Shoutout to InHonourOfThomasWPhelps for all of his comprehensive analysis and status updates on $CRVS. It's certainly reinforced my investment thesis and helped to hammer home the science behind their MOA and pipeline. I'll owe you a steak dinner (or five) soon enough.

$CRVS The past few years' earnings releases in March have been held on 3/10/17, 3/01/18, 3/07/19, 3/09/20, 3/25/21, 3/10/22, and 3/28/23. I'll expect it on 3/26, which is the last Tuesday of the month.

Gutted. I got the wrong Tuesday. $CRVS earnings scheduled for next Tuesday, 3/19.

Based on the $CRVS earnings call transcript and their latest corporate presentation, this is how I think their trials information (only Soquelitinib and Ciforadenant) line up on a timeline. Corrections welcome.

Compared $CRVS Phase 1 Atopic Dermatitis trial against Dupixant's Phase 3 SOLO trials. Should be interesting to compare the data; although trial designs are different, data should be comparable roughly between the two as IGA & EASI scores are endpoints in each.

I think today's press release and data lets us look at Cohort 2 enrollment rate for $CRVS AD trial. Assuming 12/7 cutoff (via PR), (3) enrolled before 9 Nov, (2) between 9-22 Sept, (1) between 22-29 Nov, and (6) between 29 Nov-16 Dec.

Updated $CRVS Soquelitinib and Ciforadenant trials milestones, with updates for NIAID's ALPS trial and some updates from latest corporate presentations and 10-K.

My expectations for $CRVS upcoming trials over the next few years prior to potential 2027 buyout.

$ETON PDUFA date of Feb 25 for ET-600 is key to Eton achieving $500MM+ annual sales.

Here's what the new $CRVS Phase 2 AD Trial design for #SIERRA1 should look like. Corrections welcome.

$ETON If ETON management hits their goal of $500M+ revenue by 2030 and improvement to gross margins from 60 to 75% it'll do fantastic things to the share price.