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The unicorn in INmune Bio: flowers for Alzheon, as INmune goes silent
June 2025 has arrived, the future may be immunological We are June 12, 2025. INmune Bio is going quiet . The pieces of the inflammatory...
Carl Kestens
5 days ago8 min read
435 views
2 comments


The unicorn in INMB: a good Alzheimer’s drug is worth far beyond $100 billion
Introduction The $10 billion unicorn in INMB. I came up with that right after the Phase 1 results. If the title of these blogs felt like...
Carl Kestens
Jun 99 min read
848 views
0 comments


The $10 billion unicorn in INmune Bio: The road from amyloid inhibition to GLP-1 agonists, part II
Summary The previous blog post discussed the history of drugs targeting amyloid and how commercialization in the Alzheimer’s space is...
Carl Kestens
May 299 min read
259 views
3 comments


The $10 billion unicorn in INmune Bio: the road from amyloid-inhibition to GLP-1 agonists, part I
Aloïs Alzheimer, 1915 Summary Amyloid aggregates and phosphorylated tau were the traditional hallmarks of Alzheimer’s disease. Efforts...
Carl Kestens
May 2912 min read
231 views
0 comments


The $10 billion unicorn in INmune Bio: reported biomarkers allow stabilization or improvement of cognition
Introduction Novel biomarkers are changing the field drastically. They allow a view into the brain, whether through PET, MRI or...
Carl Kestens
May 2111 min read
600 views
0 comments


The $10 billion unicorn in INmune Bio: KOL interview with Prof. Kate Lykke Lambertsen
One motor neuron, two microglia, and two astrocytes. (c) NeuroWoodworks.com , reproduced with authorization. https://x.com/NeuroWoodworks...
Carl Kestens
May 1210 min read
801 views
0 comments


On The Possible, part 2: Review of Martin Shkreli’s Live Stream On INmune Bio
Introduction INmune Bio (INMB) is developing a novel therapy targeting neurodegenerative diseases, particularly Alzheimer’s disease (AD)....
Carl Kestens
May 729 min read
322 views
0 comments


The $10 billion unicorn in INmune Bio: On The Possible, part 1
Introduction INmune Bio (INMB) is developing a novel therapy targeting neurodegenerative diseases, particularly Alzheimer’s disease (AD)....
Carl Kestens
May 622 min read
631 views
1 comment


The $10 billion unicorn in INmune Bio: viruses as drivers of inflammatory neurodegeneration
Summary " Scientists have found new solution for the treatment of Alzheimer’s disease. " The media coverage of preclinical discoveries or...
Carl Kestens
Apr 2511 min read
253 views
0 comments


Correction of mistakes mentioned in Paurana Capital short report
Stephen Bogle, an incoming Masters of Financial Economics candidate at the University of Toronto publishing under ‘Paurana Capital’ [1] ,...
Carl Kestens
Apr 232 min read
420 views
0 comments


The $10 billion unicorn in INmune Bio: cognition matters - on EMACC, CDR-SB, and why others may have failed
Summary Alzheimer’s is a disease of slowly fading cognition. If you would ask me how much my grandmother’s Alzheimer’s progressed over...
Carl Kestens
Apr 1115 min read
475 views
4 comments


The $10 billion unicorn in INmune Bio: on BioVie teachings and trustworthiness
Summary BioVie always argued that it saw a correlation between effects on cognition and reduction of TNF levels. That TNF reduction...
Carl Kestens
Mar 1410 min read
406 views
2 comments


The $10 billion unicorn in INmune Bio: Leqembi and Kisunla’s MoA is microglia-related, and amyloid beta is a cytokine
Introduction Amyloid beta has been the primary hallmark of Alzheimer’s disease for years. On the one hand, numerous trials focusing on...
Carl Kestens
Mar 615 min read
415 views
13 comments


The $10 billion unicorn in INmune Bio: where fraud and arrogance aren’t, solutions to AD are (C. Piller book coverage)
Introduction Science journalist Charles Piller wrote a book, called ‘Doctored: fraud, arrogance, and tragedy in the quest to cure...
Carl Kestens
Feb 2810 min read
404 views
1 comment


The $10 billion unicorn in INmune Bio: XPro’s biomarkers outperform Leqembi's and Kisunla's
Introduction For years, the scientific focus may have been too focused on targeting amyloid, while inflammation and modulation of glial...
Carl Kestens
Feb 215 min read
384 views
1 comment


The $10 billion unicorn in INmune Bio: inflammation drives cognitive decline
Summary INmune Bio is making significant strides across multiple programs, positioning itself as a major player in biotech. CORDstrom...
Carl Kestens
Feb 1311 min read
276 views
0 comments


The $10 billion unicorn in INmune Bio: On Cassava Sciences and the Importance of a Bear Thesis for Proper Due Diligence
Summary Coverage of the Alzheimer’s space would be incomplete without a blog post on Cassava Sciences. Now was the right time. Cassava...
Carl Kestens
Feb 711 min read
547 views
1 comment


The $10 billion unicorn in INmune Bio: Alzheimer’s, How Not To Study A Disease
On JLO, RFK, the NIH, TNF, Karl Herrup and innovation - a longer post. Â Summary The amyloid hypothesis did not yield the desired...
Carl Kestens
Jan 3113 min read
860 views
0 comments


The $10 billion dollar unicorn in INmune Bio: is the FDA openly suggesting accelerated approval based on NfL?
Summary I had a call with some investors earlier this week. During the call, the theme of accelerated approval came up. I had done a blog...
Carl Kestens
Jan 249 min read
564 views
0 comments


The $10 billion unicorn in INmune Bio: how only INMB uses the recipe behind big pharma’s recent successes with anti-amyloid antibodies
Historical failure rate of therapies targeting amyloid Alzheimer’s is characterized by aggregation of anti-amyloid antibodies and...
Carl Kestens
Jan 177 min read
713 views
0 comments
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