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CRCRVS

Corvus Pharmaceuticals, Inc.

$CRVS·$1.2B·Biotechnology·Healthcare
$14.16-3.8%YTD+78.9%1Y+161.7%
Mentions · last 7 days
2026-08-20: 14 posts2026-08-21: 11 posts2026-08-22: 11 posts2026-08-23: 7 posts2026-08-24: 7 posts71+19%
Price updated 1d ago·X counts updated 5d ago
CRCRVS
$CRVSCorvus Pharmaceuticals, Inc.
$14.16-3.80%71 posts+19%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CRVS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeWinding up for a moveAI verdict · as of 2026-08-26

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Corvus Pharma is up 167% t12m on ITK-inhibitor soquelitinib validation — the KYMR-STAT6d differentiator has a Nature Immunology paper behind it.

Corvus Pharmaceuticals is a clinical-stage biotech developing soquelitinib (ITK inhibitor) with expedited FDA credentials for peripheral T-cell lymphoma. The stock is up 167% t12m on genuine scientific validation and pipeline expansion.

  • The scientific validation is unusually specific: a fresh Nature Immunology paper differentiates soquelitinib's ability to enhance memory CD8+ T cells and open cancer-vaccine potential vs KYMR's STAT6d KT-621 — that's the kind of peer-reviewed mechanism-level differentiation that materially reprices a small-cap biotech.
  • The regulatory credentials are real: FDA Fast Track and Orphan designation for PTCL (peripheral T-cell lymphoma) indicates the expedited-program pathway is intact, and Richard Miller's foresight patent filed 3 years ago plus the historical PCYC-style tracking framing gives the setup a comparator.
  • The tape is coiled after a big run: at 43% of the 52-week range, 3% above the 50-day and 7% above the 200-day on 0.78x normal volume with beta 0.87 — that's a stock that ran hard and is now consolidating; no meaningful insider selling in the current window.

The path if this works is the Nov 3 Q3 print delivering concrete soquelitinib clinical-progress commentary plus additional pipeline-partnering announcements, taking the tape past $20. What breaks it is a soft clinical readout or a competitor-differentiation setback — the biotech setup is binary on data flow, and there's limited fundamental cushion given the pre-revenue P&L.

Agrees with X sentimentThe X bulls have the setup right — soquelitinib ITK inhibitor enhancing memory CD8+ T cells, Nature Immunology paper differentiating from KYMR STAT6d KT-621, Richard Miller foresight patent filed 3 years ago, FDA Fast Track and Orphan for PTCL, PCYC-style historical tracking — and mechanics support the coiled setup after the big run.

What to watch: Nov 3 Q3 print (sell-side EPS -$0.21) — concrete soquelitinib clinical-progress commentary plus additional pipeline-partnering announcements extends the tape past $20; a soft clinical readout or competitor-differentiation setback breaks the coil back to $9.

On the calendar: 2026-11-03 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment7 posts analyzed · as of 2026-08-29

Corvus Pharmaceuticals chatter is bullish and mechanism-driven. Contributors highlight a new Nature Immunology paper supporting soquelitinib in IBD and chronic allergic pulmonary inflammation, published Phase 1 T-cell lymphoma data in Blood with 'no myelosuppression, no immunosuppression, no liver signal,' and framing that differentiates $CRVS from KYMR/ABBV/LLY on safety in the immune space. Tone is 'thesis-supportive data keeps landing.'

Read the AI verdict + X sentiment for $CRVS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Clinical-stage immuno-oncology company with lead anti-CD73 antibody mupadolimab in Phase Ib/II trials.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $CRVS.

Biotechnology · Healthcare

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $CRVS

Partial — Clinical-stage immuno-oncology company with lead anti-CD73 antibody mupadolimab in Phase Ib/II trials; partial earnings exposure to biotechnology demand dynamics through its product portfolio.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+51.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-22.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-19.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-3.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-38.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$-0.19$-0.16-19.4%
Q1 2026May 7, 2026$-0.15$-0.14-7.1%
Q4 2025Mar 12, 2026$-0.15$-0.14-7.1%
Q3 2025Nov 4, 2025$-0.12$-0.14+14.3%
Next earningsTue, Nov 3·consensus EPS $-0.21

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0———$-0.15$-10.5M
Q4 FY25$0———$-0.18$-9.2M
Q3 FY25$0———$-0.12$-9.6M
Q2 FY25$0———$-0.10$-5.9M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.2M$1.2M – $1.2M-$0.68-$0.78 – -$0.635
FY27$3.8M$3.8M – $3.8M-$0.87-$1.13 – -$0.633
FY28$31.8M$31.8M – $31.8M-$0.75-$1.31 – -$0.054
FY29$83.9M$83.9M – $83.9M-$0.42-$0.42 – -$0.423
FY30$159.3M$159.3M – $159.3M$0.18$0.18 – $0.183

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.41%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+3.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 72.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.875-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyJun 11Moore David ScottDirector21.7K sh$250KBuyMay 18Richard A MillerCEO6.9K sh$83K
+ 6 other (6 awards) in window

See when $CRVS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJul 228-K — Item 5.02: Officer or director change
AI summary

CRVS filed an 8-K under Item 5.02 disclosing a personnel change: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Personnel changes at the executive or board level are typically administrative but can signal strategic shifts depending on context.

8-KShareholder voteJun 128-K — Item 5.07: Shareholder vote
AI summary

Corvus Pharmaceuticals, Inc. held its 2026 Annual Meeting on June 11, 2026, with 73,021,854 of 84,090,424 shares voted. Shareholders elected Class I directors Richard A. Miller M.D. (58.3M for) and Linda S. Grais M.D. J.D. (53.2M for, 7.8M withheld); ratified PricewaterhouseCoopers LLP; and approved Say-on-Pay. Grais drew notable opposition (~13% withheld) — all proposals passed, but the dissent level on one director is worth flagging.

8-KPress release / Reg FDMay 148-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Corvus Pharmaceuticals, Inc. presented final data from its randomized, blinded, placebo-controlled Phase 1 clinical trial evaluating soquelitinib in patients with moderate-to-severe atopic dermatitis at a medical conference on May 14, 2026. The press release with full data is furnished as Exhibit 99.1. Final Phase 1 data presentation is a clinical catalyst for Corvus — the randomized design and blinded controls provide a higher-quality evidence base than open-label studies, and positive results would support advancing soquelitinib into Phase 2 for atopic dermatitis.

3New insider — initial holdingsApr 273
AI summary

Andrew C. Chan, MD, PhD, filed an initial Form 3 for Corvus Pharmaceuticals (CRVS) on April 23, 2026, reporting his initial beneficial ownership as a newly appointed director. Chan is a prominent immunologist (formerly VP at Genentech). The Form 3 establishes the baseline for his ongoing SEC ownership reporting obligations.

8-KOfficer or director changeApr 238-K — Item 5.02: Officer or director change
AI summary

Corvus Pharmaceuticals (CRVS) appointed Andrew C. Chan, MD, PhD, to its board of directors as a Class II director effective April 23, 2026, serving until the 2027 annual meeting. Chan is a distinguished immunologist who previously led immuno-oncology research at Genentech. His appointment strengthens the company's scientific advisory credentials as it advances cancer immunotherapy programs.

8-KMaterial agreementMar 138-K — Item 1.01: Material agreement
424B5Prospectus supplement (offering)Mar 13424B5
S-3ASRAuto-shelf registrationMar 13S-3ASR
+ 15 other (6 13Gs · 3 earnings 8-Ks · 2 10-Qs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Corvus Pharmaceuticals Announces Publication in Blood of Final Phase 1 Data from the Soquelitinib Phase 1/1b T Cell Lymphoma Trialglobenewswire.com·3d agoCorvus Pharmaceuticals, Inc. (CRVS) Q2 2026 Earnings Call Transcriptseekingalpha.com·23d agoCorvus Pharmaceuticals Q2 Earnings Call Highlightsmarketbeat.com·23d agoCorvus Pharmaceuticals Provides Business Update and Reports Second Quarter 2026 Financial Resultsglobenewswire.com·23d agoCorvus Pharmaceuticals to Provide Business Update and Second Quarter 2026 Financial Results on August 6, 2026globenewswire.com·30d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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