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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Carl Kestens
- Jun 9
- 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
- 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...
268 views3 comments
Carl Kestens
- Apr 23
- 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; · ...
541 views7 comments
Carl Kestens
- Apr 17
- 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
- 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...
341 views1 comment
Carl Kestens
- Mar 18
- 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...
316 views1 comment
Carl Kestens
- Mar 11
- 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...
453 views0 comments
Carl Kestens
- Mar 8
- 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
- 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
- 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...
185 views3 comments
Carl Kestens
- Feb 26
- 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...
216 views2 comments
Carl Kestens
- Feb 20
- 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...
363 views4 comments
Carl Kestens
- Jan 23
- 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...
367 views4 comments
Carl Kestens
- Jan 9
- 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...
600 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.
437 views0 comments
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....
645 views1 comment
Carl Kestens
- Dec 17, 2021
- 11 min
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, ...
541 views0 comments
Carl Kestens
- Dec 14, 2021
- 12 min
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...
928 views3 comments