Mostafa Hussein
835 posts
$CRVS SID biomarker data outlook in AD bio space Some thoughts #Soquelitinib moat widened against: $NKTR Rezpeg - Most directly pressured. Corvus strengthened claim to oral + durable + Treg biology => lasting immune reset Raised bar against: $ACRS ATI-9494 - Corvus further differentiated and strengthened the "selective ITK can matter clinically and mechanistically” Treg thesis before Aclaris’s next-gen ITK program reaches the clinic. Closes gap with: $KYMR KT-621 - Corvus more differentiated upstream/durability => increasingly viable oral option
$CRVS #soquelitinib SID Data + Investor Call, May 14 Potentially Market Moving High-Impact Points To Watch: 1. Lasting 90-day off-drug durability confirmed Cohort 4 2. Biomarkers support durability mechanistically 3. Strong efficacy in prior-treated / harder AD patients 4. Supports broad application in HS, asthma + other I&I * Adjust probabilities and values as see fit. These are personal estimates for myself based on Cohort 1-3 data and literature
$CRVS Mizuho BUY PT $30 importantly, next potential stock catalyst,look to final P1 data for lead asset soquelitinib/SQL (a novel, best-in-class, oral ITK inhibitor/ITKi) in atopic dermatitis/AtD, which will be presented this week at the Society for Investigative Dermatology/SID Annual Meeting taking place in Chicago. Importantly, $CRVS will host an investor/analyst meeting at SID (we plan on attending in person) to review the data this Thursday (5/14) at 1:30pm ET, where we expect to see additional immunologic and biomarker data that suggest SQL's potential to "reset" the immune system and provide sustained off-treatment remission (details within). believe this event represents a potentially significant catalyst for CRVS and, given our bullish view of SQL and its prospects in AtD, &shares, in our view, very attractively valued
$CRVS New job posted LinkedIn: Executive Assistant - provide administrative support to (CEO), (CFO) and other executives “meetings related to business development activities” Corvus positioning for more transaction-ready, investor-facing, multi-program execution posture. Role sits directly around the CEO/CFO/CBO/board/investor/BD cluster where strategic transactions, partnerships, financings, board decisions, and high-stakes investor messaging are coordinated linkedin.com/jobs/search/?c…
Was working on a risk/threat matrix for atopic dermatitis space trying to incorporate information to date for next-generation therapies in post-dupi biosimilar world. $ACRS $APGE $CRVS $EVMN $KYMR $NKTR $SNY Incorporates prior 5-axis radar data including: EASI-75, drug trial design patient populations (exclusions), drug delivery (oral v injection), Tregs, duration of benefit post-treatment, safety, overlap of likely AD patient populations (1L, 2L, etc). May be interesting way to look at developing atopic dermatitis and assess these different appproaches to therapy. Likely can be improved upon, feel free. Also new diagram of clinical trial exclusion criteria for atopic dermatitis trials I have researched.
$CRVS efficacy in patients with Prior Systemic Therapy - imho still does not get attention it deserves ???
New paper adds more strength to $CRVS ITK inhibitor #soquelitinib durability MOA = Immune Reset biorxiv.org/content/10.648… ITK loss can create metabolically enhanced ("super-fit"), functionally superior #Tregs that actively rescue established tissue injury and reset the systemic cytokine environment toward resolution = durability. Transfer of ITK-deficient Tregs rescues established pulmonary hemorrhage and reverses proteinuria This paper adds to the soquelitinib story and mechanistic support in several ways ⤵️ 1. Stronger Treg story = Stronger durability story Treg transfer experiment suggests ITK-deficient Tregs can carry protection into a WT inflammatory environment. That supports the concept of a cellular immune reset! 2. Stronger Th17/systemic autoimmune expansion logic Reduced IL-17 and IL-6 PLUS increased Tregs makes soquelitinib more interesting for Th17/Treg diseases, not just Th2 AD. Bodes well for HS and Psoriasis, IBD, etc 3. Stronger lung indication logic The lung-protective phenotype supports looking at asthma or inflammatory lung diseases 4. Stronger differentiation versus JAK inhibitors JAK inhibitors only suppress cytokine signaling directly. This paper suggests ITK inhibition is reshaping the upstream cellular source and regulatory counterweight (Tregs) which can lead to drug free remissions.
New paper adds more strength to $CRVS ITK inhibitor #soquelitinib durability MOA = Immune Reset biorxiv.org/content/10.648… ITK loss can create metabolically enhanced ("super-fit"), functionally superior #Tregs that actively rescue established tissue injury and reset the systemic cytokine environment toward resolution = durability. Transfer of ITK-deficient Tregs rescues established pulmonary hemorrhage and reverses proteinuria This paper adds to the soquelitinib story and mechanistic support in several ways ⤵️ 1. Stronger Treg story = Stronger durability story Treg transfer experiment suggests ITK-deficient Tregs can carry protection into a WT inflammatory environment. That supports the concept of a cellular immune reset! 2. Stronger Th17/systemic autoimmune expansion logic Reduced IL-17 and IL-6 PLUS increased Tregs makes soquelitinib more interesting for Th17/Treg diseases, not just Th2 AD. Bodes well for HS and Psoriasis, IBD, etc 3. Stronger lung indication logic The lung-protective phenotype supports looking at asthma or inflammatory lung diseases 4. Stronger differentiation versus JAK inhibitors JAK inhibitors only suppress cytokine signaling directly. This paper suggests ITK inhibition is reshaping the upstream cellular source and regulatory counterweight (Tregs) which can lead to drug free remissions.
We’re filing a motion for a preliminary injunction in an effort to block the Trump Administration from unlawfully greenlighting the restart of two CA onshore oil pipelines that are subject to State regulation and oversight. Unfortunately, California has seen first-hand the devastating environmental and public health impacts of coastal oil spills, yet the Trump Administration will stop at nothing to evade state regulation, which protects against these very disasters.