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The $10 billion dollar unicorn in INmune Bio: on fast-progressors in AD, APOE4, TREM2 and EMACC

Oct 21, 202212 min read

The $10 billion dollar unicorn in INmune Bio: on fast-progressors in AD, APOE4, TREM2 and EMACC

Summary APOE4, involved in different mechanisms in the brain including lipid homeostasis, is the strongest risk factor for Alzheimer’s...

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The $10 Billion unicorn in INmune Bio: the potential of XPro in Parkinson’s

Carl Kestens

Sep 23, 202212 min read

The $10 Billion unicorn in INmune Bio: the potential of XPro in Parkinson’s

Summary The evolution of the treatment failures for Parkinson’s disease has striking similarities with Alzheimer’s. Just like in...

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The FDA’s two leaps at once: on fast approval pathways and neurofilament light

Carl Kestens

Sep 2, 20228 min read

The FDA’s two leaps at once: on fast approval pathways and neurofilament light

Summary Neurofilament Light (NfL) is potentially the most important biomarker in neurodegenerative diseases. The FDA’s AdCom validated...

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The $10 billion unicorn in INMB: on allostatic load, and why all the others may have non-responders

Carl Kestens

Jul 30, 20229 min read

The $10 billion unicorn in INMB: on allostatic load, and why all the others may have non-responders

Summary Allostatic load is the cumulative burden of stressors one encounters throughout life. The underlying causes/triggers for any...

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THE INFLAMED MIND, A Radical New Approach to Depression, by Ed Bullmore

Carl Kestens

Jun 9, 20229 min read

THE INFLAMED MIND, A Radical New Approach to Depression, by Ed Bullmore

A book review with some notes on my recent research, part I Introduction I have stated before that I believe that the field of psychiatry...

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XPRO FOR THE DEPRESSED MIND, PART 1: INMB’S MOST IGNORED POTENTIAL

Carl Kestens

May 7, 202213 min read

XPRO FOR THE DEPRESSED MIND, PART 1: INMB’S MOST IGNORED POTENTIAL

Introduction For some time now, INmune Bio has been announcing their trial in treatment resistant depression (TRD). The market, either...

334 views4 comments

THE $10 BILLION UNICORN IN INMUNE BIO: IT’S THE (MICRO)GLIA, STUPID!

Carl Kestens

Apr 23, 202210 min read

THE $10 BILLION UNICORN IN INMUNE BIO: IT’S THE (MICRO)GLIA, STUPID!

Summary: · The detrimental action of glia, mostly microglia, in the inflamed brain is the last piece of the scientific puzzle; · ...

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Medicare coverage refused for Aduhelm and amyloid-based therapies: what’s next?

Carl Kestens

Apr 17, 20226 min read

Medicare coverage refused for Aduhelm and amyloid-based therapies: what’s next?

The 7 April 2022 CMS decision denying Aduhelm medicare coverage On 7 April 2022, the Centers for Medicare and Medicaid Services (CMS)...

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WHY IT IS SENSIBLE TO ADDRESS SUB-COHORTS IN ALZHEIMER’S DISEASE

Carl Kestens

Apr 8, 20227 min read

WHY IT IS SENSIBLE TO ADDRESS SUB-COHORTS IN ALZHEIMER’S DISEASE

"I think a good drug might fail in a clinical trial because not all the subjects have the same kind of Alzheimer's. Shubhabrata...

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Carl Kestens

Mar 18, 202223 min read

CJ Barnum spoke, I listened

Introduction CJ Barnum, head of neuroscience at INMB, has a talent for translating his superior scientific knowledge to a crowd. The...

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THE TEN BILLION UNICORN IN INMUNE BIO: THE TESTIMONIALS SO FAR

Carl Kestens

Mar 11, 20224 min read

THE TEN BILLION UNICORN IN INMUNE BIO: THE TESTIMONIALS SO FAR

Introduction Apart from the abundant preclinical data showing efficacy in animals, XPro has been tested in six patients in the Phase 1...

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NFL AS A HIGHLY RELEVANT BIOMARKER IN AD AND OTHER NEUROLOGICAL DISEASES

Carl Kestens

Mar 8, 20226 min read

NFL AS A HIGHLY RELEVANT BIOMARKER IN AD AND OTHER NEUROLOGICAL DISEASES

What is neurofilament-light chain (NfL)? Neurofilaments, the larger group to which NfL belongs, are structural components of neuronal...

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ANNOVIS: BUNTANETAP/ANVS-401/POSIPHEN AND MY THOUGHTS ON THE PREVIOUSLY REJECTED PHENSERINE

Carl Kestens

Mar 7, 20229 min read

ANNOVIS: BUNTANETAP/ANVS-401/POSIPHEN AND MY THOUGHTS ON THE PREVIOUSLY REJECTED PHENSERINE

A small recap of existing drugs approved for AD There are four FDA-approved drugs for Alzheimer’s disease, three of which are...

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THE CURIOUS CASE OF CORTEXYME AND HOW I RELATE IT TO INMUNE BIO

Carl Kestens

Mar 6, 20226 min read

THE CURIOUS CASE OF CORTEXYME AND HOW I RELATE IT TO INMUNE BIO

What most investors seem to forget is diving into scientific literature The trials and tribulations of the stock market seem, to me, in...

227 views3 comments

TIML/INKMUNE MAY DRASTICALLY OUTPERFORM CIML – A COMPARISON

Carl Kestens

Feb 26, 20228 min read

TIML/INKMUNE MAY DRASTICALLY OUTPERFORM CIML – A COMPARISON

Reminder of the NK cell activation threshold as a predictor of survival This, we know. · INKmune generates memory-like NK cells in...

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INKMUNE AS A NEW APPROACH IN NK-TARGETING IMMUNO-ONCOLOGY

Carl Kestens

Feb 20, 202216 min read

INKMUNE AS A NEW APPROACH IN NK-TARGETING IMMUNO-ONCOLOGY

Summary: INKmune is an NK-targeting immuno-oncology drug allowing treatment in a wide range of NK-related cancers; INKmune’s production...

417 views4 comments

THE TEN BILLION UNICORN IN INMB: ON MY INVESTMENT THESIS AND INMB’s PRICE MOVEMENTS

Carl Kestens

Jan 23, 202213 min read

THE TEN BILLION UNICORN IN INMB: ON MY INVESTMENT THESIS AND INMB’s PRICE MOVEMENTS

In my mind's eye, these stairs keep on going into 2023 and the years after. INTRODUCTION The previous five blogs have laid out the...

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THE TEN BILLION DOLLAR UNICORN IN INMUNE BIO: PARTNERSHIP/BUYOUT AND VALUATION CONSIDERATIONS

Carl Kestens

Jan 9, 202214 min read

THE TEN BILLION DOLLAR UNICORN IN INMUNE BIO: PARTNERSHIP/BUYOUT AND VALUATION CONSIDERATIONS

My views on possible partnership/buyout and valuation of INMB will be set out below. The highlights are the following. - I consider a...

711 views3 comments

THE TEN BILLION DOLLAR UNICORN IN INMUNE BIO, PART IV: A DEEPER DIVE INTO INKMUNE

Carl Kestens

Dec 29, 202110 min read

THE TEN BILLION DOLLAR UNICORN IN INMUNE BIO, PART IV: A DEEPER DIVE INTO INKMUNE

The immuno-oncology platform INKmune of INmune Bio may be a better, easier to produce and cheaper product candidate than others.

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THE TEN BILLION DOLLAR UNICORN IN INMUNE BIO, PART III: AN INTRODUCTION TO INKMUNE

Carl Kestens

Dec 21, 202114 min read

THE TEN BILLION DOLLAR UNICORN IN INMUNE BIO, PART III: AN INTRODUCTION TO INKMUNE

INTRODUCTION As an immunotherapy drug candidate, INKmune seems by far the most commercially sustainable, undervalued that I am aware of....

746 views1 comment