This can perhaps lead to larger multiples and spend less cash and time, to do it. When I look at all of the possible indications that $CRVS can use for #soquelitinib, I don't see them taking each one to Ph.3; just each with a simple n<50 trial with a placebo arm.

In my opinion, this gives $CRVS leverage during buyout discussions. They can point to the big Ph.3 studies in each pillar as proof that the drug works, and then to a horde of Ph.1 data and say "see, here's statistically significant data that shows this will likely work.".

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Individual $CRVS Ph.1 trials are smartly designed like later-phase trials, rather than Ph.1, such as using patients that failed SOC, randomized, and placebo controlled, and gains data on efficacy in the target indication with each trial, all on a small n (and reduced cost).

I really like the trials architecture that $CRVS is building. They are building out a leading indicator in each pillar (PCTL in Oncology, AD in Immunology) for FDA approval, and then a base of multiple Ph.1&2 trials to show drug likely works in each indication.

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

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

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.

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.

-- Discussion on the 2nd and 3rd gen drugs, which are 12-15 months away from beginning inflammatory trials. -- Selection of indication for Solid Tumor phase 1 was based on getting a 2-for-1 essentially, where immune system influences the tumor.

-- Phase 1/1b median PFS is 6.2 months; compared to 1.6 (Belinostat) and 3.5 (Pralatrexate). ORR is 39%. -- On track for PTCL Phase 3 trial initiation in Q3, which co. has orphan drug designation and fast track for PTCL indication.

$CRVS Some great info out of earnings release:.--Early trials data from Phase 1 in atopic dermatitis, where evaluable patient responses are consistent with other Soquelitinib trials.-- Highlighting Cornell study for asthma in mice further confirm drug's ITK inhibition.

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.

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

$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.

Shoutout to @ConradEnge98050 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.

The latest Corporate Presentation from $CRVS neatly lays out why they meet the criteria as a Breakthrough Therapy. Successive slides show that they meet the two criteria: that the condition is serious, and better than available therapies. BT designation isn't reflected in price.

Based on the planned FDA meeting with $CRVS, my guess is Breakthrough Therapy designation is already in the works. FDA guidance on when a End of Phase 1 meeting is appropriate points to Accelerated Approvals and/or Breakthrough Therapy.

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