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[@HOThomasWPhelps](/creator/twitter/HOThomasWPhelps)
"$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 1631 followers, 6509 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


"$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


"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


"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


"@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


"$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 1628 followers, 20.3K 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 1627 followers, 12.2K 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 1630 followers, 3406 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 1631 followers, 17.4K 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 1631 followers, 9509 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 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


"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


"$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


"$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


"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


"@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


"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


"$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


"@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


"$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


"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


"@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


"@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


"$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


"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


"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 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 1631 followers, 1872 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


"$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 1631 followers, 2410 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 1629 followers, 2183 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 1631 followers, 5472 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 1631 followers, 4375 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 1631 followers, 6988 engagements