HIGHBuilt-inPipeline
soquelitinib
“10-K Item 1: 'Our lead product candidate, soquelitinib (formerly CPI-818), is designed to bind specifically to a protein'”
CRVS · Concentration risk · 10-K extracted
Corvus Pharmaceuticals (CRVS) concentration risks
Updated
The most significant concentration Corvus Pharmaceuticals discloses is soquelitinib, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Corvus Pharmaceuticals’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 2 disclosed concentrations
HIGH2
MEDIUM0
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
HIGHOutside partySupplier
mupadolimab manufacturer
“10-K Item 1: 'on one manufacturer for mupadolimab drug substance and other third-party manufacturers to produce our other product candidates.'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-07-06Corvus Pharmaceuticals' concentration risk reflects the profile of a clinical-stage biopharmaceutical company with a narrow pipeline. The company's lead product candidate is soquelitinib (formerly CPI-818), a high-share structural concentration in the sense that the business's prospects are tied overwhelmingly to the success of this single program rather than a diversified portfolio of approved products. Compounding this, the company relies on one manufacturer for mupadolimab drug substance, alongside other third-party manufacturers for its remaining product candidates — a high-share dependency risk on the supply side. Together, these two exposures reinforce each other: the pipeline concentration means clinical or regulatory setbacks with the lead candidate would have an outsized effect on the company's prospects, while the manufacturing dependency means a disruption at the sole mupadolimab supplier could delay development independent of the science. Neither exposure is diversified by scale disclosed in the filing, and both are the kind of concentration typical of, and largely unavoidable for, an early-stage biopharmaceutical company at this point in its lifecycle.
For the engine’s reasoning on CRVS’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Biotechnology
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ACAD | ACADIA Pharmaceuticals Inc. | 2 | 0 | 0 | 2 |
| CRVS● | Corvus Pharmaceuticals, Inc. | 2 | 0 | 0 | 2 |
| ABUS | Arbutus Biopharma Corporation | 1 | 1 | 0 | 2 |
| ABSI | Absci Corporation | 1 | 0 | 0 | 1 |
| ABCL | AbCellera Biologics Inc. | 0 | 0 | 0 | 0 |
| ACHV | Achieve Life Sciences, Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.