[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  BowTiedBiotech 🧪🔬🧬 [@BowTiedBiotech](/creator/twitter/BowTiedBiotech) on x 19.7K followers Created: 2025-07-23 01:26:57 UTC EMERGING I&I BIOLOGY REPRICING: History Might Repeat Itself Two dark horses are emerging in the I&I space. While most of the field is chasing multi-functional cytokine biologics and familiar immune modulators, these two ORAL programs have surfaced with compelling data that challenge pharma orthodoxy. $CRVS – oral ITKi for AD ITK has long been considered an oncology play. In AD, dermatology experts have voiced concerns about tipping Th1/Th17 balance too far, which could provoke viral reactivation or psoriasis flares. But the early Phase 1b data show fast EASI responses and benign safety labs. Long-term durability and infection monitoring are the next checkpoints. $ABVX – oral miR-124 for IBD Obefazimod increases miR-124 via RNA splicing modulation, dampening cytokine spillover. The biology is intriguing but esoteric, and not part of any mainstream IBD playbook. Phase X induction results were strong, but maintenance-phase drift and response durability in previously treated patients will determine whether this is a pipeline-in-a-product or a scientific curiosity. A compelling case study is unfolding, and it may reshape how investors and pharma evaluate rare or unconventional immunology targets. Its going to be an interesting case study to watch unfold. Below are some other examples of MOAs that were not largely accepted and wound up creating massive value.  XXXXX engagements  **Related Topics** [$crvs](/topic/$crvs) [Post Link](https://x.com/BowTiedBiotech/status/1947830761538691471)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
BowTiedBiotech 🧪🔬🧬 @BowTiedBiotech on x 19.7K followers
Created: 2025-07-23 01:26:57 UTC
EMERGING I&I BIOLOGY REPRICING: History Might Repeat Itself
Two dark horses are emerging in the I&I space.
While most of the field is chasing multi-functional cytokine biologics and familiar immune modulators, these two ORAL programs have surfaced with compelling data that challenge pharma orthodoxy.
$CRVS – oral ITKi for AD ITK has long been considered an oncology play. In AD, dermatology experts have voiced concerns about tipping Th1/Th17 balance too far, which could provoke viral reactivation or psoriasis flares. But the early Phase 1b data show fast EASI responses and benign safety labs. Long-term durability and infection monitoring are the next checkpoints.
$ABVX – oral miR-124 for IBD Obefazimod increases miR-124 via RNA splicing modulation, dampening cytokine spillover. The biology is intriguing but esoteric, and not part of any mainstream IBD playbook. Phase X induction results were strong, but maintenance-phase drift and response durability in previously treated patients will determine whether this is a pipeline-in-a-product or a scientific curiosity.
A compelling case study is unfolding, and it may reshape how investors and pharma evaluate rare or unconventional immunology targets.
Its going to be an interesting case study to watch unfold.
Below are some other examples of MOAs that were not largely accepted and wound up creating massive value.
XXXXX engagements
Related Topics $crvs