #prostatecancer #mCRPC at #SITC24 today Nov 9th in Houston at 12:38 pm. Co-chair of session is Tanya Keenan Executive Director Oncology Clinical Development at Merck $MRK https://jitc.bmj.com/content/12/Suppl_2/A640 $CRVS - Busy + Nov [--] - #Ciforadenant #A2AR #mCRPC oral Nov [--] - 3Q CC 4:30p ET Nov [--] - #Soquelitinib #systemicsclerosis Nov [--] - SQL in RCC (Eric Jonasch MD Anderson) Nov [--] - #RCC Ph2 data Keynote (Eric Jonasch) 4Q - SQL #atopicdermatitis data https://t.co/aiWJBeUE8I https://t.co/aRriN4eNj6"
X Link 2024-11-09T11:58Z [---] followers, [----] engagements

"@BIOTECHSCANNER @Fire_Truck5 According to $IOVA 10Q 3Q [----] filing they sold 6.1M shares at $7.94 during the 3Q ending September [--] [----]. Link and excerpt: https://ir.iovance.com/static-files/2ff817ec-3302-4c27-a38d-17fab402e206 https://ir.iovance.com/static-files/2ff817ec-3302-4c27-a38d-17fab402e206"
X Link 2024-11-09T20:33Z [---] followers, [----] engagements

"I have had thoughts on this partnership or selling would be possible I guess I would think it would certainly be of interest mostly to protect $5-$11B franchises especially for $BMY and $AZN. There are several players in the immune checkpoint therapy market. $CRVS large success w/ #Ciforadenant in its #RCC trial 50% better than standard care is due to the synergistic benefit of its #A2AR antagoinsm + anti-CTLA4 #ipililumab. Miller has commented how pairing w/ anti-CTLA is key and only [--] ICB companies w/ anti-CTLA4 drugs: $BMY #Yervoy (patent exp 2026) $AZN #Imjudo (patent exp 2031) Billions"
X Link 2024-11-10T05:36Z [---] followers, [---] engagements

"$CRVS #A2AR antogonist #Ciforadent Miller 2QCC "striking antitumor efficacy" in #RCC deep responses 48% of patients (50% better than current care) - prostate data this weekend - Cifo patent extension - RCC update Nov 24th significant Cifo pot worth billions $BMY or $AZN or"
X Link 2024-11-10T05:45Z [---] followers, [----] engagements

"$CRVS refresher: "striking" benefit seen in renal cell cancer by adding #Ciforadenant to #Opdivo and #Yervoy combo. 50% improvement in deep responses. Deep responses = durable = flat PFS curves = cure $BMY patent exp on both [----] [----] total sales $11B $BMY #Opdivo + #Yervoy combo has become the go to treatment for renal cell carcinoma #RCC. $CRVS just reported that adding #Ciforadenant to the combo IMPROVED the deep response rate by 50% Kidney cancer market $9B/y Yervoy off patent '23 Opdivo '28 https://t.co/xz3yfIsuhg https://t.co/MrcdOXqTz7 $BMY #Opdivo + #Yervoy combo has become the go to"
X Link 2024-11-10T06:01Z [---] followers, [----] engagements

"$SNY mAb #Amlitelimab blocks #Tcell #OX40 in #atopicdermatitis and blocks #Th2 #Th17 #Th22 + downstream cytokines. Long-lasting effect [--] weeks after treatment Bodes well for $CRVS #ITK inhibitor #soquelitinib: -oral safe - #Tregs -blocks 10+ cytokines -long-lasting/memory New data for amlitelimab published in JACI https://t.co/nJCBERCEHt New data for amlitelimab published in JACI https://t.co/nJCBERCEHt"
X Link 2024-11-11T08:43Z [---] followers, [----] engagements

"Based on location of pathways and cell types affected I would expect $CRVS #soquelitinib (SQL) to perform even better than $SNY #amlitelimab #OX40L inhibitor. SQL is oral more upstream than amlitelimab so stops naive Tcells from differentiation and stops more cell types #ILC2 #Th2 #Th17 #Th22 + downstream cytokines #Tregs + anti-tumor memory CD8+ Amlitelimab is injection reduces activation of already differentiated Tcells and downstream cytokines should increase Tregs but blocking OX40 may actually impair CD8+ cancer fighting cells/memory-type. $SNY mAb #Amlitelimab blocks #Tcell #OX40 in"
X Link 2024-11-11T10:09Z [---] followers, [----] engagements

"$SNY peak sales of 5B+ for #amlitelimab anti-OX40L for #atopicdermatitis + #asthma. $CRVS MC $550M #ITKi #soquelitinib more potential: - oral - further upstream before #Tcells differentiate blocks #Th2 #Th9 #Th17 #Th22 - stops #ILC2 cells - blocks 10+ cytokines - #Tregs Based on location of pathways and cell types affected I would expect $CRVS #soquelitinib (SQL) to perform even better than $SNY #amlitelimab #OX40L inhibitor. SQL is oral more upstream than amlitelimab so stops naive Tcells from differentiation and stops more cell types #ILC2 https://t.co/wbE1Ez6JUk Based on location of"
X Link 2024-11-11T10:45Z [---] followers, [----] engagements

"$CRVS pipeline plan $700B TAM: - #A2AR antagonist #Ciforadenant - #ITK inhibitor #soquelitinib (3 pillars to ITK platform) 1) Oncology/solid tumor (Ph3 PTCL Ph1b/2 solid tumor) 2) Autoimmune #Th2 #Treg (Ph1 atopic dermatitis) 3) Neurological + #Th17 (last pillar TBD)"
X Link 2024-11-11T17:09Z [---] followers, [----] engagements

"@AppleHelix Based on $BMY estimates of disease William Blair projected BMY Covenfy to peak sales of $2B in [----] and $3B-$5B if Alzheimers approved. Argument was made Emraclidine could usurp most of these sales so between $2B-$5B per year is what was being estimated based on this"
X Link 2024-11-11T19:35Z [---] followers, [----] engagements

"I have comprised a basket of (3) main players in the ITV/Vav1 T-cell modulation pathway and follow their share price movements as a group. $CRVS has earnings after close today but group is down the similar amounts today. $ACRS 7.2% $CRVS 7.8% $GLUE 8.8% #ITK/#Vav1 #Tcell got attention w/ $NVS deal [--] players: 1) $CRVS ITKi #soquelitinib - (3 yrs safety multiple trials: Ph3 PTCL Ph1 AD Ph2 solid tumor) 2) $ACRS ITK/RLK/JAK3 inh AT-2138 - (Ph2a AD) 3) $GLUE Vav1 glue/degrader MRT-6160 - (Ph1 safety + $150M/$2.1B $NVS partner) https://t.co/JrrPgQ25Gc #ITK/#Vav1 #Tcell got attention w/ $NVS deal 3"
X Link 2024-11-12T20:23Z [---] followers, [---] engagements

"@ej23ny Most telling is they did not tap ATM $200M shelf even after 500% stock price rise. Very confident stance"
X Link 2024-11-12T21:26Z [---] followers, [---] engagements

"Miller said goal is for #soquelitinib to be better than current injectable treatments for $CRVS in atopic dermatitis trial on 3QCC. Update in December. I will be watching $SNY and $REGN share prices on that day. $CRVS Ph1 AD study for its oral #ITK inhibitor #soquelitinib is just the beginning. Proof-of-concept opens up $170B TAM of #autoimmune diseases. Comparison $SNY $REGN injectable mAbs #dupixent sales of $14B (2024) approved for: #asthma #COPD #atopicdermatitis https://t.co/qk5HTnborR $CRVS Ph1 AD study for its oral #ITK inhibitor #soquelitinib is just the beginning. Proof-of-concept"
X Link 2024-11-12T23:03Z [---] followers, [----] engagements

"$CRVS oral #ITKi #soquelitinib atopic derm 3Q call: - Improvement in 1st week - Durable effect seen further improvement - "I plan to be better than Dupixent" - "Patients discontinued their topical therapy while they're on our drug" - May not need to "treat AD continuosly" $CRVS potential to be major disruptor in $50B #autoimmune market #atopicdermatitis. #ITKi #soquelitinib blocks 10+ #cytokines v mAbs 1-2. If 4-8 wk EASI scores 50% = #dupixent but oral drug v injection could be cannibalisation of market caps from major players to CRVS. $ABBV https://t.co/w21JNpC6rk $CRVS potential to be"
X Link 2024-11-13T06:26Z [---] followers, [----] engagements

"$CRVS will release #atopicdermatitis data in Dec. Based on data #soquelitinib stands to disrupt mAbs #autoimmune market. Drug is oral safe durable (long-lasting response memory #Tregs ) Entire franchises/back-up pipelines could be at risk Billions in MC may be reallocated"
X Link 2024-11-13T06:32Z [---] followers, [--] engagements

"Someone commented on PK/PD profile for $CRVS #soquelitinib (CPI-818): Data: ✅ Wide therapeutic window wide dose range 100mg-600m effect + safe ✅ Favourable PK profile 1-2x daily in AD ✅ Strong PD profile good dose/effect relationship higher dose = higher ITK occupancy"
X Link 2024-11-13T11:13Z [---] followers, [----] engagements

"@Biotech_XC @Chrismc75690165 No you are correct. I did not either. Based on $CRVS hints at AD data I would not be in a rush to partner. Also the $NVS deal w/ $GLUE is very important comparable as Vav1 and ITK are next to each other in pathway and NVS was certainly motivated based on terms"
X Link 2024-11-13T11:43Z [---] followers, [---] engagements

"$CRVS #soquelitinib significant advantages v current injectable mAbs #atopicdermatitis #asthma therapies $REGN $SNY #Dupixent $14B in 2024: SQL oral very safe drug 10+ cytokines blocked at once v 1-2 Durable response signs Blocks #ILC2 far upstream in inflammation pathway"
X Link 2024-11-13T14:05Z [---] followers, [----] engagements

"Based on indications so far in $CRVS #atopicdermatitis w/ oral #ITK inhibitor #soquelitinib I keep one eye on $CRVS share price but I have started to keep the other on $SNY $REGN #Dupixent and $APGE to see if they react. Maybe worth watching as more AtD data released in Dec"
X Link 2024-11-13T14:42Z [---] followers, [----] engagements

"Basket of mAbs #Dupixent stocks down today as a group maybe something to do with potential for oral atopic dermatitis treatment from $CRVS. I cant pretend to know reasons for moves today but they are interesting. $CRVS #soquelitinib could really disrupt this market. Based on indications so far in $CRVS #atopicdermatitis w/ oral #ITK inhibitor #soquelitinib I keep one eye on $CRVS share price but I have started to keep the other on $SNY $REGN #Dupixent and $APGE to see if they react. Maybe worth watching as more AtD data released in Dec. Based on indications so far in $CRVS #atopicdermatitis"
X Link 2024-11-13T15:18Z [---] followers, [----] engagements

"I have been posting about $APGE and $CRVS and making comparisons for sometime. With $CRVS being oral and giving indications it is durable makes this even more interesting. Valuation Comparison: $APGE APG777 (mAbs injection) for atopic dermatitis lowers TARC biomarker by 25-30%. MC = $3.3B $CRVS ITK inhibitor #soquelitinib (oral drug) lowers TARC 50% MC = $450M (1/7th valuation) CRVS interim P1 data for #atopicdermatitis 4Q24 https://t.co/aNxpNqv3rE Valuation Comparison: $APGE APG777 (mAbs injection) for atopic dermatitis lowers TARC biomarker by 25-30%. MC = $3.3B $CRVS ITK inhibitor"
X Link 2024-11-13T15:25Z [---] followers, [---] engagements

"$CRVS BIG nugget missed on 3Q call: Nov [--] AACR: #soquelitinib effective in #systemicsclerosis #Ssc = opens up $30B/y fibrotic diseases: -Scleroderma - $2B -Idiopathic Pulmonary Fibrosis (IPF) - $5B -#Cirrhosis (late stage #MASH) - $20B Think $MDGL MC $6B #resmetirom peak $3B"
X Link 2024-11-14T09:14Z [---] followers, [----] engagements

"New Press Release from $CRVS today #soquelitinib in #systemicsclerosis #Ssc https://corvuspharma.gcs-web.com/news-releases/news-release-details/corvus-pharmaceuticals-announces-new-preclinical-data $CRVS BIG nugget missed on 3Q call: Nov [--] AACR: #soquelitinib effective in #systemicsclerosis #Ssc = opens up $30B/y fibrotic diseases: -Scleroderma - $2B -Idiopathic Pulmonary Fibrosis (IPF) - $5B -#Cirrhosis (late stage #MASH) - $20B Think $MDGL MC $6B #resmetirom peak $3B https://t.co/rJkt5swjxt"
X Link 2024-11-14T17:56Z [---] followers, [----] engagements

"$CRVS overview key trials/data readouts TAMs: [--]. A2AR + ITKi pipeline [--]. Three pillars #soquelitinib ITKi platform w/ POC studies: ✅ Pillar [--] - Oncology ✔ Pillar [--] - Autoimmune - in progress 🔳 Pillar [--] - Neurological - TBD each ✅ unlocks $Billions in Market Cap for $CRVS"
X Link 2024-11-15T10:07Z [---] followers, [----] engagements

"Market has not priced in $CRVS #Ciforadenant data = Adding Cifo = 50% improvement in deep responses $9B/y market. That is worth alot If Cifo peak sales only $2B the $CRVS MC 1x = $2B ($22-$30/sh) 2x = $4B ($44-$60/sh) $BMY sales for #Yervoy and #Opdivo in '23 was $11.2B"
X Link 2024-11-15T14:04Z [---] followers, [---] engagements

"Such rapid advancement of $CRVS #soquelitinib an oral durable potential first line treatment could be a big concern for established and upcoming injectable players in #atopicdermatitis $SNY $REGN $APGE This significantly accelerates timetable I was considering. @HOThomasWPhelps @DanielJacobsbio This phase [--] has the same design as a phase 2: placebo controlled design seeking for the best dose also number of subjects similar to phase [--]. This phase [--] will allow to know which dose brings the best ratio risk benefits. Should go directly to phase [--] IMO. @HOThomasWPhelps @DanielJacobsbio This phase"
X Link 2024-11-15T20:40Z [---] followers, [----] engagements

"For those that like TA I have been keeping track of $CRVS since it broke out of a 1-year bull consolidation in July. This week it tested trend-line again no signs of exhaustion and actually room to accelerate. No reason can't continue into Dec atopic dermatitis data. Others with more expertise should weigh in"
X Link 2024-11-15T21:19Z [---] followers, [----] engagements

"@spectatorindex Corvus Pharma $CRVS oral drug #Ciforadenant (CPI-444) is an #A2AR antagonist that is in Ph2 trial for renal cell cancer but could also potentially have protective effect in Parkinson's disease. https://www.frontiersin.org/journals/immunology/articles/10.3389/fimmu.2022.837230/full https://www.frontiersin.org/journals/immunology/articles/10.3389/fimmu.2022.837230/full"
X Link 2024-11-17T13:51Z [---] followers, [----] engagements

"Corvus Pharma $CRVS oral drug #Ciforadenant (CPI-444) is an #A2AR antagonist that is in Ph2 trial for renal cell cancer but could also potentially have protective effect in Parkinson's disease. https://www.frontiersin.org/journals/immunology/articles/10.3389/fimmu.2022.837230/full SCIENCE: Caffeine has a 'protective effect' on Parkinson's disease risk in a large prospective cohort according to a study published in Neurology journal. https://www.frontiersin.org/journals/immunology/articles/10.3389/fimmu.2022.837230/full SCIENCE: Caffeine has a 'protective effect' on Parkinson's disease risk in"
X Link 2024-11-17T13:52Z [---] followers, [----] engagements

"New report was discussing $NVDA earnings this week (not a company I own or follow) and mentioned 2-yr returns. I thought they sounded similar to $CRVS so being curious I looked. Just by a little $CRVS has a higher 2-yr than $NVDA: $CRVS 815% $NVDA 773%"
X Link 2024-11-18T13:10Z [---] followers, [---] engagements

"@LeeBiotechology No was not involved at all"
X Link 2024-11-19T02:29Z [---] followers, [---] engagements

"BTK is in B-cells and Ibrutinib oral drug was a dirty BTK inhibitor and hit many other kinases and bonded to a cysteine on BTK. ITK is in T-cells ILC2 dendritic cells and Soquelitinib oral drugs is a highly selective ITK inhibitor and irreversibly binds to Cys-442. Mechanisms very much the same but unique to BTK innate immune system and ITK adaptive immune system mostly. I expect ITK inhibition with soquelitinib to be as likely or more to succeed and the potential market indications for disease treatment are greater"
X Link 2024-11-19T02:56Z [---] followers, [--] engagements

"Blocking IL-23 upstream stops Th17 cells from producing IL-17A and shown significant advantages in #Th17 diseases like #psoriasis and #ulcerative colitis. Currently two injectable IL-23 blockers $ABBV #Skyrizi and $JNJ #Tremfya are on market. This data today shows an oral option coming. As for $CRVS yes they are eyeing Th17 diseases like psoriasis by blocking Th17 cells upstream again with an oral drug #Soquelitinib. Keep in mind though that SQL can stop #Th2 + Th9 + Th17 + Th22 cells upstream preventing the downstream production of over [--] different cytokines. So $CRVS plans to target"
X Link 2024-11-19T07:00Z [---] followers, [---] engagements

"Focus has been on $CRVS #ITK inhibitor #soquelitinib potentially offering an oral alternative to $REGN $SNY #Duipixent injectable from patient and clinician perspective. The two drugs safety profiles should also be given strong consideration and may be a significant factor"
X Link 2024-11-19T15:14Z [---] followers, [----] engagements

"$CRVS may have already filled [--] of their [--] senior job openings. Their website still shows all [--] jop openings previously so did LinkedIn but today LinkedIn only shows [--] openings left. We may see website updated soon. https://www.linkedin.com/company/corvus-pharmaceuticals/jobs/ https://www.linkedin.com/company/corvus-pharmaceuticals/jobs/"
X Link 2024-11-19T20:29Z [---] followers, [---] engagements

"@A_May_MD $ACRS I think the argument is that the baseline EASI score of [----] was pretty mild disease and may not hold up due to small sample size. EASI scores are from 0-72 and [----] to start is mild"
X Link 2024-11-20T14:29Z [---] followers, [---] engagements

"Valuation comparison I made a year ago: $CRVS + $MLTX - aged well difference contracted from 30x to 6x I expect them to reach parity. $CRVS at $3B = $45/sh $MLTX MC = $3.2 Bn $CRVS MC = $520 Mn ITK Inhibitor good safety Phase [--] PTCL Phase [--] #atopicdermatitis data Dec '24 [--] of [--] I am going to compare $MLTX and its drug Sonelokimab to $CRVS and Soquelitinib $MLTX is the largest holding of the BVF biotech fund at 30.8% of their portfolio $MLTX was $5 stock a year ago ($250 Mn MC) now $57 and $3.1 Bn Why am I bringing this company up Let's see https://t.co/eQgT1UqUjn [--] of [--] I am going to compare"
X Link 2024-11-21T09:25Z [---] followers, [----] engagements

"@SimonDesrosier2 @wz2013 Current $CRVS market cap may be too low depending on strength of AD data in Dec. Based on prior examples a new valuation range of $2-$5B are real possibilities especially considering the proof-of-concept study and #soquelitinib potential in wide range of Th2 Th17 etc diseases"
X Link 2024-11-21T17:23Z [---] followers, [---] engagements

"@wz2013 I dont know what was said but I know I have [--] slides in what make argue solid tumor study so value accretive. I think it could lead to $SMMT type response and valuation $15-$25B"
X Link 2024-11-21T17:25Z [---] followers, [---] engagements

"$CRVS posted on LinkedIn a couple hours ago. Lots going on. Highlighting confidence in next generation ITK inhibitor compounds for #systemicsclerosis lung damage and pulmonary hypertension. Remain focused on enrollment for Ph3 PTCL and Ph1 #atopicdermatitis"
X Link 2024-11-21T20:29Z [---] followers, 10.9K engagements

"$CRVS numerous pre-clinical/animal studies w/ oral #ITK inhibitor #soquelitinib (CPI-818) improvements in: - #asthma #Th2 - #Lupus - #Psoriasis #Th17 - #GVHD - #systemicsclerosis #Ssc + fibrosis ITK role in many autoimmune diseases First clinical data #atopicdermatitis Dec"
X Link 2024-11-25T18:18Z [---] followers, [---] engagements

"$CRVS 3QCC Miller discussed disease progression #systemicsclerosis #Ssc = lung fibrosis = pulmonary arterial hypertension #PAH and ultimately right heart failure. $MRK drug #Winrevair ($11.5B acquisition of Acceleron) just showed efficacy here. Large potential for $CRVS Merck preps filings after blockbuster-in-waiting Winrevair succeeds in severe PAH study https://t.co/i90DVpbluR Merck preps filings after blockbuster-in-waiting Winrevair succeeds in severe PAH study https://t.co/i90DVpbluR"
X Link 2024-11-25T19:14Z [---] followers, [----] engagements

"To show how large pulmonary arterial hypertension #PAH market is $MRK #sotatercept is expected to have peak sales of $5B-$7.5B. $CRVS #ITK inhibitor #soquelitinib shown efficacy in #systemicsclerosis lung fibrosis and lowering right ventrical systolic pressure Huge market $CRVS 3QCC Miller discussed disease progression #systemicsclerosis #Ssc = lung fibrosis = pulmonary arterial hypertension #PAH and ultimately right heart failure. $MRK drug #Winrevair ($11.5B acquisition of Acceleron) just showed efficacy here. Large potential for $CRVS https://t.co/0JVnmfZFTz $CRVS 3QCC Miller discussed"
X Link 2024-11-25T19:26Z [---] followers, [----] engagements

"@DanielJacobsbio @LeeBiotechology For me my biggest worry is not getting all [--] pillars of platform POC before a potential buyout to get maximum value this would require some POC in neurodegenerative disease. Things may really change and accelerate after AD data"
X Link 2024-11-26T07:50Z [---] followers, [---] engagements

"Interesting shorts and longs here two jumped out at me as they are on my radar being in the autoimmune #atopicdermatitis area: #14 Top Long is $CRVS - #ITK inhibitor #soquelitinib #5 Top Short is $APGE JPM:" [----] US Biotech Outlook: Navigating What Could Be A Volatile Year Ahead: Top Picks: $VTRX $TVTX $SWTX $PTCT $XENE $ROIV $SRPT $INSM $ALNY $MRNA $VKTX ." https://t.co/8wVlXGlLIS JPM:" [----] US Biotech Outlook: Navigating What Could Be A Volatile Year Ahead: Top Picks: $VTRX $TVTX $SWTX $PTCT $XENE $ROIV $SRPT $INSM $ALNY $MRNA $VKTX ." https://t.co/8wVlXGlLIS"
X Link 2024-11-27T08:58Z [---] followers, [----] engagements

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