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# ![@HOThomasWPhelps Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1839941677336936448.png) @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: XXXXX [#](/creator/twitter::1839941677336936448/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1839941677336936448/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +26%
- X Months XXXXXXX +6.60%
- X Year XXXXXXXXX +3,557%

### Mentions: XX [#](/creator/twitter::1839941677336936448/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1839941677336936448/c:line/m:posts_active.svg)

- X Week XX +6.50%
- X Month XX -XX%
- X Months XXX -XX%
- X Year XXX +1,998%

### Followers: XXXXX [#](/creator/twitter::1839941677336936448/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1839941677336936448/c:line/m:followers.svg)

- X Week XXXXX +1.30%
- X Month XXXXX +21%
- X Months XXXXX +135%
- X Year XXXXX +696%

### CreatorRank: XXXXXXX [#](/creator/twitter::1839941677336936448/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1839941677336936448/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1839941677336936448/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[$kymr](/topic/$kymr) #1, [$crvs](/topic/$crvs) #2, [$sny](/topic/$sny) #2, [$nrix](/topic/$nrix) #1, [$regn](/topic/$regn) #6, [$apge](/topic/$apge) #1, [$jnj](/topic/$jnj) 1%, [$lly](/topic/$lly) #105, [$nktr](/topic/$nktr) #19, [sny](/topic/sny) X%

**Top accounts mentioned or mentioned by**
[@kvgr87](/creator/undefined) [@danieljacobsbio](/creator/undefined) [@biopharmiq](/creator/undefined) [@amaymd](/creator/undefined) [@semodough](/creator/undefined) [@msglis1](/creator/undefined) [@financebully](/creator/undefined) [@wz2013](/creator/undefined) [@septdecoeur](/creator/undefined) [@houndcl](/creator/undefined) [@zhaoweiasu](/creator/undefined) [@chrismc75690165](/creator/undefined) [@paulsmith77777](/creator/undefined) [@joserestonva](/creator/undefined) [@testydumbass](/creator/undefined) [@tradingsssss](/creator/undefined) [@notgenentech](/creator/undefined) [@bowtiedbiotech](/creator/undefined) [@exoelement](/creator/undefined) [@andersresearch](/creator/undefined)

**Top assets mentioned**
[Kymera Therapeutics, Inc. Common Stock (KYMR)](/topic/$kymr) [Synthetify (SNY)](/topic/$sny) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Apogee Therapeutics, Inc. Common Stock (APGE)](/topic/$apge) [Johnson & Johnson (JNJ)](/topic/$jnj) [Eli Lilly and Company (LLY)](/topic/$lly) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Novo-Nordisk (NVO)](/topic/$nvo) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [AbbVie Inc (ABBV)](/topic/$abbv) [Pfizer, Inc. (PFE)](/topic/$pfe) [uniQure N.V. (QURE)](/topic/$qure) [BlackRock Inc (BLK)](/topic/blackrock)
### Top Social Posts [#](/creator/twitter::1839941677336936448/posts)
---
Top posts by engagements in the last XX hours

"Pathway contributions to Th2 inflammation is very important consideration when assessing potential for #STAT6 degrader/inhibitors and bios in the space: $KYMR $JNJ $GILD $SNY $NRIX Leo Kaken DeepCure Pathways contributing to Th2 inflammation (AD and asthma) can be crudely estimated based on literature from gene expression profiling KO mouse models and functional studies. Data shows XX% of IL-4-regulated genes being #STAT6-mediated XX% residual IL-4 production in STAT6-deficient T cells and XX% reductions in eosinophilia/AHR/IgE in STAT6 KO allergic models. Overall the STAT6 pathway dominates"  
[X Link](https://x.com/HOThomasWPhelps/status/1969330466269331764) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-09-20T09:19Z 1602 followers, 4873 engagements


"📽 $KYMR at Stifel on Ph 1b dosing of #STAT6 degrader KT-621 in AD 🔹Implies X doses may be 50mg 100mg or 200mg Based on my prior analysis of HV data 50mg seemed to give best reduction of biomarkers 🔹Answers "What does good look like in Ph 1b data coming this fall""  
[X Link](https://x.com/HOThomasWPhelps/status/1969722971330617812) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-09-21T11:18Z 1603 followers, 3128 engagements


"$PTGX Ph X data for PN-235 (JNJ-2133) oral anti-IL-23 came in May 2023 at market cap of $XXX billion. Model for oral drugs in Ph X POC trials in autoimmune i.e. atopic dermatitis 4Q25 $CRVS #ITK inhibitor #soquelitinib $KYMR #STAT6 degrader KT-621"  
[X Link](https://x.com/HOThomasWPhelps/status/1976714602206634388) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-10T18:21Z 1609 followers, 2510 engagements


"Clarifyng for someone: $HOC.L Hochschild Mining #gold #silver miner owns XX% of Aclara Resources $ARA.TO $ARAAF a #rareearth company w/ projects in Chile and Brazil. Aclara risen XXX% year and Hochschild stake is now almost worth XX% of their market cap"  
[X Link](https://x.com/HOThomasWPhelps/status/1978099035572433298) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-14T14:02Z 1609 followers, XXX engagements


"$CRVS getting new coverage from Barclays. Price target of $XX puts it at $1.4b valuation. Closing gap compared to peers like $KYMR $4b and $APGE $3b"  
[X Link](https://x.com/HOThomasWPhelps/status/1977681453958996362) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-13T10:22Z 1609 followers, 13.4K engagements


"$KYMR Very active with XX open positions on LinkedIn"  
[X Link](https://x.com/HOThomasWPhelps/status/1978386951209091357) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-15T09:06Z 1609 followers, XXX engagements


"Updated Table of Different MOA Effects on T-cells/Innate Cell Types in Autoimmune Diseases (incorporating new data) Some of indications and companies affected: i.e. Atopic Dermatitis Asthma $SNY $REGN $LLY $APGE $ABBV $PFE $BMY $NKTR $KYMR $NRIX $CRVS"  
[X Link](https://x.com/HOThomasWPhelps/status/1971566158605377626) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-09-26T13:22Z 1606 followers, 1405 engagements


"@A_May_MD @ShortsellerST @seedy19tron I would comment regarding the other indications for $CRVS Soquelitinib for accuracy outside of AD are closer to market should trials succeed. X. Ph3 in PTCL about $1B+/yr sales X. Ph2 in ALPS possible to get FDA approval w/o Ph3 due to rare disease and risks $225M/yr sales"  
[X Link](https://x.com/HOThomasWPhelps/status/1975663840365773112) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-07T20:45Z 1606 followers, 1251 engagements


"@semodough And interesting $NVO David Moore just joined $CRVS Board this month"  
[X Link](https://x.com/HOThomasWPhelps/status/1978448685970207115) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-15T13:11Z 1609 followers, 1094 engagements


"Facts below same for $CRVS oral #ITK inhibitor #soquelitinib already has PBO-controlled EASI data. $CRVS MC only $500M 1/10th MC Kymera --- RBC Outperform $KYMR $XX PT ($5B MC) would see meaningful future commercial uptake given potential to become an oral option w/ a clinical profile consistent w/ #dupilumab WW dupi sales of $26B by the time '621 might launch in 2031 - suggests multi-$B revenue could still be achievable with an agent that has similar efficacy/safety and oral differentiation especially given the systemic AD market is likely still underpenetrated""  
[X Link](https://x.com/HOThomasWPhelps/status/1967985011606659382) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-09-16T16:12Z 1607 followers, 1040 engagements


"$KYMR (and $NRIX) I asked Grok to analyse potential in atopic dermatitis for #STAT6 degradation Analysis Parameters: Given $SNY $REGN #dupilumab MOA effect on pathways innate + adaptive immune cell types compare #STAT6 degradation by KT-621 and consider known compensatory pathways including: - MAPK PI3K ZFP36 - IL-2/STAT5 - IL-6/STAT6 Predictions from Grok for KT-621 in AD: X. greater EASI reduction than dupi X. greater itch relief X. equal safety Despite compensatory pathways Grok's conclusion is positive for upcoming Ph 1b data. Will be interesting. Grok full analysis"  
[X Link](https://x.com/HOThomasWPhelps/status/1973383541665714456) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-01T13:44Z 1608 followers, 2278 engagements


"Point72 increased $CRVS position XXX% from 2.8M shares to 7.0M shares"  
[X Link](https://x.com/HOThomasWPhelps/status/1956104808059773330) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-08-14T21:25Z 1608 followers, 12K engagements


"I have no position on investment in Kymera. Sharing the work I have been doing over past few months in trying to understand their MOA and its place in atopic dermatitis treatment landscape"  
[X Link](https://x.com/HOThomasWPhelps/status/1975125780364722433) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-06T09:07Z 1607 followers, XXX engagements


"Comparison $CRVS #Soquelitinib and $SNY $REGN #Dupilumab Ph X Atopic Dermatitis Trial Designs Very similar 4wk trials Dupi (M4A+M4B): X Doses (N=51) Placebo (N=16) SQL: X Cohorts (N=48) Placebo (N=24) Cohort X extends to 8wks (N=12) w/ PBO (N=12)"  
[X Link](https://x.com/HOThomasWPhelps/status/1975882605339037730) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-08T11:14Z 1610 followers, 3071 engagements


"Interesting or Odd $KYMR is pursuing #STAT6 inhibitors when they try to emphasise degraders are "superior" to small molecule inhibitors SMIs. Does this new patent on inhibitors represent part of a planned expansion of their STAT6 program or a hedge on their degrader KT-621 Happy to hear thoughts on this"  
[X Link](https://x.com/HOThomasWPhelps/status/1973719173210497074) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-02T11:58Z 1608 followers, 3603 engagements


"🚨#Conjunctivitis is AE for drugs blocking IL13 Disruption of IL-13 maintenance in conjunctival goblet cells = reduce mucus production ocular surface inflammation $REGN $SNY #Dupilumab $LLY #Lebrikizumab $APGE APG-777 #STAT6 degraders MOA block IL13 $KYMR KT-621 $NRIX NX-3911"  
[X Link](https://x.com/HOThomasWPhelps/status/1974774874301456682) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-05T09:53Z 1610 followers, 17.3K engagements


"Comparison of $SNY #Tzield and $CRVS #soquelitinib MOA effects/potential T1D: 🔹Tzield (teplizumab) a CD3 monoclonal antibody delays Type X Diabetes (T1D) onset by reducing T-cell receptor TCR signal strength and boosting regulatory T-cells (Tregs) as shown in a 2022 NEJM study demonstrating preserved -cell function in patients 🔹#ITK inhibition by Corvus soquelitinib modulates TCR signal and #mTOR activity to favor #Th1 and #Treg production while suppressing pathogenic #Th2 + #Th17 cells. Overlap MOA may offer safer oral alternative to Tzields intravenous delivery w/ Corvus approach avoiding"  
[X Link](https://x.com/HOThomasWPhelps/status/1978420508170359235) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-15T11:19Z 1610 followers, 3621 engagements


"$NVO $CRVS Oct X 20205 Bloomberg The Close: David Moore President at Novo Nordisk Inc. discussing #Wegovy and #obesity Bloomberg Interview: David Moore joined $CRVS Board of Directors on October X 2025"  
[X Link](https://x.com/HOThomasWPhelps/status/1978495927808675846) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-15T16:19Z 1610 followers, 5333 engagements


"$KYMR AD Clinical Trial update. Trial Active as of Sep XX 2025 no longer recruiting. Dosing Ph 1b KT-621 for XX days + XX day follow-up so maybe see data late-November"  
[X Link](https://x.com/HOThomasWPhelps/status/1975244596298039541) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-06T16:59Z 1605 followers, 1357 engagements


"🚨Exciting discovery of hybrid #Th2 cell in AD by J&J helps explain range of success of approved drugs in AD and may predict POS for novel targets in development: - #STAT6 degraders $KYMR $NRIX $SNY $LLY $JNJ $GILD - anti-IL-13 mAb $APGE - #ITK inhibitor $CRVS - #Treg $NKTR"  
[X Link](https://x.com/HOThomasWPhelps/status/1971952948034130226) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-09-27T14:59Z 1609 followers, 10.4K engagements


"🚨Interesting New $KYMR Patents Published in July for #STAT6 Inhibitors (US-20250213586-A1 and US-20250214977-A1) This is separate from their STAT6 degraders and lead compound KT-621 Patent (US-20250059221-A1)"  
[X Link](https://x.com/HOThomasWPhelps/status/1973707155439255980) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-02T11:10Z 1608 followers, 5119 engagements


"$SNY $REGN ongoing Ph X trial w/ #dupilumab in Q576R variant #asthma validating many of my posts "the hypothesis that the IL-4R-R576 variant drives TH2/TH17 cell inflammation by subverting allergen-specific iTreg cells into TH17 cells.""  
[X Link](https://x.com/HOThomasWPhelps/status/1973684635847831622) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-02T09:41Z 1610 followers, 3928 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/HOThomasWPhelps/status/1971109081315164392) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-09-25T07:06Z 1609 followers, 4909 engagements


"🚨SUMMARY STAT6 RESEARCH🚨 $KYMR #STAT6 degrader KT-621 likely to be less effective in AD than $SNY $REGN #Dupilumab due to less pathways blocked but same incidence of AEs like conjunctivitis due to disruption of IL-13 via STAT6 Dupilumab upstream blocks numerous pathways independent of STAT6 that that KT-621 will not with real potential for compensatory pathways that may even increase #Th1 and #Th17 diseases (e.g. #psoriasis) MAPK PI3K IL-2/STAT5 IL-6/STAT3 Th17 Looking forward to Ph1b data in 4Q25 to assess"  
[X Link](https://x.com/HOThomasWPhelps/status/1975095504200462616) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-06T07:07Z 1609 followers, 5165 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/HOThomasWPhelps/status/1956277344257167502) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-08-15T08:50Z 1608 followers, 4606 engagements


"Barclays intiated biotech names: - $CRVS overweight PT $XX "with potential first-in-class opportunity in atopic dermatitis" - $ABVX overweight PT $XXX "supported by prior clinical data or mechanisms it views as de-risked""  
[X Link](https://x.com/HOThomasWPhelps/status/1977687747872928206) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-13T10:47Z 1610 followers, 1986 engagements


"Pretty grim perspective. I am a bit more optimistic and $CRVS is a leader in this space Facts: Last update w/ XX patients combo Cifo+Nivo+Ipili showed XX% more deep responses than Nivo+Ipili. Enrolment accelerated following that data. MOA is very well understood and $JNJ just added their own #A2AR antagonist to their pipeline"  
[X Link](https://x.com/HOThomasWPhelps/status/1970472012020605111) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-09-23T12:55Z 1603 followers, 1284 engagements


"Key Differences Inclusion/Exclusion Criteria in Atopic Dermatitis Trials $CRVS Very high-bar patients w/ prior biologic/JAKi require failed therapy refractory $APGE Allows JAKi excludes prior IL-4/IL-13 $NKTR + $KYMR exlude prior biologics/JAKi or required nave patients"  
[X Link](https://x.com/HOThomasWPhelps/status/1975970418432540810) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-08T17:03Z 1609 followers, 28.3K engagements


"$SNY $REGN #Dupilumab targets IL-4R upstream blocking GRB2/MAPK pathway in Q576R variant. Stops Tregs from converting to #Th17 cells As a #STAT6-independent pathway will be interesting if #STAT6 degraders $KYMR $NRIX see: - #IL6/#STAT3 - #Tregs - #Th17 inflammation"  
[X Link](https://x.com/HOThomasWPhelps/status/1973080642121302289) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-09-30T17:40Z 1610 followers, 6116 engagements