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Carl Kestens
12 minutes ago7 min read
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...
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Carl Kestens
Jan 106 min read
The $10 billion dollar unicorn in INmune Bio: could remyelination explain the fast functional/cognitive recovery seen in patients?
Introduction I am picking up my previous work to assess the Alzheimer’s space today, with a particular focus on INmune Bio, as the...
724 views0 comments
Carl Kestens
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...
701 views0 comments
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...
607 views0 comments
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...
627 views0 comments
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...
742 views1 comment
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...
127 views0 comments
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...
338 views4 comments
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; · ...
645 views7 comments
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)...
143 views0 comments
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...
394 views1 comment
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...
376 views1 comment
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...
558 views0 comments
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...
361 views0 comments
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...
548 views0 comments
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...
228 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...
244 views2 comments
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...
428 views4 comments
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...
436 views4 comments
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...
714 views3 comments
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