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

- X Week XXXXXX +30%
- X Month XXXXXXX +30%
- X Months XXXXXXX +9.80%
- X Year XXXXXXXXX +3,315%

### 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 +52%
- X Month XX -XXXX%
- X Months XXX -XX%
- X Year XXX +1,806%

### 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 +136%
- X Year XXXXX +693%

### 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% [countries](/list/countries)  XXXX% [technology brands](/list/technology-brands)  XXXX% [social networks](/list/social-networks)  XXXX% [finance](/list/finance)  XXXX%

**Social topic influence**
[$crvs](/topic/$crvs) #1, [$kymr](/topic/$kymr) #1, [$sny](/topic/$sny) #9, [$regn](/topic/$regn) #10, [$apge](/topic/$apge) #1, [$nktr](/topic/$nktr) #6, [$nrix](/topic/$nrix) #1, [$barcl](/topic/$barcl) #75, [$nvo](/topic/$nvo) #93, [sny](/topic/sny) XXXX%

**Top accounts mentioned or mentioned by**
[@danieljacobsbio](/creator/undefined) [@kvgr87](/creator/undefined) [@biopharmiq](/creator/undefined) [@financebully](/creator/undefined) [@amaymd](/creator/undefined) [@msglis1](/creator/undefined) [@semodough](/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) [Novo-Nordisk (NVO)](/topic/$nvo) [Eli Lilly and Company (LLY)](/topic/$lly) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Johnson & Johnson (JNJ)](/topic/$jnj) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [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

"$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 1617 followers, 2530 engagements


"In Feb 2025 $NKTR granted Fast Track Designation for #Rezpeg in Atopic Dermatitis I expect $CRVS to do same after Cohort X data due 2H25 Oral #ITK inhibitor #soquelitinib may have even stronger case as is working in patients that failed systemic therapies"  
[X Link](https://x.com/HOThomasWPhelps/status/1978811490707570925) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-16T13:13Z 1628 followers, 4367 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


"Comparing(4) four biotech valuations + potential in Atopic Dermatitis: See analysis and discussion/assumptions below Conclusions: $NKTR 64-72% undervalued #Treg $CRVS XX% undervalued #ITK $APGE fully-valued mAb #IL13 $KYMR XX% overvalued #STAT6 Comments welcome"  
[X Link](https://x.com/HOThomasWPhelps/status/1979617421465124866) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-18T18:35Z 1628 followers, 5358 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 1616 followers, 13.6K engagements


"🚨 $CRVS Self-funded partner Angel Pharma started PBO controlled atopic dermatitis trial in China XX wks therapy w/ #ITK inhibitor CPI-818 (#soquelitinib) See trial design/dosing big focus on evaluating QD (once a day dosing) (9) sites already"  
[X Link](https://x.com/HOThomasWPhelps/status/1979477593133821954) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-18T09:20Z 1627 followers, 1727 engagements


"$ACRS hosting R&D Day 2025 One key point being discussed: Advantages of #ITK inhibitor broader effects in treating atopic dermatitis v narrower #STAT6 degrader approach"  
[X Link](https://x.com/HOThomasWPhelps/status/1978075385515450697) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-14T12:28Z 1628 followers, 12.2K 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 1620 followers, XXX 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 1616 followers, 1255 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 1616 followers, 1104 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 1616 followers, 1041 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"  
[X Link](https://x.com/HOThomasWPhelps/status/1976569933426524493) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-10T08:46Z 1627 followers, 20.2K 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 1613 followers, 2284 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 1620 followers, 12K engagements


"$CRVS Barclays noting the value of pooling Cohort X and X data and key reason Miller kept dosing at 200mg BID. Increases significance + number of patients for 4wk data I posted on this previously: Phase 2b set to include QD"  
[X Link](https://x.com/HOThomasWPhelps/status/1978790870666092755) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-16T11:51Z 1628 followers, 3405 engagements


"@financebully They have shown a chart of dozens of compounds with at least X lead candidates. I will share here"  
[X Link](https://x.com/HOThomasWPhelps/status/1978085872747622810) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-14T13:09Z 1616 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


"🚨#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 1616 followers, 17.4K 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 1620 followers, 3679 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 1628 followers, 5470 engagements


"$ACRS talking about their #ITK franchise working towards IND in 2026 $CRVS selecitve ITK inhibitior #soquelitinib: - Cohort X Atopic Dermatitis X wk data 4Q25 - Ph 2b AtD XX wk trial XXX patients begins Dec 2025"  
[X Link](https://x.com/HOThomasWPhelps/status/1978076592548036707) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-14T12:33Z 1627 followers, 2410 engagements


"Based on $CRVS #ITK inhibitor #soquelitinib MOA (blocking MAPK + PI3K pathways #Th2 #Th17 and #Tregs) it would also be able to address this more severe Q576R variant of #asthma and also in atopic dermatitis This is clearly on $SNY and $REGN radar"  
[X Link](https://x.com/HOThomasWPhelps/status/1973685663582298355) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-02T09:45Z 1628 followers, 2250 engagements


"Here are $CRVS next gen IYK inhibitors. More potent. Still selective and can be tuned to different Th cell diseases"  
[X Link](https://x.com/HOThomasWPhelps/status/1978087153704849645) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-14T13:15Z 1628 followers, 2183 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


"$CRVS #ESMO25 #Ciforadenant #A2AR antagonist + #Nivolumab + #Ipilimumab in RCC 🔹Interim Data: follow-up just XXX mo PFS matching Nivo+Ipi in $BMY CheckMate-214 which didn't increase PFS until XX mo 🔹ORR w/ sicker patients XX% CheckMate 42%"  
[X Link](https://x.com/HOThomasWPhelps/status/1979222114017202422) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-17T16:24Z 1628 followers, 9339 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 1615 followers, 4915 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


"🚨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


"My takeaway is $CRVS is 2-3 years ahead and on next gen ITK both are similar. $CRVS been talking about theirs for a year. Maybe we see an IND and more one ITK degrader soon from CRVS"  
[X Link](https://x.com/HOThomasWPhelps/status/1978085602764431373) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-14T13:08Z 1628 followers, 1039 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 1616 followers, 4607 engagements


"Very nice addition to $CRVS board Novo $NVO"  
[X Link](https://x.com/HOThomasWPhelps/status/1973849234475765873) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-02T20:35Z 1617 followers, 10.1K 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 1616 followers, 2012 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 1616 followers, 28.3K engagements


"@financebully Good point but $CRVS is in Ph X trial for soquelitinib for PTCL w/ potential peak sales of $1b-$1.5b which is very similar to rusfertide potential"  
[X Link](https://x.com/HOThomasWPhelps/status/1976728860847931724) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-10T19:17Z 1617 followers, XXX engagements


"@financebully Here is $CRVS next gen #ITK inhibitors and unique selectivity profiles"  
[X Link](https://x.com/HOThomasWPhelps/status/1978086257138790754) [@HOThomasWPhelps](/creator/x/HOThomasWPhelps) 2025-10-14T13:11Z 1617 followers, XXX 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 1628 followers, 6497 engagements