# ![@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: [-----] [#](/creator/twitter::1839941677336936448/interactions)
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### Mentions: [--] [#](/creator/twitter::1839941677336936448/posts_active)
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### Social Influence

**Social category influence**
[stocks](/list/stocks)  61.74% [finance](/list/finance)  13.91% [cryptocurrencies](/list/cryptocurrencies)  3.48% [technology brands](/list/technology-brands)  2.61% [vc firms](/list/vc-firms)  0.87% [financial services](/list/financial-services)  0.87% [currencies](/list/currencies)  0.87%

**Social topic influence**
[$crvs](/topic/$crvs) #5, [$kymr](/topic/$kymr) #1, [$nktr](/topic/$nktr) #4, [$sny](/topic/$sny) #2, [$apge](/topic/$apge) #2, [$abbv](/topic/$abbv) #4, [$pcyc](/topic/$pcyc) 10.43%, [$regn](/topic/$regn) #3, [$lly](/topic/$lly) #27, [$amgn](/topic/$amgn) #5

**Top accounts mentioned or mentioned by**
[@financebully](/creator/undefined) [@joserestonva](/creator/undefined) [@tradingsssss](/creator/undefined) [@semodough](/creator/undefined) [@zethedeuce](/creator/undefined) [@danieljacobsbio](/creator/undefined) [@biopharmiq](/creator/undefined) [@a_a_free](/creator/undefined) [@helinhomusk](/creator/undefined) [@byebyegoodguy](/creator/undefined) [@bradloncar](/creator/undefined) [@amaymd](/creator/undefined) [@kvgr87](/creator/undefined) [@pmill145](/creator/undefined) [@exoelement](/creator/undefined) [@avidresearch](/creator/undefined) [@soowannaway](/creator/undefined) [@naturecomms](/creator/undefined) [@investorclimber](/creator/undefined) [@skinhealthdis](/creator/undefined)

**Top assets mentioned**
[Kymera Therapeutics, Inc. (KYMR)](/topic/$kymr) [Synthetify (SNY)](/topic/$sny) [Apogee Therapeutics, Inc. (APGE)](/topic/$apge) [AbbVie Inc (ABBV)](/topic/$abbv) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Eli Lilly and Company (LLY)](/topic/$lly) [Amgen, Inc. (AMGN)](/topic/$amgn) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Prometheus Biosciences, Inc. (RXDX)](/topic/$rxdx) [Evommune, Inc. (EVMN)](/topic/$evmn) [Klaydice (DICE)](/topic/$dice) [Alpine Immune Sciences, Inc. Common Stock (ALPN)](/topic/$alpn) [Vertex Protocol (VRTX)](/topic/$vrtx) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Pfizer, Inc. (PFE)](/topic/$pfe) [Abivax SA (ABVX)](/topic/$abvx) [Biogen Inc (BIIB)](/topic/$biib) [Johnson & Johnson (JNJ)](/topic/$jnj) [Sanofi (SNY)](/topic/sanofi) [Erasca, Inc.  (ERAS)](/topic/$eras) [GSK plc (GSK)](/topic/$gsk) [Monte Rosa Therapeutics, Inc. (GLUE)](/topic/$glue) [AstraZeneca PLC (AZN)](/topic/$azn) [Ambrx Biopharma, Inc.  (AMAM)](/topic/$amam) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Moderna Inc (MRNA)](/topic/$mrna) [Coya Therapeutics, Inc. (COYA)](/topic/$coya)
### Top Social Posts
Top posts by engagements in the last [--] hours

"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/HOThomasWPhelps/status/2022708426925556058)  2026-02-14T16:24Z [----] followers, [----] engagements


"📖 A biotech buyout case study: $JNJ buyout of Ambrx $AMAM in [----] for $28/sh Key Takeaway share price of a stock can be very misleading and is not indicative of what may be happening in terms of partner/acquirer discussions Timeline of negotiations and interested-party process (preJan [--] 2024) 2022early 2023: Early strategic discussions (Party E) and reset $AMAM $0.49/sh Nov [--] [----] Ambrx receives NYSE non-compliance notice (ADS average closing price below $1.00). Nov [----] Jan [----] Ambrx executes a confidentiality agreement and discusses a potential merger of equals with Party E (no"  
[X Link](https://x.com/HOThomasWPhelps/status/2014561209123471864)  2026-01-23T04:49Z [----] followers, [----] engagements


"🚨 Table of Drug Profiles for Different Treatments/Targets in Atopic Dermatitis FDA-approved and In-Development $ABBV $AMGN $APGE $BMY $CRVS $KYMR $LLY $NKTR $PFE $REGN $SNY $CRVS Cohort [--] Atopic Dermatitis = huge POC of ITKi + #soquelitinib: Dupilumab in AD ✅ 8wk EASI-75: Dupi =Upa ✅ 8wk EASI-90: Dupi ✅ Safety continues to be good ✅ Tregs increase for Cohort [--] = 100% https://t.co/e6POmjumy7 $CRVS Cohort [--] Atopic Dermatitis = huge POC of ITKi + #soquelitinib: Dupilumab in AD ✅ 8wk EASI-75: Dupi =Upa ✅ 8wk EASI-90: Dupi ✅ Safety continues to be good ✅ Tregs increase for Cohort [--] = 100%"  
[X Link](https://x.com/HOThomasWPhelps/status/2018319035939651970)  2026-02-02T13:42Z [----] followers, [----] engagements


"Essential to understand AD trials exclusion criteria as may significantly affect interpretation of EASI data $CRVS Required to fail a therapy $SNY $AMGN Allow prior therapies washout $APGE Allow JAKi excludes failed IL-4/IL-13 $KYMR Exlude prior failed biologics/JAKi $NKTR Required nave biologic/JAKi patients Key Differences Inclusion/Exclusion Criteria in Atopic Dermatitis Trials $CRVS Very high-bar patients w/ prior biologic/JAKi require failed therapy refractory $APGE Allows JAKi excludes prior IL-4/IL-13 $NKTR + $KYMR exlude prior biologics/JAKi or required nave patients"  
[X Link](https://x.com/HOThomasWPhelps/status/2021131777369121011)  2026-02-10T07:59Z [----] followers, 16.6K engagements


"@helinhomusk Can add after data. Will match approach of Sanofi and Amgen for their OX40 class drugs"  
[X Link](https://x.com/HOThomasWPhelps/status/2021166620438126988)  2026-02-10T10:17Z [----] followers, [---] engagements


"There will not be a single winner in AD market and successful therapies will be determined by their mix of efficacy safety durability and convenience v the heterogeneous nature and patient population seen in the disease. So much larger than PsO there will be lots of winners"  
[X Link](https://x.com/HOThomasWPhelps/status/2021291682315239466)  2026-02-10T18:34Z [----] followers, [----] engagements


"Four P&F Charts after recent Atopic Dermatitis updates $APGE $CRVS $KYMR $NKTR $APGE ($4.5B) + $KYMR ($6.3B) seem ceiling limited on chart $CRVS ($1.8B) broke to new highs consolidating $NKTR ($1.5B post raise est) broke above downtrend after maintenance data yesterday"  
[X Link](https://x.com/HOThomasWPhelps/status/2021519135914774756)  2026-02-11T09:38Z [----] followers, [----] engagements


"Holiday Break Time"  
[X Link](https://x.com/HOThomasWPhelps/status/2021599586796577216)  2026-02-11T14:57Z [----] followers, [----] engagements


"$CRVS Mizuho discusses oral ITK inhibitor #soquelitinib recent AD data: 🔹 "Data were VERY excellent in terms of efficacy and also in terms of safety" 🔹 "Best-in-Class EASI-75 almost Best-in-Disease type of efficacy" 🔹 "intriguing signals that you can get durative efficacy" $NKTR $KYMR $EVMN also mentioned : Mizuho Senior Biotech Analyst @soowannaway shares his take on three key biotech trials that are scheduled to read out soon and one that recently happened. $IDYA $EYPT $OCUL $PVLA $CRVS Full video: https://t.co/gnwTp8KeAW https://t.co/ktZtIrypkA : Mizuho Senior Biotech Analyst"  
[X Link](https://x.com/HOThomasWPhelps/status/2022184349622321662)  2026-02-13T05:41Z [----] followers, [----] engagements


"$CRVS oral ITK inhibitor #soquelitinib AD profile: Works fast as JAKi + EASI-75 benefit months off-treatment Oral therapy in just 4-8 wks offers $ABBV JAKi disease control but better safety + $NKTR #Rezpeg duration Also works in patients that fail #Dupilumab or #Upadacitinib 🚨 Table of Drug Profiles for Different Treatments/Targets in Atopic Dermatitis FDA-approved and In-Development $ABBV $AMGN $APGE $BMY $CRVS $KYMR $LLY $NKTR $PFE $REGN $SNY https://t.co/0x2HOgjhuN 🚨 Table of Drug Profiles for Different Treatments/Targets in Atopic Dermatitis FDA-approved and In-Development $ABBV $AMGN"  
[X Link](https://x.com/HOThomasWPhelps/status/2022206682626240792)  2026-02-13T07:10Z [----] followers, [----] engagements


"Comments: I put KT-621 efficacy above Dupi for speed but it likely will be ceiling capped and lower than Dupi if it can't treat mixed Th17 patients I put Rezpeg durability above Dupi but if Ph3 shows Q4W is best in maintenance it's durability will be similar to Dupi not longer"  
[X Link](https://x.com/HOThomasWPhelps/status/2022712559376253376)  2026-02-14T16:40Z [----] followers, [---] engagements


"Current drugs can't treat across #Th2 #Th17 spectrum effectively in either skin or respiratory diseases requiring different treatments combination therapies and large patient populations with unmet need. A single new drug candidate being developed by #Corvus Pharmaceutical $CRVS may for the first time bridge this gap in both skin and respiratory diseases: 🔹#atopicdermatitis (Th2) to #psoriasis (Th17) 🔹#asthma (Th2) to #COPD (Th17) and #ACO (mixed) $CRVS oral #ITK inhibitor #soquelitinib novel MOA reduces both Th2 AND Th17 cell subtypes and downstream inflammatory cytokines. Additionally"  
[X Link](https://x.com/HOThomasWPhelps/status/1944287050707919070)  2025-07-13T06:45Z [----] followers, 11.6K engagements


"📰New: Adoptive transfer of antigen-specific #Tregs PROMOTES #Th17 cells in #EAE and #IBD May explain mixed #IL2 drug trial results and challenge future trials Pharmas w/ low-dose/modified IL-2 drugs: $MRK $SNY $ABBV $MRNA $AMGN $XNCR $COYA $NKTR Failed: $RHHBY $BMY 🧵 Regulatory T cell therapy promotes TGF- and IL-6-dependent pro-inflammatory Th17 cell generation by reducing IL-2 @NatureComms https://t.co/nb1JOYay6w https://t.co/gDN2IOz6fP Regulatory T cell therapy promotes TGF- and IL-6-dependent pro-inflammatory Th17 cell generation by reducing IL-2 @NatureComms https://t.co/nb1JOYay6w"  
[X Link](https://x.com/HOThomasWPhelps/status/1957331622937727190)  2025-08-18T06:39Z [----] followers, 15.9K engagements


"Analysis of research shows mechanistic convergence between $ABVX #Obefazimod and $CRVS #soquelitinib MOA to have similar downstream effects within Th17 cells Obefazimod upregulation of miR-124 and soquelitinib #ITK inhibition both exert regulatory effects on T cell signaling pathways modulating #STAT3 activity leading to overlapping impacts on T cell differentiation function and immune balance most pronounced in the suppression of #Th17 pro-inflammatory T cells 🔹Th17 Cells: Both miR-124 increase and ITK inhibition suppress Th17 differentiation and function primarily by downregulating STAT3"  
[X Link](https://x.com/HOThomasWPhelps/status/1960371446716198912)  2025-08-26T15:59Z [----] followers, 14.9K engagements


"Didn't realise before very different atopic dermatitis Ph1b: $CRVS oral #ITKi #soquelitinib and $KYMR oral #STAT6 degrader KT-621 - $CRVS double-blind PBO-controlled inclusion criteria: #dupilumab #JAKi etc refractory patients - $KYMR open-label no placebo exclusion criteria: lack of response IL-4 IL-13 JAKi including dupi #lebrikizumab #upadacitinib Both data in 4Q25 very different bars for success https://twitter.com/i/web/status/1975248724495573054 https://twitter.com/i/web/status/1975248724495573054"  
[X Link](https://x.com/HOThomasWPhelps/status/1975248724495573054)  2025-10-06T17:16Z [----] followers, 19.5K engagements


"Strategic Options for a Small Biotech with Proof-of-Concept (POC) A small biotech with Proof-of-Concept (POC) typically positive Phase 1b/2a data demonstrating early efficacy faces a pivotal decision: [--]. sell out (full acquisition by big pharma) [--]. partner (licensing or co-development deal) [--]. go it alone (independent development). Each path balances investor/shareholder benefits (liquidity returns) patient benefits (access speed breadth) valuation speed to market trial capacity and indication expansion. Big pharma excels in resources ($100M+ Phase [--] trials global infrastructure) enabling"  
[X Link](https://x.com/HOThomasWPhelps/status/1983829766940553545)  2025-10-30T09:34Z [----] followers, 21.4K engagements


"Novel #Tregs MOA for $NKTR #Rezpeg is a step towards therapies that rebalance immune system unlike JAKi which actually stop Tregs. #Rezpeg is injection w/ high production costs refrigeration etc. Dupilumab also a biologic/injection has similar considerations but costs seem to be much lower. I tried to understand what these costs are and with Grok's help go through the last [--] years of 10K/10Q filings and am wondering if the costs of production for this molecule may be a problem. I am not an expert here but the accumulated losses for $NKTR are $3.7B on balance sheet and the expenses have been"  
[X Link](https://x.com/HOThomasWPhelps/status/1987478669070143890)  2025-11-09T11:13Z [----] followers, [----] engagements


"$CRVS $600M MC Buyouts post Ph 1/2a POC (some open label) while $CRVS Cohort [--] data in Jan is PBO-controlled randomized w/ good safety - $DICE by $LLY $2.4B Ph [--] - $RXDX by $MRK $10.8B Ph 2a open label - $ALPN by $VRTX $4.9B Ph 1b/2a - $MORF by $LLY $3.2B Ph 2a open label $CRVS #soquelitinib Atopic Dermatitis Cohort [--] more akin to a Ph 2a trial despite its Ph [--] label - Placebo controlled randomised efficacy focus goes beyond standard safety/dose-escalation of Ph [--] - Cohort [--] w/ design amendment extending dosing to [--] weeks is clear shift to $CRVS #soquelitinib Atopic Dermatitis Cohort [--] more"  
[X Link](https://x.com/HOThomasWPhelps/status/1989253996822061475)  2025-11-14T08:48Z [----] followers, 17.3K engagements


"$CRVS Cohort [--] increases Ph1b to N=72 (N=48 on SQL N=24 for PBO) Consider $CRVS #soqeulitinib N=36; EASI-75 = 36% PBO-control MC=$640M $KYMR KT-621 N=22; EASI-75 = 29% MC=$7B Buyouts post Ph 1/2a POC trial size Avg buyout $5.3B Avg trial size N=46 $DICE $LLY $2.4B Ph1 N=72 (SAD/MAD) $RXDX $MRK $10.8B Ph2a N=55 $ALPN $VRTX $4.9B Ph2a N=20 $MORF $LLY $3.2B Ph2a N=35 $CRVS $600M MC Buyouts post Ph 1/2a POC (some open label) while $CRVS Cohort [--] data in Jan is PBO-controlled randomized w/ good safety - $DICE by $LLY $2.4B Ph [--] - $RXDX by $MRK $10.8B Ph 2a open label - $ALPN by $VRTX $4.9B Ph"  
[X Link](https://x.com/HOThomasWPhelps/status/1999357103698309317)  2025-12-12T05:54Z [----] followers, [----] engagements


"Continuing FT theme cheap UK companies many UK equity valuations at decade lows 🔹 $HIK.L Hikma Pharma lowest PS (1.41) in [--] years half 20-yr avg (3.13) 🔹 Dividend Yield 4.05% https://www.ft.com/content/605f5bb3-7b8c-4d2f-8122-bbfd7dd7c323 https://www.ft.com/content/605f5bb3-7b8c-4d2f-8122-bbfd7dd7c323"  
[X Link](https://x.com/HOThomasWPhelps/status/2010677142799990792)  2026-01-12T11:36Z [----] followers, [----] engagements


"$NKTR $SEPN Interesting change at Nektar in middle of suit w/ $LLY Nov [--] [----] Nektar 8-K filing Mark A. Wilson will step down as Chief Legal Officer on Dec [--] [----] Jan [--] [----] Mark A. Wilson joins Septerna as CLO https://ir.septerna.com/news-releases/news-release-details/septerna-expands-leadership-appointment-industry-veteran-mark https://ir.nektar.com/static-files/2563c63c-49d3-446c-885e-fd5f28229335 https://ir.septerna.com/news-releases/news-release-details/septerna-expands-leadership-appointment-industry-veteran-mark https://ir.nektar.com/static-files/2563c63c-49d3-446c-885e-fd5f28229335"  
[X Link](https://x.com/HOThomasWPhelps/status/2011734348312297951)  2026-01-15T09:36Z [----] followers, [----] engagements


"$CRVS Visual of PBO-adj EASI Reductions in AD trials (drug + MOA/targets) $ABBV - Upadacitinib JAKi $APGE - APG777 IL-13 CRVS - #Soquelitinib #ITKi $NKTR - Rezpeg Treg SNY $REGN - Dupilumab IL-4RA $SNY - Amlitelimab OX40L Will update w/ Corvus 8wk data on Tues"  
[X Link](https://x.com/HOThomasWPhelps/status/2012519485538775078)  2026-01-17T13:36Z [----] followers, [----] engagements


"Refresher: Comparison of $CRVS Ph1b AD trial inclusion critera v other AD trials including $KYMR recent Ph1b Note: $KYMR ADDED $2B-$2.5B MC after AD data in December despite no PBO-control arm https://x.com/HOThomasWPhelps/status/1975248724495573054s=20 Key Differences Inclusion/Exclusion Criteria in Atopic Dermatitis Trials $CRVS Very high-bar patients w/ prior biologic/JAKi require failed therapy refractory $APGE Allows JAKi excludes prior IL-4/IL-13 $NKTR + $KYMR exlude prior biologics/JAKi or required nave patients https://t.co/3IF66KMKGJ"  
[X Link](https://x.com/HOThomasWPhelps/status/2012579811764400630)  2026-01-17T17:36Z [----] followers, 18.4K engagements


"$CRVS AD trial similar size/design Ph2 POC trials = large revaluations Avg New MC post data/buyout $6.1B Avg trial size N=41 $CRVS MC $600M W/ Cohort4 total N=72 (N=48 SQL N=24 PBO) BIC or Best in Disease led to largest increases: $KYMR $7B Ph1b KT-621 N=22 $DICE $LLY $2.4B Ph1 N=72 (SAD/MAD) $RXDX $MRK $10.8B Ph2a N=55 $ALPN $VRTX $4.9B Ph2a N=20 $MORF $LLY $3.2B Ph2a N=35 $VKTX $8.5B Ph [--] POC VK2735 N=35 N=10 PBO $CRVS #soquelitinib Atopic Dermatitis Cohort [--] more akin to a Ph 2a trial despite its Ph [--] label - Placebo controlled randomised efficacy focus goes beyond standard"  
[X Link](https://x.com/HOThomasWPhelps/status/2012781034308309023)  2026-01-18T06:56Z [----] followers, [----] engagements


"$CRVS Institutional Ownership - Big Bio Funds Orbimed - 9.6% shares Point72 - 8.6% RTW Investments - 3.6% Vivo Capital - 3.0% Foresite Capital Management - 2.3% Perceptive Advisors - 1.9%"  
[X Link](https://x.com/HOThomasWPhelps/status/2012814116658749772)  2026-01-18T09:07Z [----] followers, [----] engagements


"$CRVS Cohort [--] Atopic Dermatitis = huge POC of ITKi + #soquelitinib: Dupilumab in AD ✅ 8wk EASI-75: Dupi =Upa ✅ 8wk EASI-90: Dupi ✅ Safety continues to be good ✅ Tregs increase for Cohort [--] = 100% $CRVS What to expect from Cohort [--] #soquelitinib already better than #Dupilumab Cohorts 1-3 pooled (N=36) EASI-75 = 36% v Dupi 28% C3 even better EASI-75 = 50% (6 of [--] patients) JAKi #Upadacitinib level efficacy Success looks like: ✅ C4 continued good safety ✅ https://t.co/b2cRCDYK32 $CRVS What to expect from Cohort [--] #soquelitinib already better than #Dupilumab Cohorts 1-3 pooled (N=36) EASI-75 ="  
[X Link](https://x.com/HOThomasWPhelps/status/2013585763644948793)  2026-01-20T12:13Z [----] followers, 23.3K engagements


"Still think the below Ph1/2a POC studies are good models for $CRVS post POC AD data this week. Avg value was $5.3B - $DICE by $LLY $2.4B Ph [--] - $RXDX by $MRK $10.8B Ph 2a open label - $ALPN by $VRTX $4.9B Ph 1b/2a - $MORF by $LLY $3.2B Ph 2a open label $CRVS Average size of (4) deals was $5.3B POC led to sharp revaluation and buyouts followed anywhere from 4-5 months up to 8-9 months later May be a good model for $CRVS on good Cohort [--] data Matches my post on options/timeline for small bios post-POC https://t.co/QjQbaYkWzE https://t.co/c2MQsYT7Rr $CRVS Average size of (4) deals was $5.3B POC"  
[X Link](https://x.com/HOThomasWPhelps/status/2013889540058992977)  2026-01-21T08:20Z [----] followers, [----] engagements


"$ACRS $APGE $CRVS $KYMR $NKTR Returns of biotechs and targets I research that are developing drugs in atopic dermatitis over the past 1-wk 1-mo 6-mo YTD 1-yr 3-yr and 5-yr periods"  
[X Link](https://x.com/HOThomasWPhelps/status/2013922213288685596)  2026-01-21T10:30Z [----] followers, [----] engagements


"$ERAS doubled on data on Jan [--] to $6 then continued to rise another 70% over [--] days before pricing their raise. - $2.8Bn MC for a Ph1 asset $ERAS prices $225M offering. 22.5M shares at $10/share $ERAS prices $225M offering. 22.5M shares at $10/share"  
[X Link](https://x.com/HOThomasWPhelps/status/2014221261098873197)  2026-01-22T06:19Z [----] followers, [----] engagements


"Using $ERAS model $CRVS should move much higer post raise $CRVS MC still $1.8Bn for an oral pill better than #Dupixent $REGN $SNY w/ Ph2a trial design Corvus pipeline more advanced as #ITK inhibitor #soquelitinib is in Ph3 trial for #PTCL $ERAS doubled on data on Jan [--] to $6 then continued to rise another 70% over [--] days before pricing their raise. - $2.8Bn MC for a Ph1 asset https://t.co/gyRpGiUVRC $ERAS doubled on data on Jan [--] to $6 then continued to rise another 70% over [--] days before pricing their raise. - $2.8Bn MC for a Ph1 asset https://t.co/gyRpGiUVRC"  
[X Link](https://x.com/HOThomasWPhelps/status/2014222653452685583)  2026-01-22T06:24Z [----] followers, [----] engagements


"$CRVS could easily double still bringing it to $44/sh and its EV value up to $3.2B still a discount to $KYMR and $APGE Very strong pricing for $CRVS raise. Strong interest. $200M w/ greenshoe + $65M gives $CRVS cash to end of [----] No financing risk strong pricing I expect valuation gap w/ $KYMR + $APGE to continue to close a move into $40s reasonable EV $CRVS $1.6B $APGE $5B $KYMR $4B Very strong pricing for $CRVS raise. Strong interest. $200M w/ greenshoe + $65M gives $CRVS cash to end of [----] No financing risk strong pricing I expect valuation gap w/ $KYMR + $APGE to continue to close a"  
[X Link](https://x.com/HOThomasWPhelps/status/2014230326852125026)  2026-01-22T06:55Z [----] followers, 16.8K engagements


"@semodough Here is excerpt from Jefferies valueing $KYMR. If same model ex-IRAK4 and similar sharecounts applied to $CRVS gives $60+ PT CRVS also has #soquelitinib in Ph3 trial for PTCL that could bump it further"  
[X Link](https://x.com/HOThomasWPhelps/status/2014305519406584043)  2026-01-22T11:53Z [----] followers, [----] engagements


"Not in my opinion. $KYMR ran open label trial no placebo control 4-wks less patients treated and mechanistically will struggle with Q576R polymorphism based on MOA too far down whereas CRVS can treat this large patient population see [--] posts $CRVS ran double-blind study w/ PBO 1:1 up to [--] weeks with duration benefit post treatment of up to [--] months so far increases Tregs and can treat mixed cases of AD with Th17 component that KT-621 can't CRVS starts Ph 2b in 1Q26 so not far behind really and understands drug and safety better due to PTCL study with patients on drug for years. Also CRVS in"  
[X Link](https://x.com/HOThomasWPhelps/status/2014317764702331038)  2026-01-22T12:42Z [----] followers, [----] engagements


"A comparison of $KYMR and $CRVS in atopic dermatitis and Q576R polymorphism one can evaluate if a discount equal/similar valuations or premium one way or the other is appropriate. @Investorclimber Not in my opinion. $KYMR ran open label trial no placebo control 4-wks less patients treated and mechanistically will struggle with Q576R polymorphism based on MOA too far down whereas CRVS can treat this large patient population see [--] posts https://t.co/5JyVLQ2Ejp @Investorclimber Not in my opinion. $KYMR ran open label trial no placebo control 4-wks less patients treated and mechanistically will"  
[X Link](https://x.com/HOThomasWPhelps/status/2014320596209824038)  2026-01-22T12:53Z [----] followers, [----] engagements


"$CRVS How can ITK inhibition be better than #Dupilumab or match JAKi drugs It has to do with the (3) different levels of signaling of activating a T-cell and the amount and activation status of T-cells. To date all drugs target Signal [--] the cytokine level the lowest level after T-cell has been already been activated and highly proliferattive (i.e. #Dupilumab IL-4Ra #Lebrikizumab IL-13 #Upadacitinib JAK and newer targets KT-621 STAT6) $CRVS ITK inhibitor #soquelitinib is targeting ITK which is part of Signal [--] when T-cells first recognise the antigen and are still in naive state ITK is also"  
[X Link](https://x.com/HOThomasWPhelps/status/2015071344103186822)  2026-01-24T14:37Z [----] followers, 21.6K engagements


"Actually here is press release about Prometheus Dec [----] it was a Ph2a open label AND a Ph2b placebo controlled in same PR so more advanced as I didn't realise two were in a single PR. https://www.globenewswire.com/news-release/2022/12/07/2569123/0/en/Prometheus-Biosciences-Announces-Positive-Results-for-PRA023-in-Both-ARTEMIS-UC-Phase-2-and-APOLLO-CD-Phase-2a-Studies-Enabling-Pathway-to-Both-First-in-Class-and-Best-in-Class-Ant.html"  
[X Link](https://x.com/HOThomasWPhelps/status/2015080286753554588)  2026-01-24T15:12Z [----] followers, [---] engagements


"📹 Video Revolutionary potential $CRVS novel oral ITK inhibitor #soquelitinib upstream in T-cell activation pathway may lead to curative-like disease control for atopic dermatitis Already evidence for benefit to last months and potential to maybe last years in an immune reset"  
[X Link](https://x.com/HOThomasWPhelps/status/2015360780804218962)  2026-01-25T09:47Z [----] followers, 34.7K engagements


"📖 Another biotech buyout case study: $PRVB (Provention Bio) $SNY Sanofi buyout $25/sh Buyout premium was 260% and shows again share price of a biotech w/ novel MOA + high potential is not always valued properly by market. Negotiation timeline w/ monthly $PRVB price Early engagement and partnership track Dec 2021: Preliminary discussions begin (Sanofi-initiated) using public info around teplizumab FDA approval/commercialization. $PRVB (Dec 2021): $5.62 Feb 2022: Execute Teplizumab confidentiality agreement; Sanofi begins diligence. $PRVB (Feb 2022): $6.27 FebOct 2022: Various teplizumab"  
[X Link](https://x.com/HOThomasWPhelps/status/2015455178456010765)  2026-01-25T16:02Z [----] followers, [----] engagements


"Based on your assumptions and conclusions which are wrong then you also have to dismiss $KYMR data w/ same logic where Black was 50-58% of their patient population. It is not a lucky coincidence. Both $CRVS and $KYMR simply due to trial centres locations in the South got a higher population of AA https://twitter.com/i/web/status/2015907257897071063 https://twitter.com/i/web/status/2015907257897071063"  
[X Link](https://x.com/HOThomasWPhelps/status/2015907257897071063)  2026-01-26T21:58Z [----] followers, [---] engagements


"📖 Another biotech buyout case study: $RXDX (Prometheus) $MRK Merck buyout $10.8B for anti-TL1A [--] parties interested in company Stock UP 11x in 1-yr: MC of $1B in June '22 to $10.8B June '23 2022: Strategic review groundwork and initial outreach to multiple parties May [--] [----] Board; Goldman Sachs; Latham Board discussion of capital markets/M&A environment and financing windows. $RXDX (May 2022): $26.06 May [----] Management; Centerview Meeting re market conditions/transactions/strategic opportunities. $RXDX (May 2022): $26.06 Aug [--] [----] Board; Goldman Sachs; Latham Process considerations;"  
[X Link](https://x.com/HOThomasWPhelps/status/2016035549849546920)  2026-01-27T06:28Z [----] followers, [----] engagements


"$CRVS update from Jefferies oral ITK inhibitor #soquelitinib with "novel MOA and potential best-in-disease profile in AD and beyond." Wow Potential Best-In-Disease $SNY $REGN $LLY $APGE $KYMR $NKTR $CRVS Seven Clarifications on SQL/ ITK in AD Against a #Short #Report We caught up with $CRVS following short report on X Here is what we will counter-detail vs. the short report: https://t.co/CpuZzLvwwf $CRVS Seven Clarifications on SQL/ ITK in AD Against a #Short #Report We caught up with $CRVS following short report on X Here is what we will counter-detail vs. the short report:"  
[X Link](https://x.com/HOThomasWPhelps/status/2016058939155071136)  2026-01-27T08:01Z [----] followers, [----] engagements


"@byebyegoodguy Ph2b in 1Q26 but compare $CRVS w/ Ph [--] AD trials and valuations as @JoseRestonVA pointed out: $APGE $3.9B Ph1 healthy volunteer N=40 $KYMR $5.7B Ph1b N=22 NO PBO $CRVS $2B Ph1b N=48 SQL N=24 PBO w/ JAK like efficacy and Dupilumab $CRVS could double to $40+ to match"  
[X Link](https://x.com/HOThomasWPhelps/status/2016063473126375479)  2026-01-27T08:19Z [----] followers, [---] engagements


"@tradingsssss @byebyegoodguy The [--] month remission of AD after just [--] weeks treatment with oral pill + ability to work on patient who failed dupilumab or JAKi therapy could lead to thesis for premium MC valuation for $CRVS against peer group $APGE and $KYMR maybe higher than $5B"  
[X Link](https://x.com/HOThomasWPhelps/status/2016066660046647617)  2026-01-27T08:32Z [----] followers, [---] engagements


"$ACRS exciting pre-clinical data w/ ITK/JAK3 dual inhibitor ATI-2138 for alopecia Rapid hair growth in just [--] wks #ritlecitinib Growing indications for #ITK inhibition autoimmune diseases $CRVS #ITKi #soquelitinib set to start - Ph2b AD 1Q26 - Ph2b asthma 2H26 - Ph2b HS 2H26 $ACRS Aclaris Therapeutics' Novel ITK/JAK3 Inhibitor ATI-2138 Demonstrates Rapid and Sustained Hair Regrowth in Validated Murine Model of Alopecia Areata (AA) BioPharmCatalyst https://t.co/c5KEDiGOKZ $ACRS Aclaris Therapeutics' Novel ITK/JAK3 Inhibitor ATI-2138 Demonstrates Rapid and Sustained Hair Regrowth in Validated"  
[X Link](https://x.com/HOThomasWPhelps/status/2016135239249076620)  2026-01-27T13:04Z [----] followers, [----] engagements


"🚨 Paradigm Shift in AD $CRVS oral ITK inhibitor #soquelitinib EASI-75 reduction similar to $ABBV #upadacitinib AND showing long-lasting durable benefit up to [--] months a goal of next gen anti-IL-13 APG777 from $APGE all with an oral pill after just 4-8 weeks of treatment Thoughts on AD landscape now post $CRVS POC: If ITK as a target and #soquelitinib continue to show benefit in trials several companies may be at risk from #soqueltinib as ITKi can address what each is trying to do in atopic dermatitis: [--]. Increase duration of patient benefit https://t.co/7hGkEaNKbK Thoughts on AD landscape"  
[X Link](https://x.com/HOThomasWPhelps/status/2016460586498854964)  2026-01-28T10:37Z [----] followers, [----] engagements


"$CRVS Current #autoimmune therapies dominated by mAbs w/ wkly/mthly injections Using T-cell memory principle $CRVS oral #ITKi #soquelitinib MOA acting as switch to make long-lived #Treg = disease remission [--] months Treg switch https://x.com/HOThomasWPhelps/status/1949703664903311426s=20 https://x.com/HOThomasWPhelps/status/1845358705316917410s=20 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"  
[X Link](https://x.com/HOThomasWPhelps/status/2016739029442576693)  2026-01-29T05:03Z [----] followers, [----] engagements


"$SNY $REGN #Dupixent [----] sales $18.8B and still growing at 25% a year $SNY $REGN #Dupixent growth is just impressive. $CRVS $NKTR $KYMR https://t.co/FPj7yrfHfp $SNY $REGN #Dupixent growth is just impressive. $CRVS $NKTR $KYMR https://t.co/FPj7yrfHfp"  
[X Link](https://x.com/HOThomasWPhelps/status/2016800562759569801)  2026-01-29T09:08Z [----] followers, [----] engagements


"New paper explores combination of #dupilumab + anti-IgE therapy (#omalizumab) to reduce dupilumab-related severe adverse events in atopic dermatitis Severe AEs associated w/ dupilumab treatment that may result in discontinuation of therapy https://www.frontiersin.org/journals/allergy/articles/10.3389/falgy.2025.1696897/fullutm_source=twitter&utm_medium=social&utm_content=&utm_campaign=imp_impartaut-_05-24_fimmu_en_n--ww"  
[X Link](https://x.com/HOThomasWPhelps/status/2016935355539210592)  2026-01-29T18:03Z [----] followers, [----] engagements


"@tradingsssss @zethedeuce I have written about overlap in MOA for $SNY #Tzield and $CRVS #ITK inhibitor approach w/ #soquelitinib and seperately Corvus already shown Ph1b N=48 patients across all cohorts SQL is getting better EASI-75 reduction than Dupi in same time frame https://x.com/HOThomasWPhelps/status/1978420508170359235s=20 https://x.com/HOThomasWPhelps/status/1978420508170359235s=20"  
[X Link](https://x.com/HOThomasWPhelps/status/2017087992892993631)  2026-01-30T04:10Z [----] followers, [---] engagements


"@zethedeuce Also mechanistic overlap with $SNY anti-CD3 #Tzield based on $CRVS oral #soquelitinib MOA it should be more than plausible as a treatment in T1D see below https://x.com/HOThomasWPhelps/status/1978420508170359235s=20 Comparison of $SNY #Tzield and $CRVS #soquelitinib MOA effects/potential T1D: 🔹Tzield (teplizumab) a CD3 monoclonal antibody delays Type [--] Diabetes (T1D) onset by reducing T-cell receptor TCR signal strength and boosting regulatory T-cells (Tregs) as shown in a [----] NEJM https://x.com/HOThomasWPhelps/status/1978420508170359235s=20 Comparison of $SNY #Tzield and $CRVS"  
[X Link](https://x.com/HOThomasWPhelps/status/2017090274049069359)  2026-01-30T04:19Z [----] followers, [----] engagements


"$SNY one of most at risk of LOE in next [--] yrs $CRVS #ITK inhibitor #Soquelitinib may be unique opp as Dupi replacement (Ph1 Cohorts 1-4 (N=48) EASI-75 Dupi in just [--] wks) and further based on MOA should work across Th2 to Th17 spectrum from AD to psoriasis and asthma to COPD and could be an entire platform for them to replace Dupi and move into new I&I indications. Th2 to Th17 spectrum As @financebully pointed out $SNY pipeline update $SNY has conceded #amlitelimab #OX40L not lived up to their hopes and de-prioritised across board https://x.com/financebully/status/2016911009726779821s=20"  
[X Link](https://x.com/HOThomasWPhelps/status/2017093690892681222)  2026-01-30T04:33Z [----] followers, [----] engagements


"Wow On back of #amlitelimab OX40L disappointing and $SNY de-prioritising now $AMGN handing theirs back to Kyowa. Bios with new I&I targets just went up in value $CRVS ITKi #soquelitinib (oral) $KYMR #STAT6 degrader KT-621 (oral) $NKTR #Treg promotor #Rezpeg (inj) $AMGN hands back ox40 rocat back to kyowa https://t.co/BR6AwYU4iF $SNY $AMGN hands back ox40 rocat back to kyowa https://t.co/BR6AwYU4iF $SNY"  
[X Link](https://x.com/HOThomasWPhelps/status/2017229802181214616)  2026-01-30T13:33Z [----] followers, [----] engagements


"This is an interesting development $REGN was not on my bingo card. An analyst with RBC says $REGN could soon become acquisitive. The press release reads "more direct" on the potential for business development than it has in the past. $SNY $BAYRY https://t.co/FvsMag5mQf An analyst with RBC says $REGN could soon become acquisitive. The press release reads "more direct" on the potential for business development than it has in the past. $SNY $BAYRY https://t.co/FvsMag5mQf"  
[X Link](https://x.com/HOThomasWPhelps/status/2017309181301199307)  2026-01-30T18:49Z [----] followers, [----] engagements


"Updated Valuations Atopic Dermatitis Bios w/in/near Ph2b $APGE $CRVS $KYMR $NKTR MC EV cash level after raises + cash burn (assuming 60% increase for $CRVS) quarters of cash left $APGE $CRVS $KYMR 18-20 quarters cash left $NKTR [--] quarters"  
[X Link](https://x.com/HOThomasWPhelps/status/2017486529677991965)  2026-01-31T06:34Z [----] followers, 32.6K engagements


"Wow now that is both $SNY and Kyowa Kirin disclosing one case each of Kaposi's Sarcoma from OX40L and OX40 targets respectively for #amlitelimab and #rocatinlimab. $APGE Another OX40 update and it's not good. On an analyst call Sunday Kyowa Kirin disclosed a case of Karposi's sarcoma with rocatinlimab in a "high risk" patient according to a Jefferies note. Recall last week $AMGN returned roca to Kyowa. Another OX40 update and it's not good. On an analyst call Sunday Kyowa Kirin disclosed a case of Karposi's sarcoma with rocatinlimab in a "high risk" patient according to a Jefferies note."  
[X Link](https://x.com/HOThomasWPhelps/status/2018309647333998830)  2026-02-02T13:04Z [----] followers, 16.6K engagements


"🚨 Patient on $SNY #Dupilumab 2-yrs developed fibrotic #systemicsclerosis a Th17-disease Dupi MOA blocking IL-4Ra: lowers Type [--] inflammation but can paraxodically disrupt Th17/Treg balance as Th2 reciprocally regulates Th17 $CRVS Th2 Th17 spectrum https://x.com/HOThomasWPhelps/status/1944287050707919070s=20 Newly published in @SkinHealthDis - Unexpected #systemicsclerosis in a patient with #atopicdermatitis receiving dupilumab: a novel case report. View this #casereport only in @SkinHealthDis: https://t.co/36kHYtiuG3 #dermtwitter #sclerosis #dermatitis #dermatology https://t.co/8DRiYxPSBQ"  
[X Link](https://x.com/HOThomasWPhelps/status/2018642817099378979)  2026-02-03T11:08Z [----] followers, [----] engagements


"$MRK Keytruda is just a mammoth drug Keytruda $31.7B in sales in [----] which is 49% of $MRK total sales of $65B Keytruda LOE US in [----] Europe in [----] $MRK Merck has too much reliance on Keytruda drug and also reported weaker YoY growth FY [----] guidance is Weak as well EPS: $5.00$5.15 (vs. $5.38 est.) Sales: $65.5B$67.0B (vs. $67.6B est.) https://t.co/ab8cJwUOAR $MRK Merck has too much reliance on Keytruda drug and also reported weaker YoY growth FY [----] guidance is Weak as well EPS: $5.00$5.15 (vs. $5.38 est.) Sales: $65.5B$67.0B (vs. $67.6B est.) https://t.co/ab8cJwUOAR"  
[X Link](https://x.com/HOThomasWPhelps/status/2018679036533244175)  2026-02-03T13:32Z [----] followers, 10.4K engagements


"miR-155 in Atopic Dermatitis: Th17 Severity Biomarker 🔹miR-155 over-expressed: may be involved in AD pathogenesis severity modulating differentiation/function of Th17 cells ( RORt + IL-17) 🔹 high levels of miRNA-155 in children w/ AD 🔹 Children w/ severe AD had higher miR-155 levels https://pubmed.ncbi.nlm.nih.gov/38996047/ https://mdpi.com/1422-0067/26/19/9689 https://pubmed.ncbi.nlm.nih.gov/25761610/ https://pubmed.ncbi.nlm.nih.gov/25761610/ 🚨 $CRVS and $ABVX via different MOA both affect miRNA acting as physiological brake of inflammation 🔹 ITK and miR-155 are inversely related in a"  
[X Link](https://x.com/HOThomasWPhelps/status/2018906028436234362)  2026-02-04T04:34Z [----] followers, [----] engagements


"🚨 Another Differentiating Factor Why $CRVS Oral ITK Inhibitor Soquelitinib Could Be 1L in Atopic Dermatits Cutaneous T-cell Lymphoma (CTCL) misdiagnosed at a very high rate of 75%-95% usually as eczema/AD or psoriasis Drugs like #Dupilumab to treat inflammatory AD do not work in CTCL and only after years of failed therapies will the patient be correctly diagnosed w/ CTCL. In the US about [----] new cases of CTCL are identified each year (30000 cases in total) but it may be underdiagnosed by 3-20x depending on study and the number of cases significantly higher. This is significant opportunity"  
[X Link](https://x.com/HOThomasWPhelps/status/2018956204249096557)  2026-02-04T07:54Z [----] followers, [----] engagements


"$CRVS continues hiring/expansion on back of strong data from ITK inhibitor #soquelitinib in atopic dermatitis Ramping up for Ph 2b in AD asthma and HS all this year [--] new positions since Sep $CRVS continues hiring: (6th) new position in [--] mths: - Associate Director / Director Quality Systems & Compliance "role ensures Corvus remains in a constant state of inspection readiness for the FDA and other global authorities. You will oversee vendor qualification and https://t.co/xgMa2ICeCS $CRVS continues hiring: (6th) new position in [--] mths: - Associate Director / Director Quality Systems &"  
[X Link](https://x.com/HOThomasWPhelps/status/2019430380869415012)  2026-02-05T15:18Z [----] followers, [----] engagements


"$CRVS more hiring multiple positions added today Looking forward to next stages of the ITK program/platform w/ lead molecule #soquelitinib. Analysis of $CRVS job openings and (4) key points: [--]. Operationalizing a late-stage / registration-track Multiple senior roles across drug substance (process chemistry) + drug product + analytical/QC + QMS/QA it usually signals the company is moving from clinical proof-of-concept mode toward pivotal-trial readiness (a) CMC/Quality and (b) biology sample management consistent with moving from lean clinical-stage into multi-thread execution where both"  
[X Link](https://x.com/HOThomasWPhelps/status/2019523040162574594)  2026-02-05T21:26Z [----] followers, [----] engagements


"🚨 miR-155 may be compelling NEW mechanistic biomarker to add to biomarkers tracked for atopic dermatitis #asthma allergic rhinitis etc $ACRS $APGE $CRVS $EVMN $KYMR $NKTR Key Biomarkers followed for Type [--] Diseases like AD: see slides from $KYMR + $CRVS showing some of them [--]. TARC/CCL17 remains the most validated single serum biomarker for AD severity. #TARC as a chemokine identifies/controls how Th2 cells are trafficked to skin for inflammation. Lower levels of TARC typically correspond w/ disease control. However this single biomarker is insufficient on its own to replace clinical scoring"  
[X Link](https://x.com/HOThomasWPhelps/status/2019655545691533463)  2026-02-06T06:13Z [----] followers, [----] engagements


"$NKTR #Rezpeg INCREASES CD56 bright NK cell population no data on CD16 mentioned but may be worth looking at for HIV 🚨 New Paper: Expanding CD56 bright CD16+ NK cells can reduce latent HIV-1 reservoir https://www.nature.com/articles/s41467-024-53384-1#MOESM1 Adoptive immunotherapy with in vitro expanded CD56bright CD16+ NK cells combined with LRA treatment can reduce the latent HIV-1 reservoir @mbiojournal @cwru https://t.co/EnWE9BJ2T8 https://t.co/kprLdqJMZJ https://www.nature.com/articles/s41467-024-53384-1#MOESM1 Adoptive immunotherapy with in vitro expanded CD56bright CD16+ NK cells"  
[X Link](https://x.com/HOThomasWPhelps/status/2020043249327722640)  2026-02-07T07:53Z [----] followers, [----] engagements


"@tradingsssss @AlexandrG1980 @chaotropy $KYMR has developed a leading degrader program/platform but still the last (6) drugs never got out of Ph2 with several stopped mid-trial by partner $SNY I am very interested in KT-621 and how it develops https://x.com/HOThomasWPhelps/status/1978720765978501223s=20 @tradingsssss $KYMR raised $600M in [----] and $288M in June [----] $KYMR has discontinued/paused/cancelled/switched to back-up molecule for [--] degrader programs in [--] years: - STAT3 (KT-333) - IRAK4 (KT-474) was in (2) Ph2b trials - MDM2 (KT-253) - IRAK4/ImiD (KT-413) - TYK2 (KT-294 + KT-295)"  
[X Link](https://x.com/HOThomasWPhelps/status/2020129439309324772)  2026-02-07T13:36Z [----] followers, [---] engagements


"@MarcJacksonLA At $138/sh that is a $11B valuation for $KYMR"  
[X Link](https://x.com/HOThomasWPhelps/status/2020130241008533597)  2026-02-07T13:39Z [----] followers, [--] engagements


"🚨 New: immune-state reprogramming via expanding stem-like TCF1 PD-1 low CD8+ cells + radiotherapy = better outcome in ICB therapy model $CRVS ITK inhibitor #soquelitinib same effect: increases memory CD8+ Tcells low PD1 + stemness (TCF1+) 5-6x w/ oral therapy makes tumour "hot" Post discussing: Corvus poster: https://www.corvuspharma.com/file.cfm/23/docs/icml_2023_poster_final_05jun2023.pdf https://x.com/HOThomasWPhelps/status/1841780555999818114s=20 @biorxivpreprint In situ programming of intratumoural stem cell-like memory CD8+ T cells enables durable antitumour immunity in"  
[X Link](https://x.com/HOThomasWPhelps/status/2020585607328854034)  2026-02-08T19:48Z [----] followers, [----] engagements


"🚨 New paper: Persistent activation of #STAT6 neutrophilic recruitment in chronic atopic dermatitis Insight to $KYMR KT-621 efficacy in AD Where KT-621 likely highly effective #Dupilumab: - keratinocyte stress/hyperproliferation state - barrier dysfunction linked to STAT6 activity - EARLY priming/non-lesion STAT6 pathway enrichment - mixed/chronic evolution driven by keratinocyte programming Where KT-621 effectiveness may be limited: - if lesions are established + IL-1/IL-36/NF-Bdominant - heavy S. aureusamplified disease w/o concurrent microbial control (antibiotics) - psoriasis-like"  
[X Link](https://x.com/HOThomasWPhelps/status/2020753608589844542)  2026-02-09T06:56Z [----] followers, [----] engagements


"Remarkable potential total deal value of $12.5B from $GSK for Ph1 PDE3/4 inhibitor for #COPD and up to [--] other early stage programs. If all utilised maybe $250M per programme This article in the February issue analyses M&As and partnerships in the biopharma industry in [----] with GSK's potential $12.5 billion partnership with Hengrui Pharmaceuticals focused on a PDE3/4 inhibitor for COPD in the top spot for licensing deals https://t.co/XNvCW57QmG https://t.co/pPolTDRKpe This article in the February issue analyses M&As and partnerships in the biopharma industry in [----] with GSK's potential"  
[X Link](https://x.com/HOThomasWPhelps/status/2020892636316422475)  2026-02-09T16:08Z [----] followers, [----] engagements


"Table @BiotechTV @bradloncar TOP [--] MOST watched Biotech CEO Interviews last [--] months w/ 1-yr return Top [--] avg was +179.3% trouncing $XBI +34.9% Top [--] highest 1-yr returns: $ABVX $TERN $CRVS $MLYS $GLUE Top [--] most watched videos: $ABVX $CRVS $VERV $BCTX $SANA"  
[X Link](https://x.com/HOThomasWPhelps/status/2020957775506047053)  2026-02-09T20:27Z [----] followers, [----] engagements


"I asked Grok to help. it scraped the data missed a few and I tried to add them back in like Kymera and I removed any that were private or had no public stock. I think you could do better as the source but this is best I could do with public data. Might be fun thing to track on your end going forward. https://twitter.com/i/web/status/2020962255907717322 https://twitter.com/i/web/status/2020962255907717322"  
[X Link](https://x.com/HOThomasWPhelps/status/2020962255907717322)  2026-02-09T20:45Z [----] followers, [---] engagements


"$NKTR looking forward to maintenance data to see potential duration benefit that may be possible w/ increased #Treg population. Comparison of Ph2b atopic dermatitis data Nektar v #OX40 class: $NKTR #Rezpeg IL-2Ra agonist $SNY #Amlitelimab OX40L $AMGN #Rocatinlimab OX40"  
[X Link](https://x.com/HOThomasWPhelps/status/2021072452995121507)  2026-02-10T04:03Z [----] followers, [----] engagements


"Actually the inclusion criteria of $CRVS says this: "Documented history of inadequate response or intolerance to one or more topical therapies (including but not limited to corticosteroids immune modulators PDE-4 inhibitors) and/or systemic therapies (including but not limited to dupilumab cyclosporine mycophenolate azathioprine oral corticosteroids or a JAK inhibitor e.g. tofacitinib baricitinib and ruxolitinib)." So I think it goes a bit beyond just allowing patients to have at least [--] prior therapy they were looking for inadequate response."  
[X Link](https://x.com/HOThomasWPhelps/status/2021150586117173257)  2026-02-10T09:13Z [----] followers, [---] engagements


"I am interested in Ph3 $AZN Pacific-9 trial #NSCLC that combos #durvalumab (anti-PDL1) + #oleclumab (anti-CD73) mid-2026. May have material effect on $CRVS as #mupadolimab anti-CD73 novel MOA binds to a specific site on CD73 giving it added ability to also stimulate B-cells AstraZeneca Pacific-9 Corvus Mupadolimab https://jitc.bmj.com/content/10/12/e005802 https://www.tandfonline.com/doi/full/10.1080/14796694.2024.2354160#summary-abstract $AZN Having delivered [--] positive Phase III read outs last year $AZN indicated that it has more than [---] ongoing late-stage trials with over [--] expected to"  
[X Link](https://x.com/HOThomasWPhelps/status/2021194173123108919)  2026-02-10T12:06Z [----] followers, [----] engagements


"@william_R2Rclub @A_May_MD Soquelitinib from $CRVS is not a me too drug it is novel oral MOA First in Class and Best in Class ITK Inhibitor"  
[X Link](https://x.com/HOThomasWPhelps/status/2021234529034289195)  2026-02-10T14:47Z [----] followers, [---] engagements


"@semodough Would not be surprised to see $CRVS PT increased on back of $NKTR maintenance data Cantor parallels $NKTR maintenance data to $CRVS validation of #Treg duration benefit in AD $CRVS soquelitinib increased Tregs 100% in Cohort [--] Cohort [--] (8 wk data) in next couple months"  
[X Link](https://x.com/HOThomasWPhelps/status/2021295078677885242)  2026-02-10T18:47Z [----] followers, [---] engagements


"@biotech_hunter @tradingsssss Yes they have extended it. I was just showing the graph for Treg expansion from Ph1 when the injections were every [--] weeks. https://www.nature.com/articles/s41467-024-53384-1#MOESM5 https://www.nature.com/articles/s41467-024-53384-1#MOESM5"  
[X Link](https://x.com/HOThomasWPhelps/status/2022222529084240160)  2026-02-13T08:13Z [----] followers, [--] engagements


"Key Differences Inclusion/Exclusion Criteria in Atopic Dermatitis Trials $CRVS Very high-bar patients w/ prior biologic/JAKi require failed therapy refractory $APGE Allows JAKi excludes prior IL-4/IL-13 $NKTR + $KYMR exlude prior biologics/JAKi or required nave patients Didn't realise before very different atopic dermatitis Ph1b: $CRVS oral #ITKi #soquelitinib and $KYMR oral #STAT6 degrader KT-621 - $CRVS double-blind PBO-controlled inclusion criteria: #dupilumab #JAKi etc refractory patients - $KYMR open-label no placebo exclusion https://t.co/ODo3tKgQJT Didn't realise before very different"  
[X Link](https://x.com/HOThomasWPhelps/status/1975970418432540810)  2025-10-08T17:03Z [----] followers, 53.6K engagements


"$EVMN Ph2a AD 12wk Data [--]. EVO301 currently IV working on SubQ [--]. PBO-adj EASI 33% matches biologics just [--] doses [--]. From call: EASI-50/75 not reported "directionally good" (dose find Ph2b) [--]. IGA 0/1 reported added others to compare $APGE $CRVS $KYMR $NKTR $SNY [--]. EVO301 is IL-18BP reduces multiple Tcells order of inhibition based on literature MOST blocked to least is: Th1 = CD8+  Th17 Th2 https://twitter.com/i/web/status/2021479241720721853 https://twitter.com/i/web/status/2021479241720721853"  
[X Link](https://x.com/HOThomasWPhelps/status/2021479241720721853)  2026-02-11T06:59Z [----] followers, [----] engagements


"$CRVS Pipeline + Upcoming Milestones/Data Final AD Cohort [--] Data AAD conf March 27-31 SID conf May 13-16 ALPS Ph2 expanding # of pediatric hospitals POC interim data in 1H26 PTCL Ph3 Futility/Interim data 2H26 Initiate (3) Ph2b SQL Trials AD - 1Q26 HS - 2H26 astma - 2H26"  
[X Link](https://x.com/HOThomasWPhelps/status/2021537482467315748)  2026-02-11T10:51Z [----] followers, [----] engagements


"Been pointed out APG777 should not be above Dupi for efficacy I agree so have made adjustment in new graphic here. These are new and a work in progress"  
[X Link](https://x.com/HOThomasWPhelps/status/2022715348357714097)  2026-02-14T16:51Z [----] followers, [---] engagements


"$CRVS Valuation Oral ITK Inhibitor #Soquelitinib High premium = $8B if $SNY is aggressive Dupi replacement transformative Higher post-Ph2b data [--]. Soquelitinib novel MOA FIC/BIC [--]. Efficacy EASI Dupi [--]. Good Safety [--]. Durable Benefit 3-months https://x.com/i/grok/share/1e1b73eff60c4d55be0854f8282fa721 https://x.com/i/grok/share/1e1b73eff60c4d55be0854f8282fa721"  
[X Link](https://x.com/HOThomasWPhelps/status/2018374373325902143)  2026-02-02T17:22Z [----] followers, [----] engagements


"Data in large/rapidly growing AD market keeps coming. Today $NKTR maintenance + initial Ph2a from $EVMN IL-18 approach Modified Evommune slide shows how large AD market is v Psoriasis and still [--] years behind PsO Room for several new therapies to grow this market"  
[X Link](https://x.com/HOThomasWPhelps/status/2021291055099076708)  2026-02-10T18:31Z [----] followers, [----] engagements


"Different Ph2b AD trial designs orals may take less time than injectables and close gap w/ injectable programs further ahead oral $KYMR KT-621 [--] wks [--] wk open label extension $CRVS #soquelitinib [--] wks 30-day follow-up inj $APGE $NKTR 16wk data [--] wk maintenance https://twitter.com/i/web/status/2022331133032100249 https://twitter.com/i/web/status/2022331133032100249"  
[X Link](https://x.com/HOThomasWPhelps/status/2022331133032100249)  2026-02-13T15:24Z [----] followers, [----] engagements


"X provided a unique platform to create content that involved my research interests and was extremely useful in deepening my understanding of immunology Along the way I have made a new friends and look forward to keeping in touch but my journey on X will end with this post"  
[X Link](https://x.com/HOThomasWPhelps/status/2022811848572125224)  2026-02-14T23:15Z [----] followers, [----] engagements


"$CRVS - Safe to say #ITK is on $ABBV radar for AD New paper AbbVie in June [----] identified [--] new gene loci involved in atopic dermatitis: 🔹 ITK was the "top-scoring" "prioritized" gene (gene location 5q33.3) https://www.medrxiv.org/content/10.1101/2024.06.17.24308897v1.full.pdf [--]. $CRVS Potential Partnerships/Fund Raising 🔹"I can tell you that ITK as a target is on th radar of every major company that works in this area. I know that because we're talking to them." 🔹"We'll evaluate partnering opportunities as they arise." 🔹"We're optimistic about https://t.co/lxDxAg2mnR"  
[X Link](https://x.com/HOThomasWPhelps/status/1988189788378460483)  2025-11-11T10:19Z [----] followers, [----] engagements


"🚨 Large Opportunity for $CRVS in #PTCL Annotated Timeline of Major Events in PTCL Treatments (#Pralatrexate #Belinostat and #Soquelitinib) March 2009: FDA grants accelerated approval to pralatrexate (Folotyn) for relapsed or refractory peripheral T-cell lymphoma (PTCL) based on a single-arm trial showing an overall response rate (ORR) of 27% and median duration of response (DoR) of [---] months; approval includes post-marketing requirements for two confirmatory trials July 2014: FDA grants accelerated approval to belinostat (Beleodaq) for relapsed or refractory PTCL based on a single-arm phase"  
[X Link](https://x.com/anyuser/status/1988479489572020688)  2025-11-12T05:30Z [----] followers, [----] engagements


"New surprise entrant to #STAT6 party in atopic dermatitis $PFE on Nov [--] 3Q earnings call disclosed they have a #STAT6 inhibitor and already entering Phase 2b "potentially first-in-class oral." Impactful for $KYMR $NRIX and others in space I have to update list"  
[X Link](https://x.com/HOThomasWPhelps/status/1989016627955003469)  2025-11-13T17:04Z [----] followers, [----] engagements


"🚨 Number of Drugs in Development for Atopic Dermatitis (or other autoimmune) by Target #STAT6: [--] drugs #PDE4: [--] #IRAK4: [--] #TSLP: [--] #ITK: 2"  
[X Link](https://x.com/HOThomasWPhelps/status/1990107613665677519)  2025-11-16T17:20Z [----] followers, [----] engagements


"@pmillustration4 @shitcoSavant Not accurate N is more than $KYMR: $CRVS Cohorts 1+2 N=24 which is more than $KYMR N=22 same EASI-75 of 29%for both and $CRVS ran a placebo-controlled study KYMR did not. Further $CRVS Cohorts 1-3 N=36 gave compound EASI-75 of 36% better than KT-621 and Dupilumab"  
[X Link](https://x.com/HOThomasWPhelps/status/1999120090399211813)  2025-12-11T14:12Z [----] followers, [---] engagements


"@KVGR87 It may have something to do with $CRVS being added to the $XBI at that time. Based on the magnitude MC move of $KYMR post their AD data the skew is strongly against a being short with an upward repricing a real possibility"  
[X Link](https://x.com/HOThomasWPhelps/status/2011123754374447504)  2026-01-13T17:10Z [----] followers, [---] engagements


"@pmill145 $KYMR was open-label $CRVS trial was: - randomised double blind - placebo controlled 1:1 w/ active drug - [--] weeks - allowed dupi and JAKi resistant patients into study Trials are 🍎 and 🍊"  
[X Link](https://x.com/HOThomasWPhelps/status/2013586796089647227)  2026-01-20T12:17Z [----] followers, [---] engagements


"@mtheory11bio To close valuation gap w/ $KYMR EV of $4B a move for $CRVS current EV $1.6B into the $40s/sh reasonable would double EV to $3B. https://x.com/HOThomasWPhelps/status/2014224254867308802s=20 Very strong pricing for $CRVS raise. Strong interest. $200M w/ greenshoe + $65M gives $CRVS cash to end of [----] No financing risk strong pricing I expect valuation gap w/ $KYMR + $APGE to continue to close a move into $40s reasonable EV $CRVS $1.6B $APGE $5B $KYMR $4B https://x.com/HOThomasWPhelps/status/2014224254867308802s=20 Very strong pricing for $CRVS raise. Strong interest. $200M w/"  
[X Link](https://x.com/HOThomasWPhelps/status/2014228930765500608)  2026-01-22T06:49Z [----] followers, [---] engagements


"officially one of three new media for equity investment deals with $ITV.L. Can't wait to see your first commercials in Q1 [----] https://www.itv.com/presscentre/media-releases/itv-announces-three-new-media-equity-investments-ufurnishcom-mynestegg-and-trypcom http://Ufurnish.com https://www.itv.com/presscentre/media-releases/itv-announces-three-new-media-equity-investments-ufurnishcom-mynestegg-and-trypcom http://Ufurnish.com"  
[X Link](https://x.com/HOThomasWPhelps/status/1885421452423201129)  2025-01-31T20:14Z [----] followers, [---] engagements


"Richard Miller companies 6-7 year returns from lows: IDEC - #rituximab $6.8B $BIIB - 83x Pharmacyclics $PCYC - #ibrutinib $21B $ABBV - 325x Corvus $CRVS - #soquelitinib - (currently 10x) All (3) had share prices $2 at some point Next 1-2 yrs for $CRVS could be very exciting"  
[X Link](https://x.com/HOThomasWPhelps/status/1849699499439956109)  2024-10-25T06:28Z [----] followers, [----] engagements


"@haodongvli Here is a chart I put together comparing $IDEC $PCYC and now $CRVS on same timelines w/ share price increases. Dashed green is what would be potentially expected to happen in next couple years w/ $CRVS https://x.com/HOThomasWPhelps/status/1849699499439956109 https://x.com/HOThomasWPhelps/status/1849699499439956109"  
[X Link](https://x.com/HOThomasWPhelps/status/1857156131224776911)  2024-11-14T20:18Z [----] followers, [----] engagements


"What is further remarkable about this is what percent changes mean for each in market cap: If $CRVS goes up/down 10% $50M MC change If $NVDA goes up/down 10% $348B MC change I remember when $1B was alot"  
[X Link](https://x.com/HOThomasWPhelps/status/1858498910248944065)  2024-11-18T13:14Z [----] followers, [---] engagements


"Injectable mAb IL-5 inhibitor market for #asthma + #COPD = $4B/yr: $GSK #Nucala #mepolizumab $AZN #Fasenra #Benralizumab $TEVA #Cinquar #Reslizumab $CRVS PTCL trial patient w/ oral #ITKi #soquelitinib matched #IL5 #eosinophils declines Asthma trial coming soon Lots for $550M"  
[X Link](https://x.com/HOThomasWPhelps/status/1861009412707549320)  2024-11-25T11:29Z [----] followers, [----] engagements


"@666999sat Long-term I see $CRVS over $200/sh. Value of its ITK Inhibition platform should be greater than BTK inhibitor potential. $PCYC was bought for $21B by $ABBV. If $CRVS proves out oncology w/ solid tumor and autoimmune it should achieved equivalent or higher valuation just MO"  
[X Link](https://x.com/HOThomasWPhelps/status/1876936893432058097)  2025-01-08T10:20Z [----] followers, [---] engagements


"@DanielJacobsbio @exoelement @KVGR87 Here is the comparison of $PCYC 2008-10 and $CRVS 2022-25. Two similar initial moves up with corrections. Remarkable how similarly $CRVS is tracking"  
[X Link](https://x.com/HOThomasWPhelps/status/1884605650560282682)  2025-01-29T14:12Z [----] followers, [----] engagements


"@DanielJacobsbio I think market is noticing $CRVS returned 107% in [----] and 204% in [----] and up 6x in [--] years. Pharmacyclics $PCYC did similar for [--] years (2009-15). Never too sexy annually with gains 1x-4x but after [--] years it compounded to a 320x gain. I can wait very happy"  
[X Link](https://x.com/HOThomasWPhelps/status/1885275997039177989)  2025-01-31T10:36Z [----] followers, [---] engagements


"$CRVS 2-yr appreciation as #soquelitinib ITKi advances very similar to Pharmacyclics $PCYC #ibrutinib BTKi = price surges w/ corrections. Richard Miller companies historical final 7-yr returns Forecast for $CRVS if follows trend '25 - $10-$15/sh '26 - $20-$40 '27 - $60-$120 $CRVS return for [--] years is currently 6x IDEC achieved an 83x (7-yr return) $PCYC achieved a 325x (7-yr return) potentially just at beginning of what could be similar significant returns as $CRVS develops its ITK platform https://twitter.com/i/web/status/1887428941113118804"  
[X Link](https://x.com/HOThomasWPhelps/status/1887428941113118804)  2025-02-06T09:11Z [----] followers, [----] engagements


"@LeeBiotechology Maybe but it is the annual compounding as successful programs are developed that can be really powerful. Don't need 100% gains overnight to see extremely large returns over time"  
[X Link](https://x.com/HOThomasWPhelps/status/1887438918401880263)  2025-02-06T09:51Z [----] followers, [---] engagements


"My math is not wrong on the 20% of $50B I forgot to mention it is likely based on $CRVS Soquelitinib MOA that the low 20-30% response rate to immune checkpoint therapy can be increased when co-doses with ITK inhibitor maybe much higher 50% 60% So size of ICB market could double to $100B/yr. This is where I think soquelitinib could really surprise and hugely benefit patients: more responders better PFS/OS reduced adverse events due to SQL keeping immune system balanced during ICB treatment. The synergies are significant"  
[X Link](https://x.com/HOThomasWPhelps/status/1889591721308103037)  2025-02-12T08:25Z [----] followers, [---] engagements


"@DanielJacobsbio As it should always be. His company. He is laser-focused and believes that good drugs make good companies and I think his success with IDEC $PCYC $PRNB show that"  
[X Link](https://x.com/HOThomasWPhelps/status/1890339054996132198)  2025-02-14T09:55Z [----] followers, [--] engagements


"$CRVS I use Buffett's evaluation metrics for buying business: [--]. One you understand - My 2-3 yrs research [--]. Favourable long-term prospects - FIC/BIC oral safe $700B TAM [--]. Operated by honest competent people - Richard Miller $IDEC $PCYC [--]. Available at very attractive price"  
[X Link](https://x.com/HOThomasWPhelps/status/1892581145830629742)  2025-02-20T14:24Z [----] followers, [----] engagements


"@learnbiotech I have thought for 2+ yrs $CRVS will be on this list in the end. Also here are actual annual returns for $PCYC the #1 on @learnbiotech list. It was even higher close to 320x return https://x.com/hothomaswphelps/status/1846433435025305846s=46 Richard Miller companies 6-7 year returns from lows: IDEC - #rituximab $6.8B $BIIB - 83x Pharmacyclics $PCYC - #ibrutinib $21B $ABBV - 325x Corvus $CRVS - #soquelitinib - (currently 10x) All (3) had share prices $2 at some point Next 1-2 yrs for $CRVS could be very exciting https://t.co/SpUCEiixe6"  
[X Link](https://x.com/HOThomasWPhelps/status/1893988744958443957)  2025-02-24T11:38Z [----] followers, [---] engagements


"$CRVS great Board add who was with Pharmacyclics $PCYC through $ABBV buyout in [----]. Corvus Pharmaceuticals Appoints Richard A. van den Broek to Board of Directors $CRVS https://t.co/eWtn84DSb7 Corvus Pharmaceuticals Appoints Richard A. van den Broek to Board of Directors $CRVS https://t.co/eWtn84DSb7"  
[X Link](https://x.com/HOThomasWPhelps/status/1910064695060443646)  2025-04-09T20:18Z [----] followers, [----] engagements


"Chart comparing bios Richard Miller founded including last [--] yrs share price + total returns before buyout. IDEC - 83x (#rituximab $6.8B merger w/ $BIIB) Pharmacyclic $PCYC - 325x (#ibrutinib #BTK $21B buyout $ABBV) Corvus $CRVS - 6.5x currently (#soquelitinib #ITK) Roadmap"  
[X Link](https://x.com/HOThomasWPhelps/status/1961442638755762252)  2025-08-29T14:55Z [----] followers, [----] engagements


"Turn back clock: $PCYC #Pharmacyclics #BTK inhibitor timeline v stock price - [----] #ibrutinib active in pre-clinical studies - [----] Ph1 and Ph2 trials completed - Dec '11 partnership w/ $JNJ up to $1B - Aug '12 Ph3 trial started - Nov '13 FDA approved ibrutinib on Ph2 data"  
[X Link](https://x.com/HOThomasWPhelps/status/1963154610522079381)  2025-09-03T08:18Z [----] followers, [----] engagements


"@A_May_MD @saltynostrils Regarding $CRVS I don't trade my investment. Fully aligned with CEO Miller the company and the pipeline and have only added to my holdings"  
[X Link](https://x.com/HOThomasWPhelps/status/2007169598496571730)  2026-01-02T19:18Z [----] followers, [----] engagements


"$CRVS biomarker data is impressive and even shows further reduction in IL-4 beyond treatment that confirms the #Treg effect and rebalancing body's immune homeostasis"  
[X Link](https://x.com/HOThomasWPhelps/status/2013605955519291595)  2026-01-20T13:34Z [----] followers, [----] engagements


"$CRVS comparing their EASI-75 data w/ approved therapies"  
[X Link](https://x.com/HOThomasWPhelps/status/2013606374538682506)  2026-01-20T13:35Z [----] followers, 31.3K engagements


"$CRVS TAM for oral #ITKi #soquelitinib is huge from #Th2 to #Treg to #Th17 diseases. The pillar not discussed is neurological #MS Parkinsons etc Video below + drug would not need to cross blood brain barrier (BBB) and just reduce #Th17 in periphery. Exactly what $NVS is trying to do with $GLUE and #VAV1 target via blocking Th17 ITK Inhibition neuroprotective also post about BBB Comparing ITK + VAV1 targets: https://x.com/HOThomasWPhelps/status/1967550396358136028s=20 https://x.com/HOThomasWPhelps/status/1966033224519610556s=20 Video discusses Tregs in neurological diseases + new potential for"  
[X Link](https://x.com/HOThomasWPhelps/status/2013862765820051567)  2026-01-21T06:34Z [----] followers, [----] engagements


"Here is ChatGPT summary and response to each claim regarding $CRVS ITK inhibitor #soqueltinib as unbiased as it can get link and conclusions below in post 2) Scientific veracity and logic argument-by-argument A. Engineered enrollment via biomarker access (tape strips) inflated Cohort [--] efficacy What the evidence supports AD is heterogeneous; endotypes vary (Th2/Th22 predominance vs mixed/Th17-enriched phenotypes). That general premise is correct. Where the argument overreaches Corvus describes cohort [--] as randomized blinded placebo-controlled and explicitly notes: The study blinding remained"  
[X Link](https://x.com/HOThomasWPhelps/status/2015321976160522302)  2026-01-25T07:12Z [----] followers, [----] engagements


"$CRVS [--] min interview with CEO Richard Miller - "Very good chance" soquelitinib is a disease-modifying therapy - "Most exciting part" is we are "resetting the immune system" that oulives life of drug - "Changes underlying biology" : Corvus Pharma CEO Richard Miller fields follow-up questions about last week's atopic dermatitis data for the ITK inhibitor soquelitinib. $CRVS Full video: https://t.co/HtyP89fAh8 https://t.co/5jBm6ijDp4 : Corvus Pharma CEO Richard Miller fields follow-up questions about last week's atopic dermatitis data for the ITK inhibitor soquelitinib. $CRVS Full video:"  
[X Link](https://x.com/HOThomasWPhelps/status/2016616753825018304)  2026-01-28T20:57Z [----] followers, [----] engagements

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