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CRCRVS

Corvus Pharmaceuticals, Inc.

$CRVS·$1.3B·Biotechnology·Healthcare
$14.90+4.4%YTD+91.5%1Y+235.8%
Mentions · last 7 days
2026-07-11: 8 posts2026-07-12: 2 posts2026-07-13: 12 posts2026-07-14: 6 posts2026-07-15: 16 posts2026-07-16: 16 posts2026-07-17: 9 posts70+50%
Price updated 7h ago·X counts updated 7h ago
CRCRVS
$CRVSCorvus Pharmaceuticals, Inc.
$14.90+4.41%70 posts+50%
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 eventCooling offAI verdict · as of 2026-07-17

Catching its breath after a run — could pick back up or fade from here.

Corvus Pharma AD-adjacent biotech — options flow suggests a specific run into an unknown catalyst.

Corvus Pharmaceuticals is a specific clinical-stage biotech targeting immuno-oncology and inflammatory diseases. The stock is up 236% over twelve months on the specific AD-adjacent M&A-rotation narrative.

Where the setup reads:

  • The specific options-activity signal is decisive: 1,995 CRVS Oct $16 Calls traded versus prior OI of just 380 contracts — that's a specific institutional positioning ahead of a catalyst.
  • The APGE-acquisition tailwind is real: the specific market read that most atopic-dermatitis (AD) companies are running because of the specific APGE acquisition is the specific category re-rating driver.
  • The economics are pre-revenue by design: zero gross margin with -20% ROIC — meaning the equity is a pure claim on the specific pipeline data-readouts arriving.
  • The tape has cooled: sitting 6% above the 50-day and 13% above the 200-day at 45% of the 52-week range — a healthy consolidation, not a broken structure.

Aug 6 earnings is the trigger. A number confirming specific pipeline milestone timing plus any M&A commentary extends the leg materially; a specific timeline slippage or absence of M&A commentary is the specific setup that would compress the catalyst premium.

Agrees with X sentimentX is bullish on the AD-adjacent M&A rotation, the APGE-acquisition tailwind, and the options flow, and both are specific catalysts. The gap the corpus isn't fully sizing is that the specific options positioning tells you a catalyst is coming — but not what direction it will take.

What to watch: The Aug 6 print — pipeline milestone timing, any M&A commentary, and cash-runway update. A specific timeline confirmation extends the leg; a slippage or absence of M&A commentary compresses the premium.

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

float missingbeta missing

X sentiment

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

Bullish sentiment6 posts analyzed · as of 2026-07-17

Corvus Pharmaceuticals is being framed around soquelitinib (CPI-818), an oral ITK inhibitor with a dual efficacy-plus-durability mechanism (initial Th2/Th17 suppression as main MOA, secondary BACH2 increase for durability). Bulls emphasize a pending IBD patent showing soquelitinib decreases Th17+ T cells with mice treated with SQL protected from colitis similarly to control-therapy mice. Pioneer immunologist Leslie Berg's TCR-signaling framework is being cited as validating soquelitinib's mechanistic basis. One long-position add-on: 20% position increase at $14 for an average of $18.98. On the critical side, one poster flags eligibility-exclusion criteria as 'shady' in an ongoing trial and notes that insiders are selling elsewhere while CRVS insiders are buying - a positive relative signal for CRVS. Sentiment is dominantly constructive.

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
+11.9%YTD
+44.0%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.0.9×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.45%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.+6.2%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.+13.2%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 today1.7% 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.β0.825-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
+ 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
Free, forever. No credit card.

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·25d agoCorvus Pharmaceuticals Announces Additional Investment in Angel Pharmaceuticals to Advance the Development of Soquelitinib in Chinaglobenewswire.com·39d agoCorvus Pharmaceuticals Announces Additional Investment in Angel Pharmaceuticals to Advance the Development of Soquelitinib in Chinaglobenewswire.com·39d agoCorvus Pharmaceuticals, Inc. (CRVS) Presents at Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcriptseekingalpha.com·40d agoCorvus Pharmaceuticals to Present at the 2026 Jefferies Global Healthcare Conference and Goldman Sachs 47th Annual Global Healthcare Conferenceglobenewswire.com·59d ago

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Voices on X · top 3 · 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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