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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Carl Kestens
- Sep 23, 2022
- 12 min
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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Carl Kestens
- Sep 2, 2022
- 8 min
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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Carl Kestens
- Jul 30, 2022
- 9 min
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...
684 views1 comment
Carl Kestens
- Jun 9, 2022
- 9 min
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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Carl Kestens
- May 7, 2022
- 13 min
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...
305 views3 comments
Carl Kestens
- Apr 23, 2022
- 10 min
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; · ...
575 views7 comments
Carl Kestens
- Apr 17, 2022
- 6 min
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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Carl Kestens
- Apr 8, 2022
- 7 min
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...
356 views1 comment
Carl Kestens
- Mar 18, 2022
- 23 min
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...
338 views1 comment
Carl Kestens
- Mar 11, 2022
- 4 min
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, 2022
- 6 min
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, 2022
- 9 min
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, 2022
- 6 min
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...
207 views3 comments
Carl Kestens
- Feb 26, 2022
- 8 min
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...
227 views2 comments
Carl Kestens
- Feb 20, 2022
- 16 min
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...
381 views4 comments
Carl Kestens
- Jan 23, 2022
- 13 min
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...
410 views4 comments
Carl Kestens
- Jan 9, 2022
- 14 min
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...
650 views3 comments
Carl Kestens
- Dec 29, 2021
- 10 min
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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Carl Kestens
- Dec 21, 2021
- 14 min
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....
704 views1 comment
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