# ![@josenovaes92 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2749616404.png) @josenovaes92 ze.thedeuce.

ze.thedeuce. posts on X about $crvs, $nktr, market, $nvo the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::2749616404/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2749616404/c:line/m:interactions.svg)

- [--] Week [-----] +9.30%
- [--] Month [------] +4,902%
- [--] Months [------] +11,584%
- [--] Year [------] +2,273%

### Mentions: [--] [#](/creator/twitter::2749616404/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2749616404/c:line/m:posts_active.svg)


### Followers: [------] [#](/creator/twitter::2749616404/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2749616404/c:line/m:followers.svg)

- [--] Week [---] +8.10%
- [--] Month [---] +55%
- [--] Months [---] +41%
- [--] Year [---] +180%

### CreatorRank: [---------] [#](/creator/twitter::2749616404/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2749616404/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$crvs](/topic/$crvs) #12, [$nktr](/topic/$nktr) #29, [market](/topic/market), [$nvo](/topic/$nvo), [$kymr](/topic/$kymr), [in the](/topic/in-the), [$ocul](/topic/$ocul), [burn](/topic/burn), [factor](/topic/factor), [cohort](/topic/cohort)

**Top assets mentioned**
[Novo-Nordisk (NVO)](/topic/$nvo) [Kymera Therapeutics, Inc. (KYMR)](/topic/$kymr) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Apogee Therapeutics, Inc. (APGE)](/topic/$apge) [Citigroup Inc (C)](/topic/citigroup) [AbbVie Inc (ABBV)](/topic/$abbv) [Synthetify (SNY)](/topic/$sny) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Abivax SA (ABVX)](/topic/$abvx) [Eli Lilly and Company (LLY)](/topic/$lly) [Canton (CC)](/topic/$cc) [FAFO (FAFO)](/topic/fafo) [Embraer S.A. (ERJ)](/topic/$erj) [Solana (SOL)](/topic/solana) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Costco Wholesale Corporation (COST)](/topic/costco) [Decentral Games (DG)](/topic/$dg) [SafeMoon (SFM)](/topic/$sfm) [ImmunityBio, Inc. Common Stock (IBRX)](/topic/$ibrx) [Moderna Inc (MRNA)](/topic/$mrna) [Bluefin (BLUE)](/topic/$blue)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@GeneInvesting @Biotech2k1 And everybody w/ Dx of attr is like 70+ y/o with comorbidities. Detecting patients at lower ages before symptoms is going to be very hard specially in the US where people do not believe in prevention. Its going to sell. But its no rituximab or ozempic"  
[X Link](https://x.com/josenovaes92/status/1841615258672058538)  2024-10-02T23:04Z [---] followers, [---] engagements


"@GeneInvesting That is another point. FDA is full of surprises when it comes to gene editing (regardless of the mechanism)"  
[X Link](https://x.com/josenovaes92/status/1841645276223701452)  2024-10-03T01:03Z [---] followers, [---] engagements


"@INArteCarloDoss Tariffs increasing the price of commodities may also increase value of AUD and BRL"  
[X Link](https://x.com/josenovaes92/status/1857154283742892230)  2024-11-14T20:11Z [---] followers, [---] engagements


"@rodrialeman10 @1060brickell @Citibank #Citi #$C #Citigroup #Citibank"  
[X Link](https://x.com/josenovaes92/status/1863419451057618999)  2024-12-02T03:06Z [---] followers, [--] engagements


"@1060brickell @Citibank @FrancisSuarez @vickiforflorida @MiamiPD @MiamiDadeCounty @ONLYinDADE @CBSMiami @MiamiHerald #Citi #$C #Citigroup #Citibank"  
[X Link](https://x.com/josenovaes92/status/1863419606498504724)  2024-12-02T03:07Z [---] followers, [--] engagements


"@HOThomasWPhelps Hopefully they will release data afyer the 20th so all options expire worthless"  
[X Link](https://x.com/josenovaes92/status/1867661618337001821)  2024-12-13T20:03Z [---] followers, [---] engagements


"@rumpythefounder @jstclair1 Softbank - Oracle - MSFT invested 500b. Not the govt"  
[X Link](https://x.com/josenovaes92/status/1881847621972848729)  2025-01-21T23:33Z [---] followers, [--] engagements


"@victorJ0NES $CC $DD"  
[X Link](https://x.com/josenovaes92/status/1884011095482065087)  2025-01-27T22:50Z [---] followers, [--] engagements


"@angelusm0rt1s ASML is unique for now. Eventually that moat will be surpassed"  
[X Link](https://x.com/josenovaes92/status/1886828668065874061)  2025-02-04T17:26Z [---] followers, [---] engagements


"@RampCapitalLLC They all get educated on tiktok anyways"  
[X Link](https://x.com/josenovaes92/status/1886845502781587827)  2025-02-04T18:33Z [---] followers, [---] engagements


"@StockMKTNewz @finchat_io Net revenue"  
[X Link](https://x.com/josenovaes92/status/1886860307009822982)  2025-02-04T19:32Z [---] followers, [---] engagements


"@amasad @random_pure FAFO: [----] Arab-Israeli War [----] Six-Day War [--------] War of Attrition [----] Yom Kippur War [----] South Lebanon conflict [----] Lebanon War First Intifada Second Intifada [----] Gaza War [----] Gaza war [----] Gaza War [----] IsraelHamas war [----] IsraelHamas War"  
[X Link](https://x.com/josenovaes92/status/1890131145985290320)  2025-02-13T20:09Z [---] followers, [--] engagements


"@StockSavvyShay If eVTOL is going to be the ponzi of the month I suggest looking at $ERJ. They hold a sizeable position in $EVEX so you get some eVTOL but also holding the 3rd largest plane maker"  
[X Link](https://x.com/josenovaes92/status/1923533660470329789)  2025-05-17T00:18Z [---] followers, [---] engagements


"@jrouldz @DividendMil @iewney How much support did ENRON have before blowing up"  
[X Link](https://x.com/josenovaes92/status/1928202476894773556)  2025-05-29T21:31Z [---] followers, [--] engagements


"@WecanGroupSwiss @FabAIQuantum @SEALSQcorp @solana Fraud3"  
[X Link](https://x.com/josenovaes92/status/1928665436511404405)  2025-05-31T04:10Z [---] followers, [--] engagements


"@DarioCpx Dont they own equities also"  
[X Link](https://x.com/josenovaes92/status/1929782991309418574)  2025-06-03T06:11Z [---] followers, [---] engagements


"@HOThomasWPhelps Corvus people are very frugal. Check their office on google maps. Its a dump"  
[X Link](https://x.com/josenovaes92/status/1930871592097075595)  2025-06-06T06:17Z [---] followers, [--] engagements


"@IonQ_Inc [--] to 2*106 in [--] years while reducing error rate 🤣"  
[X Link](https://x.com/josenovaes92/status/1932525071312052582)  2025-06-10T19:47Z [---] followers, [----] engagements


"@JackFarley96 @jaypelosky Costco and Walmart dont send me bags of money to buy stuff at their stores. They have slightly dif business model"  
[X Link](https://x.com/josenovaes92/status/1973448657455423532)  2025-10-01T18:03Z [---] followers, [--] engagements


"@beto_caiafa @embraer @marmilbr Logo logo GUNSHIP"  
[X Link](https://x.com/josenovaes92/status/1989049713488982336)  2025-11-13T19:16Z [---] followers, [---] engagements


"ITK (IL-2inducible T-cell kinase) inhibitors are gaining renewed attention as immune modulators (rheostat) in an effort to substitute older gen immunosuppressants (#Dupixent ). Advantages: 1) Improved selectivity for ITK over other Tec-family kinases (e.g. BTK) reducing off-target effects and unintended B-cell suppression. 2) Mechanism-driven positioning leveraging ITKs role in TCR signaling Th1/Th2 polarization and T-cell exhaustionshifting the goal from immune shutdown to immune reprogramming. 3) Combination strategies particularly with checkpoint inhibitors where ITK inhibition may reshape"  
[X Link](https://x.com/zethedeuce/status/1999363954078781660)  2025-12-12T06:21Z [---] followers, [--] engagements


"@TexasOncologist $BOIL is the ☠"  
[X Link](https://x.com/zethedeuce/status/2002089509014679694)  2025-12-19T18:51Z [---] followers, [--] engagements


"@Gaurab You would need a moon size radiator Instead of having dumb ideas - why not use thermal energy from volcanoes ( iceland/ greenland/ Hawaii) and dissipate the heat with sea water Why put this shit in space Who benefits SpaceX ipo"  
[X Link](https://x.com/zethedeuce/status/2002824040311058928)  2025-12-21T19:30Z [---] followers, [---] engagements


"@DataRepublican @jurgen_nauditt Should tell that to all NATO members who died during GWOT"  
[X Link](https://x.com/zethedeuce/status/2012930662269907147)  2026-01-18T16:50Z [---] followers, [---] engagements


"@ShortSeller They have a $NVO guy on the board. Do you think any partnership with them They are all in Diabetes. May want to diversify"  
[X Link](https://x.com/zethedeuce/status/2013637507812864197)  2026-01-20T15:39Z [---] followers, [---] engagements


"@ShortSeller But its tiny. Dont think it will drop price. Goldman will pump it up"  
[X Link](https://x.com/zethedeuce/status/2013726268026429887)  2026-01-20T21:32Z [---] followers, [---] engagements


"@Seniorstrategen @SpecialSitsNews Japanese population will burn the country if they have high inflation"  
[X Link](https://x.com/zethedeuce/status/2013796421481181458)  2026-01-21T02:10Z [---] followers, [--] engagements


"@Pharmdca Hold long term. This is a 100b drug"  
[X Link](https://x.com/zethedeuce/status/2014359166815445017)  2026-01-22T15:27Z [---] followers, [--] engagements


"@EladioSantiag14 @FTC @SpiritAirlines So the only way the economy survives is if we have monopolies"  
[X Link](https://x.com/zethedeuce/status/2014590013862760495)  2026-01-23T06:44Z [---] followers, [--] engagements


"@EladioSantiag14 @FTC @SpiritAirlines Spirit and Frontier are at a different segment. They do not compete directly with the regular airlines. So yes - monopoly"  
[X Link](https://x.com/zethedeuce/status/2015133144869982486)  2026-01-24T18:42Z [---] followers, [--] engagements


"@RedAutumnBio @semodough @seedy19tron Ibrutinib saved a lot of lives prior to acala zana etc. How many lives have you saved 🤷♂"  
[X Link](https://x.com/zethedeuce/status/2015136148876591106)  2026-01-24T18:54Z [---] followers, [--] engagements


"@LasVegasTodd @EladioSantiag14 @FTC @SpiritAirlines fly frontier and coach on a major and tell me its the same. Its not the same costumer they are not even on the same terminals most of the time. Fusing the only [--] LLCs in the us would create a monopoly for the segment - but not for airlines in general"  
[X Link](https://x.com/zethedeuce/status/2015251840225419624)  2026-01-25T02:34Z [---] followers, [--] engagements


"Stock went from [--] to [--] in a week. Need to calm down this week before going up again. Some of his hypothesis may play out - but not all of them. The therapeutic index one is not a good one - TI is fine. BID dosing one may be a problem - but nothing that an ER formulation could not correct. The demographics hypothesis may play out - but you would still have a good population of blacks and whites to sell the drug to - smaller mkt in asia. https://twitter.com/i/web/status/2015875924290351178 https://twitter.com/i/web/status/2015875924290351178"  
[X Link](https://x.com/zethedeuce/status/2015875924290351178)  2026-01-26T19:54Z [---] followers, [---] engagements


"@Archimedes20311 @houndcl You should tell that to the CEOs"  
[X Link](https://x.com/zethedeuce/status/2015901302719476171)  2026-01-26T21:34Z [---] followers, [--] engagements


"@meremrtl Are you from Larry Ellisons family If not you shouldnt say us. Patricians and pleb dont mix"  
[X Link](https://x.com/zethedeuce/status/2015923536947220828)  2026-01-26T23:03Z [---] followers, [--] engagements


"@Banana_Oncology Wait a couple of weeks $CRVS will triple the price"  
[X Link](https://x.com/zethedeuce/status/2014403833678495901)  2026-01-22T18:24Z [---] followers, [---] engagements


"Your write really well - lot's of drama and storytelling. Unfortunately your hypothesis is not supported by current data (both Corvus data on CPI-818 and academic data on ITK.) Regarding EBV malignancy functional EBV surveillance is done by CD8s and CD4_Th1 not Th2/Th17 Chronic Active EBV is present in patients where the surveillance shifts from Th1 polarization towards immune tolerance Th2 phenotype (PMID: 11106535). ITK deficient patients have no functional ITK activity - ZERO. That causes not only heavy skewing towards Th1 but also decrease in downstream TCR signaling ( which is the actual"  
[X Link](https://x.com/zethedeuce/status/2016064024991924708)  2026-01-27T08:21Z [---] followers, [---] engagements


"@Kennydoesbio @BiotechTV Yes @Kennydoesbio - but they were not non responders. They were easi 68-74. Why would they cherrypick patients that ended up responding in the end do you think cohort [--] was cherrypicked Dont get anchored in your previous view of the drug and ignore the new data"  
[X Link](https://x.com/zethedeuce/status/2016630228827693136)  2026-01-28T21:51Z [---] followers, [---] engagements


"@Kennydoesbio @BiotechTV I know you have been bearish on $CRVS since [----]. Maybe you should take a fresh look. Reas some of Leslie Berg papers on itk. Multiple MOA. Immunology is complicated"  
[X Link](https://x.com/zethedeuce/status/2016644453667094586)  2026-01-28T22:47Z [---] followers, [---] engagements


"@Chazztheshort This is why. #rezpegged"  
[X Link](https://x.com/zethedeuce/status/2016944873341948058)  2026-01-29T18:41Z [---] followers, [--] engagements


"You should add $CRVS to the Treg group. Likely the only one that switches phenotype population from Th17 to Treg. This is the only drug decreasing the Th17/Treg ratio of CD4s that cary the same T Cell Receptor and are stimulated by the same pro inflammatory ADCs. Switch occours after immunological synapse is formed between ADC and NaiveCD4. The other drugs just stimulate previously formed Tregs but it does not make new ones and it does not expand TCR diversity. https://twitter.com/i/web/status/2016966521063432351 https://twitter.com/i/web/status/2016966521063432351"  
[X Link](https://x.com/zethedeuce/status/2016966521063432351)  2026-01-29T20:07Z [---] followers, [---] engagements


"@6758qcrctt @Banana_Oncology Any sale from management is a signal. In any industry. If C-suite has conviction they do not sell. Quiet period my ass. They are selling more and more. February will answer if Im right of if $NKTR #rezpegged yall"  
[X Link](https://x.com/zethedeuce/status/2017283441767645349)  2026-01-30T17:07Z [---] followers, [---] engagements


"@KitKat98244771 @david_agape_ @desireerugani @FlavioBolsonaro Sou Sergio Moro - lambe botas"  
[X Link](https://x.com/zethedeuce/status/2017293704399057205)  2026-01-30T17:47Z [---] followers, [--] engagements


"Hey Dr @michaeljburry do you discuss biotech in your substack You should take a look at $CRVS. Im sure it has been a while since med school. But this drug basically modulates CD4 T cell receptor phenotypes: it increases Th1 and T decreases Th2 and Th17 ( the Th17 is very interesting because it switches Th17 to T regs while keeping the same T cell receptor). This seem like an unexplored pathway in auto immune disease. They are also the only currently available tki for T cell lymphomas - received orphan drug designation and on route for phase [--] clinical trial readout at the second half of this"  
[X Link](https://x.com/zethedeuce/status/2017581076223349006)  2026-01-31T12:49Z [---] followers, [---] engagements


"@michaeljburry Here is more info on it. https://www.biotechtv.com/post/corvus-pharma-january-28-2026 https://www.biotechtv.com/post/corvus-pharma-january-28-2026"  
[X Link](https://x.com/zethedeuce/status/2017588761819795519)  2026-01-31T13:20Z [---] followers, [--] engagements


"You need to factor that PTCL is likely getting approved at the end of the year or early [----]. [-----] patients per year at G7. Orphan drug. Other treatment option is CHOP ☠ + stem cell transplant☠☠☠. Once approved for R/R PTCL they will expand trial to first line maintenance after chop or with chop. https://twitter.com/i/web/status/2017592314722415076 https://twitter.com/i/web/status/2017592314722415076"  
[X Link](https://x.com/zethedeuce/status/2017592314722415076)  2026-01-31T13:34Z [---] followers, [---] engagements


"@XH_Lee23 Where is Peng Shuai"  
[X Link](https://x.com/zethedeuce/status/2017965069062066612)  2026-02-01T14:15Z [---] followers, [--] engagements


"Folks are shorting $CRVS to buy $NKTR. You will get #rezpegged"  
[X Link](https://x.com/zethedeuce/status/2016928247708029437)  2026-01-29T17:35Z [---] followers, [----] engagements


"Anxiously waiting $NKTR data so #rezpegged makes it to trending topics. Activating a a restricted population of Tregs with a selective IL-2 will not be enough. Regarding $CRVS immunology is hard. Few people understand the breakthrough of having a drug that increases Treg Tcell receptor diversity by Th17-Treg switch means in auto immune disease field. https://twitter.com/i/web/status/2017324126638313575 https://twitter.com/i/web/status/2017324126638313575"  
[X Link](https://x.com/zethedeuce/status/2017324126638313575)  2026-01-30T19:48Z [---] followers, [----] engagements


"@adcapyayyy @Getoutofmyway1 Both cos have their merits. But one is running out of cash and has a legal battle with a $1Trillion company"  
[X Link](https://x.com/zethedeuce/status/2018942028617273634)  2026-02-04T06:57Z [---] followers, [--] engagements


"@LasVegasTodd @EladioSantiag14 @FTC @SpiritAirlines Is $DG competing with $SFM"  
[X Link](https://x.com/zethedeuce/status/2015191709164900772)  2026-01-24T22:35Z [---] followers, [--] engagements


"@HOThomasWPhelps If $CRVS soquelitinib can induce long lasting immune memory by inducing Treg expansion imagine the implication in other auto immune diseases. Maybe this Th17-Treg switch may play a tole in type [--] diabetes. Is that why $NVO David Moore president is on the board of $CRVS"  
[X Link](https://x.com/zethedeuce/status/2016900207208771817)  2026-01-29T15:44Z [---] followers, [----] engagements


"Why is the President of $NVO on the board of directors for $CRVS. Are they partnering for a clinical trial of soquelitinib in type [--] diabetes #ITK inhibitors prevent pancreatic islet infiltration by T cells in #T1D New: #BCL6 #Tfh cells key role in T1D ITK inhibitors block #Tfh by suppressing the key Bcl-6 and promoting #Th1 factor #Tbet skewing for Th1 Would love a study of $CRVS ITK inhibitor #soquelitinib in https://t.co/tjr49mF2um #ITK inhibitors prevent pancreatic islet infiltration by T cells in #T1D New: #BCL6 #Tfh cells key role in T1D ITK inhibitors block #Tfh by suppressing the key"  
[X Link](https://x.com/zethedeuce/status/2017089928648089704)  2026-01-30T04:18Z [---] followers, [----] engagements


"@seedy19tron You are discounting the entire PTCL indication in your $CRVS valuation. How short were you before the latest readout"  
[X Link](https://x.com/zethedeuce/status/2017596947046035937)  2026-01-31T13:52Z [---] followers, [---] engagements


"Why @seedy19tron short thesis is crap. - a point by point rebuttal. 1) Cohort [--] was successful due to selection bias: Interesting that the first thing he talks about is price were so price sensitive we will get back to that at the end. First he is stating that $CRVS is selectively screening out patients based on tape strips but the study protocol does not include tape strips for screening and the company is completely blinded to randomization this is a quadruple blind study Patient Care provider (dermatologist) Investigator (corvus) outcome assessor . No one knows who is in the treatment or"  
[X Link](https://x.com/anyuser/status/2017881668007117131)  2026-02-01T08:44Z [---] followers, [----] engagements


"@Amy11621 @semodough $CRVS has PTCL approval incoming(1H27) and will have revenue in [----]. $NKTR has no cash - and will have to raise - likely in a very different way than the $CRVS raise that was done impeccably. But yeah - it is undervalued"  
[X Link](https://x.com/zethedeuce/status/2018670116343546210)  2026-02-03T12:57Z [---] followers, [----] engagements


"@StockSavvyShay They will need a buyout and it will likely be $CRVS"  
[X Link](https://x.com/zethedeuce/status/2018754650418102644)  2026-02-03T18:33Z [---] followers, [----] engagements


"Should buy the dip in $CRVS Same guy from blood and money that created rituximab (Idec Pharmaceuticals merged with Biogen -$6.8 B) and ibrutinib (Pharmacyclics bought by Abbvie by $21B) just launched a new blockbuster drug. Soquelitinib is currently on phase [--] for atopic dermatitis and Phase [--] for PTCL https://twitter.com/i/web/status/2018796978407342349 https://twitter.com/i/web/status/2018796978407342349"  
[X Link](https://x.com/zethedeuce/status/2018796978407342349)  2026-02-03T21:21Z [---] followers, [----] engagements


"@fundmyfund Would be careful with $IBRX. Founder is a big pumper. Sketchy. Not saying drug does not work - but would date - not marry"  
[X Link](https://x.com/zethedeuce/status/2018809182347305055)  2026-02-03T22:09Z [---] followers, [---] engagements


"@adamfeuerstein They should put one of Trumps sons on the board of $MRNA. That will do the trick"  
[X Link](https://x.com/zethedeuce/status/2021614010970345753)  2026-02-11T15:55Z [---] followers, [---] engagements


"What people are failing to understand is how novel and revolutionary $CRVS soquelitinib mechanism of CD4 phenotype switch from Th17 to Treg is. The impact on auto immune diseases will be much broader than just atopic dermatitis. Unlike a simple jak/stat pathway blocker like a JAKi or an IL4R like dupilumab that just inhibit inflammatory cell activation - ITK inhibition is modulating CD4 phenotype ratios - it decreases clonal expansion of auto immune CD4 (Th2/Th17) and increases anti inflammatory Tregs WHILE MAINTAINING THE SAME T CELL RECEPTOR This is likely why you see continuation of"  
[X Link](https://x.com/zethedeuce/status/2016705440336261415)  2026-01-29T02:50Z [---] followers, [----] engagements


"Lots of folks shorting $CRVS to buy $NKTR. The interesting thing is that insider sentiment does not seem optimistic regarding the rezpeg. There is a clear difference between $CRVS and $NKTR when you look at insider sales. When they release data in February we will know who is right and who got #rezpegged"  
[X Link](https://x.com/zethedeuce/status/2016964949504119181)  2026-01-29T20:01Z [---] followers, [---] engagements


"@PCM_bio $CRVS. Partnership for T1DM"  
[X Link](https://x.com/zethedeuce/status/2018736903172841940)  2026-02-03T17:22Z [---] followers, [---] engagements


"@GeneInvesting $BLUE scared me for life. No more gene therapy cos for me"  
[X Link](https://x.com/zethedeuce/status/2020027851240796665)  2026-02-07T06:52Z [---] followers, [---] engagements


"@Stmkrs @FormalyTwilter T1DM is a immunological disease. $CRVS"  
[X Link](https://x.com/zethedeuce/status/2020571981880369641)  2026-02-08T18:54Z [---] followers, [---] engagements


"@jfais20 likely expand indication to borderline resectable pancreatic cancer - hard trial to do - maybe RWE trial - but when you need to unglue that sort of tumor from a major artery/vein - every bit counts"  
[X Link](https://x.com/zethedeuce/status/2021814979566219459)  2026-02-12T05:13Z [---] followers, [--] engagements


"@seedy19tron Both are great drugs so far. One company has good management ($CRVS) the other is a clown show that can fumble the execution ($NKTR). $CRVS moa includes - Treg expansion and increase in Treg TCR diversity. $NKTR only expands Tregs. Time will tell"  
[X Link](https://x.com/zethedeuce/status/2021951063277154546)  2026-02-12T14:14Z [---] followers, [---] engagements


"@byebyegoodguy Both drugs are great so far. Diferential is management. $CRVS will have revenue [----] (PTCL). $NKTR management will have several years to fumble (2029)"  
[X Link](https://x.com/zethedeuce/status/2022148233490051460)  2026-02-13T03:18Z [---] followers, [---] engagements


"@A_May_MD Yes - you are correct. In the end real world discontinuation will be around those numbers. Some people are just afraid of needles. Also to clarify - Im not a hater. Im in both stocks - using $NKTR pump to buy my $CRVS dip. In the end I might keep them both. Great drugs"  
[X Link](https://x.com/zethedeuce/status/2022756500859408716)  2026-02-14T19:35Z [---] followers, [---] engagements


"$NKTR - Treg expansion $CRVS - Th17- Treg switch $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" https://t.co/6WkozViVTB $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"  
[X Link](https://x.com/anyuser/status/2022191638240801255)  2026-02-13T06:10Z [---] followers, [----] engagements


"@FarvingCo Why do you like drinking cow poop Just take lactoferrin pill"  
[X Link](https://x.com/zethedeuce/status/2023056399215874261)  2026-02-15T15:26Z [---] followers, [----] engagements


"@houndcl Clonal expansio takes time. Especially lymphocytes and especially CD4 lymphs - most complex cells - multiple steps to activate and expand. Lots of contra-regulatory and checkpoints playing there. Lots of unknowns"  
[X Link](https://x.com/zethedeuce/status/2022168330950652178)  2026-02-13T04:37Z [---] followers, [---] engagements


"@OncBrothers @US_FDA @GIcancerDoc @MPishvaian @rachnatshroff @ShaalanBeg @CentralParkWMD @dr_yakupergun @BijoyTelivala @RenoHemonc @PancSMChat @NiuSanford Wonder how many people will use this for borderline resectable hoping to get an extra few % decrease in tumor size. Everybody"  
[X Link](https://x.com/zethedeuce/status/2022690331322650997)  2026-02-14T15:12Z [---] followers, [---] engagements


"@KevinLMak $NKTR & CRVS - two home runs this 1Q26"  
[X Link](https://x.com/zethedeuce/status/2022159470063927299)  2026-02-13T04:02Z [---] followers, [---] engagements


"ITK deficiency clinical AIDS. No functional TCR signal. EBV/ Miliary Tuberculosis - etc . Ibrutinib (much dirtier than Soque) hits ITK TEK and JAK3 and is somewhat immunosuppressive. We always hold ibrutinib on cll cases when they are admitted for sepsis. NEVER seen SEVERE immunosuppression - never seen CAEBV or AIDS like infection on ibrutinib patients (maybe a zoster or two). A super specific and clean drug like soquelitinib that is being given on a dose that PARTIALLY inhibits ITK has a non-0 but very very low chance of causing severe immunosuppression on a subject. This drug has a [--] year"  
[X Link](https://x.com/zethedeuce/status/2022747838598533275)  2026-02-14T19:00Z [---] followers, [---] engagements


"@pawcio2009 $CRVS immunology is hard. Pathways are not straightforward - confuses a lot of folks. Took a while for us oncologists to understand how PD-L1/CTLA4 worked. This one will have similar story"  
[X Link](https://x.com/zethedeuce/status/2023099766184571070)  2026-02-15T18:19Z [---] followers, [---] engagements


"Why @seedy19tron short thesis is crap. - a point by point rebuttal. 1) Cohort [--] was successful due to selection bias: Interesting that the first thing he talks about is price were so price sensitive we will get back to that at the end. First he is stating that $CRVS is selectively screening out patients based on tape strips but the study protocol does not include tape strips for screening and the company is completely blinded to randomization this is a quadruple blind study Patient Care provider (dermatologist) Investigator (corvus) outcome assessor . No one knows who is in the treatment or"  
[X Link](https://x.com/anyuser/status/2017881668007117131)  2026-02-01T08:44Z [---] followers, [----] engagements


"BLOCKBUSTER drug no actually in fact BLOCKBUSTER SHORT It is finally time to short $crvs The market is pricing Soquelitinib as this de risked blockbuster. In reality though and Ill go into detail below it is a commercially OBSOLETE asset with engineered/cherry picked data and a fragile safety window that is a ticking time bomb. First its funny that were so price sensitive (stock goes up so that means all of a sudden everything is okay). No one is talking about the engineered enrollment anymore. The bull case relies on the 75% EASI [--] numbers seen in Cohort [--]. But if you look deeper this"  
[X Link](https://x.com/anyuser/status/2015077986215600202)  2026-01-24T15:03Z 14.2K followers, 88K engagements


"$OCUL Nice writing. Regarding whether fda will accept [--] trial or not: Assumption on X is that one trial idea came from Makarys comment. But actually comes from oculars meeting last year with FDAs ophthalmic division. FDA originally had only 505B1 NDA requiring two pivotal trials. Then generic ANDA which only required BA/BA studies. Situation like Oculars is exactly why 505B2 NDA path was created by FDA in which numbers type and size of trials required are all negotiable on a case by case basis. Ocular meets 505B2 criteria: - Same previously approved drug developed in new indication & route of"  
[X Link](https://x.com/anyuser/status/2022991698796703991)  2026-02-15T11:09Z [----] followers, [----] engagements


"A top FDA scientist who quit after RFK Jr. promoted him said fast-track drug approvals had become politicized in a way he had never experienced in his [--] years at the agency https://on.wsj.com/4cqVk1V https://on.wsj.com/4cqVk1V"  
[X Link](https://x.com/anyuser/status/2022671500986224893)  2026-02-14T13:57Z 20.8M followers, 35.8K engagements


"RT @HOThomasWPhelps: Summary graphic of atopic dermatitis drugs/targets by benefit/treatment profile: SOC benchmarks: #Dupilumab $SNY $REGN"  
[X Link](https://x.com/anyuser/status/2022727760498557144)  2026-02-14T17:40Z [---] followers, [--] engagements


"Summary graphic of atopic dermatitis drugs/targets by benefit/treatment profile: SOC benchmarks: #Dupilumab $SNY $REGN and #Upadacitinib $ABBV Compare to: Injectables in Ph2b trials #APG777 $APGE #Rezpeg $NKTR Oral drugs in Ph2b trials #soquelitinib $CRVS KT-621 $KYMR @JoseRestonVA It's a smart bet I have a slightly different perspective on it: Dupi's [----] LOE will be unique in a way where they will still be a Best in Disease gold standard product. When dupi biosimilars come into the market they will be widely used bc of this gold standard efficacy and @JoseRestonVA It's a smart bet I have a"  
[X Link](https://x.com/anyuser/status/2022708426925556058)  2026-02-14T16:24Z [----] followers, [----] engagements


"It's a smart bet I have a slightly different perspective on it: Dupi's [----] LOE will be unique in a way where they will still be a Best in Disease gold standard product. When dupi biosimilars come into the market they will be widely used bc of this gold standard efficacy and safety combined with the discounted price (40-70% discount) This creates a dynamic where payers will need to evaluate whether the premium they're paying for your drug is more value than a dupi biosimilar. This also increases the amount of dupi failures and dupi experienced AD in the market So the question every drug"  
[X Link](https://x.com/anyuser/status/2022601827238412618)  2026-02-14T09:20Z [----] followers, [----] engagements


"Richard Pazdur's message on LinkedIn"  
[X Link](https://x.com/anyuser/status/2022686697197355244)  2026-02-14T14:57Z [----] followers, 21.2K engagements


"@A_May_MD I want to take orfoglipron Monday through Thursday then eat like a monster on the weekends cant do that on the pen"  
[X Link](https://x.com/anyuser/status/2022461402083213528)  2026-02-14T00:02Z [---] followers, [----] engagements


"A Visual Primer For Understanding Options This is a guest post by @KeyPaganRush. You can find the origin of this collaboration here. If youre a normal civilian like me who at the very most took vector calculus as an undergraduate youd http://x.com/i/article/2022338482610548737 http://x.com/i/article/2022338482610548737"  
[X Link](https://x.com/anyuser/status/2022341964180718048)  2026-02-13T16:07Z 47.2K followers, 436.1K engagements


"Wellthe way I am thinking in this space is that both oral and biologic therapies can coexist and be successful (I believe that dupi is a vulnerable king). The question for me is which combination can give me chances of a BIC asset on each (or at least a FIC differentiated profile). In oral I am looking at CRVS and KYMR (this one can go well beyond AD because of its multiple targets) while in biologics I look at APGE as potential BIC and NKTR (no position yet) as potential FIC and a differentiated profile that can be complementary and successful. EVMN is an odd case: yes there is an oral asset"  
[X Link](https://x.com/anyuser/status/2022563299330576514)  2026-02-14T06:47Z [----] followers, [---] engagements


"i dont even think $KYMR will be a close competitor to $CRVS: - STAT6 knockout and degradation skews the inflammation towards a Th17 disease which is why they excluded pts with psoriasis in their trials. If they get any mixed Th2/Th17 patients you might not see efficacy in those pts = efficacy capped - STAT6 degradation cannot hit other non-STAT6 Th2 inflammation pathways = efficacy capped - Phase 1b filtered out dupi and JAK failures and only allowed prior dupi pts that were known responders (22% of their pt population) so no conclusions can be made here - STAT6 is widely expressed in the"  
[X Link](https://x.com/anyuser/status/2022523244121854295)  2026-02-14T04:08Z [----] followers, [---] engagements


"RT @3DiMMUNE: Tolerance is antigen-specific and depends on antigen-specific Tregs not DCs or other cells. If DCs truly controlled toleranc"  
[X Link](https://x.com/anyuser/status/2022421681470656832)  2026-02-13T21:24Z [---] followers, [--] engagements


"Tolerance is antigen-specific and depends on antigen-specific Tregs not DCs or other cells. If DCs truly controlled tolerance the phenotype would mirror Foxp3 KO. Instead we see only a mild effect. #immunology #science #Tregs #Foxp3 Very happy to share the final chapter of my postdoc work with Boris Reizis @nyugrossman @UChicago published today in @ScienceMagazine We identify and define the role of transcription factor ETV3 in the tolerogenic function of dendritic cells (DCs). 1/ https://t.co/yuFO91X5K3 Very happy to share the final chapter of my postdoc work with Boris Reizis @nyugrossman"  
[X Link](https://x.com/anyuser/status/2022379301103112266)  2026-02-13T18:36Z [----] followers, [----] engagements


"Very happy to share the final chapter of my postdoc work with Boris Reizis @nyugrossman @UChicago published today in @ScienceMagazine We identify and define the role of transcription factor ETV3 in the tolerogenic function of dendritic cells (DCs). 1/ https://www.science.org/doi/10.1126/science.ads1246 https://www.science.org/doi/10.1126/science.ads1246"  
[X Link](https://x.com/anyuser/status/2022029815625506944)  2026-02-12T19:27Z [---] followers, 27.7K engagements


"$NKTR - Treg expansion $CRVS - Th17- Treg switch $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" https://t.co/6WkozViVTB $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"  
[X Link](https://x.com/anyuser/status/2022191638240801255)  2026-02-13T06:10Z [---] 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/anyuser/status/2022184349622321662)  2026-02-13T05:41Z [----] followers, [----] engagements


": Mizuho Senior Biotech Analyst @soowannaway gave his take on the recent $CRVS ITK data today. Plus discussing three other trials scheduled to read out imminently. See the full episode: https://www.biotechtv.com/post/graig-suvannavejh-february-12-2026 https://www.biotechtv.com/post/graig-suvannavejh-february-12-2026"  
[X Link](https://x.com/BiotechTV/status/2022114963477987715)  2026-02-13T01:05Z 10.7K followers, [----] engagements


": 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://www.biotechtv.com/post/graig-suvannavejh-february-12-2026 https://www.biotechtv.com/post/graig-suvannavejh-february-12-2026"  
[X Link](https://x.com/anyuser/status/2022093018862645627)  2026-02-12T23:38Z 10.7K followers, 26.2K engagements


"$CRVS worth monitoring"  
[X Link](https://x.com/anyuser/status/2021619800095830435)  2026-02-11T16:18Z [---] followers, [---] engagements


"$OCUL Pravin started commenting on SOL-1 masked rescue info in Jan'25. Following is a summary of most comments from Pravin related to SOL-1 mased rescue info since Jan'25. Also fed NotebookLM and had it create an infographic for fun. Takeaway: Pravin has been consistent. 1/2"  
[X Link](https://x.com/anyuser/status/2021755209580421429)  2026-02-12T01:16Z [---] followers, 13K 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/anyuser/status/2021537482467315748)  2026-02-11T10:51Z [----] followers, [----] engagements


"@A_May_MD FDA said F is 0.01% if GLP-1 is naked. https://www.accessdata.fda.gov/drugsatfda_docs/nda/2019/213051Orig1s000PharmR.pdf https://www.accessdata.fda.gov/drugsatfda_docs/nda/2019/213051Orig1s000PharmR.pdf"  
[X Link](https://x.com/anyuser/status/2021042816693277066)  2026-02-10T02:05Z [----] followers, [----] engagements


"🧬 Hallmarks of cancerwhats new beyond the original [--] Evading immune destruction is now a core acquired capability reflecting multi-layered TME immunosuppression and T-cell exhaustion biology. Deregulating cellular metabolism was added as a hallmark capability (beyond Warburg) to capture diverse metabolic rewiring that supports growth and survival. Unlocking phenotypic plasticity is the newest hallmark (introduced 2022): epigenetic flexibility enabling state switching heterogeneity and adaptive resistance. These new hallmarks sit within an expanded framework that also emphasizes"  
[X Link](https://x.com/anyuser/status/2020999478124466659)  2026-02-09T23:13Z 17.2K followers, [----] engagements


"A new preprint introduces aDISCO a DISCO-based clearing approach that makes whole archival FFPE human tissues transparent and antibody-compatible enabling true 3D light-sheet histology across brain and multiple organs at cellular resolution. Adriano Aguzzi and Fritjof Helmchen teams. #DISCO #clearing #3Dimaging #lightsheet #HumanTissue #FFPE #Histology https://www.biorxiv.org/content/10.1101/2025.05.21.655358v1 https://www.biorxiv.org/content/10.1101/2025.05.21.655358v1"  
[X Link](https://x.com/anyuser/status/2020583538475864422)  2026-02-08T19:40Z 91K followers, 12.4K engagements


"RT @semodough: $CRVS $NKTR $ABVX $PTGX - cantor nice pic on Immunology Product Performance Across 4Q25. Which begs the questions what the v"  
[X Link](https://x.com/anyuser/status/2020206284512063566)  2026-02-07T18:41Z [---] followers, [--] engagements


"$CRVS $NKTR $ABVX $PTGX - cantor nice pic on Immunology Product Performance Across 4Q25. Which begs the questions what the valuations of NEW MOAs hopefully coming to market Yes competition but LARGE markets 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 https://t.co/ep7G7cDAjq Updated Valuations Atopic Dermatitis Bios w/in/near Ph2b $APGE $CRVS $KYMR $NKTR MC EV cash level after raises + cash burn"  
[X Link](https://x.com/anyuser/status/2020147306541052298)  2026-02-07T14:47Z 42.5K followers, 17.3K 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/anyuser/status/2017486529677991965)  2026-01-31T06:34Z [----] followers, 32.7K engagements


"RT @bioinvestor24: For the me too crowd that always whine and want differentiation $LLY didnt invent the wheel. Tirzepatide was min"  
[X Link](https://x.com/anyuser/status/2019989864981332468)  2026-02-07T04:21Z [---] followers, [--] engagements


"For the me too crowd that always whine and want differentiation $LLY didnt invent the wheel. Tirzepatide was minor modification of NN-2746 that $NVO acquired from others and later dumped. Minor change of aa ( u cant change a lot. It is only [--] aa) and lipid chain location These peptides dont work without long half life endowed by the lipid chain ( a critical component ) But @maziardoustdar needs to look what sort of preclinical work done years ago to divert novo scientists from GIP into amylin It is embarrassing that small biotechs such as $VKTX could determine years ago that GLP1 GIP is the"  
[X Link](https://x.com/anyuser/status/2019888133634982284)  2026-02-06T21:37Z [----] followers, 14K engagements


"With $NVO owning / building massive peptide manufacturing capacity ( per @ResearchPulse1 [---] tons / year ) commercial teams and being the field pioneer they become attractive at this valuation. I believe excitement got ahead of itself with oral sema ( as we need to see adherence and hear pts experience ) Novo can turn the tide at no time with the right asset. although [----] will still be a tough year. But if they can at least show volume expansion . that will be enough for [----] expectations . @TacticzH I think novo at this value now is not bad. CagriSema will help them a lot much more than"  
[X Link](https://x.com/anyuser/status/2019787446137810992)  2026-02-06T14:57Z [----] followers, 20.4K engagements

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