Finally had a chance to skim the 13s over the weekend.
Point 72 is balls deep into $CRVS.

Exercise patience with $CLOV.

We're faced with a decision: hold or sell $CLOV. It's up to you to decide! discord.gg/QaFMPJJPjQ

$OCGN $EFA $COP $SHIP $XOP $APA $BB $PTON $KRE $HPE $GTE $ZNGA $CRVS

Exercise patience with $CLOV.

We're faced with a decision: hold or sell $CLOV. It's up to you to decide! discord.gg/QaFMPJJPjQ

$OCGN $EFA $COP $SHIP $XOP $APA $BB $PTON $KRE $HPE $GTE $ZNGA $CRVS

Video: Why I am so excited about $CRVS Phase 1b/2 renal cell cancer trial w/ ITK inhibitor #soquelitinib .
Show ITKi makes tumors 'hot' again!

Really 2 trials in one:
1. monotherapy w/ soquelitinib for 2 months
2. then combo treatment w/ immune checkpoint inhibitor #nivolumab

#Rapamycin miraculous compound found on Easter Island in 1972 has strong anti-aging, anti-cancer properties and benefits continue to amaze.

$CRVS #ITK inhibitor #soquelitinib upstream has same effects as Rapa+ making a 'super Memory T-cell' w/ stem-like ability to fight cancer.

$CRVS Comparison of therapies driving T-cells into tumors making them hot:

CAR-T cells - $BEAM $BMY $CABA $FATE $GILD $NVS (blood draw + genetic modification + infusion)
TILs - $IOVA (tumor biopsy + lab expansion + infusion)
Oral - $CRVS ITK inhibitor #soquelitinib (oral pill)

$CRVS
Updated TAM for #Ciforadenant to $100B after adding #NSCLC as Cifo had been studied in this

Key to Cifo success in #RCC is TRIPLE combo:
A2AR antagonist Cifo + anti-PD1 nivo + anti-CTLA4 ipili

To date >50% increase in deep response rates, meeting to discuss at #ASCO2024

Rishikesh Andre-ACGT BowTiedBiotech 🧪🔬🧬 100%, $CRVS has already added IL-17 driven diseases to its corporate presentation and listed #psoriasis as an opportunity for ITK inhibition, but more:
diabetic retinopathy
rheumatoid arthritis
and

neurological diseases:
Alzheimers', Parkinsons, MS, and ALS

Bio Stocks™ Another valuation metric $CRVS was granted orphan drug desingnation for soquelitinib in February.
$1.15B alone would be $18/sh + $650M in milestone payments.

$CRVS at $150M is 1/10th fair value and pretty sure that is why #Point72 bought in for $15M up to $45M w/ warrants!

I truly believe $CRVS is a great opportunity to 10-20x (or more) your investment if you buy now while stock is hugely undervalued. Read the research by InHonourOfThomasWPhelps, look at Richard Miller's track record, and compare #CRVS opp with other bio stocks.

$CRVS +5.5% today.
Not too shabby on a day with the $XBI –1.8%, maybe people are starting to notice what you have been up to.

$CRVS poster JCA-AACR #Ciforadenant is being confirmed by interim data analysis in Phase 2 #RCC trial w/ anti-PD-1 + anti-CTLA4.
- blocking #adenosine signaling #A2AR synergizes w/ immune checkpoint therapy
- Triple combo lowest tumor growth, decreases exhausted CD8+ T-cells!

Simon D The way $CRVS is trading from those w/ more experience than me is it appears an algo may be accumulating shares. It does it by not trying to push up price till it gets its target number - an 'Iceberg Order.'
Feels like a beachball underwater to me.
investopedia.com/terms/i/iceber…

ITKi $CRVS #soquelitinib creates special memory CD8+ T-cells w/ stemness self-renewal abilities.

Huge potential:
-reverse #immunosenescence
-boost immune responses

Better immune system memory: better response to vaccinations, no boosters? Less likely to have cancer relapses?

M_P $CRVS has so many ways to go with soquelitinib. This should be on their list.

Andre-ACGT Also $CRVS in their autoimmune research from November they showed they can reduce #Th17 cells, #IL17A , and #RORγ making it a potentially very effective treatment for all those Th17/IL-17A diseases.
#psoriasis etc
Also it is an oral pill, not injection.

$CRVS oral therapy w/ #soquelitinib is:
- scaleable
- easily combined w/ immune checkpoint inhibitors, large synergistic effects
- reverses T-cell exhaustion
- increases migration, stemness, self-renewal and memory of CD8+ T-cells
- well-tolerated, safety profile, no AE's >5%

william Icarrium Agree, I think long-term Pharmacyclics buyout valuation could be low. For nowI see $1B-$2B value for $CRVS and up from there.

My biggest (2) concerns are:
1. Buyout at $2B or less ($25-$30/sh)
2. Getting drug trials started for every disease indication it should work in

2 years ago:
-Began $CRVS research, bought 1st 76k sh, been adding since on developments, insider buys
-ITKi platform #soquelitinib #oncology , #autoimmune HUGE potential TAM $700B
-orphan drug designation
-A2AR antagonist #Ciforadenant >50% deep response rates, $100B TAM
MC $150M

$CRVS #Ciforadenant Ph 2 study in #RCC clear design so trial can end early:
-Interim analysis
-Futility stop (<7 response/28 patients, or 6/19)
-Efficacy early stop. Based on 48% goal (~12/18 responses ~67%)?
Data somewhere in red box, possibly higher??
$CRVS to discuss at #ASCO