$VKTX @Biohazard3737 hypothesis of VK2735 significantly better then TRIZ looking pretty good today. Also I stand by imho VK2735 is $NVO killer

$CRVS - Underappreciated Asset, Angel Pharma, May Unlock Significant Value for Corvus Corvus effectively gets 2 shots on goal from the same drug thesis: • $CRVS owns #soquelitinib ex-Greater China • Angel owns Greater China rights • $CRVS owns ~half of Angel If #soquelitinib wins, Corvus can benefit multiple ways. The upside is for $CRVS is leveraged but without using debt. Corvus currently carries Angel at only ~$15M on its balance sheet. But if Angel completes the Hong Kong IPO in 2027 that Mizuho says it is considering, the hidden value could become very visible. Illustrative example: • Angel IPO valuation: $600M • $CRVS post-IPO ownership: ~35–40% • $CRVS stake value: ~$210–240M vs just ~$15M carrying value today is potentially a massive NAV unlock. But the true value may be that an Angel IPO could create non-dilutive financing for $CRVS in several ways: Angel, by raising its own capital can fund their trials internally, but Corvus as partner gets benefit of all their data for its own US regulatory filings and also will benefit from the value creation for Angel's pipeline as its major shareholder. Additionally, Corvus could have the option of potentially sell a SMALL portion of its Angel stake to unlock some value while still retaining large Angel ownership: For example • monetise $30–40M • issue ZERO new $CRVS shares • still retain roughly one-third of Angel • keep potentially $150–200M+ of remaining Angel equity Corvus could also have the option to monetise more later if Angel rerates further as pipeline develops and drugs advance. So Angel could effectively become a somewhat of a second balance sheet / financing reservoir for Corvus. The structure is unusually attractive and unique among small biotechs, I can not think of another biotech that has this structure or opportunity at this size: If #soquelitinib + ITK inhibitor program succeeds CRVS core value ↑ Angel value ↑ CRVS Angel stake ↑ potential financing capacity ↑ Downside is limited to the modest equity investment $15M, while upside could be hundreds of millions of value for Corvus. If Angel China IPO happens in 2027 and #soquelitinib keeps delivering, the market may stop seeing Angel as a ~$15M accounting line item and start seeing it as a major strategic asset embedded inside $CRVS. Again this is a novel corporate structure/strategy that is unique to Corvus among its peers and currently it is getting little value from the market, but with data over the coming months and quarters it may be on verge of a significant re-rating event for both Corvus and Angel.

$VKTX On Biobeats “Seedhouse VK2735 is me too better version of tirzepatide “