@adamfeuerstein Innovent IBI363 (PD-1/IL-2α) data. Want to see if can excite the crowd chasing PD-1 x VEGF bispecifics
$SMMT $PFE $MRK
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avidresearch
33.3K posts
Hey BioXers who pay attention to cancer: Are there data coming out on May 21 in #ASCO26 abstracts (not late breakers) that you deem must see?
I'm trying to figure out what needs to be covered on May 21 when regular abstracts are posted vs. what can wait for the actual meeting. Thanks.
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@avidresearch There is zero value in developing novel targets for atopic dermatitis (apparently)
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avidresearch retweetledi
It finally hit me, Jerome Powell is gone. Like officially done. Out.
During his tenure, the $SPX annualized a 13% CAGR since 2018. Third best amongst all Fed chairs.
And ya’ll hate him…. Eeesh
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When a biotech guides for data in mid 2026, what’s the upper end of the range ? Early Aug ?
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avidresearch retweetledi
$CRVS Goldman note last night
Highlights China 12-wk AD study + #Th17 in population along lines of my prior posts and broad potential
"data in Chinese patients could further support SQL’s claim as a broad spectrum treatment as AD in Asian populations skews more toward non-Th2-driven subtypes, and is typically more refractory to the standard of care"
In Honour Of Thomas W Phelps@HOThomasWPhelps
$CRVS recap explanation why oral ITKi #soquelitinib may match JAKi EASI reduction in AD⤵️ Atopic dermatitis changes w/ age! Disease NOT just #Th2-driven Asian populations + pediatric patients have #Th17 component and SQL MOA can relieve the inflammation from these cells
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@semodough Only reason Dupi effect lasts slightly longer than JAK is due to the longer half life ( biologic).
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$CRVS important nugget For context, current market leader in AD, $REGN Dupixent, loses significant efficacy (EASI score) by week 8 of treatment discontinuation (SOLO-CONTINUE trial, M. Worm et al. JAMA Dermatology 2019). Cibinqo (JAK inhibitor, $PFE,) Rinvoq (JAK inhibitors,also show rapid rebounds within 1-4 weeks of treatment discontinuation.
dough@semodough
$CRVS Cantor very clean safety table (vs. PBO)& durable remission after drug discontinuation, which matches up with immune reset biomarkers (especially on Treg increase), reaffirms SQL being a potentially paradigm-shifting oral drug in I&I. update focused on Cohorts 3 and 4 from the Ph1 atopic dermatitis. Cohort 3 received 200mg BID for 4 weeks, while cohort 4 received 200mg BID for 8 weeks. Three takeaways from the meeting: (1) Durable off-drug response up to 90 days post treatment. 2) Single-cell sequencing and flow cytometry data suggests SQL drives durable immune reset Updates safety looks still looks clean
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$XLO major investors
--gilead sciences ($gild): largest shareholder (~20%) and strategic partner.
--merck & co. ($mrk): the most significant new strategic entrant.
--takeda ($tak)
--bain capital life sciences
--point72
--frazier
--coastlands capital
avidresearch@avidresearch
$XLO up 14% on no news. Innovent Pd-1/IL-2 upcoming ASCO the catalyst ?
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@avidresearch MRK 13F had a new position in them, thats' why If I am not wrong.
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$XLO up 14% on no news.
Innovent Pd-1/IL-2 upcoming ASCO the catalyst ?
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Tessera looks like it’s got far and away the best in vivo SCD program.
Impressive dedication engineering this system to near perfection in 60+ NHPs
$BEAM $CRSP
Endpoints News@endpts
Tessera posts 85% blood cell editing data, teasing an off-the-shelf fix for sickle cell disease. endpoints.news/tessera-reveal…
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@DickMedChem $KYMR is worth $7B and it doesn't increase Tregs or do anything to restore immune balance.
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@avidresearch You mean they don't know what Treg regulating mean?
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avidresearch retweetledi
$CRVS SOCS3 increase is the most notable biomarker data IMO (along with Treg increase).
Dupi leads to head and neck dermatitis (DAHND) characterized by significantly lower levels of SOCS3 in about 10% of those treated.
tradingbiotech@tradingsssss
Tc17 SOCS3 expression is also increased This opens up a while set of indications 👀👀👀 That was subtle $CRVS
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$CRVS provides a very detailed biomarker data. Let’s see how market reacts.
financebully@financebully
$CRVS final phase 1 soquelitinib data confirmed @ #sid2026: - 75% easi-75 now finalized (was interim) - 90d drug-free maintenance - new transcriptomic data: mechanism is natural jak1/stat6 regulation via socs3 upregulation - safe: grade 1-2 aes only investor.corvuspharma.com/news-releases/…
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avidresearch retweetledi
$CRVS final phase 1 soquelitinib data confirmed @ #sid2026:
- 75% easi-75 now finalized (was interim)
- 90d drug-free maintenance
- new transcriptomic data: mechanism is natural jak1/stat6 regulation via socs3 upregulation
- safe: grade 1-2 aes only
investor.corvuspharma.com/news-releases/…
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$CRVS
“Data supports potential for soquelitinib to rebalance the immune system and produce drug-free remissions following discontinuation of therapy”
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