InHonourOfThomasWPhelps (@conradenge98050) 's Twitter Profile
InHonourOfThomasWPhelps

@conradenge98050

Former Merck Senior Research Chemist and Associate Professor Biochemistry Notre Dame - Sharing personal investment strategy and research, not advice.

ID: 1657726375753646086

calendar_today14-05-2023 12:35:56

2,2K Tweet

625 Followers

64 Following

InHonourOfThomasWPhelps (@conradenge98050) 's Twitter Profile Photo

$CRVS Th17 and inflammation in neurological disorders, Soquelitinib is right in the middle of this! Paper's conclusions, compare modified slides of $CRVS presentation to paper's graphic of CD4+ cells to Th17 cells and on to neurological disease... hmm frontiersin.org/articles/10.33…

$CRVS Th17 and inflammation in neurological disorders, Soquelitinib is right in the middle of this!

Paper's conclusions, compare modified slides of $CRVS  presentation to paper's graphic of CD4+ cells to Th17 cells and on to neurological disease... hmm

frontiersin.org/articles/10.33…
InHonourOfThomasWPhelps (@conradenge98050) 's Twitter Profile Photo

Alzheimer's, Parkinson's, MS, ALS are inflammatory diseases likely caused by dysregulation of #calcineurin/NFAT. $CRVS upstream inhibition of ITK in T-cells w/#soquelitinib can turn off calcineurin/NFAT downstream Huge potential for neurological diseases! x.com/scienceofpd/st…

Alzheimer's, Parkinson's, MS, ALS are inflammatory diseases likely caused by dysregulation of #calcineurin/NFAT.

$CRVS upstream inhibition of ITK in T-cells w/#soquelitinib can turn off calcineurin/NFAT downstream
Huge potential for neurological diseases!
x.com/scienceofpd/st…
InHonourOfThomasWPhelps (@conradenge98050) 's Twitter Profile Photo

Cifo news $CRVS at Jefferies: - Miller was at #ASCO24 - #Ciforadenant Ph2 added 5 patients up to 32 now - Deep responses continue >50% better than Ipi + Nivo! - $AZN #Tremelimumab and $BMY #Ipilimumab only anti-CTLA4 drugs, their combo w/ Cifo key, expect they are noticing!!

InHonourOfThomasWPhelps (@conradenge98050) 's Twitter Profile Photo

Miller at #ASCO24 last week for meetings. For everyone the only anti-CTLA4 drugs/companies: $AZN #Tremelimumab $BMY #Ipilimumab I would expect both companies to be very interested in $CRVS #Ciforadenant w/ such strong Ph 2 data >50% improvement over Ipi + Nivo combo

InHonourOfThomasWPhelps (@conradenge98050) 's Twitter Profile Photo

Comparing 2024 returns for (3) therapeutical approaches to increase T-cells in tumor: CAR-T cell - $BEAM, $BMY, $CABA, $FATE, $GILD, $NVS TILs - $IOVA Oral ITK inhibitor - $CRVS 2024 YTD: $CRVS OUTPERFORMED all of them, up 19%

Comparing 2024 returns for (3) therapeutical approaches to increase T-cells in tumor:
CAR-T cell - $BEAM, $BMY, $CABA, $FATE, $GILD, $NVS
TILs - $IOVA
Oral ITK inhibitor - $CRVS
2024 YTD: $CRVS OUTPERFORMED all of them, up 19%
FiercePharma (@fiercepharma) 's Twitter Profile Photo

BMS chief Boerner says company is still open to deals after spending more than $20B on M&A last year fiercepharma.com/pharma/bms-chi…

InHonourOfThomasWPhelps (@conradenge98050) 's Twitter Profile Photo

I think people should be looking at $CRVS here combining as their A2AR antagonist #Ciforadenant w/ $BMY Novo and Ipili is getting 50% improvement in deep responses for Phase 2 RCC renal cell cancer trial! Anti-CTLA4 Ipili key here

InHonourOfThomasWPhelps (@conradenge98050) 's Twitter Profile Photo

$EPIX MC of $228M is 1/10th $JANX $2.2B!? $EPIX Ph 1 data impressive: 81% of patients PSA90 and 88% PSA50 2-4x better than #enzalutamide alone $JANX data: Only 4% PSA90 and 43% PSA50 Enza off patent in '27 is 44% of Astellas sales!! $EPIX has (4) Ph 1 studies and pivotal Ph 2!

$EPIX MC of $228M is 1/10th $JANX $2.2B!?
$EPIX Ph 1 data impressive: 81% of patients PSA90 and 88% PSA50
2-4x better than #enzalutamide alone

$JANX data: Only 4% PSA90 and 43% PSA50

Enza off patent in '27 is 44% of Astellas sales!!
$EPIX has (4) Ph 1 studies and pivotal Ph 2!
InHonourOfThomasWPhelps (@conradenge98050) 's Twitter Profile Photo

1 of 2 X has full range of contributors providing content on all manner of subjects. In the first year of being on platform my stream has been nicely tailored to avoid cute dog posts and focus more on my interests in biotch and science. It has become a nice aggregator for me.

InHonourOfThomasWPhelps (@conradenge98050) 's Twitter Profile Photo

2 of 2 Unfortunately, X has also a slew of commentators from bots to other useless at best or damaging at worst posters. Fortunately I have been able to avoid most of this with the quality of people who have interacted with me on this platform. Thank you for your comments!

InHonourOfThomasWPhelps (@conradenge98050) 's Twitter Profile Photo

I am very much looking forward to $CRVS Ph 1 atopic dermatitis autoimmune data for its ITK inhibitor #soquelitinib. Should release after each cohort through year.

InHonourOfThomasWPhelps (@conradenge98050) 's Twitter Profile Photo

I think this could put more attention on $CRVS ITK inhibition approach w/ #soquelitinib to stop Th2 and Th17 cells and all downstream inflammatory cytokines for autoimmune. Currently in Ph 1 randomised placebo trial for atopic dermatitis.

InHonourOfThomasWPhelps (@conradenge98050) 's Twitter Profile Photo

Worth noting: $CRVS strong volume today, every dip being bought. - so far has traded 340k shares today - 150% of its daily volume average - 3 hours of trading left

InHonourOfThomasWPhelps (@conradenge98050) 's Twitter Profile Photo

Valuing $CRVS by pipeline: Soquelitinib Ph3 PTCL =$1.1B ($16.80/sh) Ciforadenant Ph2 RCC (soon Ph3?) = $412M ($6.20/sh) Soquelitinib Ph2 Solid Tumor = $303M ($4.50/sh) Soquelitinib Ph1 Atopic Dermatitis = $125M ($2/sh) - - - - - - - - - - - - - - - - - - Total = $1.94B, $29.5/sh

InHonourOfThomasWPhelps (@conradenge98050) 's Twitter Profile Photo

Got message about $CRVS share price showing I am wrong. I am not a trader. From trader viewpoint I am wrong most of the time by their "rules", position size, loss tolerance, etc. My goal daily is to own as much $CRVS as I can buy and hold. So every day I am succeeding by my goal

Bertrand Delsuc (@bertrandbio) 's Twitter Profile Photo

40th indication for Keytruda. 40th! Has there ever been a drug with more indications? FDA Approves $MRK KEYTRUDA (pembrolizumab)+Carboplatin+Paclitaxel as Treatment for Adult Patients With Primary Advanced or Recurrent Endometrial Carcinoma businesswire.com/news/home/2024…