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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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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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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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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
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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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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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
Carl Kestens
Dec 17, 202111 min read
THE TEN BILLION DOLLAR UNICORN IN INMUNE BIO, PART II
Drug XPro of INmune Bio has limitless potential in neurodegenerative diseases such as Alzheimers, ALS, MS, Huntington's, Parkinson's, ...
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Carl Kestens
Dec 14, 202112 min read
THE TEN BILLION DOLLAR UNICORN IN INMUNE BIO, PART I
Introduction I believe INmune Bio, a company with a market cap of just 200 million dollars at the time of writing, will end up being...
1,059 views3 comments
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