A clinical-stage biotech developing cancer immunotherapies, with lead drug Mupadolimab targeting lung and head/neck cancers in mid-stage trials.
No revenue yet; the company burns cash, with net losses of USD -0.02B in 2025 and USD -0.06B in 2024, funded by investors.
No approved products or commercial moat; competitors like Merck and Bristol-Myers Squibb dominate immuno-oncology, making it hard to differentiate.
Key events, in time order
Post-Q2, Goldman and Jefferies set PTs of $40 and $42; CEO highlights ILC2's key role in asthma
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The discussion centers on Corvus Pharmaceuticals' ITK inhibitor, soquelitinib, and its potential to enhance T-cells. The narrative highlights a patent for this application, suggesting a forward-looking strategy.
Main discussion
$CRVS still don't think people realise what ITKi can do &that Richard Miller had foresight to write a patent 3 years ago to cover this for soquelitinib.
RT @HOThomasWPhelps: I have previously explained how ITK inhibition w/ $CRVS oral #soquelitinib leads to enhanced memory CD8+ Tcells and op…
RT @HOThomasWPhelps: I have previously explained how ITK inhibition w/ $CRVS oral #soquelitinib leads to enhanced memory CD8+ Tcells and op…
RT @semodough: $CRVS still don't think people realise what ITKi can do &that Richard Miller had foresight to write a patent 3 years ago to…
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