INmune Bio: Thinking Through XPro's MINDFuL Data In Early Alzheimer's

  • INmune Bio's XPro missed its Phase II primary endpoint, but subgroup data and safety profile suggest potential for targeted Alzheimer's patients with neuroinflammation. Despite the setback, I see significant upside from XPro and CORDStrom, with blockbuster potential if approved, given INMB's tiny current market cap. Risks include uncertain XPro efficacy, need for more capital, and dilution; I maintain a 2/5 conviction rating and keep INMB in my speculative portfolio.