Added to YB: 2026-01-27
Pitch date: 2026-01-24
CRVS [bearish]
Corvus Pharmaceuticals, Inc.
+27.47%
current return
Author Info
No bio for this author
Company Info
Corvus Pharmaceuticals, Inc., a clinical stage biopharmaceutical company, engages in the development of product candidates that precisely target proteins that are critical to immune cell maturation and function in the United States.
Market Cap
$1.6B
Pitch Price
$24.17
Price Target
10.00 (-43%)
Dividend
N/A
EV/EBITDA
-36.11
P/E
-33.40
EV/Sales
N/A
Sector
Biotechnology
Category
N/A
It is finally time to short $CRVS
CRVS (short): Soquelitinib priced like de-risked blockbuster but is commercially obsolete BID ITK inhibitor. Cherry-picked trial data w/ 75% EASI-75 from Th2-skewed demographics won't replicate in diverse Ph3. Safety window fragile - TEC cliff at 540nM risks immunosuppression, EBV reactivation. Patent expires 2036-37 vs 2029-30 approval = only 6-7yr commercial window. Trading $2B+ for early Ph2 asset w/ n=12 data. Target $10-12.
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