In Honour Of Thomas W Phelps (@hothomaswphelps) 's Twitter Profile
In Honour Of Thomas W Phelps

@hothomaswphelps

Ex-senior research chemist, Ex-biochemistry professor. Current research/analysis focuses on ITK inhibition in oncology, immunology, neurological diseases.

ID: 1839941677336936448

calendar_today28-09-2024 08:14:36

2,2K Tweet

686 Followers

112 Following

In Honour Of Thomas W Phelps (@hothomaswphelps) 's Twitter Profile Photo

Very clever $CRVS amendment to Cohort 4 in atopic dermatitis trial beyond extending treatment with ITKi #soquelitinib to 8wks ⚡️Keeping dosing at 200mg BID allows Cohort 3+4 EASI data at 4 wks to be combined, doubling number of patients on SQL to N=24 and 4x PBO control⤵️

Very clever $CRVS amendment to Cohort 4 in atopic dermatitis trial beyond extending treatment with ITKi #soquelitinib to 8wks

⚡️Keeping dosing at 200mg BID allows Cohort 3+4 EASI data at 4 wks to be combined, doubling number of patients on SQL to N=24 and 4x PBO control⤵️
In Honour Of Thomas W Phelps (@hothomaswphelps) 's Twitter Profile Photo

$CRVS oral #ITK inhibitor #soquelitinib Ph3 Peripheral T-cell Lymphoma: - #PTCL-NOS, follicular helper TCL, Systemic Anaplastic Large-cell Lymphoma 2Q25: 20 centers open in US + Canada Interim Data: 2H26 MOA: ITKi regulates plasticity/polarisation of PTCL CD4+ cells Reduces

$CRVS oral #ITK inhibitor #soquelitinib Ph3 Peripheral T-cell Lymphoma:
- #PTCL-NOS, follicular helper TCL, Systemic Anaplastic Large-cell Lymphoma

2Q25: 20 centers open in US + Canada
Interim Data: 2H26

MOA: ITKi regulates plasticity/polarisation of PTCL CD4+ cells
Reduces
In Honour Of Thomas W Phelps (@hothomaswphelps) 's Twitter Profile Photo

Just downloaded the 9th #Dermatology Drug Development Summit Event Guide for Boston, November 18-20th Corvus Pharmaceutical $CRVS oral #ITK inhibitor #soquelitinib featured prominently in intro to conference and appears to be a key highlight of meeting thebostoncalendar.com/events/9th-der…

Just downloaded the 9th #Dermatology Drug Development Summit Event Guide for Boston, November 18-20th

Corvus Pharmaceutical $CRVS oral #ITK inhibitor #soquelitinib featured prominently in intro to conference and appears to be a key highlight of meeting

thebostoncalendar.com/events/9th-der…
In Honour Of Thomas W Phelps (@hothomaswphelps) 's Twitter Profile Photo

📰New paper: Inhibition of #ITK could offer new therapeutic strategy for #aplastic #anemia, a $6.7B/yr disease, high unmet need w/ very poor treatment options. Another potential indication for $CRVS #soquelitinib, increaseing TAM ⬆️ link.springer.com/article/10.100…

📰New paper: 
Inhibition of #ITK could offer new therapeutic strategy for #aplastic #anemia, a $6.7B/yr disease, high unmet need w/ very poor treatment options.

Another potential indication for $CRVS #soquelitinib, increaseing TAM ⬆️

link.springer.com/article/10.100…
In Honour Of Thomas W Phelps (@hothomaswphelps) 's Twitter Profile Photo

Nice summary/graphic of treatments for #IBD including: #S1PR #JAK #IL17 #IL23 #TNFa drugs After success of $ABVX in Ph 3 #UC, needs to be updated to add #Obefazimod which reduces the number of #Th17 cells/#IL17 produced by upregulating miR-124. New MOA ir.abivax.com/news-releases/…

Nice summary/graphic of treatments for #IBD including: #S1PR #JAK #IL17 #IL23 #TNFa drugs

After success of $ABVX in Ph 3 #UC, needs to be updated to add #Obefazimod which reduces the number of #Th17 cells/#IL17 produced by upregulating miR-124. New MOA

ir.abivax.com/news-releases/…
In Honour Of Thomas W Phelps (@hothomaswphelps) 's Twitter Profile Photo

#ITK inhibitors prevent pancreatic islet infiltration by T cells in #T1D New: #BCL6 #Tfh cells key role in T1D ITK inhibitors block #Tfh by suppressing the key Bcl-6 and promoting #Th1 factor #Tbet, skewing for Th1 Would love a study of $CRVS ITK inhibitor #soquelitinib in

#ITK inhibitors prevent pancreatic islet infiltration by T cells in #T1D

New: #BCL6 #Tfh cells key role in T1D

ITK inhibitors block #Tfh by suppressing the key Bcl-6 and promoting #Th1 factor #Tbet, skewing for Th1

Would love a study of $CRVS ITK inhibitor #soquelitinib in
In Honour Of Thomas W Phelps (@hothomaswphelps) 's Twitter Profile Photo

Table of some pre-clinical/animal studies shows large potential of #ITK inhibition in Type 1 diabetes #T1D - reduced incidence 50%, delayed onset Large $20B market, unmet need ITKi modulation of T-cells across indications has potential to rival size of GLP1 drug market - $CRVS

Table of some pre-clinical/animal studies shows large potential of #ITK inhibition in Type 1 diabetes #T1D 
- reduced incidence 50%, delayed onset

Large $20B market, unmet need

ITKi modulation of T-cells across indications has potential to rival size of GLP1 drug market - $CRVS
In Honour Of Thomas W Phelps (@hothomaswphelps) 's Twitter Profile Photo

Probability of $HOC.L $HCHDF buyout likely low due to large family ownership, but large valuation gap w/ peers makes it increasingly attractive target. Even a 50% premium (420p) is accretive for (4) miners: $PAAS $CDE $FRES.L $HL $FRES.L $PAAS $CDE have strong #LatAm overlap

Probability of $HOC.L $HCHDF buyout likely low due to large family ownership, but large valuation gap w/ peers makes it increasingly attractive target.

Even a 50% premium (420p) is accretive for (4) miners: $PAAS $CDE  $FRES.L $HL

$FRES.L $PAAS $CDE have strong #LatAm overlap
In Honour Of Thomas W Phelps (@hothomaswphelps) 's Twitter Profile Photo

Chart comparing bios Richard Miller founded including last 7 yrs share price + total returns before buyout. IDEC - 83x (#rituximab, $6.8B merger w/ $BIIB) Pharmacyclic $PCYC - 325x (#ibrutinib #BTK, $21B buyout $ABBV) Corvus $CRVS - 6.5x currently (#soquelitinib #ITK) Roadmap?

Chart comparing bios Richard Miller founded including last 7 yrs share price + total returns before buyout.
IDEC - 83x (#rituximab, $6.8B merger w/ $BIIB)
Pharmacyclic $PCYC - 325x (#ibrutinib #BTK, $21B buyout $ABBV)
Corvus $CRVS - 6.5x currently (#soquelitinib #ITK)

Roadmap?
In Honour Of Thomas W Phelps (@hothomaswphelps) 's Twitter Profile Photo

New Job at $CRVS: Associate Director Clinical Supply Management Getting ready for more and bigger drug trials⤵️ This kind of role is for bios in "growth mode" that are preparing for expansion of clinical pipeline and operations. corvuspharma.com/join-our-team/…

New Job at $CRVS: 
Associate Director Clinical Supply Management

Getting ready for more and bigger drug trials⤵️

This kind of role is for bios in "growth mode" that are preparing for expansion of clinical pipeline and operations.

corvuspharma.com/join-our-team/…
In Honour Of Thomas W Phelps (@hothomaswphelps) 's Twitter Profile Photo

Fascinating new paper: "heightened immunoregulatory programs with #MASH progression" - #Th17 cells increase in liver + blood w/ increasing #fibrosis in liver - Exhausted CD8+ phenotype increased in liver with fibrosis, while CD8+ #TEMRA cell populations decreased w/ #steatosis

Fascinating new paper: "heightened immunoregulatory programs with #MASH progression"

- #Th17 cells increase in liver + blood w/ increasing #fibrosis in liver
- Exhausted CD8+ phenotype increased in liver with fibrosis, while CD8+ #TEMRA cell populations decreased w/ #steatosis
In Honour Of Thomas W Phelps (@hothomaswphelps) 's Twitter Profile Photo

Opportunity for $CRVS #ITK inhibitor #soquelitinib to prevent key immune cell imbalances that emerge in #MASLD/#MASH progression + liver #fibrosis: Soquelitinib 1. Reduces #Th17 cells 2. Reverses CD8+ T-cell exhaustion 3. Increases #Tregs + CD8+ #TEMRA nature.com/articles/s4438…

In Honour Of Thomas W Phelps (@hothomaswphelps) 's Twitter Profile Photo

⚡️New: Review of 14 studies highlights potential benefit of IL-17 and IL-23 inhibitors on #MASLD and liver #fibrosis in patients w/ #psoriasis who are at higher risk due to shared role of #Th17/#IL17 in the diseases, further strengthening connection. pmc.ncbi.nlm.nih.gov/articles/PMC12…

⚡️New:
Review of 14 studies highlights potential benefit of IL-17 and IL-23 inhibitors on #MASLD and liver #fibrosis in patients w/ #psoriasis who are at higher risk due to shared role of #Th17/#IL17 in the diseases, further strengthening connection.

pmc.ncbi.nlm.nih.gov/articles/PMC12…