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CRCRVS

Corvus Pharmaceuticals, Inc.

$CRVS·$1.3B·Biotechnology·Healthcare
$14.71-6.1%YTD+89.1%1Y+238.2%
Mentions · last 7 days
2026-07-07: 1 posts2026-07-08: 22 posts2026-07-09: 3 posts2026-07-10: 5 posts2026-07-11: 8 posts2026-07-12: 2 posts2026-07-13: 12 posts53+2%
Price updated 5h ago·X counts updated 5h ago
CRCRVS
$CRVSCorvus Pharmaceuticals, Inc.
$14.71-6.13%53 posts+2%
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.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-07-13

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

Corvus soquelitinib Phase 1 atopic dermatitis data landed — October call flow says the market expects more.

Corvus Pharmaceuticals is a clinical-stage immuno-oncology biotech developing soquelitinib, an ITK inhibitor being tested in atopic dermatitis and other T-cell-mediated conditions. The stock is up 269% over 12 months and the recent Phase 1 AD data plus the October options flow suggest the market is positioning for a specific dated catalyst.

What the setup shows:

  • The business is entirely pre-commercial: Q1 revenue was $0 against a $1.32B market cap — the equity is priced on probability-of-approval math on soquelitinib plus other pipeline programs, and the 269% one-year move reflects the AD Phase 1 data readout resolving upward.
  • The options flow is specifically dated: 1,995 October $16 calls versus prior open interest of just 380 contracts — that's real institutional positioning for an October catalyst window, and the Mizuho KOL discussion adds analyst-side validation of the soquelitinib clinical setup.
  • The peer-set sympathy is real: AD-space peers ran in sympathy after the APGE acquisition — that's the specific validation that big-pharma appetite for AD-space assets is real, and combined with Corvus's Phase 1 data, sets up a genuine M&A-plus-clinical trajectory.

August 6 earnings will be operational-status update; the real catalysts are additional Phase 2 data readouts for soquelitinib and any strategic-partnership disclosure. Position sizing matters as always with pre-commercial biotech — the October options flow signals a specific catalyst window; absence of one is what would trigger the coil to unwind. This is pure event-driven with a real analyst thesis backing it.

Agrees with X sentimentThe small bullish crowd (6 posts) is aligned on the October $16 call flow, the Mizuho KOL discussion, and the APGE peer-sympathy framing — directly supported by the filings and the tape. Clean directional read.

What to watch: August 6 earnings (operational update), and additional soquelitinib Phase 2 data readouts and any strategic-partnership disclosure through October. A pipeline slippage or a widened cash-burn is what would flip the coil into cooling.

On the calendar: 2026-08-06 — Q2 earnings

X sentiment

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

Bullish sentiment6 posts analyzed · as of 2026-07-13

1,995 Corvus Pharmaceuticals Oct $16 calls traded against just 380 open interest ahead of a Mizuho KOL discussion on dermatology on July 8. Discussion frames CRVS as benefitting from the APGE acquisition-driven atopic dermatitis rally, with insiders buying and IV lifted as accretive positioning.

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

Direct beneficiary — Clinical-stage immuno-oncology company with lead anti-CD73 antibody mupadolimab in Phase Ib/II trials; primary revenue lines track directly to the GLP-1 pipeline bifurcation and ADA oral formulation competition.

Top industry ETF

$IBBiShares Biotechnology ETF
+11.7%YTD
+43.7%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
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%
Q2 2025Aug 7, 2025$-0.10$-0.13+23.1%
Next earningsThu, Aug 6·consensus EPS $-0.17

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 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$-200K$-200K – $-200K-$0.68-$0.78 – -$0.634
FY27$4.5M$4.5M – $4.5M-$0.85-$0.98 – -$0.723
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.1.0×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.47%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.+9.1%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.+17.8%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 today2.0% 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.

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
+ 7 other (6 awards · 1 exempt) 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-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
SC 13D/AActivist amendmentFeb 5SC 13D/A
+ 20 other (6 13Gs · 2 earnings 8-Ks · 2 proxys · 2 routine 8-Ks) in window

Recent news

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

Corvus Pharmaceuticals Director Buys 21,700 Shares. Does This Mean CRVS a Buy?fool.com·20d agoCorvus Pharmaceuticals Announces Additional Investment in Angel Pharmaceuticals to Advance the Development of Soquelitinib in Chinaglobenewswire.com·35d agoCorvus Pharmaceuticals Announces Additional Investment in Angel Pharmaceuticals to Advance the Development of Soquelitinib in Chinaglobenewswire.com·35d agoCorvus Pharmaceuticals, Inc. (CRVS) Presents at Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcriptseekingalpha.com·36d agoCorvus Pharmaceuticals to Present at the 2026 Jefferies Global Healthcare Conference and Goldman Sachs 47th Annual Global Healthcare Conferenceglobenewswire.com·54d ago

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Voices on X · top 6 · last 7 days

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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