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@HOThomasWPhelps Avatar @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 category influence stocks XXXX% finance X% countries XXXX% social networks XXXX% technology brands XXXX%

Social topic influence $kymr #1, $crvs #1, $sny #5, $nrix #1, $regn #8, $apge #1, $jnj #81, $lly #62, $nktr #25, targets #1091

Top accounts mentioned or mentioned by @kvgr87 @danieljacobsbio @biopharmiq @amaymd @msglis1 @financebully @semodough @wz2013 @septdecoeur @houndcl @zhaoweiasu @chrismc75690165 @paulsmith77777 @joserestonva @testydumbass @tradingsssss @notgenentech @bowtiedbiotech @exoelement @andersresearch

Top assets mentioned Kymera Therapeutics, Inc. Common Stock (KYMR) Synthetify (SNY) Regeneron Pharmaceuticals Inc (REGN) Apogee Therapeutics, Inc. Common Stock (APGE) Johnson & Johnson (JNJ) Eli Lilly and Company (LLY) Gilead Sciences, Inc. (GILD) Bristol-Myers Squibb Co (BMY) Protagonist Therapeutics, Inc (PTGX) AbbVie Inc (ABBV) Pfizer, Inc. (PFE) Novo-Nordisk (NVO) uniQure N.V. (QURE)

Top Social Posts #

Top posts by engagements in the last XX hours

"Pathway contributions to Th2 inflammation is very important consideration when assessing potential for #STAT6 degrader/inhibitors and bios in the space: $KYMR $JNJ $GILD $SNY $NRIX Leo Kaken DeepCure Pathways contributing to Th2 inflammation (AD and asthma) can be crudely estimated based on literature from gene expression profiling KO mouse models and functional studies. Data shows XX% of IL-4-regulated genes being #STAT6-mediated XX% residual IL-4 production in STAT6-deficient T cells and XX% reductions in eosinophilia/AHR/IgE in STAT6 KO allergic models. Overall the STAT6 pathway dominates"
X Link @HOThomasWPhelps 2025-09-20T09:19Z 1602 followers, 4873 engagements

"📽 $KYMR at Stifel on Ph 1b dosing of #STAT6 degrader KT-621 in AD 🔹Implies X doses may be 50mg 100mg or 200mg Based on my prior analysis of HV data 50mg seemed to give best reduction of biomarkers 🔹Answers "What does good look like in Ph 1b data coming this fall""
X Link @HOThomasWPhelps 2025-09-21T11:18Z 1603 followers, 3128 engagements

"$PTGX Ph X data for PN-235 (JNJ-2133) oral anti-IL-23 came in May 2023 at market cap of $XXX billion. Model for oral drugs in Ph X POC trials in autoimmune i.e. atopic dermatitis 4Q25 $CRVS #ITK inhibitor #soquelitinib $KYMR #STAT6 degrader KT-621"
X Link @HOThomasWPhelps 2025-10-10T18:21Z 1604 followers, 2477 engagements

"Clarifyng for someone: $HOC.L Hochschild Mining #gold #silver miner owns XX% of Aclara Resources $ARA.TO $ARAAF a #rareearth company w/ projects in Chile and Brazil. Aclara risen XXX% year and Hochschild stake is now almost worth XX% of their market cap"
X Link @HOThomasWPhelps 2025-10-14T14:02Z 1603 followers, XXX engagements

"@MSGlis1 I am not a consultant for Corvus. I share my research and make it available and public for scientists in field investors analysts funds and companies. A goal beyond making money of biotech investing for me is to get good drugs/targets/treatments to patients who need them"
X Link @HOThomasWPhelps 2025-10-07T10:35Z 1602 followers, XX engagements

"$CRVS getting new coverage from Barclays. Price target of $XX puts it at $1.4b valuation. Closing gap compared to peers like $KYMR $4b and $APGE $3b"
X Link @HOThomasWPhelps 2025-10-13T10:22Z 1604 followers, 13.3K engagements

"$KYMR Very active with XX open positions on LinkedIn"
X Link @HOThomasWPhelps 2025-10-15T09:06Z 1604 followers, XXX engagements

"Updated Table of Different MOA Effects on T-cells/Innate Cell Types in Autoimmune Diseases (incorporating new data) Some of indications and companies affected: i.e. Atopic Dermatitis Asthma $SNY $REGN $LLY $APGE $ABBV $PFE $BMY $NKTR $KYMR $NRIX $CRVS"
X Link @HOThomasWPhelps 2025-09-26T13:22Z 1601 followers, 1404 engagements

"@A_May_MD @ShortsellerST @seedy19tron I would comment regarding the other indications for $CRVS Soquelitinib for accuracy outside of AD are closer to market should trials succeed. X. Ph3 in PTCL about $1B+/yr sales X. Ph2 in ALPS possible to get FDA approval w/o Ph3 due to rare disease and risks $225M/yr sales"
X Link @HOThomasWPhelps 2025-10-07T20:45Z 1602 followers, 1240 engagements

"Facts below same for $CRVS oral #ITK inhibitor #soquelitinib already has PBO-controlled EASI data. $CRVS MC only $500M 1/10th MC Kymera --- RBC Outperform $KYMR $XX PT ($5B MC) would see meaningful future commercial uptake given potential to become an oral option w/ a clinical profile consistent w/ #dupilumab WW dupi sales of $26B by the time '621 might launch in 2031 - suggests multi-$B revenue could still be achievable with an agent that has similar efficacy/safety and oral differentiation especially given the systemic AD market is likely still underpenetrated""
X Link @HOThomasWPhelps 2025-09-16T16:12Z 1602 followers, 1037 engagements

"Point72 increased $CRVS position XXX% from 2.8M shares to 7.0M shares"
X Link @HOThomasWPhelps 2025-08-14T21:25Z 1602 followers, 12K engagements

"I have no position on investment in Kymera. Sharing the work I have been doing over past few months in trying to understand their MOA and its place in atopic dermatitis treatment landscape"
X Link @HOThomasWPhelps 2025-10-06T09:07Z 1602 followers, XXX engagements

"Comparison $CRVS #Soquelitinib and $SNY $REGN #Dupilumab Ph X Atopic Dermatitis Trial Designs Very similar 4wk trials Dupi (M4A+M4B): X Doses (N=51) Placebo (N=16) SQL: X Cohorts (N=48) Placebo (N=24) Cohort X extends to 8wks (N=12) w/ PBO (N=12)"
X Link @HOThomasWPhelps 2025-10-08T11:14Z 1603 followers, 3039 engagements

"Interesting or Odd $KYMR is pursuing #STAT6 inhibitors when they try to emphasise degraders are "superior" to small molecule inhibitors SMIs. Does this new patent on inhibitors represent part of a planned expansion of their STAT6 program or a hedge on their degrader KT-621 Happy to hear thoughts on this"
X Link @HOThomasWPhelps 2025-10-02T11:58Z 1603 followers, 3559 engagements

"🚨#Conjunctivitis is AE for drugs blocking IL13 Disruption of IL-13 maintenance in conjunctival goblet cells = reduce mucus production ocular surface inflammation $REGN $SNY #Dupilumab $LLY #Lebrikizumab $APGE APG-777 #STAT6 degraders MOA block IL13 $KYMR KT-621 $NRIX NX-3911"
X Link @HOThomasWPhelps 2025-10-05T09:53Z 1603 followers, 17.2K engagements

"Comparison of $SNY #Tzield and $CRVS #soquelitinib MOA effects/potential T1D: 🔹Tzield (teplizumab) a CD3 monoclonal antibody delays Type X Diabetes (T1D) onset by reducing T-cell receptor TCR signal strength and boosting regulatory T-cells (Tregs) as shown in a 2022 NEJM study demonstrating preserved -cell function in patients 🔹#ITK inhibition by Corvus soquelitinib modulates TCR signal and #mTOR activity to favor #Th1 and #Treg production while suppressing pathogenic #Th2 + #Th17 cells. Overlap MOA may offer safer oral alternative to Tzields intravenous delivery w/ Corvus approach avoiding"
X Link @HOThomasWPhelps 2025-10-15T11:19Z 1604 followers, 2845 engagements

"$NVO $CRVS Oct X 20205 Bloomberg The Close: David Moore President at Novo Nordisk Inc. discussing #Wegovy and #obesity Bloomberg Interview: David Moore joined $CRVS Board of Directors on October X 2025"
X Link @HOThomasWPhelps 2025-10-15T16:19Z 1604 followers, 4040 engagements

"#ESMO 5-minute mini oral presentations can move share prices. Quick examples #ESMO24 mini orals: X. Akeso (HK:9926) +27%. #Ivonescimab (a PD-1/VEGF bispecific antibody) + #ligufalimab + chemo XX% ORR X. BioNTech $BNTX + 18%. BNT327/PM8002 (a PD-L1/VEGF bispecific antibody XX% ORR X. Repare Therapeutics $RPTX +11%. The Phase 1/2 for #camonsertib"
X Link @HOThomasWPhelps 2025-09-23T13:08Z 1602 followers, 7119 engagements

"$KYMR AD Clinical Trial update. Trial Active as of Sep XX 2025 no longer recruiting. Dosing Ph 1b KT-621 for XX days + XX day follow-up so maybe see data late-November"
X Link @HOThomasWPhelps 2025-10-06T16:59Z 1603 followers, 1356 engagements

"🚨Exciting discovery of hybrid #Th2 cell in AD by J&J helps explain range of success of approved drugs in AD and may predict POS for novel targets in development: - #STAT6 degraders $KYMR $NRIX $SNY $LLY $JNJ $GILD - anti-IL-13 mAb $APGE - #ITK inhibitor $CRVS - #Treg $NKTR"
X Link @HOThomasWPhelps 2025-09-27T14:59Z 1603 followers, 10.3K engagements

"🚨Interesting New $KYMR Patents Published in July for #STAT6 Inhibitors (US-20250213586-A1 and US-20250214977-A1) This is separate from their STAT6 degraders and lead compound KT-621 Patent (US-20250059221-A1)"
X Link @HOThomasWPhelps 2025-10-02T11:10Z 1603 followers, 5056 engagements

"$2B increase in MC for $QURE impressive data on #Huntington's (HD) HD a rare genetic disease 2400-4100 cases/yr in US may be a good comaparator for potential for $CRVS Ph3 #PTCL - PTCL has a higher incidence/yr than HD but slightly lower total cases due to shorter disease duration"
X Link @HOThomasWPhelps 2025-09-25T07:06Z 1601 followers, 4630 engagements

"$SNY $REGN ongoing Ph X trial w/ #dupilumab in Q576R variant #asthma validating many of my posts "the hypothesis that the IL-4R-R576 variant drives TH2/TH17 cell inflammation by subverting allergen-specific iTreg cells into TH17 cells.""
X Link @HOThomasWPhelps 2025-10-02T09:41Z 1603 followers, 3917 engagements

"🚨SUMMARY STAT6 RESEARCH🚨 $KYMR #STAT6 degrader KT-621 likely to be less effective in AD than $SNY $REGN #Dupilumab due to less pathways blocked but same incidence of AEs like conjunctivitis due to disruption of IL-13 via STAT6 Dupilumab upstream blocks numerous pathways independent of STAT6 that that KT-621 will not with real potential for compensatory pathways that may even increase #Th1 and #Th17 diseases (e.g. #psoriasis) MAPK PI3K IL-2/STAT5 IL-6/STAT3 Th17 Looking forward to Ph1b data in 4Q25 to assess"
X Link @HOThomasWPhelps 2025-10-06T07:07Z 1603 followers, 4962 engagements

"Barclays intiated biotech names: - $CRVS overweight PT $XX "with potential first-in-class opportunity in atopic dermatitis" - $ABVX overweight PT $XXX "supported by prior clinical data or mechanisms it views as de-risked""
X Link @HOThomasWPhelps 2025-10-13T10:47Z 1604 followers, 1895 engagements

"Pretty grim perspective. I am a bit more optimistic and $CRVS is a leader in this space Facts: Last update w/ XX patients combo Cifo+Nivo+Ipili showed XX% more deep responses than Nivo+Ipili. Enrolment accelerated following that data. MOA is very well understood and $JNJ just added their own #A2AR antagonist to their pipeline"
X Link @HOThomasWPhelps 2025-09-23T12:55Z 1603 followers, 1284 engagements

"Key Differences Inclusion/Exclusion Criteria in Atopic Dermatitis Trials $CRVS Very high-bar patients w/ prior biologic/JAKi require failed therapy refractory $APGE Allows JAKi excludes prior IL-4/IL-13 $NKTR + $KYMR exlude prior biologics/JAKi or required nave patients"
X Link @HOThomasWPhelps 2025-10-08T17:03Z 1603 followers, 28.1K engagements

"$SNY $REGN #Dupilumab targets IL-4R upstream blocking GRB2/MAPK pathway in Q576R variant. Stops Tregs from converting to #Th17 cells As a #STAT6-independent pathway will be interesting if #STAT6 degraders $KYMR $NRIX see: - #IL6/#STAT3 - #Tregs - #Th17 inflammation"
X Link @HOThomasWPhelps 2025-09-30T17:40Z 1602 followers, 4102 engagements