#  @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%. $CRVS is a leader in this space with a comprehensive control of multiple pathways. ### Engagements: [-----] [#](/creator/twitter::1839941677336936448/interactions)  - [--] Week [------] -29% - [--] Month [-------] +225% - [--] Months [---------] +160% - [--] Year [---------] +281% ### Mentions: [--] [#](/creator/twitter::1839941677336936448/posts_active)  - [--] Week [--] -21% - [--] Month [---] +62% - [--] Months [---] +35% - [--] Year [---] +82% ### Followers: [-----] [#](/creator/twitter::1839941677336936448/followers)  - [--] Week [-----] +0.74% - [--] Month [-----] +23% - [--] Months [-----] +118% - [--] Year [-----] +312% ### CreatorRank: [-------] [#](/creator/twitter::1839941677336936448/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 62.42% [finance](/list/finance) 10.91% [cryptocurrencies](/list/cryptocurrencies) 3.03% [financial services](/list/financial-services) 1.21% [technology brands](/list/technology-brands) 1.21% [countries](/list/countries) 1.21% [events](/list/events) 0.61% [vc firms](/list/vc-firms) 0.61% **Social topic influence** [$crvs](/topic/$crvs) #3, [$kymr](/topic/$kymr) #1, [$nktr](/topic/$nktr) #2, [$sny](/topic/$sny) #3, [$apge](/topic/$apge) #1, [$regn](/topic/$regn) #1, [$abbv](/topic/$abbv) #7, [$lly](/topic/$lly) #13, [key](/topic/key) #875, [target](/topic/target) 6.67% **Top accounts mentioned or mentioned by** [@joserestonva](/creator/undefined) [@financebully](/creator/undefined) [@amaymd](/creator/undefined) [@tradingsssss](/creator/undefined) [@semodough](/creator/undefined) [@byebyegoodguy](/creator/undefined) [@zethedeuce](/creator/undefined) [@avidresearch](/creator/undefined) [@a_a_free](/creator/undefined) [@investorclimber](/creator/undefined) [@bradloncar](/creator/undefined) [@helinhomusk](/creator/undefined) [@camillusmiura](/creator/undefined) [@biopharmiq](/creator/undefined) [@mbiojournal](/creator/undefined) [@cwru](/creator/undefined) [@marcjacksonla](/creator/undefined) [@biotechtv](/creator/undefined) [@williamr2rclub](/creator/undefined) [@skinhealthdis](/creator/undefined) **Top assets mentioned** [Kymera Therapeutics, Inc. 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(COYA)](/topic/$coya) ### Top Social Posts Top posts by engagements in the last [--] hours "🚨 Table of Drug Profiles for Different Treatments/Targets in Atopic Dermatitis FDA-approved and In-Development $ABBV $AMGN $APGE $BMY $CRVS $KYMR $LLY $NKTR $PFE $REGN $SNY $CRVS Cohort [--] Atopic Dermatitis = huge POC of ITKi + #soquelitinib: Dupilumab in AD ✅ 8wk EASI-75: Dupi =Upa ✅ 8wk EASI-90: Dupi ✅ Safety continues to be good ✅ Tregs increase for Cohort [--] = 100% https://t.co/e6POmjumy7 $CRVS Cohort [--] Atopic Dermatitis = huge POC of ITKi + #soquelitinib: Dupilumab in AD ✅ 8wk EASI-75: Dupi =Upa ✅ 8wk EASI-90: Dupi ✅ Safety continues to be good ✅ Tregs increase for Cohort [--] = 100%" [X Link](https://x.com/HOThomasWPhelps/status/2018319035939651970) 2026-02-02T13:42Z [----] followers, [----] engagements "$EVMN Ph2a AD 12wk Data [--]. EVO301 currently IV working on SubQ [--]. PBO-adj EASI 33% matches biologics just [--] doses [--]. From call: EASI-50/75 not reported "directionally good" (dose find Ph2b) [--]. IGA 0/1 reported added others to compare $APGE $CRVS $KYMR $NKTR $SNY [--]. EVO301 is IL-18BP reduces multiple Tcells order of inhibition based on literature MOST blocked to least is: Th1 = CD8+ Th17 Th2 https://twitter.com/i/web/status/2021479241720721853 https://twitter.com/i/web/status/2021479241720721853" [X Link](https://x.com/HOThomasWPhelps/status/2021479241720721853) 2026-02-11T06:59Z [----] followers, [----] engagements "$CRVS Pipeline + Upcoming Milestones/Data Final AD Cohort [--] Data AAD conf March 27-31 SID conf May 13-16 ALPS Ph2 expanding # of pediatric hospitals POC interim data in 1H26 PTCL Ph3 Futility/Interim data 2H26 Initiate (3) Ph2b SQL Trials AD - 1Q26 HS - 2H26 astma - 2H26" [X Link](https://x.com/HOThomasWPhelps/status/2021537482467315748) 2026-02-11T10:51Z [----] followers, [----] engagements "Point72 increased $CRVS position 153% from 2.8M shares to 7.0M shares 📊 Hedge Fund Tracker POINT72 ASSET MANAGEMENT 💰 Portfolio Value: $92.11B (Prior: $83.62B) 📈 Net Change: +$8.49B (+10.16% QoQ) 📊 Holdings: [----] (+97 from last quarter) 🎯 Top [--] Concentration: 13.2% Low concentration broad exposure 🔄 Turnover: 109.8% VERY HIGH https://t.co/xN3eXYyYPu 📊 Hedge Fund Tracker POINT72 ASSET MANAGEMENT 💰 Portfolio Value: $92.11B (Prior: $83.62B) 📈 Net Change: +$8.49B (+10.16% QoQ) 📊 Holdings: [----] (+97 from last quarter) 🎯 Top [--] Concentration: 13.2% Low concentration broad exposure 🔄" [X Link](https://x.com/HOThomasWPhelps/status/1956104808059773330) 2025-08-14T21:25Z [----] followers, 12K engagements "$ANAB $APGE $CRVS $KYMR $NKTR $QTTB 1-wk Returns Post Recent Atopic Dermatitis Data Dec [----] Fail: $QTTB #Bempikibart anti-IL-7R Ph2a -85% Fail: $ANAB #ANB032 #BTLA agonist Ph2b -34% Safe/Active: $CRVS #soquelitinib #ITKi Ph1 -31% Jun [----] Safe: $KYMR KT-621 #STAT6 Ph1 HV +59% (+$1.1B MC) Jul [----] Active: $APGE #APG777 anti-IL-13 Ph2 18% Sep [----] Active: $NKTR #Rezpeg Pegylated IL-2 Ph2 +9% Dec [----] Active: $KYMR KT-621 Ph1b +44% (+2.1B MC) * $KYMR stands out for massive total gain of $3.2B MC for both parts of Ph1 data showing potential of AD market: Safety HV + EASI reduction in [--] patients" [X Link](https://x.com/HOThomasWPhelps/status/2009996444250284361) 2026-01-10T14:31Z [----] followers, [----] engagements "$CRVS Visual of PBO-adj EASI Reductions in AD trials (drug + MOA/targets) $ABBV - Upadacitinib JAKi $APGE - APG777 IL-13 CRVS - #Soquelitinib #ITKi $NKTR - Rezpeg Treg SNY $REGN - Dupilumab IL-4RA $SNY - Amlitelimab OX40L Will update w/ Corvus 8wk data on Tues" [X Link](https://x.com/HOThomasWPhelps/status/2012519485538775078) 2026-01-17T13:36Z [----] followers, [----] engagements "Refresher: Comparison of $CRVS Ph1b AD trial inclusion critera v other AD trials including $KYMR recent Ph1b Note: $KYMR ADDED $2B-$2.5B MC after AD data in December despite no PBO-control arm https://x.com/HOThomasWPhelps/status/1975248724495573054s=20 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 + $KYMR exlude prior biologics/JAKi or required nave patients https://t.co/3IF66KMKGJ" [X Link](https://x.com/HOThomasWPhelps/status/2012579811764400630) 2026-01-17T17:36Z [----] followers, 18.4K engagements "$CRVS Cohort [--] Atopic Dermatitis = huge POC of ITKi + #soquelitinib: Dupilumab in AD ✅ 8wk EASI-75: Dupi =Upa ✅ 8wk EASI-90: Dupi ✅ Safety continues to be good ✅ Tregs increase for Cohort [--] = 100% $CRVS What to expect from Cohort [--] #soquelitinib already better than #Dupilumab Cohorts 1-3 pooled (N=36) EASI-75 = 36% v Dupi 28% C3 even better EASI-75 = 50% (6 of [--] patients) JAKi #Upadacitinib level efficacy Success looks like: ✅ C4 continued good safety ✅ https://t.co/b2cRCDYK32 $CRVS What to expect from Cohort [--] #soquelitinib already better than #Dupilumab Cohorts 1-3 pooled (N=36) EASI-75 =" [X Link](https://x.com/HOThomasWPhelps/status/2013585763644948793) 2026-01-20T12:13Z [----] followers, 23.3K engagements "$ACRS $APGE $CRVS $KYMR $NKTR Returns of biotechs and targets I research that are developing drugs in atopic dermatitis over the past 1-wk 1-mo 6-mo YTD 1-yr 3-yr and 5-yr periods" [X Link](https://x.com/HOThomasWPhelps/status/2013922213288685596) 2026-01-21T10:30Z [----] followers, [----] engagements "$ERAS doubled on data on Jan [--] to $6 then continued to rise another 70% over [--] days before pricing their raise. - $2.8Bn MC for a Ph1 asset $ERAS prices $225M offering. 22.5M shares at $10/share $ERAS prices $225M offering. 22.5M shares at $10/share" [X Link](https://x.com/HOThomasWPhelps/status/2014221261098873197) 2026-01-22T06:19Z [----] followers, [----] engagements "Using $ERAS model $CRVS should move much higer post raise $CRVS MC still $1.8Bn for an oral pill better than #Dupixent $REGN $SNY w/ Ph2a trial design Corvus pipeline more advanced as #ITK inhibitor #soquelitinib is in Ph3 trial for #PTCL $ERAS doubled on data on Jan [--] to $6 then continued to rise another 70% over [--] days before pricing their raise. - $2.8Bn MC for a Ph1 asset https://t.co/gyRpGiUVRC $ERAS doubled on data on Jan [--] to $6 then continued to rise another 70% over [--] days before pricing their raise. - $2.8Bn MC for a Ph1 asset https://t.co/gyRpGiUVRC" [X Link](https://x.com/HOThomasWPhelps/status/2014222653452685583) 2026-01-22T06:24Z [----] followers, [----] engagements "$CRVS could easily double still bringing it to $44/sh and its EV value up to $3.2B still a discount to $KYMR and $APGE Very strong pricing for $CRVS raise. Strong interest. $200M w/ greenshoe + $65M gives $CRVS cash to end of [----] No financing risk strong pricing I expect valuation gap w/ $KYMR + $APGE to continue to close a move into $40s reasonable EV $CRVS $1.6B $APGE $5B $KYMR $4B Very strong pricing for $CRVS raise. Strong interest. $200M w/ greenshoe + $65M gives $CRVS cash to end of [----] No financing risk strong pricing I expect valuation gap w/ $KYMR + $APGE to continue to close a" [X Link](https://x.com/HOThomasWPhelps/status/2014230326852125026) 2026-01-22T06:55Z [----] followers, 16.8K engagements "@semodough Here is excerpt from Jefferies valueing $KYMR. If same model ex-IRAK4 and similar sharecounts applied to $CRVS gives $60+ PT CRVS also has #soquelitinib in Ph3 trial for PTCL that could bump it further" [X Link](https://x.com/HOThomasWPhelps/status/2014305519406584043) 2026-01-22T11:53Z [----] followers, [----] engagements "Not in my opinion. $KYMR ran open label trial no placebo control 4-wks less patients treated and mechanistically will struggle with Q576R polymorphism based on MOA too far down whereas CRVS can treat this large patient population see [--] posts $CRVS ran double-blind study w/ PBO 1:1 up to [--] weeks with duration benefit post treatment of up to [--] months so far increases Tregs and can treat mixed cases of AD with Th17 component that KT-621 can't CRVS starts Ph 2b in 1Q26 so not far behind really and understands drug and safety better due to PTCL study with patients on drug for years. Also CRVS in" [X Link](https://x.com/HOThomasWPhelps/status/2014317764702331038) 2026-01-22T12:42Z [----] followers, [----] engagements "A comparison of $KYMR and $CRVS in atopic dermatitis and Q576R polymorphism one can evaluate if a discount equal/similar valuations or premium one way or the other is appropriate. @Investorclimber Not in my opinion. $KYMR ran open label trial no placebo control 4-wks less patients treated and mechanistically will struggle with Q576R polymorphism based on MOA too far down whereas CRVS can treat this large patient population see [--] posts https://t.co/5JyVLQ2Ejp @Investorclimber Not in my opinion. $KYMR ran open label trial no placebo control 4-wks less patients treated and mechanistically will" [X Link](https://x.com/HOThomasWPhelps/status/2014320596209824038) 2026-01-22T12:53Z [----] followers, [----] engagements "📖 A biotech buyout case study: $JNJ buyout of Ambrx $AMAM in [----] for $28/sh Key Takeaway share price of a stock can be very misleading and is not indicative of what may be happening in terms of partner/acquirer discussions Timeline of negotiations and interested-party process (preJan [--] 2024) 2022early 2023: Early strategic discussions (Party E) and reset $AMAM $0.49/sh Nov [--] [----] Ambrx receives NYSE non-compliance notice (ADS average closing price below $1.00). Nov [----] Jan [----] Ambrx executes a confidentiality agreement and discusses a potential merger of equals with Party E (no" [X Link](https://x.com/HOThomasWPhelps/status/2014561209123471864) 2026-01-23T04:49Z [----] followers, [----] engagements "$SNY OX40L #Amlitelimab SHORE will pursue further Must be a disappointment $CRVS must be on their radar and price should be high Comapare to Ph1 oral ITKi #soquelitinib in AD Amlitelimab 24wks EASI-75 PBO adj = 14%-16% IGA 0/1 PBO adj = 13%-16% Soquelitinib EASI-75 PBO adj = 50% at 4wk or 55% at 8wk IGA 0/1 PBO adj = 25%-33% at 4wk+8wk https://www.globenewswire.com/news-release/2026/01/23/3224400/0/en/Press-Release-Sanofi-s-amlitelimab-confirms-its-potential-in-atopic-dermatitis.html Just some fun Following #amlitelimab disappointment not sure how $SNY can not be VERY interested in $CRVS +" [X Link](https://x.com/HOThomasWPhelps/status/2014601203032773054) 2026-01-23T07:28Z [----] followers, 15.4K engagements "@financebully I wonder if some of the $APGE selling is the downgrade it got from RBC and the fact that Fairmount Funds sold almost all their shares if I read it right. $SNY and $AMGN are not having as strong a reaction at all" [X Link](https://x.com/HOThomasWPhelps/status/2014743713637949708) 2026-01-23T16:55Z [----] followers, [----] engagements "Thoughts on AD landscape now post $CRVS POC: If ITK as a target and #soquelitinib continue to show benefit in trials several companies may be at risk from #soqueltinib as ITKi can address what each is trying to do in atopic dermatitis: [--]. Increase duration of patient benefit less injections: $APGE APG777 long-lasting IL-13 is at risk. SQL benefit lasting well beyond treatment and may allow for treatment holidays with benefit seen up to [--] months post just [--] week treatment in Cohort [--]. [--]. Increase Tregs: $NKTR Rezpeg at risk. SQL can increase Tregs 100% with oral pill safer no injection site" [X Link](https://x.com/HOThomasWPhelps/status/2014996206640865587) 2026-01-24T09:38Z [----] followers, [----] engagements "$CRVS How can ITK inhibition be better than #Dupilumab or match JAKi drugs It has to do with the (3) different levels of signaling of activating a T-cell and the amount and activation status of T-cells. To date all drugs target Signal [--] the cytokine level the lowest level after T-cell has been already been activated and highly proliferattive (i.e. #Dupilumab IL-4Ra #Lebrikizumab IL-13 #Upadacitinib JAK and newer targets KT-621 STAT6) $CRVS ITK inhibitor #soquelitinib is targeting ITK which is part of Signal [--] when T-cells first recognise the antigen and are still in naive state ITK is also" [X Link](https://x.com/HOThomasWPhelps/status/2015071344103186822) 2026-01-24T14:37Z [----] followers, 21.6K engagements "Actually here is press release about Prometheus Dec [----] it was a Ph2a open label AND a Ph2b placebo controlled in same PR so more advanced as I didn't realise two were in a single PR. https://www.globenewswire.com/news-release/2022/12/07/2569123/0/en/Prometheus-Biosciences-Announces-Positive-Results-for-PRA023-in-Both-ARTEMIS-UC-Phase-2-and-APOLLO-CD-Phase-2a-Studies-Enabling-Pathway-to-Both-First-in-Class-and-Best-in-Class-Ant.html" [X Link](https://x.com/HOThomasWPhelps/status/2015080286753554588) 2026-01-24T15:12Z [----] followers, [---] engagements "📹 Video Revolutionary potential $CRVS novel oral ITK inhibitor #soquelitinib upstream in T-cell activation pathway may lead to curative-like disease control for atopic dermatitis Already evidence for benefit to last months and potential to maybe last years in an immune reset" [X Link](https://x.com/HOThomasWPhelps/status/2015360780804218962) 2026-01-25T09:47Z [----] followers, 34.7K engagements "📖 Another biotech buyout case study: $PRVB (Provention Bio) $SNY Sanofi buyout $25/sh Buyout premium was 260% and shows again share price of a biotech w/ novel MOA + high potential is not always valued properly by market. Negotiation timeline w/ monthly $PRVB price Early engagement and partnership track Dec 2021: Preliminary discussions begin (Sanofi-initiated) using public info around teplizumab FDA approval/commercialization. $PRVB (Dec 2021): $5.62 Feb 2022: Execute Teplizumab confidentiality agreement; Sanofi begins diligence. $PRVB (Feb 2022): $6.27 FebOct 2022: Various teplizumab" [X Link](https://x.com/HOThomasWPhelps/status/2015455178456010765) 2026-01-25T16:02Z [----] followers, [----] engagements "This model upturns entire way autoimmune diseases are treated and puts franchises that require life-long drug use for disease reduction at risk: $SNY $REGN #Dupixent $ABBV #Upadacitinib $LLY #Lebrikizumab etc It shows the massive potential of $CRVS drug #soquelitinib to change industry: [--]. explains why SQL can work on dupi and JAKi failed AD patients as it targets Signal [--] [--]. shows why patients will not need to take SQL for years but rather just weeks or months to get the immune rebalance [--]. potential for long drug holidays during long-lasting disease control post-treatment [--]. Patients on SQL" [X Link](https://x.com/HOThomasWPhelps/status/2015510472783446322) 2026-01-25T19:41Z [----] followers, [---] engagements "Based on your assumptions and conclusions which are wrong then you also have to dismiss $KYMR data w/ same logic where Black was 50-58% of their patient population. It is not a lucky coincidence. Both $CRVS and $KYMR simply due to trial centres locations in the South got a higher population of AA https://twitter.com/i/web/status/2015907257897071063 https://twitter.com/i/web/status/2015907257897071063" [X Link](https://x.com/HOThomasWPhelps/status/2015907257897071063) 2026-01-26T21:58Z [----] followers, [---] engagements "Seedy that actually is not true. $CRVS Soquelitinib is a covalent ITK inhibitor. I binds to Cysteine [---] in the enzyme pocket blodking its kinase ability only. But ITK has two roles in the TCR actviation pathway (1) kinase activity which SQL blocks (2) scaffolding role ITK still can bind to LAT and fulfill scaffolding role for other activation pathways so not the same as a genetic knockout defect. Also genetic defects are from conception to death and they challenge and affect the developemental stages of a human. ITK inhibition only targets one of the [--] roles of the protein and only in fully" [X Link](https://x.com/HOThomasWPhelps/status/2016025773094629651) 2026-01-27T05:49Z [----] followers, [---] engagements "📖 Another biotech buyout case study: $RXDX (Prometheus) $MRK Merck buyout $10.8B for anti-TL1A [--] parties interested in company Stock UP 11x in 1-yr: MC of $1B in June '22 to $10.8B June '23 2022: Strategic review groundwork and initial outreach to multiple parties May [--] [----] Board; Goldman Sachs; Latham Board discussion of capital markets/M&A environment and financing windows. $RXDX (May 2022): $26.06 May [----] Management; Centerview Meeting re market conditions/transactions/strategic opportunities. $RXDX (May 2022): $26.06 Aug [--] [----] Board; Goldman Sachs; Latham Process considerations;" [X Link](https://x.com/HOThomasWPhelps/status/2016035549849546920) 2026-01-27T06:28Z [----] followers, [----] engagements "$CRVS update from Jefferies oral ITK inhibitor #soquelitinib with "novel MOA and potential best-in-disease profile in AD and beyond." Wow Potential Best-In-Disease $SNY $REGN $LLY $APGE $KYMR $NKTR $CRVS Seven Clarifications on SQL/ ITK in AD Against a #Short #Report We caught up with $CRVS following short report on X Here is what we will counter-detail vs. the short report: https://t.co/CpuZzLvwwf $CRVS Seven Clarifications on SQL/ ITK in AD Against a #Short #Report We caught up with $CRVS following short report on X Here is what we will counter-detail vs. the short report:" [X Link](https://x.com/HOThomasWPhelps/status/2016058939155071136) 2026-01-27T08:01Z [----] followers, [----] engagements "@byebyegoodguy Ph2b in 1Q26 but compare $CRVS w/ Ph [--] AD trials and valuations as @JoseRestonVA pointed out: $APGE $3.9B Ph1 healthy volunteer N=40 $KYMR $5.7B Ph1b N=22 NO PBO $CRVS $2B Ph1b N=48 SQL N=24 PBO w/ JAK like efficacy and Dupilumab $CRVS could double to $40+ to match" [X Link](https://x.com/HOThomasWPhelps/status/2016063473126375479) 2026-01-27T08:19Z [----] followers, [---] engagements "@tradingsssss @byebyegoodguy The [--] month remission of AD after just [--] weeks treatment with oral pill + ability to work on patient who failed dupilumab or JAKi therapy could lead to thesis for premium MC valuation for $CRVS against peer group $APGE and $KYMR maybe higher than $5B" [X Link](https://x.com/HOThomasWPhelps/status/2016066660046647617) 2026-01-27T08:32Z [----] followers, [---] engagements "$ACRS exciting pre-clinical data w/ ITK/JAK3 dual inhibitor ATI-2138 for alopecia Rapid hair growth in just [--] wks #ritlecitinib Growing indications for #ITK inhibition autoimmune diseases $CRVS #ITKi #soquelitinib set to start - Ph2b AD 1Q26 - Ph2b asthma 2H26 - Ph2b HS 2H26 $ACRS Aclaris Therapeutics' Novel ITK/JAK3 Inhibitor ATI-2138 Demonstrates Rapid and Sustained Hair Regrowth in Validated Murine Model of Alopecia Areata (AA) BioPharmCatalyst https://t.co/c5KEDiGOKZ $ACRS Aclaris Therapeutics' Novel ITK/JAK3 Inhibitor ATI-2138 Demonstrates Rapid and Sustained Hair Regrowth in Validated" [X Link](https://x.com/HOThomasWPhelps/status/2016135239249076620) 2026-01-27T13:04Z [----] followers, [----] engagements "🚨 Paradigm Shift in AD $CRVS oral ITK inhibitor #soquelitinib EASI-75 reduction similar to $ABBV #upadacitinib AND showing long-lasting durable benefit up to [--] months a goal of next gen anti-IL-13 APG777 from $APGE all with an oral pill after just 4-8 weeks of treatment Thoughts on AD landscape now post $CRVS POC: If ITK as a target and #soquelitinib continue to show benefit in trials several companies may be at risk from #soqueltinib as ITKi can address what each is trying to do in atopic dermatitis: [--]. Increase duration of patient benefit https://t.co/7hGkEaNKbK Thoughts on AD landscape" [X Link](https://x.com/HOThomasWPhelps/status/2016460586498854964) 2026-01-28T10:37Z [----] followers, [----] engagements "$CRVS EASI data from Cohort [--] (n=12) after just [--] weeks treatment w/ #soquelitinib compares very well to $ABBV #JAK1 inhibitor #upadacitinib at [--] weeks SQL Ph2b starting soon Upa Ph2b SQL Ph1b https://corvuspharma.gcs-web.com/static-files/d0eacc58-04ba-406d-b038-94d34800f9f0 https://www.jacionline.org/article/S0091-6749(19)31608-2/fulltext https://corvuspharma.gcs-web.com/static-files/d0eacc58-04ba-406d-b038-94d34800f9f0 https://www.jacionline.org/article/S0091-6749(19)31608-2/fulltext" [X Link](https://x.com/HOThomasWPhelps/status/2016759451261256052) 2026-01-29T06:24Z [----] followers, [----] engagements "$SNY $REGN #Dupixent [----] sales $18.8B and still growing at 25% a year $SNY $REGN #Dupixent growth is just impressive. $CRVS $NKTR $KYMR https://t.co/FPj7yrfHfp $SNY $REGN #Dupixent growth is just impressive. $CRVS $NKTR $KYMR https://t.co/FPj7yrfHfp" [X Link](https://x.com/HOThomasWPhelps/status/2016800562759569801) 2026-01-29T09:08Z [----] followers, [----] engagements "New paper explores combination of #dupilumab + anti-IgE therapy (#omalizumab) to reduce dupilumab-related severe adverse events in atopic dermatitis Severe AEs associated w/ dupilumab treatment that may result in discontinuation of therapy https://www.frontiersin.org/journals/allergy/articles/10.3389/falgy.2025.1696897/fullutm_source=twitter&utm_medium=social&utm_content=&utm_campaign=imp_impartaut-_05-24_fimmu_en_n--ww" [X Link](https://x.com/HOThomasWPhelps/status/2016935355539210592) 2026-01-29T18:03Z [----] followers, [----] engagements "🥇Biotech Investor Legends Joseph Edelman of Perceptive Advisors "Psychology is very important. There is perception and reality. Biotech stocks are driven by whether a drug works if it will be approved and if it will sell more than consensus" Edelman says. "That's an eight-year process. There are a few single days of events everything else is a perception of that event." Edelman is obsessed with the idea of repeat surprise - that a negative surprise is often followed by more negative surprises and that positive surprises also occur in streaks." [X Link](https://x.com/HOThomasWPhelps/status/2017126041395793992) 2026-01-30T06:41Z [----] followers, 11.9K engagements "This is an interesting development $REGN was not on my bingo card. An analyst with RBC says $REGN could soon become acquisitive. The press release reads "more direct" on the potential for business development than it has in the past. $SNY $BAYRY https://t.co/FvsMag5mQf An analyst with RBC says $REGN could soon become acquisitive. The press release reads "more direct" on the potential for business development than it has in the past. $SNY $BAYRY https://t.co/FvsMag5mQf" [X Link](https://x.com/HOThomasWPhelps/status/2017309181301199307) 2026-01-30T18:49Z [----] followers, [----] engagements "Updated Valuations Atopic Dermatitis Bios w/in/near Ph2b $APGE $CRVS $KYMR $NKTR MC EV cash level after raises + cash burn (assuming 60% increase for $CRVS) quarters of cash left $APGE $CRVS $KYMR 18-20 quarters cash left $NKTR [--] quarters" [X Link](https://x.com/HOThomasWPhelps/status/2017486529677991965) 2026-01-31T06:34Z [----] followers, 32.6K engagements "$MRK Keytruda is just a mammoth drug Keytruda $31.7B in sales in [----] which is 49% of $MRK total sales of $65B Keytruda LOE US in [----] Europe in [----] $MRK Merck has too much reliance on Keytruda drug and also reported weaker YoY growth FY [----] guidance is Weak as well EPS: $5.00$5.15 (vs. $5.38 est.) Sales: $65.5B$67.0B (vs. $67.6B est.) https://t.co/ab8cJwUOAR $MRK Merck has too much reliance on Keytruda drug and also reported weaker YoY growth FY [----] guidance is Weak as well EPS: $5.00$5.15 (vs. $5.38 est.) Sales: $65.5B$67.0B (vs. $67.6B est.) https://t.co/ab8cJwUOAR" [X Link](https://x.com/HOThomasWPhelps/status/2018679036533244175) 2026-02-03T13:32Z [----] followers, 10.4K engagements "miR-155 in Atopic Dermatitis: Th17 Severity Biomarker 🔹miR-155 over-expressed: may be involved in AD pathogenesis severity modulating differentiation/function of Th17 cells ( RORt + IL-17) 🔹 high levels of miRNA-155 in children w/ AD 🔹 Children w/ severe AD had higher miR-155 levels https://pubmed.ncbi.nlm.nih.gov/38996047/ https://mdpi.com/1422-0067/26/19/9689 https://pubmed.ncbi.nlm.nih.gov/25761610/ https://pubmed.ncbi.nlm.nih.gov/25761610/ 🚨 $CRVS and $ABVX via different MOA both affect miRNA acting as physiological brake of inflammation 🔹 ITK and miR-155 are inversely related in a" [X Link](https://x.com/HOThomasWPhelps/status/2018906028436234362) 2026-02-04T04:34Z [----] followers, [----] engagements "🚨 miR-155 may be compelling NEW mechanistic biomarker to add to biomarkers tracked for atopic dermatitis #asthma allergic rhinitis etc $ACRS $APGE $CRVS $EVMN $KYMR $NKTR Key Biomarkers followed for Type [--] Diseases like AD: see slides from $KYMR + $CRVS showing some of them [--]. TARC/CCL17 remains the most validated single serum biomarker for AD severity. #TARC as a chemokine identifies/controls how Th2 cells are trafficked to skin for inflammation. Lower levels of TARC typically correspond w/ disease control. However this single biomarker is insufficient on its own to replace clinical scoring" [X Link](https://x.com/HOThomasWPhelps/status/2019655545691533463) 2026-02-06T06:13Z [----] followers, [----] engagements "$NKTR #Rezpeg INCREASES CD56 bright NK cell population no data on CD16 mentioned but may be worth looking at for HIV 🚨 New Paper: Expanding CD56 bright CD16+ NK cells can reduce latent HIV-1 reservoir https://www.nature.com/articles/s41467-024-53384-1#MOESM1 Adoptive immunotherapy with in vitro expanded CD56bright CD16+ NK cells combined with LRA treatment can reduce the latent HIV-1 reservoir @mbiojournal @cwru https://t.co/EnWE9BJ2T8 https://t.co/kprLdqJMZJ https://www.nature.com/articles/s41467-024-53384-1#MOESM1 Adoptive immunotherapy with in vitro expanded CD56bright CD16+ NK cells" [X Link](https://x.com/HOThomasWPhelps/status/2020043249327722640) 2026-02-07T07:53Z [----] followers, [----] engagements "@MarcJacksonLA At $138/sh that is a $11B valuation for $KYMR" [X Link](https://x.com/HOThomasWPhelps/status/2020130241008533597) 2026-02-07T13:39Z [----] followers, [--] engagements "🚨 New paper: Persistent activation of #STAT6 neutrophilic recruitment in chronic atopic dermatitis Insight to $KYMR KT-621 efficacy in AD Where KT-621 likely highly effective #Dupilumab: - keratinocyte stress/hyperproliferation state - barrier dysfunction linked to STAT6 activity - EARLY priming/non-lesion STAT6 pathway enrichment - mixed/chronic evolution driven by keratinocyte programming Where KT-621 effectiveness may be limited: - if lesions are established + IL-1/IL-36/NF-Bdominant - heavy S. aureusamplified disease w/o concurrent microbial control (antibiotics) - psoriasis-like" [X Link](https://x.com/HOThomasWPhelps/status/2020753608589844542) 2026-02-09T06:56Z [----] followers, [----] engagements "Table @BiotechTV @bradloncar TOP [--] MOST watched Biotech CEO Interviews last [--] months w/ 1-yr return Top [--] avg was +179.3% trouncing $XBI +34.9% Top [--] highest 1-yr returns: $ABVX $TERN $CRVS $MLYS $GLUE Top [--] most watched videos: $ABVX $CRVS $VERV $BCTX $SANA" [X Link](https://x.com/HOThomasWPhelps/status/2020957775506047053) 2026-02-09T20:27Z [----] followers, [----] engagements "$CRVS $600M MC Buyouts post Ph 1/2a POC (some open label) while $CRVS Cohort [--] data in Jan is PBO-controlled randomized w/ good safety - $DICE by $LLY $2.4B Ph [--] - $RXDX by $MRK $10.8B Ph 2a open label - $ALPN by $VRTX $4.9B Ph 1b/2a - $MORF by $LLY $3.2B Ph 2a open label $CRVS #soquelitinib Atopic Dermatitis Cohort [--] more akin to a Ph 2a trial despite its Ph [--] label - Placebo controlled randomised efficacy focus goes beyond standard safety/dose-escalation of Ph [--] - Cohort [--] w/ design amendment extending dosing to [--] weeks is clear shift to $CRVS #soquelitinib Atopic Dermatitis Cohort [--] more" [X Link](https://x.com/HOThomasWPhelps/status/1989253996822061475) 2025-11-14T08:48Z [----] followers, 17.3K engagements "$CRVS Cohort [--] increases Ph1b to N=72 (N=48 on SQL N=24 for PBO) Consider $CRVS #soqeulitinib N=36; EASI-75 = 36% PBO-control MC=$640M $KYMR KT-621 N=22; EASI-75 = 29% MC=$7B Buyouts post Ph 1/2a POC trial size Avg buyout $5.3B Avg trial size N=46 $DICE $LLY $2.4B Ph1 N=72 (SAD/MAD) $RXDX $MRK $10.8B Ph2a N=55 $ALPN $VRTX $4.9B Ph2a N=20 $MORF $LLY $3.2B Ph2a N=35 $CRVS $600M MC Buyouts post Ph 1/2a POC (some open label) while $CRVS Cohort [--] data in Jan is PBO-controlled randomized w/ good safety - $DICE by $LLY $2.4B Ph [--] - $RXDX by $MRK $10.8B Ph 2a open label - $ALPN by $VRTX $4.9B Ph" [X Link](https://x.com/HOThomasWPhelps/status/1999357103698309317) 2025-12-12T05:54Z [----] followers, [----] engagements "Continuing FT theme cheap UK companies many UK equity valuations at decade lows 🔹 $HIK.L Hikma Pharma lowest PS (1.41) in [--] years half 20-yr avg (3.13) 🔹 Dividend Yield 4.05% https://www.ft.com/content/605f5bb3-7b8c-4d2f-8122-bbfd7dd7c323 https://www.ft.com/content/605f5bb3-7b8c-4d2f-8122-bbfd7dd7c323" [X Link](https://x.com/HOThomasWPhelps/status/2010677142799990792) 2026-01-12T11:36Z [----] followers, [----] engagements "$CRVS AD trial similar size/design Ph2 POC trials = large revaluations Avg New MC post data/buyout $6.1B Avg trial size N=41 $CRVS MC $600M W/ Cohort4 total N=72 (N=48 SQL N=24 PBO) BIC or Best in Disease led to largest increases: $KYMR $7B Ph1b KT-621 N=22 $DICE $LLY $2.4B Ph1 N=72 (SAD/MAD) $RXDX $MRK $10.8B Ph2a N=55 $ALPN $VRTX $4.9B Ph2a N=20 $MORF $LLY $3.2B Ph2a N=35 $VKTX $8.5B Ph [--] POC VK2735 N=35 N=10 PBO $CRVS #soquelitinib Atopic Dermatitis Cohort [--] more akin to a Ph 2a trial despite its Ph [--] label - Placebo controlled randomised efficacy focus goes beyond standard" [X Link](https://x.com/HOThomasWPhelps/status/2012781034308309023) 2026-01-18T06:56Z [----] followers, [----] engagements "$CRVS Institutional Ownership - Big Bio Funds Orbimed - 9.6% shares Point72 - 8.6% RTW Investments - 3.6% Vivo Capital - 3.0% Foresite Capital Management - 2.3% Perceptive Advisors - 1.9%" [X Link](https://x.com/HOThomasWPhelps/status/2012814116658749772) 2026-01-18T09:07Z [----] followers, [----] engagements "Still think the below Ph1/2a POC studies are good models for $CRVS post POC AD data this week. Avg value was $5.3B - $DICE by $LLY $2.4B Ph [--] - $RXDX by $MRK $10.8B Ph 2a open label - $ALPN by $VRTX $4.9B Ph 1b/2a - $MORF by $LLY $3.2B Ph 2a open label $CRVS Average size of (4) deals was $5.3B POC led to sharp revaluation and buyouts followed anywhere from 4-5 months up to 8-9 months later May be a good model for $CRVS on good Cohort [--] data Matches my post on options/timeline for small bios post-POC https://t.co/QjQbaYkWzE https://t.co/c2MQsYT7Rr $CRVS Average size of (4) deals was $5.3B POC" [X Link](https://x.com/HOThomasWPhelps/status/2013889540058992977) 2026-01-21T08:20Z [----] followers, [----] engagements "@tradingsssss @zethedeuce I have written about overlap in MOA for $SNY #Tzield and $CRVS #ITK inhibitor approach w/ #soquelitinib and seperately Corvus already shown Ph1b N=48 patients across all cohorts SQL is getting better EASI-75 reduction than Dupi in same time frame https://x.com/HOThomasWPhelps/status/1978420508170359235s=20 https://x.com/HOThomasWPhelps/status/1978420508170359235s=20" [X Link](https://x.com/HOThomasWPhelps/status/2017087992892993631) 2026-01-30T04:10Z [----] followers, [---] engagements "@zethedeuce Also mechanistic overlap with $SNY anti-CD3 #Tzield based on $CRVS oral #soquelitinib MOA it should be more than plausible as a treatment in T1D see below https://x.com/HOThomasWPhelps/status/1978420508170359235s=20 Comparison of $SNY #Tzield and $CRVS #soquelitinib MOA effects/potential T1D: 🔹Tzield (teplizumab) a CD3 monoclonal antibody delays Type [--] Diabetes (T1D) onset by reducing T-cell receptor TCR signal strength and boosting regulatory T-cells (Tregs) as shown in a [----] NEJM https://x.com/HOThomasWPhelps/status/1978420508170359235s=20 Comparison of $SNY #Tzield and $CRVS" [X Link](https://x.com/HOThomasWPhelps/status/2017090274049069359) 2026-01-30T04:19Z [----] followers, [----] engagements "$SNY one of most at risk of LOE in next [--] yrs $CRVS #ITK inhibitor #Soquelitinib may be unique opp as Dupi replacement (Ph1 Cohorts 1-4 (N=48) EASI-75 Dupi in just [--] wks) and further based on MOA should work across Th2 to Th17 spectrum from AD to psoriasis and asthma to COPD and could be an entire platform for them to replace Dupi and move into new I&I indications. Th2 to Th17 spectrum As @financebully pointed out $SNY pipeline update $SNY has conceded #amlitelimab #OX40L not lived up to their hopes and de-prioritised across board https://x.com/financebully/status/2016911009726779821s=20" [X Link](https://x.com/HOThomasWPhelps/status/2017093690892681222) 2026-01-30T04:33Z [----] followers, [----] engagements "Wow On back of #amlitelimab OX40L disappointing and $SNY de-prioritising now $AMGN handing theirs back to Kyowa. Bios with new I&I targets just went up in value $CRVS ITKi #soquelitinib (oral) $KYMR #STAT6 degrader KT-621 (oral) $NKTR #Treg promotor #Rezpeg (inj) $AMGN hands back ox40 rocat back to kyowa https://t.co/BR6AwYU4iF $SNY $AMGN hands back ox40 rocat back to kyowa https://t.co/BR6AwYU4iF $SNY" [X Link](https://x.com/HOThomasWPhelps/status/2017229802181214616) 2026-01-30T13:33Z [----] followers, [----] engagements "Wow now that is both $SNY and Kyowa Kirin disclosing one case each of Kaposi's Sarcoma from OX40L and OX40 targets respectively for #amlitelimab and #rocatinlimab. $APGE Another OX40 update and it's not good. On an analyst call Sunday Kyowa Kirin disclosed a case of Karposi's sarcoma with rocatinlimab in a "high risk" patient according to a Jefferies note. Recall last week $AMGN returned roca to Kyowa. Another OX40 update and it's not good. On an analyst call Sunday Kyowa Kirin disclosed a case of Karposi's sarcoma with rocatinlimab in a "high risk" patient according to a Jefferies note." [X Link](https://x.com/HOThomasWPhelps/status/2018309647333998830) 2026-02-02T13:04Z [----] followers, 16.6K engagements "🚨 Another Differentiating Factor Why $CRVS Oral ITK Inhibitor Soquelitinib Could Be 1L in Atopic Dermatits Cutaneous T-cell Lymphoma (CTCL) misdiagnosed at a very high rate of 75%-95% usually as eczema/AD or psoriasis Drugs like #Dupilumab to treat inflammatory AD do not work in CTCL and only after years of failed therapies will the patient be correctly diagnosed w/ CTCL. In the US about [----] new cases of CTCL are identified each year (30000 cases in total) but it may be underdiagnosed by 3-20x depending on study and the number of cases significantly higher. This is significant opportunity" [X Link](https://x.com/HOThomasWPhelps/status/2018956204249096557) 2026-02-04T07:54Z [----] followers, [----] engagements "I asked Grok to help. it scraped the data missed a few and I tried to add them back in like Kymera and I removed any that were private or had no public stock. I think you could do better as the source but this is best I could do with public data. Might be fun thing to track on your end going forward. https://twitter.com/i/web/status/2020962255907717322 https://twitter.com/i/web/status/2020962255907717322" [X Link](https://x.com/HOThomasWPhelps/status/2020962255907717322) 2026-02-09T20:45Z [----] followers, [---] engagements "@william_R2Rclub @A_May_MD Soquelitinib from $CRVS is not a me too drug it is novel oral MOA First in Class and Best in Class ITK Inhibitor" [X Link](https://x.com/HOThomasWPhelps/status/2021234529034289195) 2026-02-10T14:47Z [----] followers, [---] engagements "Remarkable potential total deal value of $12.5B from $GSK for Ph1 PDE3/4 inhibitor for #COPD and up to [--] other early stage programs. If all utilised maybe $250M per programme This article in the February issue analyses M&As and partnerships in the biopharma industry in [----] with GSK's potential $12.5 billion partnership with Hengrui Pharmaceuticals focused on a PDE3/4 inhibitor for COPD in the top spot for licensing deals https://t.co/XNvCW57QmG https://t.co/pPolTDRKpe This article in the February issue analyses M&As and partnerships in the biopharma industry in [----] with GSK's potential" [X Link](https://x.com/HOThomasWPhelps/status/2020892636316422475) 2026-02-09T16:08Z [----] followers, [----] engagements "@helinhomusk Can add after data. Will match approach of Sanofi and Amgen for their OX40 class drugs" [X Link](https://x.com/HOThomasWPhelps/status/2021166620438126988) 2026-02-10T10:17Z [----] followers, [---] engagements "Data in large/rapidly growing AD market keeps coming. Today $NKTR maintenance + initial Ph2a from $EVMN IL-18 approach Modified Evommune slide shows how large AD market is v Psoriasis and still [--] years behind PsO Room for several new therapies to grow this market" [X Link](https://x.com/HOThomasWPhelps/status/2021291055099076708) 2026-02-10T18:31Z [----] followers, [----] engagements "🚨 Patient on $SNY #Dupilumab 2-yrs developed fibrotic #systemicsclerosis a Th17-disease Dupi MOA blocking IL-4Ra: lowers Type [--] inflammation but can paraxodically disrupt Th17/Treg balance as Th2 reciprocally regulates Th17 $CRVS Th2 Th17 spectrum https://x.com/HOThomasWPhelps/status/1944287050707919070s=20 Newly published in @SkinHealthDis - Unexpected #systemicsclerosis in a patient with #atopicdermatitis receiving dupilumab: a novel case report. View this #casereport only in @SkinHealthDis: https://t.co/36kHYtiuG3 #dermtwitter #sclerosis #dermatitis #dermatology https://t.co/8DRiYxPSBQ" [X Link](https://x.com/HOThomasWPhelps/status/2018642817099378979) 2026-02-03T11:08Z [----] followers, [----] engagements "$CRVS more hiring multiple positions added today Looking forward to next stages of the ITK program/platform w/ lead molecule #soquelitinib. Analysis of $CRVS job openings and (4) key points: [--]. Operationalizing a late-stage / registration-track Multiple senior roles across drug substance (process chemistry) + drug product + analytical/QC + QMS/QA it usually signals the company is moving from clinical proof-of-concept mode toward pivotal-trial readiness (a) CMC/Quality and (b) biology sample management consistent with moving from lean clinical-stage into multi-thread execution where both" [X Link](https://x.com/HOThomasWPhelps/status/2019523040162574594) 2026-02-05T21:26Z [----] followers, [----] engagements "Strategic Options for a Small Biotech with Proof-of-Concept (POC) A small biotech with Proof-of-Concept (POC) typically positive Phase 1b/2a data demonstrating early efficacy faces a pivotal decision: [--]. sell out (full acquisition by big pharma) [--]. partner (licensing or co-development deal) [--]. go it alone (independent development). Each path balances investor/shareholder benefits (liquidity returns) patient benefits (access speed breadth) valuation speed to market trial capacity and indication expansion. Big pharma excels in resources ($100M+ Phase [--] trials global infrastructure) enabling" [X Link](https://x.com/HOThomasWPhelps/status/1983829766940553545) 2025-10-30T09:34Z [----] followers, 21.4K engagements "Actually the inclusion criteria of $CRVS says this: "Documented history of inadequate response or intolerance to one or more topical therapies (including but not limited to corticosteroids immune modulators PDE-4 inhibitors) and/or systemic therapies (including but not limited to dupilumab cyclosporine mycophenolate azathioprine oral corticosteroids or a JAK inhibitor e.g. tofacitinib baricitinib and ruxolitinib)." So I think it goes a bit beyond just allowing patients to have at least [--] prior therapy they were looking for inadequate response." [X Link](https://x.com/HOThomasWPhelps/status/2021150586117173257) 2026-02-10T09:13Z [----] followers, [---] engagements "@tradingsssss @AlexandrG1980 @chaotropy $KYMR has developed a leading degrader program/platform but still the last (6) drugs never got out of Ph2 with several stopped mid-trial by partner $SNY I am very interested in KT-621 and how it develops https://x.com/HOThomasWPhelps/status/1978720765978501223s=20 @tradingsssss $KYMR raised $600M in [----] and $288M in June [----] $KYMR has discontinued/paused/cancelled/switched to back-up molecule for [--] degrader programs in [--] years: - STAT3 (KT-333) - IRAK4 (KT-474) was in (2) Ph2b trials - MDM2 (KT-253) - IRAK4/ImiD (KT-413) - TYK2 (KT-294 + KT-295)" [X Link](https://x.com/HOThomasWPhelps/status/2020129439309324772) 2026-02-07T13:36Z [----] followers, [---] engagements "Holiday Break Time" [X Link](https://x.com/HOThomasWPhelps/status/2021599586796577216) 2026-02-11T14:57Z [----] followers, [----] engagements "$CRVS Mizuho discusses oral ITK inhibitor #soquelitinib recent AD data: 🔹 "Data were VERY excellent in terms of efficacy and also in terms of safety" 🔹 "Best-in-Class EASI-75 almost Best-in-Disease type of efficacy" 🔹 "intriguing signals that you can get durative efficacy" $NKTR $KYMR $EVMN also mentioned : Mizuho Senior Biotech Analyst @soowannaway shares his take on three key biotech trials that are scheduled to read out soon and one that recently happened. $IDYA $EYPT $OCUL $PVLA $CRVS Full video: https://t.co/gnwTp8KeAW https://t.co/ktZtIrypkA : Mizuho Senior Biotech Analyst" [X Link](https://x.com/HOThomasWPhelps/status/2022184349622321662) 2026-02-13T05:41Z [----] followers, [----] engagements "$CRVS oral ITK inhibitor #soquelitinib AD profile: Works fast as JAKi + EASI-75 benefit months off-treatment Oral therapy in just 4-8 wks offers $ABBV JAKi disease control but better safety + $NKTR #Rezpeg duration Also works in patients that fail #Dupilumab or #Upadacitinib 🚨 Table of Drug Profiles for Different Treatments/Targets in Atopic Dermatitis FDA-approved and In-Development $ABBV $AMGN $APGE $BMY $CRVS $KYMR $LLY $NKTR $PFE $REGN $SNY https://t.co/0x2HOgjhuN 🚨 Table of Drug Profiles for Different Treatments/Targets in Atopic Dermatitis FDA-approved and In-Development $ABBV $AMGN" [X Link](https://x.com/HOThomasWPhelps/status/2022206682626240792) 2026-02-13T07:10Z [----] followers, [----] engagements "$NKTR looking forward to maintenance data to see potential duration benefit that may be possible w/ increased #Treg population. Comparison of Ph2b atopic dermatitis data Nektar v #OX40 class: $NKTR #Rezpeg IL-2Ra agonist $SNY #Amlitelimab OX40L $AMGN #Rocatinlimab OX40" [X Link](https://x.com/HOThomasWPhelps/status/2021072452995121507) 2026-02-10T04:03Z [----] followers, [----] engagements "Current drugs can't treat across #Th2 #Th17 spectrum effectively in either skin or respiratory diseases requiring different treatments combination therapies and large patient populations with unmet need. A single new drug candidate being developed by #Corvus Pharmaceutical $CRVS may for the first time bridge this gap in both skin and respiratory diseases: 🔹#atopicdermatitis (Th2) to #psoriasis (Th17) 🔹#asthma (Th2) to #COPD (Th17) and #ACO (mixed) $CRVS oral #ITK inhibitor #soquelitinib novel MOA reduces both Th2 AND Th17 cell subtypes and downstream inflammatory cytokines. Additionally" [X Link](https://x.com/anyuser/status/1944287050707919070) 2025-07-13T06:45Z [----] followers, 11.6K engagements "Comparison of main adverse events and safety data for recent drug trials in atopic dermatitis compared to FDA approved treatments by drug target: 🔹 $CRVS oral ITK inhibitor #soquelitinib (Ph 1b) 🔹 $APGE anti-IL-13 #APG777 (Ph 2) #conjunctivitis #headache #URTI" [X Link](https://x.com/anyuser/status/1945415710001267102) 2025-07-16T09:30Z [----] followers, [----] engagements "📰New: Adoptive transfer of antigen-specific #Tregs PROMOTES #Th17 cells in #EAE and #IBD May explain mixed #IL2 drug trial results and challenge future trials Pharmas w/ low-dose/modified IL-2 drugs: $MRK $SNY $ABBV $MRNA $AMGN $XNCR $COYA $NKTR Failed: $RHHBY $BMY 🧵 Regulatory T cell therapy promotes TGF- and IL-6-dependent pro-inflammatory Th17 cell generation by reducing IL-2 @NatureComms https://t.co/nb1JOYay6w https://t.co/gDN2IOz6fP Regulatory T cell therapy promotes TGF- and IL-6-dependent pro-inflammatory Th17 cell generation by reducing IL-2 @NatureComms https://t.co/nb1JOYay6w" [X Link](https://x.com/anyuser/status/1957331622937727190) 2025-08-18T06:39Z [----] followers, 15.9K engagements "Analysis of research shows mechanistic convergence between $ABVX #Obefazimod and $CRVS #soquelitinib MOA to have similar downstream effects within Th17 cells Obefazimod upregulation of miR-124 and soquelitinib #ITK inhibition both exert regulatory effects on T cell signaling pathways modulating #STAT3 activity leading to overlapping impacts on T cell differentiation function and immune balance most pronounced in the suppression of #Th17 pro-inflammatory T cells 🔹Th17 Cells: Both miR-124 increase and ITK inhibition suppress Th17 differentiation and function primarily by downregulating STAT3" [X Link](https://x.com/anyuser/status/1960371446716198912) 2025-08-26T15:59Z [----] followers, 14.9K engagements "Didn't realise before very different atopic dermatitis Ph1b: $CRVS oral #ITKi #soquelitinib and $KYMR oral #STAT6 degrader KT-621 - $CRVS double-blind PBO-controlled inclusion criteria: #dupilumab #JAKi etc refractory patients - $KYMR open-label no placebo exclusion criteria: lack of response IL-4 IL-13 JAKi including dupi #lebrikizumab #upadacitinib Both data in 4Q25 very different bars for success https://twitter.com/i/web/status/1975248724495573054 https://twitter.com/i/web/status/1975248724495573054" [X Link](https://x.com/anyuser/status/1975248724495573054) 2025-10-06T17:16Z [----] followers, 19.5K 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 Didn't realise before very different atopic dermatitis Ph1b: $CRVS oral #ITKi #soquelitinib and $KYMR oral #STAT6 degrader KT-621 - $CRVS double-blind PBO-controlled inclusion criteria: #dupilumab #JAKi etc refractory patients - $KYMR open-label no placebo exclusion https://t.co/ODo3tKgQJT Didn't realise before very different" [X Link](https://x.com/anyuser/status/1975970418432540810) 2025-10-08T17:03Z [----] followers, 53.5K engagements "Novel #Tregs MOA for $NKTR #Rezpeg is a step towards therapies that rebalance immune system unlike JAKi which actually stop Tregs. #Rezpeg is injection w/ high production costs refrigeration etc. Dupilumab also a biologic/injection has similar considerations but costs seem to be much lower. I tried to understand what these costs are and with Grok's help go through the last [--] years of 10K/10Q filings and am wondering if the costs of production for this molecule may be a problem. I am not an expert here but the accumulated losses for $NKTR are $3.7B on balance sheet and the expenses have been" [X Link](https://x.com/anyuser/status/1987478669070143890) 2025-11-09T11:13Z [----] followers, [----] engagements "$NKTR $SEPN Interesting change at Nektar in middle of suit w/ $LLY Nov [--] [----] Nektar 8-K filing Mark A. Wilson will step down as Chief Legal Officer on Dec [--] [----] Jan [--] [----] Mark A. Wilson joins Septerna as CLO https://ir.septerna.com/news-releases/news-release-details/septerna-expands-leadership-appointment-industry-veteran-mark https://ir.nektar.com/static-files/2563c63c-49d3-446c-885e-fd5f28229335 https://ir.septerna.com/news-releases/news-release-details/septerna-expands-leadership-appointment-industry-veteran-mark https://ir.nektar.com/static-files/2563c63c-49d3-446c-885e-fd5f28229335" [X Link](https://x.com/HOThomasWPhelps/status/2011734348312297951) 2026-01-15T09:36Z [----] followers, [----] engagements "$CRVS Valuation Oral ITK Inhibitor #Soquelitinib High premium = $8B if $SNY is aggressive Dupi replacement transformative Higher post-Ph2b data [--]. Soquelitinib novel MOA FIC/BIC [--]. Efficacy EASI Dupi [--]. Good Safety [--]. Durable Benefit 3-months https://x.com/i/grok/share/1e1b73eff60c4d55be0854f8282fa721 https://x.com/i/grok/share/1e1b73eff60c4d55be0854f8282fa721" [X Link](https://x.com/HOThomasWPhelps/status/2018374373325902143) 2026-02-02T17:22Z [----] followers, [----] engagements "$CRVS continues hiring/expansion on back of strong data from ITK inhibitor #soquelitinib in atopic dermatitis Ramping up for Ph 2b in AD asthma and HS all this year [--] new positions since Sep $CRVS continues hiring: (6th) new position in [--] mths: - Associate Director / Director Quality Systems & Compliance "role ensures Corvus remains in a constant state of inspection readiness for the FDA and other global authorities. You will oversee vendor qualification and https://t.co/xgMa2ICeCS $CRVS continues hiring: (6th) new position in [--] mths: - Associate Director / Director Quality Systems &" [X Link](https://x.com/HOThomasWPhelps/status/2019430380869415012) 2026-02-05T15:18Z [----] followers, [----] engagements "🚨 New: immune-state reprogramming via expanding stem-like TCF1 PD-1 low CD8+ cells + radiotherapy = better outcome in ICB therapy model $CRVS ITK inhibitor #soquelitinib same effect: increases memory CD8+ Tcells low PD1 + stemness (TCF1+) 5-6x w/ oral therapy makes tumour "hot" Post discussing: Corvus poster: https://www.corvuspharma.com/file.cfm/23/docs/icml_2023_poster_final_05jun2023.pdf https://x.com/HOThomasWPhelps/status/1841780555999818114s=20 @biorxivpreprint In situ programming of intratumoural stem cell-like memory CD8+ T cells enables durable antitumour immunity in" [X Link](https://x.com/HOThomasWPhelps/status/2020585607328854034) 2026-02-08T19:48Z [----] followers, [----] engagements "Essential to understand AD trials exclusion criteria as may significantly affect interpretation of EASI data $CRVS Required to fail a therapy $SNY $AMGN Allow prior therapies washout $APGE Allow JAKi excludes failed IL-4/IL-13 $KYMR Exlude prior failed biologics/JAKi $NKTR Required nave biologic/JAKi patients 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](https://x.com/HOThomasWPhelps/status/2021131777369121011) 2026-02-10T07:59Z [----] followers, 16.5K engagements "I am interested in Ph3 $AZN Pacific-9 trial #NSCLC that combos #durvalumab (anti-PDL1) + #oleclumab (anti-CD73) mid-2026. May have material effect on $CRVS as #mupadolimab anti-CD73 novel MOA binds to a specific site on CD73 giving it added ability to also stimulate B-cells AstraZeneca Pacific-9 Corvus Mupadolimab https://jitc.bmj.com/content/10/12/e005802 https://www.tandfonline.com/doi/full/10.1080/14796694.2024.2354160#summary-abstract $AZN Having delivered [--] positive Phase III read outs last year $AZN indicated that it has more than [---] ongoing late-stage trials with over [--] expected to" [X Link](https://x.com/HOThomasWPhelps/status/2021194173123108919) 2026-02-10T12:06Z [----] followers, [----] engagements "Four P&F Charts after recent Atopic Dermatitis updates $APGE $CRVS $KYMR $NKTR $APGE ($4.5B) + $KYMR ($6.3B) seem ceiling limited on chart $CRVS ($1.8B) broke to new highs consolidating $NKTR ($1.5B post raise est) broke above downtrend after maintenance data yesterday" [X Link](https://x.com/HOThomasWPhelps/status/2021519135914774756) 2026-02-11T09:38Z [----] followers, [----] engagements "Different Ph2b AD trial designs orals may take less time than injectables and close gap w/ injectable programs further ahead oral $KYMR KT-621 [--] wks [--] wk open label extension $CRVS #soquelitinib [--] wks 30-day follow-up inj $APGE $NKTR 16wk data [--] wk maintenance https://twitter.com/i/web/status/2022331133032100249 https://twitter.com/i/web/status/2022331133032100249" [X Link](https://x.com/HOThomasWPhelps/status/2022331133032100249) 2026-02-13T15:24Z [----] followers, [----] engagements "SEC Filing: $CRVS: 13G Today (13-FEB-2025) MILLER RICHARD A MD has INCREASED his $CRVS stake by 42.00% Previous Holdings: 3.68M Shares Current Holdings: 5.22M Shares Increase: +1.54M Increased(%): +41.70% Ownership: 7.70% Estimated Value: $7.68M Institutional ownership in #CRVS has been steadily rising over the past [--] quarters (in sh): Q1 '24: 17.90M Q2 '24: 27.59M Q3 '24: 30.04M" [X Link](https://x.com/anyuser/status/1890204783664861651) 2025-02-14T01:01Z [----] followers, 10.5K engagements "$CRVS update/talk from Ph1b PTCL trial after just [--] days treatment w/ oral #ITK inhibitor #soquelitinib REDUCES T-cell exhaustion markers. Mouse models predicted this but now actual human data from trial. Ph2 solid tumor 2Q25 https://corvuspharma.gcs-web.com/news-releases/news-release-details/corvus-pharmaceuticals-announces-presentation-additional-data https://x.com/HOThomasWPhelps/status/1854926053342691696 I am excited for atopic dermatitis data but don't forget Ph1b/2 solid tumor study potentially bigger $CRVS treating relapsed immune checkpoint patients reversing #Tcell exhaustion =" [X Link](https://x.com/anyuser/status/1902701888442651038) 2025-03-20T12:40Z [----] followers, 11.4K engagements "Must read: $CRVS oral ITK inhibitor #soquelitinib featrures prominently in just published Jefferies Report out discussing "#Atopic #Dermatitis Therapeutics Emerging Landscape" Key quotes: Discusses opportunity in AtD for oral therapeutics with better safety profiles than oral JAKi without black box warnings. Also discusses early impressive efficacy of $CRVS #soquelitinib: "Soquelitinib has shown promising pbo-adjusted early data comparable to or even superior to #Rinvoqs for EASI-75 at weeks [--] and 8" "Soquelitinibs early data for pbo-adjusted IGA 0/1 surpasses that for both #Cibinqo and" [X Link](https://x.com/anyuser/status/1912157450729382180) 2025-04-15T14:53Z [----] followers, 13.2K engagements "$CRVS Jefferies April [--] 12-mo PT: Base Case: $13 +353% Upside Scenario: $29 +910% Report based only on oral ITK inhibitor #soquelitinib in #PTCL + #atopicdermatitis #Ciforadenant #A2AR antagonist not discussed. 50% more deep responses in RCC potentially another blockbuster" [X Link](https://x.com/anyuser/status/1912491761164820766) 2025-04-16T13:02Z [----] followers, [----] engagements "Summary + Strategy for Growth of $CRVS ITKi Platform: $CRVS #soquelitinib is a small molecule ITK inhibitor selectively targets T-cells improving immune fuction by novel MOA. Immunomodulatory effects: - improvement of immune memory CD8+ T-cells - reduced T-cell proliferation cytokine production and cytolytic function of pathogenic #Th2 + #Th17 cells - promotion of regulatory T-cell #Tregs - inhibition of PD-1 and other T-cell exhaustion markers on T-cells increasing responsiveness to tumors This all adds up to very large TAM potential which $CRVS is developing one step at a time with two rare" [X Link](https://x.com/anyuser/status/1912541950147801163) 2025-04-16T16:21Z [----] followers, [----] engagements "Good summary table from $NKTR on #atopicdermatitis data to evaluate $CRVS upcoming data but is missing $ABBV Upapadacitinib P3 15mg and 30mg. $CRVS #soquelitinib is oral has better safety profile than all drugs in table so far and may have longer lasting benefit efficacy will matter and so far $CRVS data is very competitive. There is lots of room for an oral drug with improved safety profile for chronic autoimmune diseases. Consider EVERY drug in table is a blockbuster (Peak sales estimates): - #Dupixent $20B $SNY $REGN - #Adbry $1.5B (Leo Pharma) - #Lebrikizumab $1.5B $LLY - #Nemolizumab $2B" [X Link](https://x.com/anyuser/status/1914213433223819524) 2025-04-21T07:03Z [----] followers, [----] engagements "$CRVS earnings update. - Early exercise of 8.9M warrants by Point [--] likely and Richard Miller. - Cash postion increased by $31M in May and is now approximately $74M - Cash funds operations into 4Q 2026" [X Link](https://x.com/anyuser/status/1920575199704993958) 2025-05-08T20:23Z [----] followers, [----] engagements "$CRVS SID #atopicdermatitis poster up: I updated $CRVS EASI-75 @ [--] wks comparisons: - injectable biologic $REGN $SNY #Dupilumab #Dupixent - oral JAKi $ABBV #Upadacitinib #Rinvoq $CRVS #soquelitinib all cohorts EASI-75 @ 38% well ahead of dupixent @ 4wks https://corvuspharma.com/file.cfm/23/docs/sid_0437_poster_final_06may2025.pdf https://corvuspharma.com/file.cfm/23/docs/sid_0437_poster_final_06may2025.pdf" [X Link](https://x.com/anyuser/status/1920727329560474060) 2025-05-09T06:27Z [----] followers, 21.2K engagements "$CRVS Interesting points/quotes 1Q25 call last night: [--]. Full Cohort [--] data likely shared in June/July [--]. $CRVS "engaged in various discussions with companies" [--]. $CRVS "blast(ing) ahead on our own" "not dependent on any partners." $75M in cash $CRVS funded to end 2026" [X Link](https://x.com/anyuser/status/1920787692066836693) 2025-05-09T10:27Z [----] followers, 22.6K engagements "Soon $KYMR #STAT6 degrader safety data for KT-621 Goal: oral #Dupilumab-like activity in #IL4 / #IL13 pathway Safety concern: STAT6 highly expressed in many tissues than #IL4R Dupi target. Role in #mesenchymal cells differentiating to connective tissues bone cartilage fat" [X Link](https://x.com/anyuser/status/1923975312330592368) 2025-05-18T05:33Z [----] followers, 14.6K engagements "$KYMR added $1.2-$1.5B this week post #STAT6 degrader KT-621 data in Healthy Volunteers tracking biomarkers only. MC = $3B $CRVS actual EASI-75 data better than #Dupixent in [--] patients w/ moderate-severe atopic dermatitis across [--] placebo controlled cohorts. MC = $320M $CRVS final Cohort [--] data released to discuss tomorro at Jefferies: - Cohort [--] EASI-75 = 50% - All Cohort 1-3 EASI-75 = 36% - Oral pill better than #Dupixent at [--] weeks - Updated Oppenheimer AD EASI-75 comparison seems compelling https://t.co/164c2rL0Hr https://t.co/CxRHdTP4ya $CRVS final Cohort [--] data released to discuss" [X Link](https://x.com/anyuser/status/1930229476794777826) 2025-06-04T11:45Z [----] followers, 10.7K engagements "$CRVS New pipeline slide: Shows (3) clinical trials in #PTCL #atopicdermatitis and #ALPS (5) new pre-clinical programs in #asthma #Ssc #IBD #rheumatology #solidtumor" [X Link](https://x.com/anyuser/status/1930618237001097682) 2025-06-05T13:30Z [----] followers, [----] engagements "- $CRVS [--] wk EASI-75 w/ oral ITKi #soquelitinib matches/better FDA approved drugs for atopic dermatitis - Higher EASI-75 strong correlation w/ more cytokines blocked - soquelitinib blocks the most of all these drugs #ILC2 seems key $SNY $REGN $ABBV #JAK1 #IL4 #IL13 #IL31" [X Link](https://x.com/anyuser/status/1930625781174087900) 2025-06-05T14:00Z [----] followers, [----] engagements "🚨 $CRVS at Jefferies answering questions on oral #soquelitinib in atopic dermatitis: [--]. Ph [--] design likely to include: Cohort [--] arm 200mg BID + arm w/ 400mg QD [--]. Ph2 trial cost est $30M [--]. Cohort [--] extension 8-wk treatment data guided to Nov/Dec [----] #biotech #dermatology - $CRVS [--] wk EASI-75 w/ oral ITKi #soquelitinib matches/better FDA approved drugs for atopic dermatitis - Higher EASI-75 strong correlation w/ more cytokines blocked - soquelitinib blocks the most of all these drugs #ILC2 seems key $SNY $REGN $ABBV #JAK1 #IL4 #IL13 #IL31 https://t.co/UcgisYuwJn - $CRVS [--] wk EASI-75 w/ oral" [X Link](https://x.com/anyuser/status/1931224168969728146) 2025-06-07T05:38Z [----] followers, [----] engagements "Cantor comments following $CRVS full Cohort [--] data: - $CRVS shaking out to be a great #FOMO trade - Cantor agreeing w/ me. NO fundamental reason for 10x valuation difference between $KYMR $3.1B and $CRVS $300M "when only ONE of them has patient data (and that's Corvus)"💥 $KYMR added $1.2-$1.5B this week post #STAT6 degrader KT-621 data in Healthy Volunteers tracking biomarkers only. MC = $3B $CRVS actual EASI-75 data better than #Dupixent in [--] patients w/ moderate-severe atopic dermatitis across [--] placebo controlled cohorts. MC = $320M $KYMR added $1.2-$1.5B this week post #STAT6 degrader" [X Link](https://x.com/anyuser/status/1931388596562383092) 2025-06-07T16:31Z [----] followers, 10.8K engagements "$CRVS hiring again continued confidence in #soquelitinib and ITKi pipeline - Associate Manager/Manager QA $CRVS preparing for commercialisation QA roles often to ensure product meets quality standards and regulatory requirements prior to market launch" [X Link](https://x.com/anyuser/status/1932304227088388530) 2025-06-10T05:10Z [----] followers, [----] engagements "$CRVS "Soquelitinib our lead ITK inhibitor may prevent lung damage inflammation and pulmonary hypertension caused by systemic sclerosis." Richard Miller CEO "Selected as a top [--] abstract by the Emerging EULAR Network (EMEUNET)" https://corvuspharma.gcs-web.com/news-releases/news-release-details/corvus-pharmaceuticals-presents-soquelitinib-preclinical-data-0 https://corvuspharma.gcs-web.com/news-releases/news-release-details/corvus-pharmaceuticals-presents-soquelitinib-preclinical-data-0" [X Link](https://x.com/anyuser/status/1932756600214990903) 2025-06-11T11:07Z [----] followers, [----] engagements "🚨 TNF- signaling requires ITK for metabolic reprogramming in dysregulated #Th1 + #Th17 cells in rheumatoid arthritis. Potential opportunity for $CRVS in RA w/ only clinical selective oral ITK inhibitor #soquelitinib blocks Th17 + Tregs ITKi prevents metabolic change T cells release TNF- that stimulates changes to their metabolism via ITK-Akt-mTOR during differentiation a pathways dysregulated in rheumatoid arthritis @scisignal @SarahDimeloeLab @EmLBishop https://t.co/TqdsaGhJfX T cells release TNF- that stimulates changes to their metabolism via ITK-Akt-mTOR during differentiation a pathways" [X Link](https://x.com/anyuser/status/1936465487384162338) 2025-06-21T16:45Z [----] followers, 10.5K engagements "anti-TNF- HUGE market $25B approved drugs for many autoimmune indications. New research shows TNF- signaling relies on #ITK even stronger case for $CRVS ITKi #soquelitinib in all the same indications as shown in corporate pres $ABBV #Humira $PFE $AMGN #Enbrel $JNJ #Remicade 🚨 TNF- signaling requires ITK for metabolic reprogramming in dysregulated #Th1 + #Th17 cells in rheumatoid arthritis. Potential opportunity for $CRVS in RA w/ only clinical selective oral ITK inhibitor #soquelitinib blocks Th17 + Tregs ITKi prevents metabolic change https://t.co/0RhNB3Wdmi 🚨 TNF- signaling requires ITK" [X Link](https://x.com/anyuser/status/1936473155356475658) 2025-06-21T17:15Z [----] followers, [----] engagements "Interested in Atopic Dermatitis Summary of approved FDA drugs and those in development + effects on T-cell subtypes by MOA: #Treg activator - $NKTR (indirect effect Th1 Th2 Th17) #STAT6 degrader/inh - $KYMR $NRIX (Th2 only) #ITK inh - $CRVS (#Th2 #Th17 #ILC2 down Treg up)" [X Link](https://x.com/anyuser/status/1938648240007557500) 2025-06-27T17:18Z [----] followers, [----] engagements "Wow seems like a big value for such an early stage pipeline. Given recent successes by $NKTR and $CRVS in autoimmune atopic dermatitis w/ new MOA makes one wonder about valuations - as they seem very cheap by comparison 10-20x so Buyout $2.1B on par w/ $MLTX $APGE $2-$3B $ABBV to Acquire Capstan Therapeutics for $2.1 Billion $ABBV to Acquire Capstan Therapeutics for $2.1 Billion" [X Link](https://x.com/anyuser/status/1939666696928928171) 2025-06-30T12:45Z [----] followers, [----] engagements "Do bio investors make rational valuation decisions Not sure they do after this quick look at a few bios. Valuation/analysis of select bios I follow in I&I IMO some very overvalued ( $KYMR $APGE) and some quite cheap for progress in pipeline ( $NKTR $CRVS): Undervalued EV should probably be $1B+: $NKTR #Rezpeg new MOA Ph2b AD EASI data good Ph2b alopecia [----] Ph3 ready potential 4-5x $CRVS #soquelitinib new MOA Ph3 PTCL Ph2 ALPS Ph1b AD EASI data good potential 3-4x Overvalued EV should probably be $500M: $KYMR new MOA KT-621 Ph1a AD only healthy volunteers Ph1b no placebo due 4Q25 KT-485" [X Link](https://x.com/anyuser/status/1939948903702372830) 2025-07-01T07:27Z [----] followers, [----] engagements "I have been updating $NKTR table for Phase [--] results in atopic dermatitis. Updated this morning with $APGE results from Ph2a part of study to compare with other therapies in AD. APG777 - IGA + EASI-90 both PBO-adjusted lower than #Lebrikizumab $LLY and #Dupilumab $SNY $REGN Apogee Therapeutics Announces Positive 16-Week Data from Phase [--] APEX Clinical Trial of APG777 its Potentially Best-in-Class Anti-IL-13 Antibody in Moderate-to-Severe Atopic Dermatitis $APGE https://t.co/BJOxXpi4PN Apogee Therapeutics Announces Positive 16-Week Data from Phase [--] APEX Clinical Trial of APG777 its" [X Link](https://x.com/anyuser/status/1942165801177383383) 2025-07-07T10:16Z [----] followers, 27.6K engagements "Potential large opportunity for patient comfort/safety avoiding conjunctivitis for novel MOA in treating atopic dermatititis differently than canonical IL-4/IL-13 pathways: $NKTR (Tregs) and $CRVS (ITKi) Interesting discussion regarding conjunctivitis from $APGE APG777 when compared to $LLY #Ebglyss and $REGN $SNY #Dupixent But it does not fully explain why conjunctivitis is HIGHER in AtD patients taking a biologic and specifically an anti-IL-13 or anti-IL-4Ra that block the IL-4Ra signaling than placebo in studies. Likely reason is Conjunctival goblet cells express the IL-4 receptor" [X Link](https://x.com/anyuser/status/1942457206693048751) 2025-07-08T05:34Z [----] followers, 10.7K engagements "Oral therapies are the new focus for #psoriasis treatments set to grow market significantly. #Atopicdermatitis is 3x bigger indication still at early stage and dominated by biologics targeting IL-4/IL-13: #dupilumab #lebrikizumab Next generation atopic dermatitis drugs set to exapand market and take market share will be dominated by drugs that can offer some combination of: - Novel MOA (non-IL-4/IL-13 pathway) - Oral therapies - Better efficacy more EASI reduction (EASI-90) - Safer (less conjunctivitis problem for many biologics no black box warning like for JAKi) From valuation and early AtD" [X Link](https://x.com/anyuser/status/1942817304691015811) 2025-07-09T05:25Z [----] followers, [----] engagements "Atopic Dermatitis bios basket to watch: $ACRS ATI-045 #Bosakitug TSLP mAb ATI-052 #TSLP x IL-4Ra BsAb $APGE APG777 #IL13 APG279 IL13 + #OX40L $CRVS #Soquelitinib #ITK Inhibitor $KYMR KT-621 #STAT6 degrader KT-485 #IRAK4 degrader $LLY partnered $NKTR #Rezpeg IL-2R agonist #Treg promotor $NRIX NX-3911 STAT6 degrader $SNY partnered" [X Link](https://x.com/anyuser/status/1944996179529404541) 2025-07-15T05:43Z [----] followers, [----] engagements "Most important insight on $ABVX to identify other future success stories in I&I that break away from biologicals mAb blockade models: obefazimod does not act as a full blockade but as an immunomodulator on several axis. That's why it's also described as a homeostasis inducer. So one can understand (although there is no hard proof of that) that it's possible that the 'induction' of homeostasis may last for longer if you don't act like a selective pressure. Just a little thread out of my retreat because this stock and its story has been important to me. Maybe a mini-victory lap as well but with" [X Link](https://x.com/anyuser/status/1948008244347027942) 2025-07-23T13:12Z [----] followers, [----] engagements "🧵If interested in how #ITK inhibition works in autoimmune diseases During the activation of a naive T-cell by an antigen-presenting cell (#APC) differentiation into various subtypes is influenced by signaling pathways involving Tec family kinases #ITK and #RLK (also known as #TXK) inside the cell. These kinases are activated downstream of the T-cell receptor (#TCR) and contribute differentially to T-cell subtype commitments. /1" [X Link](https://x.com/anyuser/status/1949699096379306280) 2025-07-28T05:11Z [----] followers, 17.5K engagements "I am reposting what I believe to be among my most concise and biggest contributions to X and the understanding of ITK inhibition $CRVS This is my 2804th post and will be my last. I will continue to my analysis and research on Tcells and #ITK inhibition but on a more private and exclusive level. Countless other posts educate to help understand potential of #ITK inhibition and identify biochemistry behind failures of other drug targets (#IL33) and how other alarmins like #TSLP may be affected. Enjoy my history and contributions if of interest. 🧵If interested in how #ITK inhibition works in" [X Link](https://x.com/anyuser/status/1950630715957063832) 2025-07-30T18:52Z [----] followers, 19.8K engagements "@BrandonLuuMD Interesting. Running increases body temperature to 101-103F similar effect" [X Link](https://x.com/anyuser/status/1953410654074798122) 2025-08-07T10:59Z [----] followers, [----] engagements "I bought $ABVX after success of oral #obefazimod. Similar effect on T-cell modulation controlling both pathogenic #Th17 cells and increasing #Tregs as $CRVS #soquelitinib 🤔 $ABVX UC success FIC/BIC as a model for $CRVS FIC/BIC in atopic dermatitis Key shared and comparative effects on major T cell subtypes from $ABVX #Obefazimod miR-124 and $CRVS #soquelitinib ITKi MOA. miR-124 and #ITK inhibition both exert regulatory effects on T cell signaling pathways modulating #STAT3 activity leading to overlapping impacts on T https://t.co/MLabAPSEex Key shared and comparative effects on major T cell" [X Link](https://x.com/anyuser/status/1953484788905513300) 2025-08-07T15:54Z [----] followers, [----] engagements "@semodough Big development/surprise: $CRVS Next two indications for #soquelitinib: - #Hidradenitis suppurativa #HS (unmet need) - #pulmonary disease #asthma (most justfication from animal models for ITKi w/ soquelitinib and inhibition of #ILC2 offers unique novel approach)" [X Link](https://x.com/anyuser/status/1953581153010823336) 2025-08-07T22:16Z [----] followers, [----] engagements "$CRVS 2Q call next [--] indications of interest for #ITK inhibitor #soquelitinib: [--]. #Hidradenitis suppurativa #HS (large unmet need) [--]. #asthma + other pulmonary diseases especially w/ #ILC2 driven component which ITKi very effective in stopping (strong pre-clinical work) @semodough Big development/surprise: $CRVS Next two indications for #soquelitinib: - #Hidradenitis suppurativa #HS (unmet need) - #pulmonary disease #asthma (most justfication from animal models for ITKi w/ soquelitinib and inhibition of #ILC2 offers unique novel approach) @semodough Big development/surprise: $CRVS Next two" [X Link](https://x.com/anyuser/status/1953749123540066763) 2025-08-08T09:24Z [----] followers, [----] engagements "$CRVS 13F Filings strong bio fund interest 🔹Orbimed - 7.2M (8.2%) 🔹Point72 - 7.0M (8.0%) 🔹Blackrock - 4.2M (4.8%) 🔹Vanguard - 3.3M (3.7%) 🔹Adams St - 3.3M (3.7%) 🔹RTW Inv - 2.7M (3.1%) 🔹Vivo Cap - 2.2M (2.5%) 🔹Foresite Cap - 1.7M (2.0%) 🔹Perceptive Adv - 1.4M (1.6%)" [X Link](https://x.com/anyuser/status/1956277344257167502) 2025-08-15T08:50Z [----] followers, [----] engagements "$CRVS catalysts 2025: Oral #ITK inhibitor soquelitinib: [--]. Ph [--] Cohort [--] AtD EASI data Oct [--]. Ph [--] #ALPS trial initial data possible - EOY [--]. Ph 1b/2 AtD China 12wk trial start - 3Q [--]. Ph2 AtD 8wk trial start - Dec #Ciforadenant #A2AR antagonist [--]. Ph [--] data presented at #ESMO25 - 17-21 Oct" [X Link](https://x.com/anyuser/status/1956363499552047500) 2025-08-15T14:33Z [----] followers, 15.8K engagements "$CRVS catalysts [----] because someone asked: @taeyoon43334145 @StuckInStock $CRVS catalysts 2025: Oral #ITK inhibitor soquelitinib: [--]. Ph [--] Cohort [--] AtD EASI data Oct [--]. Ph [--] #ALPS trial initial data possible - EOY [--]. Ph 1b/2 AtD China 12wk trial start - 3Q [--]. Ph2 AtD 8wk trial start - Dec #Ciforadenant #A2AR antagonist [--]. Ph [--] data presented at https://t.co/bX6sojspT8 @taeyoon43334145 @StuckInStock $CRVS catalysts 2025: Oral #ITK inhibitor soquelitinib: [--]. Ph [--] Cohort [--] AtD EASI data Oct [--]. Ph [--] #ALPS trial initial data possible - EOY [--]. Ph 1b/2 AtD China 12wk trial start - 3Q [--]. Ph2 AtD 8wk" [X Link](https://x.com/anyuser/status/1956364589194453227) 2025-08-15T14:37Z [----] followers, [----] engagements "Some good discussions and points have been made regarding the potential of $NKTR #Treg promotor #Rezpeg in alopecia areata: In light of a new paper showing increasing Tregs can actually result in an increase in number of more pathogenic Th17 cells I have reduced my estimate of likelihood of success for #Rezpeg in alopecia areata (AA). AA is a very complex disease with multiple perceived cell type believed to be involved including high levels of Th17/IL17 and NK cells. So far only [--] drugs have been approved and they are all biologics from the JAK inhibitor class that are highly" [X Link](https://x.com/anyuser/status/1958802990456021308) 2025-08-22T08:06Z [----] followers, 10.4K engagements "Just downloaded the 9th #Dermatology Drug Development Summit Event Guide for Boston November 18-20th Corvus Pharmaceutical $CRVS oral #ITK inhibitor #soquelitinib featured prominently in intro to conference and appears to be a key highlight of meeting https://www.thebostoncalendar.com/events/9th-dermatology-drug-development-summit https://www.thebostoncalendar.com/events/9th-dermatology-drug-development-summit" [X Link](https://x.com/anyuser/status/1961110882362003944) 2025-08-28T16:57Z [----] followers, 13.7K engagements "New Job at $CRVS: Associate Director Clinical Supply Management Getting ready for more and bigger drug trials This kind of role is for bios in "growth mode" that are preparing for expansion of clinical pipeline and operations. https://www.corvuspharma.com/join-our-team/job-postings/Associate-director-clinical-supply-management/ https://www.corvuspharma.com/join-our-team/job-postings/Associate-director-clinical-supply-management/" [X Link](https://x.com/anyuser/status/1961574869881028765) 2025-08-29T23:41Z [----] followers, [----] engagements "Further building on @A_May_MD work I keep chart comparing PBO-adjusted EASI data for AD trials and you can see at 16-wk $NKTR #Rezpeg Ph 2b is better than $SNY #amlitelimab Ph 2b data and the new Ph [--] data for Amlite was less good than their earlier data. Why $NKTR is getting noticed" [X Link](https://x.com/anyuser/status/1963876044647313580) 2025-09-05T08:05Z [----] followers, [----] engagements "Overall Placebo Adjusted EASI in Atopic Dermatitis: Approved Drugs: - $SNY $REGN #Dupilumab anti-IL-4Ra (inj) - $ABBV #Upadacitinib JAK1 inh (oral) Novel MOA in Trials: - $NKTR #Rezpeg #Treg promoter (inj) - $CRVS #Soquelitinib #ITK inh (oral 4wk EASI) $CRVS 8wk EASI in 4Q25" [X Link](https://x.com/anyuser/status/1965334278105133307) 2025-09-09T08:39Z [----] followers, [----] engagements "I remain unconvinced that #STAT6 degraders and inhibitors $KYMR $NRIX will live up to high expectations offering #Dupilumab efficacy w/ oral pill. I have already written about the potential risk of more AEs by targeting STAT6 due to its pleiotropic nature. Another very important difference not widely recognised is the polymorphism of IL-4R specifically the Q576R (also known as rs1801275). This genetic mutation is extremely common (65% in African Americans and 40% in Latinos) and associated with more severe cases of atopic dermatitis higher EASI scores itch and sleep disruption. Despite STAT6" [X Link](https://x.com/anyuser/status/1965362454294389217) 2025-09-09T10:31Z [----] followers, 23.3K engagements "Why $CRVS ITK inhibition w/ oral #soquelitinib is novel MOA: [--]. Skews/increases #Th1 cells (prevents infections) [--]. Makes memory #CD8+ cells w/ stemness that resist T-cell exhaustion in #TME [--]. immunosuppressive #Tregs [--]. Prevents #Th2 cells cytokines IL-4 IL-5 IL-6 IL-13 IL-31 [--]. Prevents #Th17 cells cytokines IL-6 IL-17 IL-21 IL-22 [--]. Reduces activity of #ILC2 cells dependent on ITK IL-4 IL-5 IL-13 cytokines (major and early role in AD) ITKi has ability to control inflammation across Th2/Th17 spectrum from AD (Th2) to #psoriasis (TH17) in skin inflammation or #asthma (Th2) to #COPD (Th17)" [X Link](https://x.com/anyuser/status/1966082662692442404) 2025-09-11T10:13Z [----] followers, [----] engagements "The IL-4R Q576R polymorphism is significnant in atopic dermatitis and more so in asthma patients as 70% of African Americans are carriers v 20% of Whites. Thus 50% of Black AD patients are homozygous v 4% of Whites leading to more severe disease and also alternative inflammation pathways I remain unconvinced that #STAT6 degraders and inhibitors $KYMR $NRIX will live up to high expectations offering #Dupilumab efficacy w/ oral pill. I have already written about the potential risk of more AEs by targeting STAT6 due to its pleiotropic nature. Another very https://t.co/aja8End1Kz I remain" [X Link](https://x.com/anyuser/status/1968590321576517731) 2025-09-18T08:18Z [----] followers, 13.7K engagements "Table of different MOA control of inflammation for polymorphism in AD: [--]. $REGN $SNY #Dupilumab comprehensive [--]. $CRVS oral #soquelitinib comprehensive [--]. $KYMR oral #STAT6 degrader KT-621 likely to struggle [--]. $NKTR #Treg promoter #Rezpeg may have #Th17 challenges The IL-4R Q576R polymorphism is significnant in atopic dermatitis and more so in asthma patients as 70% of African Americans are carriers v 20% of Whites. Thus 50% of Black AD patients are homozygous v 4% of Whites leading to more severe disease and also alternative The IL-4R Q576R polymorphism is significnant in atopic dermatitis" [X Link](https://x.com/anyuser/status/1968594010651472015) 2025-09-18T08:32Z [----] followers, 16.9K engagements "🚨For those interested in Atopic Dermatitis Summary Table of expected effects of drugs targets on #Th2 #Th17 #Tregs Clear why $SNY $REGN #dupilumab and $ABBV #upadacitinib dominate see EASI chart May be useful in assessing potential of new drugs: $NKTR $KYMR $CRVS $APGE" [X Link](https://x.com/anyuser/status/1969666133570576851) 2025-09-21T07:32Z [----] followers, 40.6K engagements "$CRVS AD Cohort [--] update: ✅ Begin enrolment: June ✅ 1st Patients finish treatment: Beg Aug ✅ 50% enroled: Aug [--] CC 🔳 Final patients enroled: Aug + Sep 🔳 8-wks treatment: Oct - Nov 🔳 C4 readout: Nov/Dec 🔳 Start AD Ph 2b: Dec - Corvus likely seen some early Cohort [--] data in Aug - Posted (2) new job openings early Sept Likely $CRVS atopic dermatitis Cohort [--] timeline: (1:1 #soquelitinib:placebo n=24 total) ✅ Begin enrolment: June 🔳 Enrolment for 6-8 weeks: complete end-July 🔳 8-wks treatment 🔳 final patient finishes 8wks SQL: end-Sep 🔳 data readout: October Likely $CRVS atopic dermatitis" [X Link](https://x.com/anyuser/status/1969759210356228516) 2025-09-21T13:42Z [----] followers, 11.9K engagements "$CRVS added another job posting last night making (3) three new jobs since start of September. Continuing expansion/growth plans. - $CRS likely already seen data for up to half of Cohort [--] patients not sure how else to interpret this. $CRVS AD Cohort [--] update: ✅ Begin enrolment: June ✅ 1st Patients finish treatment: Beg Aug ✅ 50% enroled: Aug [--] CC 🔳 Final patients enroled: Aug + Sep 🔳 8-wks treatment: Oct - Nov 🔳 C4 readout: Nov/Dec 🔳 Start AD Ph 2b: Dec - Corvus likely seen some early Cohort [--] https://t.co/uHm5z8ZLzv $CRVS AD Cohort [--] update: ✅ Begin enrolment: June ✅ 1st Patients finish" [X Link](https://x.com/anyuser/status/1970821150956716438) 2025-09-24T12:02Z [----] followers, 10.2K 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](https://x.com/anyuser/status/1971109081315164392) 2025-09-25T07:06Z [----] followers, [----] engagements "🚨 New paper on #ITK in #TCR signaling significance for $CRVS #ITK inhibitor #soquelitinib: In AD patients ITK inhibition w/ soquelitinib might translate to faster resolution of acute flares by impairing early robust TCR responses potentially outperforming non-selective immunosuppressants. Based on paper's findings ITK plays a "substantial" role in NFB activation compared to the other pathways. Inhibition or absence reduces NFB (p65) nuclear translocation impairing expression of NFB-target genes Further Potential for Enhanced Efficacy via Strong #NFB Suppression suggests soquelitinib could" [X Link](https://x.com/anyuser/status/1971151745813188885) 2025-09-25T09:56Z [----] followers, 20.4K engagements "🔹#ILC2 play early and major role in atopic dermatitis (AD) and more so in #asthma $CRVS ITK inhibitor #soquelitinib blocks #ILC2 cells (which require ITK + IL-2 to sustain activation/survival) and is key reason for strong/early EASI reduction in AD https://www.nature.com/articles/s41467-019-08699-9 https://www.nature.com/articles/s41467-019-08699-9" [X Link](https://x.com/anyuser/status/1971505978089881881) 2025-09-26T09:23Z [----] followers, 13.4K engagements "$NKTR Rezpeg designed to bind to high-affinity IL-2R complex mostly found on #Tregs but #ILC2 cells in AD and #asthma also express it. Thus #Rezpeg may be having more complex effect: while increasing Tregs can down regulate ILC2 Rezpeg itself would activate ILC2 cells key conductors of inflammatory response and downstream cytokines Th2 cell activation etc. Rezpeg has shown good EASI reduction in AD to date but the potential activation of ILC2 cells may be issue or limiting benefit which may be more pronounced in asthma indication. Here is literature on ILC2 IL-2 activation/survival: Images" [X Link](https://x.com/anyuser/status/1971510577882095621) 2025-09-26T09:42Z [----] followers, 10.5K engagements "🚨 Paper co-authored by $JNJ Identifies NEW #Th2 Subtype in Atopic Dermatitis w/ IL-13 + IL-22 Significant implications for explaining observed EASI reductions w/ current AD therapies and potential to predict EASI reduction for therapies in development - Plasticity of T-cells can complicate diseaes treatment for autoimmune diseases. Plasticity is the unique ability of T-cells to change their subtype or to display characteristics of multiple T-cell subtypes in one cell. - Paper identifies a new Th2 T-cell subtype that expresses BOTH cytokine #IL13 and #IL22 typically individually associated w/" [X Link](https://x.com/anyuser/status/1971951634080014608) 2025-09-27T14:54Z [----] followers, 11.7K engagements "Atopic Dermatitis MOA Predictions using Pathway Table v Actual PBO-adj EASI Reductions at 8-wks Match Well Predictions for 4Q AD data based on Model: - $CRVS #ITK (8wk PBO-adj) EASI 57% (ITKi #soquelitinib #dupilumab approaching JAKi) - $KYMR #STAT6 (4wk no PBO) estimate EASI 25% (STAT6d KT-621 dupilumab more similar to IL-31 or OX40L MOA in EASI reduction) Process Used in "Calculating" Predicted EASI Reductions: [--]. Used Pathway Table I built and assigned contribution values of each pathway to AD based on estimates from literature [--]. If "Blocks" then drug target/MOA gets 100% credit for" [X Link](https://x.com/anyuser/status/1972166254086529471) 2025-09-28T05:07Z [----] followers, 12.3K 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 $KYMR May be pre-mature to say #STAT6 degrader will not have conjunctivitis as an AE - 32% of patients on #Dupilumab show symptoms of #conjunctivitis w/ mean of [----] wks to occur $KYMR KT-621 oral #STAT6 degrader: - Ph 1a [--] d on therapy HV - Ph 1b [--] d mild-to severe AD https://t.co/1zGkmP8I2x $KYMR May be pre-mature to" [X Link](https://x.com/anyuser/status/1974774874301456682) 2025-10-05T09:53Z [----] followers, 18.2K engagements "Atopic dermatitis novel MOA that do not directly affect #IL13 pathway likely won't have #conjuctivitis AE [--]. $NKTR #Rezpeg #Treg promotor no increase of this AE in Ph2b AD trial [--]. $CRVS #soquelitinib oral #ITK inhibitor 4Q25 8wk data should be long enough to assess 🚨#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 🚨#Conjunctivitis is AE for drugs blocking IL13" [X Link](https://x.com/anyuser/status/1974776551075107179) 2025-10-05T09:59Z [----] followers, [----] engagements "2025 #NobelPrize for Medicine acknowledging potential for #Treg T-regulatory cell immunotolerance. Congratulations Several new drugs in development utilise Tregs as all or part of their MOA benefit in immune disease control. $NKTR #Rezpeg $CRVS #soquelitinib #ITK inhibitor Mary Brunkow Fred Ramsdell and Shimon Sakaguchi have been awarded the [----] Nobel Prize in Physiology or Medicine for their groundbreaking discoveries concerning peripheral immune tolerance that prevents the immune system from harming the body. The Nobel Prize laureates https://t.co/h2yVHYSbxH Mary Brunkow Fred Ramsdell and" [X Link](https://x.com/anyuser/status/1975136344482668730) 2025-10-06T09:49Z [----] followers, 14.2K engagements "$NKTR #Rezpeg actually mentioned in PDF for [----] Nobel Prize in Medicine at end of article see here: https://www.nobelprize.org/uploads/2025/10/advanced-medicineprize2025.pdf https://www.nobelprize.org/uploads/2025/10/advanced-medicineprize2025.pdf" [X Link](https://x.com/anyuser/status/1975138736959877431) 2025-10-06T09:59Z [----] followers, [----] engagements "Biotech Investing Is Highly Inefficient Price discovery is largely driven by market participants that often lack the appropriate or necessary background to assess science or potential viability of drug candidate or pathway. This offers significant opportunity for investors" [X Link](https://x.com/anyuser/status/1975484159117361656) 2025-10-07T08:51Z [----] followers, [----] engagements "Comparison $CRVS #Soquelitinib and $SNY $REGN #Dupilumab Ph [--] Atopic Dermatitis Trial Designs Very similar 4wk trials Dupi (M4A+M4B): [--] Doses (N=51) Placebo (N=16) SQL: [--] Cohorts (N=48) Placebo (N=24) Cohort [--] extends to 8wks (N=12) w/ PBO (N=12)" [X Link](https://x.com/anyuser/status/1975882605339037730) 2025-10-08T11:14Z [----] followers, [----] engagements "$CRVS Ph 2b atopic dermatitis allowing failed systemic therapy patients JAKi #upadacitinib or #dupilumab or anti-IL13 Oral novel MOA #ITK inh #soquelitinib Ph 1b: "Worse" patients (failed therapy) "done just as well" "it hasn't mattered" #STAT6 MOA can't address this 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 + $KYMR exlude prior biologics/JAKi or required nave patients https://t.co/3IF66KMKGJ Key Differences Inclusion/Exclusion" [X Link](https://x.com/anyuser/status/1976569933426524493) 2025-10-10T08:46Z [----] followers, 21.5K engagements "$CRVS getting new coverage from Barclays. Price target of $16 puts it at $1.4b valuation. Closing gap compared to peers like $KYMR $4b and $APGE $3b $CRVS initiated with an Overweight at Barclays. PT $16 $CRVS initiated with an Overweight at Barclays. PT $16" [X Link](https://x.com/anyuser/status/1977681453958996362) 2025-10-13T10:22Z [----] followers, 22.8K engagements "In Feb [----] $NKTR granted Fast Track Designation for #Rezpeg in Atopic Dermatitis I expect $CRVS to do same after Cohort [--] data due 2H25 Oral #ITK inhibitor #soquelitinib may have even stronger case as is working in patients that failed systemic therapies https://ir.nektar.com/news-releases/news-release-details/nektar-therapeutics-receives-fast-track-designation $CRVS Ph 2b atopic dermatitis allowing failed systemic therapy patients JAKi #upadacitinib or #dupilumab or anti-IL13 Oral novel MOA #ITK inh #soquelitinib Ph 1b: "Worse" patients (failed therapy) "done just as well" "it hasn't" [X Link](https://x.com/anyuser/status/1978811490707570925) 2025-10-16T13:13Z [----] followers, [----] engagements "I think the comparison of MOA and similarities of $CRVS and $ABVX is worth a repost as $ABVX makes new highs this morning ($7B) and shows the very high potential and market/patient/investor appetite for novel oral safe MOA drugs in autoimmune diseases. Analysis of research shows mechanistic convergence between $ABVX #Obefazimod and $CRVS #soquelitinib MOA to have similar downstream effects within Th17 cells Obefazimod upregulation of miR-124 and soquelitinib #ITK inhibition both exert regulatory effects on T cell signaling https://t.co/GVyeq10PU7 Analysis of research shows mechanistic" [X Link](https://x.com/anyuser/status/1983849835510850045) 2025-10-30T10:53Z [----] followers, 10.3K engagements "Table comparing oral drugs in atopic dermatitis w/ data in Nov/Dec w/ #Dupilumab Ph [--] 4-wk EASI data $CRVS: oral ITK Inhibitor Cohort 1-3 EASI reductions already better than dupi waiting on Cohort [--] 8-wk data $KYMR: oral KT-621 #STAT6 degrader TBD no placbo" [X Link](https://x.com/anyuser/status/1984259690961031609) 2025-10-31T14:02Z [----] followers, [----] engagements "Similarities Between Obesity and Atopic Dermatitis Markets Thought exercise The bidding war between $PFE and $NOVO for Metsera $MTSR highlights competition in high-value areas dominated by one drug class but open to disruption via innovative or novel MOAs. Metsera's assets like MET-097 (a long-acting GLP-1 analog) and muscle-sparing orals challenge GLP-1 leaders such as Novo's semaglutide and Lilly's tirzepatide with bids reaching $6 to [--] billion to address limitations like injections and side effects. A parallel could emerge in atopic dermatitis (AtD) a chronic skin condition affecting up to" [X Link](https://x.com/anyuser/status/1984578052303585383) 2025-11-01T11:07Z [----] followers, 37.3K engagements "$ABVX talked to [--] phsicians who said "this is the future standard of care." - : @Abivax_ CEO Marc de Garidel discusses physician and payor feedback after obefazimod's phase [--] UC induction readouts and next steps regarding maintenance and Crohn's. #BIOEurope $ABVX Full video: https://t.co/uQrHc2dMNH https://t.co/usVA9unybr - : @Abivax_ CEO Marc de Garidel discusses physician and payor feedback after obefazimod's phase [--] UC induction readouts and next steps regarding maintenance and Crohn's. #BIOEurope $ABVX Full video: https://t.co/uQrHc2dMNH https://t.co/usVA9unybr" [X Link](https://x.com/anyuser/status/1985293112395067689) 2025-11-03T10:28Z [----] followers, [----] engagements "$CRVS abstract ASH Dec [--] final data: oral #ITK inhibitor #soquelitinib #PTCL Ph 1b Table compares to current SOC for PTCL: #Belinostat BELIEF + #Pralatrexate PROPEL Soquelitinib outperforms: ORR PFS Duration of Response Median OS also safer and oral Ph [--] interim mid-2026 @HOThomasWPhelps @RybeccaSmith33 https://t.co/VnVQ36l8uy $crvs @HOThomasWPhelps @RybeccaSmith33 https://t.co/VnVQ36l8uy $crvs" [X Link](https://x.com/anyuser/status/1985499613625733159) 2025-11-04T00:09Z [----] followers, 10.3K engagements "Update Valuations/Cash Spend bios Atopic Dermatitis: 🔹 $CRVS spending $35M/y (18-20m cash left) 🔹 $NRIX $250M/y (32m cash) 🔹 $KYMR $320M/y (36m cash) 🔹 $APGE $250M/y (42m cash) Key AtD data 4Q25: $KYMR KT-621 open label 4wk Ph1 $CRVS Cohort [--] PBO control 8wk Ph1" [X Link](https://x.com/anyuser/status/1985660591952810051) 2025-11-04T10:49Z [----] followers, [----] engagements "Potential Scenario $CRVS: Strong Cohort [--] 8wk data could make lead oral option set up significant revaluation $20s/sh ($2B+ MC) closes gap $KYMR $APGE Then - $200M+ raise or partnership - initiate more Ph2 trials: hidradenitis suppurativa (HS) #Ssc #asthma solid tumour Still would only be 50% peer valuations Update Valuations/Cash Spend bios Atopic Dermatitis: 🔹 $CRVS spending $35M/y (18-20m cash left) 🔹 $NRIX $250M/y (32m cash) 🔹 $KYMR $320M/y (36m cash) 🔹 $APGE $250M/y (42m cash) Key AtD data 4Q25: $KYMR KT-621 open label 4wk Ph1 $CRVS Cohort [--] PBO control 8wk Ph1" [X Link](https://x.com/anyuser/status/1985665593270247645) 2025-11-04T11:09Z [----] followers, 17.8K engagements "$CRVS on 3Q earnings CC Miller just said it is very reasonable for you to assume that current Cohort [--] data is matching Cohort [--] data this is just from call will repost when have transcript" [X Link](https://x.com/anyuser/status/1985828555285266916) 2025-11-04T21:56Z [----] followers, 11.8K engagements "$CRVS CEO Miller "I know ITK as a target is on every major pharma radar as we are talking to them"" [X Link](https://x.com/anyuser/status/1985831735595311225) 2025-11-04T22:09Z [----] followers, 17.4K engagements "🧵 $CRVS 3Q Earnings Call Summary Q&A lots of very exciting information disclosed regarding ITK inhibitor #soquelitinib: [--]. PTCL Ph 3: 🔹Interim Data end-2026 Final end-2027 🔹Lauch would be quick 🔹Opportunity much bigger than people realise See posts on extension of life/maintenance therapy could mean significant increase to size of market https://x.com/HOThomasWPhelps/status/1985682787706233167 https://x.com/HOThomasWPhelps/status/1985677760744821070 https://x.com/HOThomasWPhelps/status/1985682787706233167 https://x.com/HOThomasWPhelps/status/1985677760744821070" [X Link](https://x.com/anyuser/status/1985920844107825215) 2025-11-05T04:03Z [----] followers, 17.6K engagements "5. $CRVS Potential Partnerships/Fund Raising 🔹"I can tell you that ITK as a target is on th radar of every major company that works in this area. I know that because we're talking to them." 🔹"We'll evaluate partnering opportunities as they arise." 🔹"We're optimistic about our data and we think there will be ample opporutunity to raise funding whether through offering stock or partnerships at the appropriate time."" [X Link](https://x.com/anyuser/status/1985926850795753506) 2025-11-05T04:27Z [----] followers, 13.1K engagements "Interesting #asthma $NKTR data furthers #Treg potential but we have to be careful some caveats @A_May_MD pointed out #1. [--]. Not a clinical trial very small n [--]. $NKTR ACQ-5 baseline [---] v a more strict #Dupilumab [---] and [---]. Why this matters is a baseline ACQ-5 [---] likely leads to a higher % reduction in asthma exacerbations as it biases for patients w/ more severe asthma who have greater potential for improvement relative to baseline and/or placebo $NKTR $NKTR" [X Link](https://x.com/anyuser/status/1987222863242260947) 2025-11-08T18:17Z [----] followers, 17.4K engagements "$CRVS - Safe to say #ITK is on $ABBV radar for AD New paper AbbVie in June [----] identified [--] new gene loci involved in atopic dermatitis: 🔹 ITK was the "top-scoring" "prioritized" gene (gene location 5q33.3) https://www.medrxiv.org/content/10.1101/2024.06.17.24308897v1.full.pdf [--]. $CRVS Potential Partnerships/Fund Raising 🔹"I can tell you that ITK as a target is on th radar of every major company that works in this area. I know that because we're talking to them." 🔹"We'll evaluate partnering opportunities as they arise." 🔹"We're optimistic about https://t.co/lxDxAg2mnR" [X Link](https://x.com/anyuser/status/1988189788378460483) 2025-11-11T10:19Z [----] followers, [----] engagements "🚨 Large Opportunity for $CRVS in #PTCL Annotated Timeline of Major Events in PTCL Treatments (#Pralatrexate #Belinostat and #Soquelitinib) March 2009: FDA grants accelerated approval to pralatrexate (Folotyn) for relapsed or refractory peripheral T-cell lymphoma (PTCL) based on a single-arm trial showing an overall response rate (ORR) of 27% and median duration of response (DoR) of [---] months; approval includes post-marketing requirements for two confirmatory trials July 2014: FDA grants accelerated approval to belinostat (Beleodaq) for relapsed or refractory PTCL based on a single-arm phase" [X Link](https://x.com/anyuser/status/1988479489572020688) 2025-11-12T05:30Z [----] followers, [----] engagements "New surprise entrant to #STAT6 party in atopic dermatitis $PFE on Nov [--] 3Q earnings call disclosed they have a #STAT6 inhibitor and already entering Phase 2b "potentially first-in-class oral." Impactful for $KYMR $NRIX and others in space I have to update list" [X Link](https://x.com/anyuser/status/1989016627955003469) 2025-11-13T17:04Z [----] followers, [----] engagements "🚨 Number of Drugs in Development for Atopic Dermatitis (or other autoimmune) by Target #STAT6: [--] drugs #PDE4: [--] #IRAK4: [--] #TSLP: [--] #ITK: 2" [X Link](https://x.com/anyuser/status/1990107613665677519) 2025-11-16T17:20Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@HOThomasWPhelps In Honour Of Thomas W Phelps
Corvus Pharmaceuticals ($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
Social category influence stocks 62.42% finance 10.91% cryptocurrencies 3.03% financial services 1.21% technology brands 1.21% countries 1.21% events 0.61% vc firms 0.61%
Social topic influence $crvs #3, $kymr #1, $nktr #2, $sny #3, $apge #1, $regn #1, $abbv #7, $lly #13, key #875, target 6.67%
Top accounts mentioned or mentioned by @joserestonva @financebully @amaymd @tradingsssss @semodough @byebyegoodguy @zethedeuce @avidresearch @a_a_free @investorclimber @bradloncar @helinhomusk @camillusmiura @biopharmiq @mbiojournal @cwru @marcjacksonla @biotechtv @williamr2rclub @skinhealthdis
Top assets mentioned Kymera Therapeutics, Inc. (KYMR) Synthetify (SNY) Apogee Therapeutics, Inc. (APGE) Regeneron Pharmaceuticals Inc (REGN) AbbVie Inc (ABBV) Eli Lilly and Company (LLY) Amgen, Inc. (AMGN) Merck & Co., Inc. (MRK) Nurix Therapeutics, Inc. (NRIX) Abivax SA (ABVX) Bristol-Myers Squibb Co (BMY) Pfizer, Inc. (PFE) Prometheus Biosciences, Inc. (RXDX) Evommune, Inc. (EVMN) Klaydice (DICE) Alpine Immune Sciences, Inc. Common Stock (ALPN) Vertex Protocol (VRTX) Johnson & Johnson (JNJ) Sanofi (SNY) Erasca, Inc. (ERAS) Moderna Inc (MRNA) Coya Therapeutics, Inc. (COYA)
Top Social Posts
Top posts by engagements in the last [--] hours
"🚨 Table of Drug Profiles for Different Treatments/Targets in Atopic Dermatitis FDA-approved and In-Development $ABBV $AMGN $APGE $BMY $CRVS $KYMR $LLY $NKTR $PFE $REGN $SNY $CRVS Cohort [--] Atopic Dermatitis = huge POC of ITKi + #soquelitinib: Dupilumab in AD ✅ 8wk EASI-75: Dupi =Upa ✅ 8wk EASI-90: Dupi ✅ Safety continues to be good ✅ Tregs increase for Cohort [--] = 100% https://t.co/e6POmjumy7 $CRVS Cohort [--] Atopic Dermatitis = huge POC of ITKi + #soquelitinib: Dupilumab in AD ✅ 8wk EASI-75: Dupi =Upa ✅ 8wk EASI-90: Dupi ✅ Safety continues to be good ✅ Tregs increase for Cohort [--] = 100%"
X Link 2026-02-02T13:42Z [----] followers, [----] engagements
"$EVMN Ph2a AD 12wk Data [--]. EVO301 currently IV working on SubQ [--]. PBO-adj EASI 33% matches biologics just [--] doses [--]. From call: EASI-50/75 not reported "directionally good" (dose find Ph2b) [--]. IGA 0/1 reported added others to compare $APGE $CRVS $KYMR $NKTR $SNY [--]. EVO301 is IL-18BP reduces multiple Tcells order of inhibition based on literature MOST blocked to least is: Th1 = CD8+ Th17 Th2 https://twitter.com/i/web/status/2021479241720721853 https://twitter.com/i/web/status/2021479241720721853"
X Link 2026-02-11T06:59Z [----] followers, [----] engagements
"$CRVS Pipeline + Upcoming Milestones/Data Final AD Cohort [--] Data AAD conf March 27-31 SID conf May 13-16 ALPS Ph2 expanding # of pediatric hospitals POC interim data in 1H26 PTCL Ph3 Futility/Interim data 2H26 Initiate (3) Ph2b SQL Trials AD - 1Q26 HS - 2H26 astma - 2H26"
X Link 2026-02-11T10:51Z [----] followers, [----] engagements
"Point72 increased $CRVS position 153% from 2.8M shares to 7.0M shares 📊 Hedge Fund Tracker POINT72 ASSET MANAGEMENT 💰 Portfolio Value: $92.11B (Prior: $83.62B) 📈 Net Change: +$8.49B (+10.16% QoQ) 📊 Holdings: [----] (+97 from last quarter) 🎯 Top [--] Concentration: 13.2% Low concentration broad exposure 🔄 Turnover: 109.8% VERY HIGH https://t.co/xN3eXYyYPu 📊 Hedge Fund Tracker POINT72 ASSET MANAGEMENT 💰 Portfolio Value: $92.11B (Prior: $83.62B) 📈 Net Change: +$8.49B (+10.16% QoQ) 📊 Holdings: [----] (+97 from last quarter) 🎯 Top [--] Concentration: 13.2% Low concentration broad exposure 🔄"
X Link 2025-08-14T21:25Z [----] followers, 12K engagements
"$ANAB $APGE $CRVS $KYMR $NKTR $QTTB 1-wk Returns Post Recent Atopic Dermatitis Data Dec [----] Fail: $QTTB #Bempikibart anti-IL-7R Ph2a -85% Fail: $ANAB #ANB032 #BTLA agonist Ph2b -34% Safe/Active: $CRVS #soquelitinib #ITKi Ph1 -31% Jun [----] Safe: $KYMR KT-621 #STAT6 Ph1 HV +59% (+$1.1B MC) Jul [----] Active: $APGE #APG777 anti-IL-13 Ph2 18% Sep [----] Active: $NKTR #Rezpeg Pegylated IL-2 Ph2 +9% Dec [----] Active: $KYMR KT-621 Ph1b +44% (+2.1B MC) * $KYMR stands out for massive total gain of $3.2B MC for both parts of Ph1 data showing potential of AD market: Safety HV + EASI reduction in [--] patients"
X Link 2026-01-10T14:31Z [----] followers, [----] engagements
"$CRVS Visual of PBO-adj EASI Reductions in AD trials (drug + MOA/targets) $ABBV - Upadacitinib JAKi $APGE - APG777 IL-13 CRVS - #Soquelitinib #ITKi $NKTR - Rezpeg Treg SNY $REGN - Dupilumab IL-4RA $SNY - Amlitelimab OX40L Will update w/ Corvus 8wk data on Tues"
X Link 2026-01-17T13:36Z [----] followers, [----] engagements
"Refresher: Comparison of $CRVS Ph1b AD trial inclusion critera v other AD trials including $KYMR recent Ph1b Note: $KYMR ADDED $2B-$2.5B MC after AD data in December despite no PBO-control arm https://x.com/HOThomasWPhelps/status/1975248724495573054s=20 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 + $KYMR exlude prior biologics/JAKi or required nave patients https://t.co/3IF66KMKGJ"
X Link 2026-01-17T17:36Z [----] followers, 18.4K engagements
"$CRVS Cohort [--] Atopic Dermatitis = huge POC of ITKi + #soquelitinib: Dupilumab in AD ✅ 8wk EASI-75: Dupi =Upa ✅ 8wk EASI-90: Dupi ✅ Safety continues to be good ✅ Tregs increase for Cohort [--] = 100% $CRVS What to expect from Cohort [--] #soquelitinib already better than #Dupilumab Cohorts 1-3 pooled (N=36) EASI-75 = 36% v Dupi 28% C3 even better EASI-75 = 50% (6 of [--] patients) JAKi #Upadacitinib level efficacy Success looks like: ✅ C4 continued good safety ✅ https://t.co/b2cRCDYK32 $CRVS What to expect from Cohort [--] #soquelitinib already better than #Dupilumab Cohorts 1-3 pooled (N=36) EASI-75 ="
X Link 2026-01-20T12:13Z [----] followers, 23.3K engagements
"$ACRS $APGE $CRVS $KYMR $NKTR Returns of biotechs and targets I research that are developing drugs in atopic dermatitis over the past 1-wk 1-mo 6-mo YTD 1-yr 3-yr and 5-yr periods"
X Link 2026-01-21T10:30Z [----] followers, [----] engagements
"$ERAS doubled on data on Jan [--] to $6 then continued to rise another 70% over [--] days before pricing their raise. - $2.8Bn MC for a Ph1 asset $ERAS prices $225M offering. 22.5M shares at $10/share $ERAS prices $225M offering. 22.5M shares at $10/share"
X Link 2026-01-22T06:19Z [----] followers, [----] engagements
"Using $ERAS model $CRVS should move much higer post raise $CRVS MC still $1.8Bn for an oral pill better than #Dupixent $REGN $SNY w/ Ph2a trial design Corvus pipeline more advanced as #ITK inhibitor #soquelitinib is in Ph3 trial for #PTCL $ERAS doubled on data on Jan [--] to $6 then continued to rise another 70% over [--] days before pricing their raise. - $2.8Bn MC for a Ph1 asset https://t.co/gyRpGiUVRC $ERAS doubled on data on Jan [--] to $6 then continued to rise another 70% over [--] days before pricing their raise. - $2.8Bn MC for a Ph1 asset https://t.co/gyRpGiUVRC"
X Link 2026-01-22T06:24Z [----] followers, [----] engagements
"$CRVS could easily double still bringing it to $44/sh and its EV value up to $3.2B still a discount to $KYMR and $APGE Very strong pricing for $CRVS raise. Strong interest. $200M w/ greenshoe + $65M gives $CRVS cash to end of [----] No financing risk strong pricing I expect valuation gap w/ $KYMR + $APGE to continue to close a move into $40s reasonable EV $CRVS $1.6B $APGE $5B $KYMR $4B Very strong pricing for $CRVS raise. Strong interest. $200M w/ greenshoe + $65M gives $CRVS cash to end of [----] No financing risk strong pricing I expect valuation gap w/ $KYMR + $APGE to continue to close a"
X Link 2026-01-22T06:55Z [----] followers, 16.8K engagements
"@semodough Here is excerpt from Jefferies valueing $KYMR. If same model ex-IRAK4 and similar sharecounts applied to $CRVS gives $60+ PT CRVS also has #soquelitinib in Ph3 trial for PTCL that could bump it further"
X Link 2026-01-22T11:53Z [----] followers, [----] engagements
"Not in my opinion. $KYMR ran open label trial no placebo control 4-wks less patients treated and mechanistically will struggle with Q576R polymorphism based on MOA too far down whereas CRVS can treat this large patient population see [--] posts $CRVS ran double-blind study w/ PBO 1:1 up to [--] weeks with duration benefit post treatment of up to [--] months so far increases Tregs and can treat mixed cases of AD with Th17 component that KT-621 can't CRVS starts Ph 2b in 1Q26 so not far behind really and understands drug and safety better due to PTCL study with patients on drug for years. Also CRVS in"
X Link 2026-01-22T12:42Z [----] followers, [----] engagements
"A comparison of $KYMR and $CRVS in atopic dermatitis and Q576R polymorphism one can evaluate if a discount equal/similar valuations or premium one way or the other is appropriate. @Investorclimber Not in my opinion. $KYMR ran open label trial no placebo control 4-wks less patients treated and mechanistically will struggle with Q576R polymorphism based on MOA too far down whereas CRVS can treat this large patient population see [--] posts https://t.co/5JyVLQ2Ejp @Investorclimber Not in my opinion. $KYMR ran open label trial no placebo control 4-wks less patients treated and mechanistically will"
X Link 2026-01-22T12:53Z [----] followers, [----] engagements
"📖 A biotech buyout case study: $JNJ buyout of Ambrx $AMAM in [----] for $28/sh Key Takeaway share price of a stock can be very misleading and is not indicative of what may be happening in terms of partner/acquirer discussions Timeline of negotiations and interested-party process (preJan [--] 2024) 2022early 2023: Early strategic discussions (Party E) and reset $AMAM $0.49/sh Nov [--] [----] Ambrx receives NYSE non-compliance notice (ADS average closing price below $1.00). Nov [----] Jan [----] Ambrx executes a confidentiality agreement and discusses a potential merger of equals with Party E (no"
X Link 2026-01-23T04:49Z [----] followers, [----] engagements
"$SNY OX40L #Amlitelimab SHORE will pursue further Must be a disappointment $CRVS must be on their radar and price should be high Comapare to Ph1 oral ITKi #soquelitinib in AD Amlitelimab 24wks EASI-75 PBO adj = 14%-16% IGA 0/1 PBO adj = 13%-16% Soquelitinib EASI-75 PBO adj = 50% at 4wk or 55% at 8wk IGA 0/1 PBO adj = 25%-33% at 4wk+8wk https://www.globenewswire.com/news-release/2026/01/23/3224400/0/en/Press-Release-Sanofi-s-amlitelimab-confirms-its-potential-in-atopic-dermatitis.html Just some fun Following #amlitelimab disappointment not sure how $SNY can not be VERY interested in $CRVS +"
X Link 2026-01-23T07:28Z [----] followers, 15.4K engagements
"@financebully I wonder if some of the $APGE selling is the downgrade it got from RBC and the fact that Fairmount Funds sold almost all their shares if I read it right. $SNY and $AMGN are not having as strong a reaction at all"
X Link 2026-01-23T16:55Z [----] followers, [----] engagements
"Thoughts on AD landscape now post $CRVS POC: If ITK as a target and #soquelitinib continue to show benefit in trials several companies may be at risk from #soqueltinib as ITKi can address what each is trying to do in atopic dermatitis: [--]. Increase duration of patient benefit less injections: $APGE APG777 long-lasting IL-13 is at risk. SQL benefit lasting well beyond treatment and may allow for treatment holidays with benefit seen up to [--] months post just [--] week treatment in Cohort [--]. [--]. Increase Tregs: $NKTR Rezpeg at risk. SQL can increase Tregs 100% with oral pill safer no injection site"
X Link 2026-01-24T09:38Z [----] followers, [----] engagements
"$CRVS How can ITK inhibition be better than #Dupilumab or match JAKi drugs It has to do with the (3) different levels of signaling of activating a T-cell and the amount and activation status of T-cells. To date all drugs target Signal [--] the cytokine level the lowest level after T-cell has been already been activated and highly proliferattive (i.e. #Dupilumab IL-4Ra #Lebrikizumab IL-13 #Upadacitinib JAK and newer targets KT-621 STAT6) $CRVS ITK inhibitor #soquelitinib is targeting ITK which is part of Signal [--] when T-cells first recognise the antigen and are still in naive state ITK is also"
X Link 2026-01-24T14:37Z [----] followers, 21.6K engagements
"Actually here is press release about Prometheus Dec [----] it was a Ph2a open label AND a Ph2b placebo controlled in same PR so more advanced as I didn't realise two were in a single PR. https://www.globenewswire.com/news-release/2022/12/07/2569123/0/en/Prometheus-Biosciences-Announces-Positive-Results-for-PRA023-in-Both-ARTEMIS-UC-Phase-2-and-APOLLO-CD-Phase-2a-Studies-Enabling-Pathway-to-Both-First-in-Class-and-Best-in-Class-Ant.html"
X Link 2026-01-24T15:12Z [----] followers, [---] engagements
"📹 Video Revolutionary potential $CRVS novel oral ITK inhibitor #soquelitinib upstream in T-cell activation pathway may lead to curative-like disease control for atopic dermatitis Already evidence for benefit to last months and potential to maybe last years in an immune reset"
X Link 2026-01-25T09:47Z [----] followers, 34.7K engagements
"📖 Another biotech buyout case study: $PRVB (Provention Bio) $SNY Sanofi buyout $25/sh Buyout premium was 260% and shows again share price of a biotech w/ novel MOA + high potential is not always valued properly by market. Negotiation timeline w/ monthly $PRVB price Early engagement and partnership track Dec 2021: Preliminary discussions begin (Sanofi-initiated) using public info around teplizumab FDA approval/commercialization. $PRVB (Dec 2021): $5.62 Feb 2022: Execute Teplizumab confidentiality agreement; Sanofi begins diligence. $PRVB (Feb 2022): $6.27 FebOct 2022: Various teplizumab"
X Link 2026-01-25T16:02Z [----] followers, [----] engagements
"This model upturns entire way autoimmune diseases are treated and puts franchises that require life-long drug use for disease reduction at risk: $SNY $REGN #Dupixent $ABBV #Upadacitinib $LLY #Lebrikizumab etc It shows the massive potential of $CRVS drug #soquelitinib to change industry: [--]. explains why SQL can work on dupi and JAKi failed AD patients as it targets Signal [--] [--]. shows why patients will not need to take SQL for years but rather just weeks or months to get the immune rebalance [--]. potential for long drug holidays during long-lasting disease control post-treatment [--]. Patients on SQL"
X Link 2026-01-25T19:41Z [----] followers, [---] engagements
"Based on your assumptions and conclusions which are wrong then you also have to dismiss $KYMR data w/ same logic where Black was 50-58% of their patient population. It is not a lucky coincidence. Both $CRVS and $KYMR simply due to trial centres locations in the South got a higher population of AA https://twitter.com/i/web/status/2015907257897071063 https://twitter.com/i/web/status/2015907257897071063"
X Link 2026-01-26T21:58Z [----] followers, [---] engagements
"Seedy that actually is not true. $CRVS Soquelitinib is a covalent ITK inhibitor. I binds to Cysteine [---] in the enzyme pocket blodking its kinase ability only. But ITK has two roles in the TCR actviation pathway (1) kinase activity which SQL blocks (2) scaffolding role ITK still can bind to LAT and fulfill scaffolding role for other activation pathways so not the same as a genetic knockout defect. Also genetic defects are from conception to death and they challenge and affect the developemental stages of a human. ITK inhibition only targets one of the [--] roles of the protein and only in fully"
X Link 2026-01-27T05:49Z [----] followers, [---] engagements
"📖 Another biotech buyout case study: $RXDX (Prometheus) $MRK Merck buyout $10.8B for anti-TL1A [--] parties interested in company Stock UP 11x in 1-yr: MC of $1B in June '22 to $10.8B June '23 2022: Strategic review groundwork and initial outreach to multiple parties May [--] [----] Board; Goldman Sachs; Latham Board discussion of capital markets/M&A environment and financing windows. $RXDX (May 2022): $26.06 May [----] Management; Centerview Meeting re market conditions/transactions/strategic opportunities. $RXDX (May 2022): $26.06 Aug [--] [----] Board; Goldman Sachs; Latham Process considerations;"
X Link 2026-01-27T06:28Z [----] followers, [----] engagements
"$CRVS update from Jefferies oral ITK inhibitor #soquelitinib with "novel MOA and potential best-in-disease profile in AD and beyond." Wow Potential Best-In-Disease $SNY $REGN $LLY $APGE $KYMR $NKTR $CRVS Seven Clarifications on SQL/ ITK in AD Against a #Short #Report We caught up with $CRVS following short report on X Here is what we will counter-detail vs. the short report: https://t.co/CpuZzLvwwf $CRVS Seven Clarifications on SQL/ ITK in AD Against a #Short #Report We caught up with $CRVS following short report on X Here is what we will counter-detail vs. the short report:"
X Link 2026-01-27T08:01Z [----] followers, [----] engagements
"@byebyegoodguy Ph2b in 1Q26 but compare $CRVS w/ Ph [--] AD trials and valuations as @JoseRestonVA pointed out: $APGE $3.9B Ph1 healthy volunteer N=40 $KYMR $5.7B Ph1b N=22 NO PBO $CRVS $2B Ph1b N=48 SQL N=24 PBO w/ JAK like efficacy and Dupilumab $CRVS could double to $40+ to match"
X Link 2026-01-27T08:19Z [----] followers, [---] engagements
"@tradingsssss @byebyegoodguy The [--] month remission of AD after just [--] weeks treatment with oral pill + ability to work on patient who failed dupilumab or JAKi therapy could lead to thesis for premium MC valuation for $CRVS against peer group $APGE and $KYMR maybe higher than $5B"
X Link 2026-01-27T08:32Z [----] followers, [---] engagements
"$ACRS exciting pre-clinical data w/ ITK/JAK3 dual inhibitor ATI-2138 for alopecia Rapid hair growth in just [--] wks #ritlecitinib Growing indications for #ITK inhibition autoimmune diseases $CRVS #ITKi #soquelitinib set to start - Ph2b AD 1Q26 - Ph2b asthma 2H26 - Ph2b HS 2H26 $ACRS Aclaris Therapeutics' Novel ITK/JAK3 Inhibitor ATI-2138 Demonstrates Rapid and Sustained Hair Regrowth in Validated Murine Model of Alopecia Areata (AA) BioPharmCatalyst https://t.co/c5KEDiGOKZ $ACRS Aclaris Therapeutics' Novel ITK/JAK3 Inhibitor ATI-2138 Demonstrates Rapid and Sustained Hair Regrowth in Validated"
X Link 2026-01-27T13:04Z [----] followers, [----] engagements
"🚨 Paradigm Shift in AD $CRVS oral ITK inhibitor #soquelitinib EASI-75 reduction similar to $ABBV #upadacitinib AND showing long-lasting durable benefit up to [--] months a goal of next gen anti-IL-13 APG777 from $APGE all with an oral pill after just 4-8 weeks of treatment Thoughts on AD landscape now post $CRVS POC: If ITK as a target and #soquelitinib continue to show benefit in trials several companies may be at risk from #soqueltinib as ITKi can address what each is trying to do in atopic dermatitis: [--]. Increase duration of patient benefit https://t.co/7hGkEaNKbK Thoughts on AD landscape"
X Link 2026-01-28T10:37Z [----] followers, [----] engagements
"$CRVS EASI data from Cohort [--] (n=12) after just [--] weeks treatment w/ #soquelitinib compares very well to $ABBV #JAK1 inhibitor #upadacitinib at [--] weeks SQL Ph2b starting soon Upa Ph2b SQL Ph1b https://corvuspharma.gcs-web.com/static-files/d0eacc58-04ba-406d-b038-94d34800f9f0 https://www.jacionline.org/article/S0091-6749(19)31608-2/fulltext https://corvuspharma.gcs-web.com/static-files/d0eacc58-04ba-406d-b038-94d34800f9f0 https://www.jacionline.org/article/S0091-6749(19)31608-2/fulltext"
X Link 2026-01-29T06:24Z [----] followers, [----] engagements
"$SNY $REGN #Dupixent [----] sales $18.8B and still growing at 25% a year $SNY $REGN #Dupixent growth is just impressive. $CRVS $NKTR $KYMR https://t.co/FPj7yrfHfp $SNY $REGN #Dupixent growth is just impressive. $CRVS $NKTR $KYMR https://t.co/FPj7yrfHfp"
X Link 2026-01-29T09:08Z [----] followers, [----] engagements
"New paper explores combination of #dupilumab + anti-IgE therapy (#omalizumab) to reduce dupilumab-related severe adverse events in atopic dermatitis Severe AEs associated w/ dupilumab treatment that may result in discontinuation of therapy https://www.frontiersin.org/journals/allergy/articles/10.3389/falgy.2025.1696897/fullutm_source=twitter&utm_medium=social&utm_content=&utm_campaign=imp_impartaut-_05-24_fimmu_en_n--ww"
X Link 2026-01-29T18:03Z [----] followers, [----] engagements
"🥇Biotech Investor Legends Joseph Edelman of Perceptive Advisors "Psychology is very important. There is perception and reality. Biotech stocks are driven by whether a drug works if it will be approved and if it will sell more than consensus" Edelman says. "That's an eight-year process. There are a few single days of events everything else is a perception of that event." Edelman is obsessed with the idea of repeat surprise - that a negative surprise is often followed by more negative surprises and that positive surprises also occur in streaks."
X Link 2026-01-30T06:41Z [----] followers, 11.9K engagements
"This is an interesting development $REGN was not on my bingo card. An analyst with RBC says $REGN could soon become acquisitive. The press release reads "more direct" on the potential for business development than it has in the past. $SNY $BAYRY https://t.co/FvsMag5mQf An analyst with RBC says $REGN could soon become acquisitive. The press release reads "more direct" on the potential for business development than it has in the past. $SNY $BAYRY https://t.co/FvsMag5mQf"
X Link 2026-01-30T18:49Z [----] followers, [----] engagements
"Updated Valuations Atopic Dermatitis Bios w/in/near Ph2b $APGE $CRVS $KYMR $NKTR MC EV cash level after raises + cash burn (assuming 60% increase for $CRVS) quarters of cash left $APGE $CRVS $KYMR 18-20 quarters cash left $NKTR [--] quarters"
X Link 2026-01-31T06:34Z [----] followers, 32.6K engagements
"$MRK Keytruda is just a mammoth drug Keytruda $31.7B in sales in [----] which is 49% of $MRK total sales of $65B Keytruda LOE US in [----] Europe in [----] $MRK Merck has too much reliance on Keytruda drug and also reported weaker YoY growth FY [----] guidance is Weak as well EPS: $5.00$5.15 (vs. $5.38 est.) Sales: $65.5B$67.0B (vs. $67.6B est.) https://t.co/ab8cJwUOAR $MRK Merck has too much reliance on Keytruda drug and also reported weaker YoY growth FY [----] guidance is Weak as well EPS: $5.00$5.15 (vs. $5.38 est.) Sales: $65.5B$67.0B (vs. $67.6B est.) https://t.co/ab8cJwUOAR"
X Link 2026-02-03T13:32Z [----] followers, 10.4K engagements
"miR-155 in Atopic Dermatitis: Th17 Severity Biomarker 🔹miR-155 over-expressed: may be involved in AD pathogenesis severity modulating differentiation/function of Th17 cells ( RORt + IL-17) 🔹 high levels of miRNA-155 in children w/ AD 🔹 Children w/ severe AD had higher miR-155 levels https://pubmed.ncbi.nlm.nih.gov/38996047/ https://mdpi.com/1422-0067/26/19/9689 https://pubmed.ncbi.nlm.nih.gov/25761610/ https://pubmed.ncbi.nlm.nih.gov/25761610/ 🚨 $CRVS and $ABVX via different MOA both affect miRNA acting as physiological brake of inflammation 🔹 ITK and miR-155 are inversely related in a"
X Link 2026-02-04T04:34Z [----] followers, [----] engagements
"🚨 miR-155 may be compelling NEW mechanistic biomarker to add to biomarkers tracked for atopic dermatitis #asthma allergic rhinitis etc $ACRS $APGE $CRVS $EVMN $KYMR $NKTR Key Biomarkers followed for Type [--] Diseases like AD: see slides from $KYMR + $CRVS showing some of them [--]. TARC/CCL17 remains the most validated single serum biomarker for AD severity. #TARC as a chemokine identifies/controls how Th2 cells are trafficked to skin for inflammation. Lower levels of TARC typically correspond w/ disease control. However this single biomarker is insufficient on its own to replace clinical scoring"
X Link 2026-02-06T06:13Z [----] followers, [----] engagements
"$NKTR #Rezpeg INCREASES CD56 bright NK cell population no data on CD16 mentioned but may be worth looking at for HIV 🚨 New Paper: Expanding CD56 bright CD16+ NK cells can reduce latent HIV-1 reservoir https://www.nature.com/articles/s41467-024-53384-1#MOESM1 Adoptive immunotherapy with in vitro expanded CD56bright CD16+ NK cells combined with LRA treatment can reduce the latent HIV-1 reservoir @mbiojournal @cwru https://t.co/EnWE9BJ2T8 https://t.co/kprLdqJMZJ https://www.nature.com/articles/s41467-024-53384-1#MOESM1 Adoptive immunotherapy with in vitro expanded CD56bright CD16+ NK cells"
X Link 2026-02-07T07:53Z [----] followers, [----] engagements
"@MarcJacksonLA At $138/sh that is a $11B valuation for $KYMR"
X Link 2026-02-07T13:39Z [----] followers, [--] engagements
"🚨 New paper: Persistent activation of #STAT6 neutrophilic recruitment in chronic atopic dermatitis Insight to $KYMR KT-621 efficacy in AD Where KT-621 likely highly effective #Dupilumab: - keratinocyte stress/hyperproliferation state - barrier dysfunction linked to STAT6 activity - EARLY priming/non-lesion STAT6 pathway enrichment - mixed/chronic evolution driven by keratinocyte programming Where KT-621 effectiveness may be limited: - if lesions are established + IL-1/IL-36/NF-Bdominant - heavy S. aureusamplified disease w/o concurrent microbial control (antibiotics) - psoriasis-like"
X Link 2026-02-09T06:56Z [----] followers, [----] engagements
"Table @BiotechTV @bradloncar TOP [--] MOST watched Biotech CEO Interviews last [--] months w/ 1-yr return Top [--] avg was +179.3% trouncing $XBI +34.9% Top [--] highest 1-yr returns: $ABVX $TERN $CRVS $MLYS $GLUE Top [--] most watched videos: $ABVX $CRVS $VERV $BCTX $SANA"
X Link 2026-02-09T20:27Z [----] followers, [----] engagements
"$CRVS $600M MC Buyouts post Ph 1/2a POC (some open label) while $CRVS Cohort [--] data in Jan is PBO-controlled randomized w/ good safety - $DICE by $LLY $2.4B Ph [--] - $RXDX by $MRK $10.8B Ph 2a open label - $ALPN by $VRTX $4.9B Ph 1b/2a - $MORF by $LLY $3.2B Ph 2a open label $CRVS #soquelitinib Atopic Dermatitis Cohort [--] more akin to a Ph 2a trial despite its Ph [--] label - Placebo controlled randomised efficacy focus goes beyond standard safety/dose-escalation of Ph [--] - Cohort [--] w/ design amendment extending dosing to [--] weeks is clear shift to $CRVS #soquelitinib Atopic Dermatitis Cohort [--] more"
X Link 2025-11-14T08:48Z [----] followers, 17.3K engagements
"$CRVS Cohort [--] increases Ph1b to N=72 (N=48 on SQL N=24 for PBO) Consider $CRVS #soqeulitinib N=36; EASI-75 = 36% PBO-control MC=$640M $KYMR KT-621 N=22; EASI-75 = 29% MC=$7B Buyouts post Ph 1/2a POC trial size Avg buyout $5.3B Avg trial size N=46 $DICE $LLY $2.4B Ph1 N=72 (SAD/MAD) $RXDX $MRK $10.8B Ph2a N=55 $ALPN $VRTX $4.9B Ph2a N=20 $MORF $LLY $3.2B Ph2a N=35 $CRVS $600M MC Buyouts post Ph 1/2a POC (some open label) while $CRVS Cohort [--] data in Jan is PBO-controlled randomized w/ good safety - $DICE by $LLY $2.4B Ph [--] - $RXDX by $MRK $10.8B Ph 2a open label - $ALPN by $VRTX $4.9B Ph"
X Link 2025-12-12T05:54Z [----] followers, [----] engagements
"Continuing FT theme cheap UK companies many UK equity valuations at decade lows 🔹 $HIK.L Hikma Pharma lowest PS (1.41) in [--] years half 20-yr avg (3.13) 🔹 Dividend Yield 4.05% https://www.ft.com/content/605f5bb3-7b8c-4d2f-8122-bbfd7dd7c323 https://www.ft.com/content/605f5bb3-7b8c-4d2f-8122-bbfd7dd7c323"
X Link 2026-01-12T11:36Z [----] followers, [----] engagements
"$CRVS AD trial similar size/design Ph2 POC trials = large revaluations Avg New MC post data/buyout $6.1B Avg trial size N=41 $CRVS MC $600M W/ Cohort4 total N=72 (N=48 SQL N=24 PBO) BIC or Best in Disease led to largest increases: $KYMR $7B Ph1b KT-621 N=22 $DICE $LLY $2.4B Ph1 N=72 (SAD/MAD) $RXDX $MRK $10.8B Ph2a N=55 $ALPN $VRTX $4.9B Ph2a N=20 $MORF $LLY $3.2B Ph2a N=35 $VKTX $8.5B Ph [--] POC VK2735 N=35 N=10 PBO $CRVS #soquelitinib Atopic Dermatitis Cohort [--] more akin to a Ph 2a trial despite its Ph [--] label - Placebo controlled randomised efficacy focus goes beyond standard"
X Link 2026-01-18T06:56Z [----] followers, [----] engagements
"$CRVS Institutional Ownership - Big Bio Funds Orbimed - 9.6% shares Point72 - 8.6% RTW Investments - 3.6% Vivo Capital - 3.0% Foresite Capital Management - 2.3% Perceptive Advisors - 1.9%"
X Link 2026-01-18T09:07Z [----] followers, [----] engagements
"Still think the below Ph1/2a POC studies are good models for $CRVS post POC AD data this week. Avg value was $5.3B - $DICE by $LLY $2.4B Ph [--] - $RXDX by $MRK $10.8B Ph 2a open label - $ALPN by $VRTX $4.9B Ph 1b/2a - $MORF by $LLY $3.2B Ph 2a open label $CRVS Average size of (4) deals was $5.3B POC led to sharp revaluation and buyouts followed anywhere from 4-5 months up to 8-9 months later May be a good model for $CRVS on good Cohort [--] data Matches my post on options/timeline for small bios post-POC https://t.co/QjQbaYkWzE https://t.co/c2MQsYT7Rr $CRVS Average size of (4) deals was $5.3B POC"
X Link 2026-01-21T08:20Z [----] followers, [----] engagements
"@tradingsssss @zethedeuce I have written about overlap in MOA for $SNY #Tzield and $CRVS #ITK inhibitor approach w/ #soquelitinib and seperately Corvus already shown Ph1b N=48 patients across all cohorts SQL is getting better EASI-75 reduction than Dupi in same time frame https://x.com/HOThomasWPhelps/status/1978420508170359235s=20 https://x.com/HOThomasWPhelps/status/1978420508170359235s=20"
X Link 2026-01-30T04:10Z [----] followers, [---] engagements
"@zethedeuce Also mechanistic overlap with $SNY anti-CD3 #Tzield based on $CRVS oral #soquelitinib MOA it should be more than plausible as a treatment in T1D see below https://x.com/HOThomasWPhelps/status/1978420508170359235s=20 Comparison of $SNY #Tzield and $CRVS #soquelitinib MOA effects/potential T1D: 🔹Tzield (teplizumab) a CD3 monoclonal antibody delays Type [--] Diabetes (T1D) onset by reducing T-cell receptor TCR signal strength and boosting regulatory T-cells (Tregs) as shown in a [----] NEJM https://x.com/HOThomasWPhelps/status/1978420508170359235s=20 Comparison of $SNY #Tzield and $CRVS"
X Link 2026-01-30T04:19Z [----] followers, [----] engagements
"$SNY one of most at risk of LOE in next [--] yrs $CRVS #ITK inhibitor #Soquelitinib may be unique opp as Dupi replacement (Ph1 Cohorts 1-4 (N=48) EASI-75 Dupi in just [--] wks) and further based on MOA should work across Th2 to Th17 spectrum from AD to psoriasis and asthma to COPD and could be an entire platform for them to replace Dupi and move into new I&I indications. Th2 to Th17 spectrum As @financebully pointed out $SNY pipeline update $SNY has conceded #amlitelimab #OX40L not lived up to their hopes and de-prioritised across board https://x.com/financebully/status/2016911009726779821s=20"
X Link 2026-01-30T04:33Z [----] followers, [----] engagements
"Wow On back of #amlitelimab OX40L disappointing and $SNY de-prioritising now $AMGN handing theirs back to Kyowa. Bios with new I&I targets just went up in value $CRVS ITKi #soquelitinib (oral) $KYMR #STAT6 degrader KT-621 (oral) $NKTR #Treg promotor #Rezpeg (inj) $AMGN hands back ox40 rocat back to kyowa https://t.co/BR6AwYU4iF $SNY $AMGN hands back ox40 rocat back to kyowa https://t.co/BR6AwYU4iF $SNY"
X Link 2026-01-30T13:33Z [----] followers, [----] engagements
"Wow now that is both $SNY and Kyowa Kirin disclosing one case each of Kaposi's Sarcoma from OX40L and OX40 targets respectively for #amlitelimab and #rocatinlimab. $APGE Another OX40 update and it's not good. On an analyst call Sunday Kyowa Kirin disclosed a case of Karposi's sarcoma with rocatinlimab in a "high risk" patient according to a Jefferies note. Recall last week $AMGN returned roca to Kyowa. Another OX40 update and it's not good. On an analyst call Sunday Kyowa Kirin disclosed a case of Karposi's sarcoma with rocatinlimab in a "high risk" patient according to a Jefferies note."
X Link 2026-02-02T13:04Z [----] followers, 16.6K engagements
"🚨 Another Differentiating Factor Why $CRVS Oral ITK Inhibitor Soquelitinib Could Be 1L in Atopic Dermatits Cutaneous T-cell Lymphoma (CTCL) misdiagnosed at a very high rate of 75%-95% usually as eczema/AD or psoriasis Drugs like #Dupilumab to treat inflammatory AD do not work in CTCL and only after years of failed therapies will the patient be correctly diagnosed w/ CTCL. In the US about [----] new cases of CTCL are identified each year (30000 cases in total) but it may be underdiagnosed by 3-20x depending on study and the number of cases significantly higher. This is significant opportunity"
X Link 2026-02-04T07:54Z [----] followers, [----] engagements
"I asked Grok to help. it scraped the data missed a few and I tried to add them back in like Kymera and I removed any that were private or had no public stock. I think you could do better as the source but this is best I could do with public data. Might be fun thing to track on your end going forward. https://twitter.com/i/web/status/2020962255907717322 https://twitter.com/i/web/status/2020962255907717322"
X Link 2026-02-09T20:45Z [----] followers, [---] engagements
"@william_R2Rclub @A_May_MD Soquelitinib from $CRVS is not a me too drug it is novel oral MOA First in Class and Best in Class ITK Inhibitor"
X Link 2026-02-10T14:47Z [----] followers, [---] engagements
"Remarkable potential total deal value of $12.5B from $GSK for Ph1 PDE3/4 inhibitor for #COPD and up to [--] other early stage programs. If all utilised maybe $250M per programme This article in the February issue analyses M&As and partnerships in the biopharma industry in [----] with GSK's potential $12.5 billion partnership with Hengrui Pharmaceuticals focused on a PDE3/4 inhibitor for COPD in the top spot for licensing deals https://t.co/XNvCW57QmG https://t.co/pPolTDRKpe This article in the February issue analyses M&As and partnerships in the biopharma industry in [----] with GSK's potential"
X Link 2026-02-09T16:08Z [----] followers, [----] engagements
"@helinhomusk Can add after data. Will match approach of Sanofi and Amgen for their OX40 class drugs"
X Link 2026-02-10T10:17Z [----] followers, [---] engagements
"Data in large/rapidly growing AD market keeps coming. Today $NKTR maintenance + initial Ph2a from $EVMN IL-18 approach Modified Evommune slide shows how large AD market is v Psoriasis and still [--] years behind PsO Room for several new therapies to grow this market"
X Link 2026-02-10T18:31Z [----] followers, [----] engagements
"🚨 Patient on $SNY #Dupilumab 2-yrs developed fibrotic #systemicsclerosis a Th17-disease Dupi MOA blocking IL-4Ra: lowers Type [--] inflammation but can paraxodically disrupt Th17/Treg balance as Th2 reciprocally regulates Th17 $CRVS Th2 Th17 spectrum https://x.com/HOThomasWPhelps/status/1944287050707919070s=20 Newly published in @SkinHealthDis - Unexpected #systemicsclerosis in a patient with #atopicdermatitis receiving dupilumab: a novel case report. View this #casereport only in @SkinHealthDis: https://t.co/36kHYtiuG3 #dermtwitter #sclerosis #dermatitis #dermatology https://t.co/8DRiYxPSBQ"
X Link 2026-02-03T11:08Z [----] followers, [----] engagements
"$CRVS more hiring multiple positions added today Looking forward to next stages of the ITK program/platform w/ lead molecule #soquelitinib. Analysis of $CRVS job openings and (4) key points: [--]. Operationalizing a late-stage / registration-track Multiple senior roles across drug substance (process chemistry) + drug product + analytical/QC + QMS/QA it usually signals the company is moving from clinical proof-of-concept mode toward pivotal-trial readiness (a) CMC/Quality and (b) biology sample management consistent with moving from lean clinical-stage into multi-thread execution where both"
X Link 2026-02-05T21:26Z [----] followers, [----] engagements
"Strategic Options for a Small Biotech with Proof-of-Concept (POC) A small biotech with Proof-of-Concept (POC) typically positive Phase 1b/2a data demonstrating early efficacy faces a pivotal decision: [--]. sell out (full acquisition by big pharma) [--]. partner (licensing or co-development deal) [--]. go it alone (independent development). Each path balances investor/shareholder benefits (liquidity returns) patient benefits (access speed breadth) valuation speed to market trial capacity and indication expansion. Big pharma excels in resources ($100M+ Phase [--] trials global infrastructure) enabling"
X Link 2025-10-30T09:34Z [----] followers, 21.4K engagements
"Actually the inclusion criteria of $CRVS says this: "Documented history of inadequate response or intolerance to one or more topical therapies (including but not limited to corticosteroids immune modulators PDE-4 inhibitors) and/or systemic therapies (including but not limited to dupilumab cyclosporine mycophenolate azathioprine oral corticosteroids or a JAK inhibitor e.g. tofacitinib baricitinib and ruxolitinib)." So I think it goes a bit beyond just allowing patients to have at least [--] prior therapy they were looking for inadequate response."
X Link 2026-02-10T09:13Z [----] followers, [---] engagements
"@tradingsssss @AlexandrG1980 @chaotropy $KYMR has developed a leading degrader program/platform but still the last (6) drugs never got out of Ph2 with several stopped mid-trial by partner $SNY I am very interested in KT-621 and how it develops https://x.com/HOThomasWPhelps/status/1978720765978501223s=20 @tradingsssss $KYMR raised $600M in [----] and $288M in June [----] $KYMR has discontinued/paused/cancelled/switched to back-up molecule for [--] degrader programs in [--] years: - STAT3 (KT-333) - IRAK4 (KT-474) was in (2) Ph2b trials - MDM2 (KT-253) - IRAK4/ImiD (KT-413) - TYK2 (KT-294 + KT-295)"
X Link 2026-02-07T13:36Z [----] followers, [---] engagements
"Holiday Break Time"
X Link 2026-02-11T14:57Z [----] followers, [----] engagements
"$CRVS Mizuho discusses oral ITK inhibitor #soquelitinib recent AD data: 🔹 "Data were VERY excellent in terms of efficacy and also in terms of safety" 🔹 "Best-in-Class EASI-75 almost Best-in-Disease type of efficacy" 🔹 "intriguing signals that you can get durative efficacy" $NKTR $KYMR $EVMN also mentioned : Mizuho Senior Biotech Analyst @soowannaway shares his take on three key biotech trials that are scheduled to read out soon and one that recently happened. $IDYA $EYPT $OCUL $PVLA $CRVS Full video: https://t.co/gnwTp8KeAW https://t.co/ktZtIrypkA : Mizuho Senior Biotech Analyst"
X Link 2026-02-13T05:41Z [----] followers, [----] engagements
"$CRVS oral ITK inhibitor #soquelitinib AD profile: Works fast as JAKi + EASI-75 benefit months off-treatment Oral therapy in just 4-8 wks offers $ABBV JAKi disease control but better safety + $NKTR #Rezpeg duration Also works in patients that fail #Dupilumab or #Upadacitinib 🚨 Table of Drug Profiles for Different Treatments/Targets in Atopic Dermatitis FDA-approved and In-Development $ABBV $AMGN $APGE $BMY $CRVS $KYMR $LLY $NKTR $PFE $REGN $SNY https://t.co/0x2HOgjhuN 🚨 Table of Drug Profiles for Different Treatments/Targets in Atopic Dermatitis FDA-approved and In-Development $ABBV $AMGN"
X Link 2026-02-13T07:10Z [----] followers, [----] engagements
"$NKTR looking forward to maintenance data to see potential duration benefit that may be possible w/ increased #Treg population. Comparison of Ph2b atopic dermatitis data Nektar v #OX40 class: $NKTR #Rezpeg IL-2Ra agonist $SNY #Amlitelimab OX40L $AMGN #Rocatinlimab OX40"
X Link 2026-02-10T04:03Z [----] followers, [----] engagements
"Current drugs can't treat across #Th2 #Th17 spectrum effectively in either skin or respiratory diseases requiring different treatments combination therapies and large patient populations with unmet need. A single new drug candidate being developed by #Corvus Pharmaceutical $CRVS may for the first time bridge this gap in both skin and respiratory diseases: 🔹#atopicdermatitis (Th2) to #psoriasis (Th17) 🔹#asthma (Th2) to #COPD (Th17) and #ACO (mixed) $CRVS oral #ITK inhibitor #soquelitinib novel MOA reduces both Th2 AND Th17 cell subtypes and downstream inflammatory cytokines. Additionally"
X Link 2025-07-13T06:45Z [----] followers, 11.6K engagements
"Comparison of main adverse events and safety data for recent drug trials in atopic dermatitis compared to FDA approved treatments by drug target: 🔹 $CRVS oral ITK inhibitor #soquelitinib (Ph 1b) 🔹 $APGE anti-IL-13 #APG777 (Ph 2) #conjunctivitis #headache #URTI"
X Link 2025-07-16T09:30Z [----] followers, [----] engagements
"📰New: Adoptive transfer of antigen-specific #Tregs PROMOTES #Th17 cells in #EAE and #IBD May explain mixed #IL2 drug trial results and challenge future trials Pharmas w/ low-dose/modified IL-2 drugs: $MRK $SNY $ABBV $MRNA $AMGN $XNCR $COYA $NKTR Failed: $RHHBY $BMY 🧵 Regulatory T cell therapy promotes TGF- and IL-6-dependent pro-inflammatory Th17 cell generation by reducing IL-2 @NatureComms https://t.co/nb1JOYay6w https://t.co/gDN2IOz6fP Regulatory T cell therapy promotes TGF- and IL-6-dependent pro-inflammatory Th17 cell generation by reducing IL-2 @NatureComms https://t.co/nb1JOYay6w"
X Link 2025-08-18T06:39Z [----] followers, 15.9K engagements
"Analysis of research shows mechanistic convergence between $ABVX #Obefazimod and $CRVS #soquelitinib MOA to have similar downstream effects within Th17 cells Obefazimod upregulation of miR-124 and soquelitinib #ITK inhibition both exert regulatory effects on T cell signaling pathways modulating #STAT3 activity leading to overlapping impacts on T cell differentiation function and immune balance most pronounced in the suppression of #Th17 pro-inflammatory T cells 🔹Th17 Cells: Both miR-124 increase and ITK inhibition suppress Th17 differentiation and function primarily by downregulating STAT3"
X Link 2025-08-26T15:59Z [----] followers, 14.9K engagements
"Didn't realise before very different atopic dermatitis Ph1b: $CRVS oral #ITKi #soquelitinib and $KYMR oral #STAT6 degrader KT-621 - $CRVS double-blind PBO-controlled inclusion criteria: #dupilumab #JAKi etc refractory patients - $KYMR open-label no placebo exclusion criteria: lack of response IL-4 IL-13 JAKi including dupi #lebrikizumab #upadacitinib Both data in 4Q25 very different bars for success https://twitter.com/i/web/status/1975248724495573054 https://twitter.com/i/web/status/1975248724495573054"
X Link 2025-10-06T17:16Z [----] followers, 19.5K 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 Didn't realise before very different atopic dermatitis Ph1b: $CRVS oral #ITKi #soquelitinib and $KYMR oral #STAT6 degrader KT-621 - $CRVS double-blind PBO-controlled inclusion criteria: #dupilumab #JAKi etc refractory patients - $KYMR open-label no placebo exclusion https://t.co/ODo3tKgQJT Didn't realise before very different"
X Link 2025-10-08T17:03Z [----] followers, 53.5K engagements
"Novel #Tregs MOA for $NKTR #Rezpeg is a step towards therapies that rebalance immune system unlike JAKi which actually stop Tregs. #Rezpeg is injection w/ high production costs refrigeration etc. Dupilumab also a biologic/injection has similar considerations but costs seem to be much lower. I tried to understand what these costs are and with Grok's help go through the last [--] years of 10K/10Q filings and am wondering if the costs of production for this molecule may be a problem. I am not an expert here but the accumulated losses for $NKTR are $3.7B on balance sheet and the expenses have been"
X Link 2025-11-09T11:13Z [----] followers, [----] engagements
"$NKTR $SEPN Interesting change at Nektar in middle of suit w/ $LLY Nov [--] [----] Nektar 8-K filing Mark A. Wilson will step down as Chief Legal Officer on Dec [--] [----] Jan [--] [----] Mark A. Wilson joins Septerna as CLO https://ir.septerna.com/news-releases/news-release-details/septerna-expands-leadership-appointment-industry-veteran-mark https://ir.nektar.com/static-files/2563c63c-49d3-446c-885e-fd5f28229335 https://ir.septerna.com/news-releases/news-release-details/septerna-expands-leadership-appointment-industry-veteran-mark https://ir.nektar.com/static-files/2563c63c-49d3-446c-885e-fd5f28229335"
X Link 2026-01-15T09:36Z [----] followers, [----] engagements
"$CRVS Valuation Oral ITK Inhibitor #Soquelitinib High premium = $8B if $SNY is aggressive Dupi replacement transformative Higher post-Ph2b data [--]. Soquelitinib novel MOA FIC/BIC [--]. Efficacy EASI Dupi [--]. Good Safety [--]. Durable Benefit 3-months https://x.com/i/grok/share/1e1b73eff60c4d55be0854f8282fa721 https://x.com/i/grok/share/1e1b73eff60c4d55be0854f8282fa721"
X Link 2026-02-02T17:22Z [----] followers, [----] engagements
"$CRVS continues hiring/expansion on back of strong data from ITK inhibitor #soquelitinib in atopic dermatitis Ramping up for Ph 2b in AD asthma and HS all this year [--] new positions since Sep $CRVS continues hiring: (6th) new position in [--] mths: - Associate Director / Director Quality Systems & Compliance "role ensures Corvus remains in a constant state of inspection readiness for the FDA and other global authorities. You will oversee vendor qualification and https://t.co/xgMa2ICeCS $CRVS continues hiring: (6th) new position in [--] mths: - Associate Director / Director Quality Systems &"
X Link 2026-02-05T15:18Z [----] followers, [----] engagements
"🚨 New: immune-state reprogramming via expanding stem-like TCF1 PD-1 low CD8+ cells + radiotherapy = better outcome in ICB therapy model $CRVS ITK inhibitor #soquelitinib same effect: increases memory CD8+ Tcells low PD1 + stemness (TCF1+) 5-6x w/ oral therapy makes tumour "hot" Post discussing: Corvus poster: https://www.corvuspharma.com/file.cfm/23/docs/icml_2023_poster_final_05jun2023.pdf https://x.com/HOThomasWPhelps/status/1841780555999818114s=20 @biorxivpreprint In situ programming of intratumoural stem cell-like memory CD8+ T cells enables durable antitumour immunity in"
X Link 2026-02-08T19:48Z [----] followers, [----] engagements
"Essential to understand AD trials exclusion criteria as may significantly affect interpretation of EASI data $CRVS Required to fail a therapy $SNY $AMGN Allow prior therapies washout $APGE Allow JAKi excludes failed IL-4/IL-13 $KYMR Exlude prior failed biologics/JAKi $NKTR Required nave biologic/JAKi patients 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 2026-02-10T07:59Z [----] followers, 16.5K engagements
"I am interested in Ph3 $AZN Pacific-9 trial #NSCLC that combos #durvalumab (anti-PDL1) + #oleclumab (anti-CD73) mid-2026. May have material effect on $CRVS as #mupadolimab anti-CD73 novel MOA binds to a specific site on CD73 giving it added ability to also stimulate B-cells AstraZeneca Pacific-9 Corvus Mupadolimab https://jitc.bmj.com/content/10/12/e005802 https://www.tandfonline.com/doi/full/10.1080/14796694.2024.2354160#summary-abstract $AZN Having delivered [--] positive Phase III read outs last year $AZN indicated that it has more than [---] ongoing late-stage trials with over [--] expected to"
X Link 2026-02-10T12:06Z [----] followers, [----] engagements
"Four P&F Charts after recent Atopic Dermatitis updates $APGE $CRVS $KYMR $NKTR $APGE ($4.5B) + $KYMR ($6.3B) seem ceiling limited on chart $CRVS ($1.8B) broke to new highs consolidating $NKTR ($1.5B post raise est) broke above downtrend after maintenance data yesterday"
X Link 2026-02-11T09:38Z [----] followers, [----] engagements
"Different Ph2b AD trial designs orals may take less time than injectables and close gap w/ injectable programs further ahead oral $KYMR KT-621 [--] wks [--] wk open label extension $CRVS #soquelitinib [--] wks 30-day follow-up inj $APGE $NKTR 16wk data [--] wk maintenance https://twitter.com/i/web/status/2022331133032100249 https://twitter.com/i/web/status/2022331133032100249"
X Link 2026-02-13T15:24Z [----] followers, [----] engagements
"SEC Filing: $CRVS: 13G Today (13-FEB-2025) MILLER RICHARD A MD has INCREASED his $CRVS stake by 42.00% Previous Holdings: 3.68M Shares Current Holdings: 5.22M Shares Increase: +1.54M Increased(%): +41.70% Ownership: 7.70% Estimated Value: $7.68M Institutional ownership in #CRVS has been steadily rising over the past [--] quarters (in sh): Q1 '24: 17.90M Q2 '24: 27.59M Q3 '24: 30.04M"
X Link 2025-02-14T01:01Z [----] followers, 10.5K engagements
"$CRVS update/talk from Ph1b PTCL trial after just [--] days treatment w/ oral #ITK inhibitor #soquelitinib REDUCES T-cell exhaustion markers. Mouse models predicted this but now actual human data from trial. Ph2 solid tumor 2Q25 https://corvuspharma.gcs-web.com/news-releases/news-release-details/corvus-pharmaceuticals-announces-presentation-additional-data https://x.com/HOThomasWPhelps/status/1854926053342691696 I am excited for atopic dermatitis data but don't forget Ph1b/2 solid tumor study potentially bigger $CRVS treating relapsed immune checkpoint patients reversing #Tcell exhaustion ="
X Link 2025-03-20T12:40Z [----] followers, 11.4K engagements
"Must read: $CRVS oral ITK inhibitor #soquelitinib featrures prominently in just published Jefferies Report out discussing "#Atopic #Dermatitis Therapeutics Emerging Landscape" Key quotes: Discusses opportunity in AtD for oral therapeutics with better safety profiles than oral JAKi without black box warnings. Also discusses early impressive efficacy of $CRVS #soquelitinib: "Soquelitinib has shown promising pbo-adjusted early data comparable to or even superior to #Rinvoqs for EASI-75 at weeks [--] and 8" "Soquelitinibs early data for pbo-adjusted IGA 0/1 surpasses that for both #Cibinqo and"
X Link 2025-04-15T14:53Z [----] followers, 13.2K engagements
"$CRVS Jefferies April [--] 12-mo PT: Base Case: $13 +353% Upside Scenario: $29 +910% Report based only on oral ITK inhibitor #soquelitinib in #PTCL + #atopicdermatitis #Ciforadenant #A2AR antagonist not discussed. 50% more deep responses in RCC potentially another blockbuster"
X Link 2025-04-16T13:02Z [----] followers, [----] engagements
"Summary + Strategy for Growth of $CRVS ITKi Platform: $CRVS #soquelitinib is a small molecule ITK inhibitor selectively targets T-cells improving immune fuction by novel MOA. Immunomodulatory effects: - improvement of immune memory CD8+ T-cells - reduced T-cell proliferation cytokine production and cytolytic function of pathogenic #Th2 + #Th17 cells - promotion of regulatory T-cell #Tregs - inhibition of PD-1 and other T-cell exhaustion markers on T-cells increasing responsiveness to tumors This all adds up to very large TAM potential which $CRVS is developing one step at a time with two rare"
X Link 2025-04-16T16:21Z [----] followers, [----] engagements
"Good summary table from $NKTR on #atopicdermatitis data to evaluate $CRVS upcoming data but is missing $ABBV Upapadacitinib P3 15mg and 30mg. $CRVS #soquelitinib is oral has better safety profile than all drugs in table so far and may have longer lasting benefit efficacy will matter and so far $CRVS data is very competitive. There is lots of room for an oral drug with improved safety profile for chronic autoimmune diseases. Consider EVERY drug in table is a blockbuster (Peak sales estimates): - #Dupixent $20B $SNY $REGN - #Adbry $1.5B (Leo Pharma) - #Lebrikizumab $1.5B $LLY - #Nemolizumab $2B"
X Link 2025-04-21T07:03Z [----] followers, [----] engagements
"$CRVS earnings update. - Early exercise of 8.9M warrants by Point [--] likely and Richard Miller. - Cash postion increased by $31M in May and is now approximately $74M - Cash funds operations into 4Q 2026"
X Link 2025-05-08T20:23Z [----] followers, [----] engagements
"$CRVS SID #atopicdermatitis poster up: I updated $CRVS EASI-75 @ [--] wks comparisons: - injectable biologic $REGN $SNY #Dupilumab #Dupixent - oral JAKi $ABBV #Upadacitinib #Rinvoq $CRVS #soquelitinib all cohorts EASI-75 @ 38% well ahead of dupixent @ 4wks https://corvuspharma.com/file.cfm/23/docs/sid_0437_poster_final_06may2025.pdf https://corvuspharma.com/file.cfm/23/docs/sid_0437_poster_final_06may2025.pdf"
X Link 2025-05-09T06:27Z [----] followers, 21.2K engagements
"$CRVS Interesting points/quotes 1Q25 call last night: [--]. Full Cohort [--] data likely shared in June/July [--]. $CRVS "engaged in various discussions with companies" [--]. $CRVS "blast(ing) ahead on our own" "not dependent on any partners." $75M in cash $CRVS funded to end 2026"
X Link 2025-05-09T10:27Z [----] followers, 22.6K engagements
"Soon $KYMR #STAT6 degrader safety data for KT-621 Goal: oral #Dupilumab-like activity in #IL4 / #IL13 pathway Safety concern: STAT6 highly expressed in many tissues than #IL4R Dupi target. Role in #mesenchymal cells differentiating to connective tissues bone cartilage fat"
X Link 2025-05-18T05:33Z [----] followers, 14.6K engagements
"$KYMR added $1.2-$1.5B this week post #STAT6 degrader KT-621 data in Healthy Volunteers tracking biomarkers only. MC = $3B $CRVS actual EASI-75 data better than #Dupixent in [--] patients w/ moderate-severe atopic dermatitis across [--] placebo controlled cohorts. MC = $320M $CRVS final Cohort [--] data released to discuss tomorro at Jefferies: - Cohort [--] EASI-75 = 50% - All Cohort 1-3 EASI-75 = 36% - Oral pill better than #Dupixent at [--] weeks - Updated Oppenheimer AD EASI-75 comparison seems compelling https://t.co/164c2rL0Hr https://t.co/CxRHdTP4ya $CRVS final Cohort [--] data released to discuss"
X Link 2025-06-04T11:45Z [----] followers, 10.7K engagements
"$CRVS New pipeline slide: Shows (3) clinical trials in #PTCL #atopicdermatitis and #ALPS (5) new pre-clinical programs in #asthma #Ssc #IBD #rheumatology #solidtumor"
X Link 2025-06-05T13:30Z [----] followers, [----] engagements
"- $CRVS [--] wk EASI-75 w/ oral ITKi #soquelitinib matches/better FDA approved drugs for atopic dermatitis - Higher EASI-75 strong correlation w/ more cytokines blocked - soquelitinib blocks the most of all these drugs #ILC2 seems key $SNY $REGN $ABBV #JAK1 #IL4 #IL13 #IL31"
X Link 2025-06-05T14:00Z [----] followers, [----] engagements
"🚨 $CRVS at Jefferies answering questions on oral #soquelitinib in atopic dermatitis: [--]. Ph [--] design likely to include: Cohort [--] arm 200mg BID + arm w/ 400mg QD [--]. Ph2 trial cost est $30M [--]. Cohort [--] extension 8-wk treatment data guided to Nov/Dec [----] #biotech #dermatology - $CRVS [--] wk EASI-75 w/ oral ITKi #soquelitinib matches/better FDA approved drugs for atopic dermatitis - Higher EASI-75 strong correlation w/ more cytokines blocked - soquelitinib blocks the most of all these drugs #ILC2 seems key $SNY $REGN $ABBV #JAK1 #IL4 #IL13 #IL31 https://t.co/UcgisYuwJn - $CRVS [--] wk EASI-75 w/ oral"
X Link 2025-06-07T05:38Z [----] followers, [----] engagements
"Cantor comments following $CRVS full Cohort [--] data: - $CRVS shaking out to be a great #FOMO trade - Cantor agreeing w/ me. NO fundamental reason for 10x valuation difference between $KYMR $3.1B and $CRVS $300M "when only ONE of them has patient data (and that's Corvus)"💥 $KYMR added $1.2-$1.5B this week post #STAT6 degrader KT-621 data in Healthy Volunteers tracking biomarkers only. MC = $3B $CRVS actual EASI-75 data better than #Dupixent in [--] patients w/ moderate-severe atopic dermatitis across [--] placebo controlled cohorts. MC = $320M $KYMR added $1.2-$1.5B this week post #STAT6 degrader"
X Link 2025-06-07T16:31Z [----] followers, 10.8K engagements
"$CRVS hiring again continued confidence in #soquelitinib and ITKi pipeline - Associate Manager/Manager QA $CRVS preparing for commercialisation QA roles often to ensure product meets quality standards and regulatory requirements prior to market launch"
X Link 2025-06-10T05:10Z [----] followers, [----] engagements
"$CRVS "Soquelitinib our lead ITK inhibitor may prevent lung damage inflammation and pulmonary hypertension caused by systemic sclerosis." Richard Miller CEO "Selected as a top [--] abstract by the Emerging EULAR Network (EMEUNET)" https://corvuspharma.gcs-web.com/news-releases/news-release-details/corvus-pharmaceuticals-presents-soquelitinib-preclinical-data-0 https://corvuspharma.gcs-web.com/news-releases/news-release-details/corvus-pharmaceuticals-presents-soquelitinib-preclinical-data-0"
X Link 2025-06-11T11:07Z [----] followers, [----] engagements
"🚨 TNF- signaling requires ITK for metabolic reprogramming in dysregulated #Th1 + #Th17 cells in rheumatoid arthritis. Potential opportunity for $CRVS in RA w/ only clinical selective oral ITK inhibitor #soquelitinib blocks Th17 + Tregs ITKi prevents metabolic change T cells release TNF- that stimulates changes to their metabolism via ITK-Akt-mTOR during differentiation a pathways dysregulated in rheumatoid arthritis @scisignal @SarahDimeloeLab @EmLBishop https://t.co/TqdsaGhJfX T cells release TNF- that stimulates changes to their metabolism via ITK-Akt-mTOR during differentiation a pathways"
X Link 2025-06-21T16:45Z [----] followers, 10.5K engagements
"anti-TNF- HUGE market $25B approved drugs for many autoimmune indications. New research shows TNF- signaling relies on #ITK even stronger case for $CRVS ITKi #soquelitinib in all the same indications as shown in corporate pres $ABBV #Humira $PFE $AMGN #Enbrel $JNJ #Remicade 🚨 TNF- signaling requires ITK for metabolic reprogramming in dysregulated #Th1 + #Th17 cells in rheumatoid arthritis. Potential opportunity for $CRVS in RA w/ only clinical selective oral ITK inhibitor #soquelitinib blocks Th17 + Tregs ITKi prevents metabolic change https://t.co/0RhNB3Wdmi 🚨 TNF- signaling requires ITK"
X Link 2025-06-21T17:15Z [----] followers, [----] engagements
"Interested in Atopic Dermatitis Summary of approved FDA drugs and those in development + effects on T-cell subtypes by MOA: #Treg activator - $NKTR (indirect effect Th1 Th2 Th17) #STAT6 degrader/inh - $KYMR $NRIX (Th2 only) #ITK inh - $CRVS (#Th2 #Th17 #ILC2 down Treg up)"
X Link 2025-06-27T17:18Z [----] followers, [----] engagements
"Wow seems like a big value for such an early stage pipeline. Given recent successes by $NKTR and $CRVS in autoimmune atopic dermatitis w/ new MOA makes one wonder about valuations - as they seem very cheap by comparison 10-20x so Buyout $2.1B on par w/ $MLTX $APGE $2-$3B $ABBV to Acquire Capstan Therapeutics for $2.1 Billion $ABBV to Acquire Capstan Therapeutics for $2.1 Billion"
X Link 2025-06-30T12:45Z [----] followers, [----] engagements
"Do bio investors make rational valuation decisions Not sure they do after this quick look at a few bios. Valuation/analysis of select bios I follow in I&I IMO some very overvalued ( $KYMR $APGE) and some quite cheap for progress in pipeline ( $NKTR $CRVS): Undervalued EV should probably be $1B+: $NKTR #Rezpeg new MOA Ph2b AD EASI data good Ph2b alopecia [----] Ph3 ready potential 4-5x $CRVS #soquelitinib new MOA Ph3 PTCL Ph2 ALPS Ph1b AD EASI data good potential 3-4x Overvalued EV should probably be $500M: $KYMR new MOA KT-621 Ph1a AD only healthy volunteers Ph1b no placebo due 4Q25 KT-485"
X Link 2025-07-01T07:27Z [----] followers, [----] engagements
"I have been updating $NKTR table for Phase [--] results in atopic dermatitis. Updated this morning with $APGE results from Ph2a part of study to compare with other therapies in AD. APG777 - IGA + EASI-90 both PBO-adjusted lower than #Lebrikizumab $LLY and #Dupilumab $SNY $REGN Apogee Therapeutics Announces Positive 16-Week Data from Phase [--] APEX Clinical Trial of APG777 its Potentially Best-in-Class Anti-IL-13 Antibody in Moderate-to-Severe Atopic Dermatitis $APGE https://t.co/BJOxXpi4PN Apogee Therapeutics Announces Positive 16-Week Data from Phase [--] APEX Clinical Trial of APG777 its"
X Link 2025-07-07T10:16Z [----] followers, 27.6K engagements
"Potential large opportunity for patient comfort/safety avoiding conjunctivitis for novel MOA in treating atopic dermatititis differently than canonical IL-4/IL-13 pathways: $NKTR (Tregs) and $CRVS (ITKi) Interesting discussion regarding conjunctivitis from $APGE APG777 when compared to $LLY #Ebglyss and $REGN $SNY #Dupixent But it does not fully explain why conjunctivitis is HIGHER in AtD patients taking a biologic and specifically an anti-IL-13 or anti-IL-4Ra that block the IL-4Ra signaling than placebo in studies. Likely reason is Conjunctival goblet cells express the IL-4 receptor"
X Link 2025-07-08T05:34Z [----] followers, 10.7K engagements
"Oral therapies are the new focus for #psoriasis treatments set to grow market significantly. #Atopicdermatitis is 3x bigger indication still at early stage and dominated by biologics targeting IL-4/IL-13: #dupilumab #lebrikizumab Next generation atopic dermatitis drugs set to exapand market and take market share will be dominated by drugs that can offer some combination of: - Novel MOA (non-IL-4/IL-13 pathway) - Oral therapies - Better efficacy more EASI reduction (EASI-90) - Safer (less conjunctivitis problem for many biologics no black box warning like for JAKi) From valuation and early AtD"
X Link 2025-07-09T05:25Z [----] followers, [----] engagements
"Atopic Dermatitis bios basket to watch: $ACRS ATI-045 #Bosakitug TSLP mAb ATI-052 #TSLP x IL-4Ra BsAb $APGE APG777 #IL13 APG279 IL13 + #OX40L $CRVS #Soquelitinib #ITK Inhibitor $KYMR KT-621 #STAT6 degrader KT-485 #IRAK4 degrader $LLY partnered $NKTR #Rezpeg IL-2R agonist #Treg promotor $NRIX NX-3911 STAT6 degrader $SNY partnered"
X Link 2025-07-15T05:43Z [----] followers, [----] engagements
"Most important insight on $ABVX to identify other future success stories in I&I that break away from biologicals mAb blockade models: obefazimod does not act as a full blockade but as an immunomodulator on several axis. That's why it's also described as a homeostasis inducer. So one can understand (although there is no hard proof of that) that it's possible that the 'induction' of homeostasis may last for longer if you don't act like a selective pressure. Just a little thread out of my retreat because this stock and its story has been important to me. Maybe a mini-victory lap as well but with"
X Link 2025-07-23T13:12Z [----] followers, [----] engagements
"🧵If interested in how #ITK inhibition works in autoimmune diseases During the activation of a naive T-cell by an antigen-presenting cell (#APC) differentiation into various subtypes is influenced by signaling pathways involving Tec family kinases #ITK and #RLK (also known as #TXK) inside the cell. These kinases are activated downstream of the T-cell receptor (#TCR) and contribute differentially to T-cell subtype commitments. /1"
X Link 2025-07-28T05:11Z [----] followers, 17.5K engagements
"I am reposting what I believe to be among my most concise and biggest contributions to X and the understanding of ITK inhibition $CRVS This is my 2804th post and will be my last. I will continue to my analysis and research on Tcells and #ITK inhibition but on a more private and exclusive level. Countless other posts educate to help understand potential of #ITK inhibition and identify biochemistry behind failures of other drug targets (#IL33) and how other alarmins like #TSLP may be affected. Enjoy my history and contributions if of interest. 🧵If interested in how #ITK inhibition works in"
X Link 2025-07-30T18:52Z [----] followers, 19.8K engagements
"@BrandonLuuMD Interesting. Running increases body temperature to 101-103F similar effect"
X Link 2025-08-07T10:59Z [----] followers, [----] engagements
"I bought $ABVX after success of oral #obefazimod. Similar effect on T-cell modulation controlling both pathogenic #Th17 cells and increasing #Tregs as $CRVS #soquelitinib 🤔 $ABVX UC success FIC/BIC as a model for $CRVS FIC/BIC in atopic dermatitis Key shared and comparative effects on major T cell subtypes from $ABVX #Obefazimod miR-124 and $CRVS #soquelitinib ITKi MOA. miR-124 and #ITK inhibition both exert regulatory effects on T cell signaling pathways modulating #STAT3 activity leading to overlapping impacts on T https://t.co/MLabAPSEex Key shared and comparative effects on major T cell"
X Link 2025-08-07T15:54Z [----] followers, [----] engagements
"@semodough Big development/surprise: $CRVS Next two indications for #soquelitinib: - #Hidradenitis suppurativa #HS (unmet need) - #pulmonary disease #asthma (most justfication from animal models for ITKi w/ soquelitinib and inhibition of #ILC2 offers unique novel approach)"
X Link 2025-08-07T22:16Z [----] followers, [----] engagements
"$CRVS 2Q call next [--] indications of interest for #ITK inhibitor #soquelitinib: [--]. #Hidradenitis suppurativa #HS (large unmet need) [--]. #asthma + other pulmonary diseases especially w/ #ILC2 driven component which ITKi very effective in stopping (strong pre-clinical work) @semodough Big development/surprise: $CRVS Next two indications for #soquelitinib: - #Hidradenitis suppurativa #HS (unmet need) - #pulmonary disease #asthma (most justfication from animal models for ITKi w/ soquelitinib and inhibition of #ILC2 offers unique novel approach) @semodough Big development/surprise: $CRVS Next two"
X Link 2025-08-08T09:24Z [----] followers, [----] engagements
"$CRVS 13F Filings strong bio fund interest 🔹Orbimed - 7.2M (8.2%) 🔹Point72 - 7.0M (8.0%) 🔹Blackrock - 4.2M (4.8%) 🔹Vanguard - 3.3M (3.7%) 🔹Adams St - 3.3M (3.7%) 🔹RTW Inv - 2.7M (3.1%) 🔹Vivo Cap - 2.2M (2.5%) 🔹Foresite Cap - 1.7M (2.0%) 🔹Perceptive Adv - 1.4M (1.6%)"
X Link 2025-08-15T08:50Z [----] followers, [----] engagements
"$CRVS catalysts 2025: Oral #ITK inhibitor soquelitinib: [--]. Ph [--] Cohort [--] AtD EASI data Oct [--]. Ph [--] #ALPS trial initial data possible - EOY [--]. Ph 1b/2 AtD China 12wk trial start - 3Q [--]. Ph2 AtD 8wk trial start - Dec #Ciforadenant #A2AR antagonist [--]. Ph [--] data presented at #ESMO25 - 17-21 Oct"
X Link 2025-08-15T14:33Z [----] followers, 15.8K engagements
"$CRVS catalysts [----] because someone asked: @taeyoon43334145 @StuckInStock $CRVS catalysts 2025: Oral #ITK inhibitor soquelitinib: [--]. Ph [--] Cohort [--] AtD EASI data Oct [--]. Ph [--] #ALPS trial initial data possible - EOY [--]. Ph 1b/2 AtD China 12wk trial start - 3Q [--]. Ph2 AtD 8wk trial start - Dec #Ciforadenant #A2AR antagonist [--]. Ph [--] data presented at https://t.co/bX6sojspT8 @taeyoon43334145 @StuckInStock $CRVS catalysts 2025: Oral #ITK inhibitor soquelitinib: [--]. Ph [--] Cohort [--] AtD EASI data Oct [--]. Ph [--] #ALPS trial initial data possible - EOY [--]. Ph 1b/2 AtD China 12wk trial start - 3Q [--]. Ph2 AtD 8wk"
X Link 2025-08-15T14:37Z [----] followers, [----] engagements
"Some good discussions and points have been made regarding the potential of $NKTR #Treg promotor #Rezpeg in alopecia areata: In light of a new paper showing increasing Tregs can actually result in an increase in number of more pathogenic Th17 cells I have reduced my estimate of likelihood of success for #Rezpeg in alopecia areata (AA). AA is a very complex disease with multiple perceived cell type believed to be involved including high levels of Th17/IL17 and NK cells. So far only [--] drugs have been approved and they are all biologics from the JAK inhibitor class that are highly"
X Link 2025-08-22T08:06Z [----] followers, 10.4K engagements
"Just downloaded the 9th #Dermatology Drug Development Summit Event Guide for Boston November 18-20th Corvus Pharmaceutical $CRVS oral #ITK inhibitor #soquelitinib featured prominently in intro to conference and appears to be a key highlight of meeting https://www.thebostoncalendar.com/events/9th-dermatology-drug-development-summit https://www.thebostoncalendar.com/events/9th-dermatology-drug-development-summit"
X Link 2025-08-28T16:57Z [----] followers, 13.7K engagements
"New Job at $CRVS: Associate Director Clinical Supply Management Getting ready for more and bigger drug trials This kind of role is for bios in "growth mode" that are preparing for expansion of clinical pipeline and operations. https://www.corvuspharma.com/join-our-team/job-postings/Associate-director-clinical-supply-management/ https://www.corvuspharma.com/join-our-team/job-postings/Associate-director-clinical-supply-management/"
X Link 2025-08-29T23:41Z [----] followers, [----] engagements
"Further building on @A_May_MD work I keep chart comparing PBO-adjusted EASI data for AD trials and you can see at 16-wk $NKTR #Rezpeg Ph 2b is better than $SNY #amlitelimab Ph 2b data and the new Ph [--] data for Amlite was less good than their earlier data. Why $NKTR is getting noticed"
X Link 2025-09-05T08:05Z [----] followers, [----] engagements
"Overall Placebo Adjusted EASI in Atopic Dermatitis: Approved Drugs: - $SNY $REGN #Dupilumab anti-IL-4Ra (inj) - $ABBV #Upadacitinib JAK1 inh (oral) Novel MOA in Trials: - $NKTR #Rezpeg #Treg promoter (inj) - $CRVS #Soquelitinib #ITK inh (oral 4wk EASI) $CRVS 8wk EASI in 4Q25"
X Link 2025-09-09T08:39Z [----] followers, [----] engagements
"I remain unconvinced that #STAT6 degraders and inhibitors $KYMR $NRIX will live up to high expectations offering #Dupilumab efficacy w/ oral pill. I have already written about the potential risk of more AEs by targeting STAT6 due to its pleiotropic nature. Another very important difference not widely recognised is the polymorphism of IL-4R specifically the Q576R (also known as rs1801275). This genetic mutation is extremely common (65% in African Americans and 40% in Latinos) and associated with more severe cases of atopic dermatitis higher EASI scores itch and sleep disruption. Despite STAT6"
X Link 2025-09-09T10:31Z [----] followers, 23.3K engagements
"Why $CRVS ITK inhibition w/ oral #soquelitinib is novel MOA: [--]. Skews/increases #Th1 cells (prevents infections) [--]. Makes memory #CD8+ cells w/ stemness that resist T-cell exhaustion in #TME [--]. immunosuppressive #Tregs [--]. Prevents #Th2 cells cytokines IL-4 IL-5 IL-6 IL-13 IL-31 [--]. Prevents #Th17 cells cytokines IL-6 IL-17 IL-21 IL-22 [--]. Reduces activity of #ILC2 cells dependent on ITK IL-4 IL-5 IL-13 cytokines (major and early role in AD) ITKi has ability to control inflammation across Th2/Th17 spectrum from AD (Th2) to #psoriasis (TH17) in skin inflammation or #asthma (Th2) to #COPD (Th17)"
X Link 2025-09-11T10:13Z [----] followers, [----] engagements
"The IL-4R Q576R polymorphism is significnant in atopic dermatitis and more so in asthma patients as 70% of African Americans are carriers v 20% of Whites. Thus 50% of Black AD patients are homozygous v 4% of Whites leading to more severe disease and also alternative inflammation pathways I remain unconvinced that #STAT6 degraders and inhibitors $KYMR $NRIX will live up to high expectations offering #Dupilumab efficacy w/ oral pill. I have already written about the potential risk of more AEs by targeting STAT6 due to its pleiotropic nature. Another very https://t.co/aja8End1Kz I remain"
X Link 2025-09-18T08:18Z [----] followers, 13.7K engagements
"Table of different MOA control of inflammation for polymorphism in AD: [--]. $REGN $SNY #Dupilumab comprehensive [--]. $CRVS oral #soquelitinib comprehensive [--]. $KYMR oral #STAT6 degrader KT-621 likely to struggle [--]. $NKTR #Treg promoter #Rezpeg may have #Th17 challenges The IL-4R Q576R polymorphism is significnant in atopic dermatitis and more so in asthma patients as 70% of African Americans are carriers v 20% of Whites. Thus 50% of Black AD patients are homozygous v 4% of Whites leading to more severe disease and also alternative The IL-4R Q576R polymorphism is significnant in atopic dermatitis"
X Link 2025-09-18T08:32Z [----] followers, 16.9K engagements
"🚨For those interested in Atopic Dermatitis Summary Table of expected effects of drugs targets on #Th2 #Th17 #Tregs Clear why $SNY $REGN #dupilumab and $ABBV #upadacitinib dominate see EASI chart May be useful in assessing potential of new drugs: $NKTR $KYMR $CRVS $APGE"
X Link 2025-09-21T07:32Z [----] followers, 40.6K engagements
"$CRVS AD Cohort [--] update: ✅ Begin enrolment: June ✅ 1st Patients finish treatment: Beg Aug ✅ 50% enroled: Aug [--] CC 🔳 Final patients enroled: Aug + Sep 🔳 8-wks treatment: Oct - Nov 🔳 C4 readout: Nov/Dec 🔳 Start AD Ph 2b: Dec - Corvus likely seen some early Cohort [--] data in Aug - Posted (2) new job openings early Sept Likely $CRVS atopic dermatitis Cohort [--] timeline: (1:1 #soquelitinib:placebo n=24 total) ✅ Begin enrolment: June 🔳 Enrolment for 6-8 weeks: complete end-July 🔳 8-wks treatment 🔳 final patient finishes 8wks SQL: end-Sep 🔳 data readout: October Likely $CRVS atopic dermatitis"
X Link 2025-09-21T13:42Z [----] followers, 11.9K engagements
"$CRVS added another job posting last night making (3) three new jobs since start of September. Continuing expansion/growth plans. - $CRS likely already seen data for up to half of Cohort [--] patients not sure how else to interpret this. $CRVS AD Cohort [--] update: ✅ Begin enrolment: June ✅ 1st Patients finish treatment: Beg Aug ✅ 50% enroled: Aug [--] CC 🔳 Final patients enroled: Aug + Sep 🔳 8-wks treatment: Oct - Nov 🔳 C4 readout: Nov/Dec 🔳 Start AD Ph 2b: Dec - Corvus likely seen some early Cohort [--] https://t.co/uHm5z8ZLzv $CRVS AD Cohort [--] update: ✅ Begin enrolment: June ✅ 1st Patients finish"
X Link 2025-09-24T12:02Z [----] followers, 10.2K 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 2025-09-25T07:06Z [----] followers, [----] engagements
"🚨 New paper on #ITK in #TCR signaling significance for $CRVS #ITK inhibitor #soquelitinib: In AD patients ITK inhibition w/ soquelitinib might translate to faster resolution of acute flares by impairing early robust TCR responses potentially outperforming non-selective immunosuppressants. Based on paper's findings ITK plays a "substantial" role in NFB activation compared to the other pathways. Inhibition or absence reduces NFB (p65) nuclear translocation impairing expression of NFB-target genes Further Potential for Enhanced Efficacy via Strong #NFB Suppression suggests soquelitinib could"
X Link 2025-09-25T09:56Z [----] followers, 20.4K engagements
"🔹#ILC2 play early and major role in atopic dermatitis (AD) and more so in #asthma $CRVS ITK inhibitor #soquelitinib blocks #ILC2 cells (which require ITK + IL-2 to sustain activation/survival) and is key reason for strong/early EASI reduction in AD https://www.nature.com/articles/s41467-019-08699-9 https://www.nature.com/articles/s41467-019-08699-9"
X Link 2025-09-26T09:23Z [----] followers, 13.4K engagements
"$NKTR Rezpeg designed to bind to high-affinity IL-2R complex mostly found on #Tregs but #ILC2 cells in AD and #asthma also express it. Thus #Rezpeg may be having more complex effect: while increasing Tregs can down regulate ILC2 Rezpeg itself would activate ILC2 cells key conductors of inflammatory response and downstream cytokines Th2 cell activation etc. Rezpeg has shown good EASI reduction in AD to date but the potential activation of ILC2 cells may be issue or limiting benefit which may be more pronounced in asthma indication. Here is literature on ILC2 IL-2 activation/survival: Images"
X Link 2025-09-26T09:42Z [----] followers, 10.5K engagements
"🚨 Paper co-authored by $JNJ Identifies NEW #Th2 Subtype in Atopic Dermatitis w/ IL-13 + IL-22 Significant implications for explaining observed EASI reductions w/ current AD therapies and potential to predict EASI reduction for therapies in development - Plasticity of T-cells can complicate diseaes treatment for autoimmune diseases. Plasticity is the unique ability of T-cells to change their subtype or to display characteristics of multiple T-cell subtypes in one cell. - Paper identifies a new Th2 T-cell subtype that expresses BOTH cytokine #IL13 and #IL22 typically individually associated w/"
X Link 2025-09-27T14:54Z [----] followers, 11.7K engagements
"Atopic Dermatitis MOA Predictions using Pathway Table v Actual PBO-adj EASI Reductions at 8-wks Match Well Predictions for 4Q AD data based on Model: - $CRVS #ITK (8wk PBO-adj) EASI 57% (ITKi #soquelitinib #dupilumab approaching JAKi) - $KYMR #STAT6 (4wk no PBO) estimate EASI 25% (STAT6d KT-621 dupilumab more similar to IL-31 or OX40L MOA in EASI reduction) Process Used in "Calculating" Predicted EASI Reductions: [--]. Used Pathway Table I built and assigned contribution values of each pathway to AD based on estimates from literature [--]. If "Blocks" then drug target/MOA gets 100% credit for"
X Link 2025-09-28T05:07Z [----] followers, 12.3K 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 $KYMR May be pre-mature to say #STAT6 degrader will not have conjunctivitis as an AE - 32% of patients on #Dupilumab show symptoms of #conjunctivitis w/ mean of [----] wks to occur $KYMR KT-621 oral #STAT6 degrader: - Ph 1a [--] d on therapy HV - Ph 1b [--] d mild-to severe AD https://t.co/1zGkmP8I2x $KYMR May be pre-mature to"
X Link 2025-10-05T09:53Z [----] followers, 18.2K engagements
"Atopic dermatitis novel MOA that do not directly affect #IL13 pathway likely won't have #conjuctivitis AE [--]. $NKTR #Rezpeg #Treg promotor no increase of this AE in Ph2b AD trial [--]. $CRVS #soquelitinib oral #ITK inhibitor 4Q25 8wk data should be long enough to assess 🚨#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 🚨#Conjunctivitis is AE for drugs blocking IL13"
X Link 2025-10-05T09:59Z [----] followers, [----] engagements
"2025 #NobelPrize for Medicine acknowledging potential for #Treg T-regulatory cell immunotolerance. Congratulations Several new drugs in development utilise Tregs as all or part of their MOA benefit in immune disease control. $NKTR #Rezpeg $CRVS #soquelitinib #ITK inhibitor Mary Brunkow Fred Ramsdell and Shimon Sakaguchi have been awarded the [----] Nobel Prize in Physiology or Medicine for their groundbreaking discoveries concerning peripheral immune tolerance that prevents the immune system from harming the body. The Nobel Prize laureates https://t.co/h2yVHYSbxH Mary Brunkow Fred Ramsdell and"
X Link 2025-10-06T09:49Z [----] followers, 14.2K engagements
"$NKTR #Rezpeg actually mentioned in PDF for [----] Nobel Prize in Medicine at end of article see here: https://www.nobelprize.org/uploads/2025/10/advanced-medicineprize2025.pdf https://www.nobelprize.org/uploads/2025/10/advanced-medicineprize2025.pdf"
X Link 2025-10-06T09:59Z [----] followers, [----] engagements
"Biotech Investing Is Highly Inefficient Price discovery is largely driven by market participants that often lack the appropriate or necessary background to assess science or potential viability of drug candidate or pathway. This offers significant opportunity for investors"
X Link 2025-10-07T08:51Z [----] followers, [----] engagements
"Comparison $CRVS #Soquelitinib and $SNY $REGN #Dupilumab Ph [--] Atopic Dermatitis Trial Designs Very similar 4wk trials Dupi (M4A+M4B): [--] Doses (N=51) Placebo (N=16) SQL: [--] Cohorts (N=48) Placebo (N=24) Cohort [--] extends to 8wks (N=12) w/ PBO (N=12)"
X Link 2025-10-08T11:14Z [----] followers, [----] engagements
"$CRVS Ph 2b atopic dermatitis allowing failed systemic therapy patients JAKi #upadacitinib or #dupilumab or anti-IL13 Oral novel MOA #ITK inh #soquelitinib Ph 1b: "Worse" patients (failed therapy) "done just as well" "it hasn't mattered" #STAT6 MOA can't address this 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 + $KYMR exlude prior biologics/JAKi or required nave patients https://t.co/3IF66KMKGJ Key Differences Inclusion/Exclusion"
X Link 2025-10-10T08:46Z [----] followers, 21.5K engagements
"$CRVS getting new coverage from Barclays. Price target of $16 puts it at $1.4b valuation. Closing gap compared to peers like $KYMR $4b and $APGE $3b $CRVS initiated with an Overweight at Barclays. PT $16 $CRVS initiated with an Overweight at Barclays. PT $16"
X Link 2025-10-13T10:22Z [----] followers, 22.8K engagements
"In Feb [----] $NKTR granted Fast Track Designation for #Rezpeg in Atopic Dermatitis I expect $CRVS to do same after Cohort [--] data due 2H25 Oral #ITK inhibitor #soquelitinib may have even stronger case as is working in patients that failed systemic therapies https://ir.nektar.com/news-releases/news-release-details/nektar-therapeutics-receives-fast-track-designation $CRVS Ph 2b atopic dermatitis allowing failed systemic therapy patients JAKi #upadacitinib or #dupilumab or anti-IL13 Oral novel MOA #ITK inh #soquelitinib Ph 1b: "Worse" patients (failed therapy) "done just as well" "it hasn't"
X Link 2025-10-16T13:13Z [----] followers, [----] engagements
"I think the comparison of MOA and similarities of $CRVS and $ABVX is worth a repost as $ABVX makes new highs this morning ($7B) and shows the very high potential and market/patient/investor appetite for novel oral safe MOA drugs in autoimmune diseases. Analysis of research shows mechanistic convergence between $ABVX #Obefazimod and $CRVS #soquelitinib MOA to have similar downstream effects within Th17 cells Obefazimod upregulation of miR-124 and soquelitinib #ITK inhibition both exert regulatory effects on T cell signaling https://t.co/GVyeq10PU7 Analysis of research shows mechanistic"
X Link 2025-10-30T10:53Z [----] followers, 10.3K engagements
"Table comparing oral drugs in atopic dermatitis w/ data in Nov/Dec w/ #Dupilumab Ph [--] 4-wk EASI data $CRVS: oral ITK Inhibitor Cohort 1-3 EASI reductions already better than dupi waiting on Cohort [--] 8-wk data $KYMR: oral KT-621 #STAT6 degrader TBD no placbo"
X Link 2025-10-31T14:02Z [----] followers, [----] engagements
"Similarities Between Obesity and Atopic Dermatitis Markets Thought exercise The bidding war between $PFE and $NOVO for Metsera $MTSR highlights competition in high-value areas dominated by one drug class but open to disruption via innovative or novel MOAs. Metsera's assets like MET-097 (a long-acting GLP-1 analog) and muscle-sparing orals challenge GLP-1 leaders such as Novo's semaglutide and Lilly's tirzepatide with bids reaching $6 to [--] billion to address limitations like injections and side effects. A parallel could emerge in atopic dermatitis (AtD) a chronic skin condition affecting up to"
X Link 2025-11-01T11:07Z [----] followers, 37.3K engagements
"$ABVX talked to [--] phsicians who said "this is the future standard of care." - : @Abivax_ CEO Marc de Garidel discusses physician and payor feedback after obefazimod's phase [--] UC induction readouts and next steps regarding maintenance and Crohn's. #BIOEurope $ABVX Full video: https://t.co/uQrHc2dMNH https://t.co/usVA9unybr - : @Abivax_ CEO Marc de Garidel discusses physician and payor feedback after obefazimod's phase [--] UC induction readouts and next steps regarding maintenance and Crohn's. #BIOEurope $ABVX Full video: https://t.co/uQrHc2dMNH https://t.co/usVA9unybr"
X Link 2025-11-03T10:28Z [----] followers, [----] engagements
"$CRVS abstract ASH Dec [--] final data: oral #ITK inhibitor #soquelitinib #PTCL Ph 1b Table compares to current SOC for PTCL: #Belinostat BELIEF + #Pralatrexate PROPEL Soquelitinib outperforms: ORR PFS Duration of Response Median OS also safer and oral Ph [--] interim mid-2026 @HOThomasWPhelps @RybeccaSmith33 https://t.co/VnVQ36l8uy $crvs @HOThomasWPhelps @RybeccaSmith33 https://t.co/VnVQ36l8uy $crvs"
X Link 2025-11-04T00:09Z [----] followers, 10.3K engagements
"Update Valuations/Cash Spend bios Atopic Dermatitis: 🔹 $CRVS spending $35M/y (18-20m cash left) 🔹 $NRIX $250M/y (32m cash) 🔹 $KYMR $320M/y (36m cash) 🔹 $APGE $250M/y (42m cash) Key AtD data 4Q25: $KYMR KT-621 open label 4wk Ph1 $CRVS Cohort [--] PBO control 8wk Ph1"
X Link 2025-11-04T10:49Z [----] followers, [----] engagements
"Potential Scenario $CRVS: Strong Cohort [--] 8wk data could make lead oral option set up significant revaluation $20s/sh ($2B+ MC) closes gap $KYMR $APGE Then - $200M+ raise or partnership - initiate more Ph2 trials: hidradenitis suppurativa (HS) #Ssc #asthma solid tumour Still would only be 50% peer valuations Update Valuations/Cash Spend bios Atopic Dermatitis: 🔹 $CRVS spending $35M/y (18-20m cash left) 🔹 $NRIX $250M/y (32m cash) 🔹 $KYMR $320M/y (36m cash) 🔹 $APGE $250M/y (42m cash) Key AtD data 4Q25: $KYMR KT-621 open label 4wk Ph1 $CRVS Cohort [--] PBO control 8wk Ph1"
X Link 2025-11-04T11:09Z [----] followers, 17.8K engagements
"$CRVS on 3Q earnings CC Miller just said it is very reasonable for you to assume that current Cohort [--] data is matching Cohort [--] data this is just from call will repost when have transcript"
X Link 2025-11-04T21:56Z [----] followers, 11.8K engagements
"$CRVS CEO Miller "I know ITK as a target is on every major pharma radar as we are talking to them""
X Link 2025-11-04T22:09Z [----] followers, 17.4K engagements
"🧵 $CRVS 3Q Earnings Call Summary Q&A lots of very exciting information disclosed regarding ITK inhibitor #soquelitinib: [--]. PTCL Ph 3: 🔹Interim Data end-2026 Final end-2027 🔹Lauch would be quick 🔹Opportunity much bigger than people realise See posts on extension of life/maintenance therapy could mean significant increase to size of market https://x.com/HOThomasWPhelps/status/1985682787706233167 https://x.com/HOThomasWPhelps/status/1985677760744821070 https://x.com/HOThomasWPhelps/status/1985682787706233167 https://x.com/HOThomasWPhelps/status/1985677760744821070"
X Link 2025-11-05T04:03Z [----] followers, 17.6K engagements
"5. $CRVS Potential Partnerships/Fund Raising 🔹"I can tell you that ITK as a target is on th radar of every major company that works in this area. I know that because we're talking to them." 🔹"We'll evaluate partnering opportunities as they arise." 🔹"We're optimistic about our data and we think there will be ample opporutunity to raise funding whether through offering stock or partnerships at the appropriate time.""
X Link 2025-11-05T04:27Z [----] followers, 13.1K engagements
"Interesting #asthma $NKTR data furthers #Treg potential but we have to be careful some caveats @A_May_MD pointed out #1. [--]. Not a clinical trial very small n [--]. $NKTR ACQ-5 baseline [---] v a more strict #Dupilumab [---] and [---]. Why this matters is a baseline ACQ-5 [---] likely leads to a higher % reduction in asthma exacerbations as it biases for patients w/ more severe asthma who have greater potential for improvement relative to baseline and/or placebo $NKTR $NKTR"
X Link 2025-11-08T18:17Z [----] followers, 17.4K engagements
"$CRVS - Safe to say #ITK is on $ABBV radar for AD New paper AbbVie in June [----] identified [--] new gene loci involved in atopic dermatitis: 🔹 ITK was the "top-scoring" "prioritized" gene (gene location 5q33.3) https://www.medrxiv.org/content/10.1101/2024.06.17.24308897v1.full.pdf [--]. $CRVS Potential Partnerships/Fund Raising 🔹"I can tell you that ITK as a target is on th radar of every major company that works in this area. I know that because we're talking to them." 🔹"We'll evaluate partnering opportunities as they arise." 🔹"We're optimistic about https://t.co/lxDxAg2mnR"
X Link 2025-11-11T10:19Z [----] followers, [----] engagements
"🚨 Large Opportunity for $CRVS in #PTCL Annotated Timeline of Major Events in PTCL Treatments (#Pralatrexate #Belinostat and #Soquelitinib) March 2009: FDA grants accelerated approval to pralatrexate (Folotyn) for relapsed or refractory peripheral T-cell lymphoma (PTCL) based on a single-arm trial showing an overall response rate (ORR) of 27% and median duration of response (DoR) of [---] months; approval includes post-marketing requirements for two confirmatory trials July 2014: FDA grants accelerated approval to belinostat (Beleodaq) for relapsed or refractory PTCL based on a single-arm phase"
X Link 2025-11-12T05:30Z [----] followers, [----] engagements
"New surprise entrant to #STAT6 party in atopic dermatitis $PFE on Nov [--] 3Q earnings call disclosed they have a #STAT6 inhibitor and already entering Phase 2b "potentially first-in-class oral." Impactful for $KYMR $NRIX and others in space I have to update list"
X Link 2025-11-13T17:04Z [----] followers, [----] engagements
"🚨 Number of Drugs in Development for Atopic Dermatitis (or other autoimmune) by Target #STAT6: [--] drugs #PDE4: [--] #IRAK4: [--] #TSLP: [--] #ITK: 2"
X Link 2025-11-16T17:20Z [----] followers, [----] engagements
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