INmune Bio Inc.’s Chief Scientific Officer, Mark Lowdell, Ph.D. to Present Plenary Talk at...
TW's Take: INKmune continues to have outstanding data that makes it potentially the market leader in NK cell therapies. The data being presented looks...
XPro1595 Improves Outcomes in a Mouse Model of TBI-induced Alzheimer’s Disease
TW's Take: this trial demonstrates that inhibiting TNF arrests the development of amyloid pathology in TBI patients, but also gives hope that this works...
INmune Bio, Inc. to Present Preclinical Data at the 2023 AACR Annual Meeting Showing...
TW's Take: INB03 has been shown to have a very positive impact in reducing the tumor micro-environment, which enables other therapeutics to perform better....
INmune Bio, Inc. Announces Submission of Investigational New Drug (IND) Application for INKmune™ to...
TW's Take: good progress on what looks like a very promising treatment in solid tumors. Nice to see the latest patient in the AML...
INmune Bio, Inc. Receives Approximately $6.4 Million in Research and Development Rebates from Australia...
TW's Take: INmune is a very good steward of investor capital, as this demonstrates. This adds an additional quarter of funding to INMB in...
INmune Bio, Inc. Announces Pre-Clinical Data That Support a Pioneering Approach to Treating Duchenne...
TW's Take: exciting news as the "wonder drug" that is XPro demonstrates exciting data in yet another major, untreated disease.
Boca Raton, Florida, Jan. 25,...
INmune Bio, Inc. Data at ASH Highlight Innovative Natural Killer Cell Therapeutic Platform Showing...
TW's Take: positive news but, until enrollment picks up or the solid-tumor trial in the US starts, this program is not going to get...
INmune Bio, Inc. Reports Combination Therapy with INB03™ Overcomes Resistance to Trastuzumab-Deruxtecan in MUC4...
TW's Take: excellent pre-clinical data sets the stage for the long-term success of INB-03. Another reason that, once the FDA hold is removed, this...
INmune Bio, Inc. Focused on Novel Clinical Trial Designs to Advance Next Generation of...
TW's Take: this PR sums up quite succinctly what makes INmune different from other companies targeting Alzheimer's Disease. Once the FDA approves the trial...
INmune Bio, Inc. Receives Health Canada “No Objection Letter” to Commence Clinical Trial of...
TW's Take: good progress but really need to get the FDA's approval to dramatically move the needle on enrollment. Frustrating but will come.
BOCA RATON,...
INmune Bio, Inc. Announces Positive Solid Tumor Efficacy Data in Multiple Cancer Cell Lines...
TW's Take: very positive news, albeit pre-clinical. This program is set to hit US trials in 2023, which would be a big deal for...
USPTO Issues Patent Covering Use of XPro™ for Treatment of CNS Diseases
TW's Take: this completely locks up CNS for any DN-TNF therapies for over 10 years (with a possible extension). Very good news for INmune.
Boca...
Going Downhill
This past weekend I spent mountain biking in Downieville. Our group gets shuttled up to the top of the mountain and then careen down...
INmune Bio, Inc. Presents Data on Combination Therapy with INB03™ on Overcoming Resistance to...
TW's Take: INB03's ability to change the tumor-micro-environment enables a whole new set of patients to take Herceptin and other drugs. Potentially game-changing for...
High Degree of Confidence
This week I'm writing my newsletter on Thursday as I'm heading out to California this afternoon. The upcoming weekend will be spent in Downieville,...
June Gloom
In San Diego, this time of year the mornings can bring coastal fog. Referred to as "June Gloom", it usually lingers until late in...
INMB: Making Sense of The FDA Clinical Hold
Yesterday INmune Bio (INMB) announced that their phase 2 Alzheimer's trial, which has already commenced in Australia, was being placed on clinical hold by...
INmune Bio, Inc. to Provide Additional Manufacturing Information to FDA as Part of IND...
TW's Take: disappointing news as this puts a delay on the trial that will likely take somewhere between 6 to 9 months. This will...
CEO Knows Best
The saying about insider stock transactions goes like this, "there are many reasons for insiders to sell but only one reason for them to...
INmune Bio Looks to Change The CNS Landscape
Dan Carlson, TW Research (Dan)
RJ and CJ, thanks for joining us today. I’d like to start out by saying I find it very interesting...
INmune Bio, Inc. Presents Data Demonstrating XPro™ Promotes Remyelination in Gray Matter at 3rd...
TW's Take: this is excellent data that demonstrates remyelination in gray matter on top of the white matter data previously presented by IMEKA. XPro...
INmune Bio, Inc. Announces First Quarter 2022 Results and Provides Business Update
BOCA RATON, FL., May 05, 2022 (GLOBE NEWSWIRE) -- INmune Bio, Inc. (NASDAQ: INMB) (the “Company”), a clinical-stage immunology company focused on developing treatments that harness...
The Rolling Correction Gathers Steam…
Thus endeth the worst month for the stock market since March of 2020. Friday's meltdown took the S&P to -9% for the month. It's...
Does Nkarta’s Positive NK Data Have Any Relation To INmune Bio’s INKmune Program?
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It’s A Process
This past week in Charlottesville, The Boar's Head Women's Open took place. This is an annual tennis tournament featuring 32 professional tennis players, most...
INmune Bio Announces First Patient Dosed in Phase 2 XPro1595 Trial for Treatment of...
TW's Take: exciting news as this trial is now off and running. I expect enrollment will be fairly quick as the trial design is...
INmune Bio, Inc. to Present Preclinical Data on INB03 at the American Association for...
TW's Take: very positive data that demonstrates INB03 could be a potential partner drug for both the herceptin and TKI classes of drugs. Potentially...
INmune Bio, Inc. Highlights INKmune™ Data Featured in NK Cells in Solid Tumors Workshop...
TW's Take: INKmune is proving itself to be the best performing NK therapy in both surviving in the toxic Tumor Micro Environment and demonstrating...
INmune Bio, Inc. Announces Company’s CSO Dr. Mark Lowdell to Co-Host the “NK Cells...
TW's Take: all patients treated with INKmune are doing better but this is just a teaser to the patient case studies that they will...
INmune Bio, Inc. Spotlights Key Findings in Presentations at AD/PD™ 2022
TW's Take: based on surveys conducted at AD/PD it's increasingly clear that inflammation is becoming a leading target for treating Alzheimer's, which positions INmune...
INmune Bio, Inc. Announces Nine Data Presentations at AD/PD™ 2022 – International Conference on...
TW's Take: this is the biggest Alzheimer's conference in Europe. INmune having 9 presentations is very impressive for a small company and really speaks...
Groundhog Day
Another week in the market, another leg down. Some pundits are saying we are now entering a bear market. Those of us who invest...
This Trend is NOT Your Friend
Volodymyr Zelenskyy is a hero. Contrary to what I thought would happen last week, Ukraine is putting up a valiant battle, holding off the...
INmune, a very brief update
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Putin It In Perspective
By the time you read this newsletter, there's a good chance that the Ukraine will be begging for a ceasefire and, basically, surrendering to...
Metamorphosis
What a week in the markets, right? The past five days saw the biggest ever one day loss by a single company, followed shortly...
This Week’s Billboard Headline…Glenn Mattes Stars As Rocky Balboa!
When we had kids I was super excited to watch classic movies with them once they were old enough. Top on my list was...
INmune Bio, Inc. Announces Research Collaboration with Chinese University of Hong Kong to Evaluate...
TW's Take: INKmune is just now beginning to break out of its shell. The world knows very little about this drug, but the results...
An INKmune Update, Catalysts Included…
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Happy New Year!!!
Investing in micro-cap stocks with a 3-5 year time horizon, which is my expectation for a holding period every time I enter a position,...
INmune Bio, Inc. Announces Key Breast Cancer Treatment Resistance Data to be Presented at...
TW's Take: the anti-inflammatory INB03 (also called XPro1595 in CNS indications) has broad-scale potential as TNF appears to be the master-cytokine, sparking inflammation that...
Bottom Picking
My constant refrain for most of 2021 has been that I don't like the market but love the stocks in my portfolio. I can...
INmune Bio, Inc. Announces Two Presentations at the 2021 British Society of Immunology Congress...
TW's Take: long-lasting, memory-like NK cells is the holy grail of NK programs. While early stage (1st patient only), the data is compelling and...
Turkey Shoot…December Preview
Well, that didn't last long, did it? On Tuesday and Wednesday we saw what looked like a great reversal for biotech. The XBI opened...
The Worst Bull Market Ever
Similar to how the richest billionaires are getting a disproportionate amount of the wealth in the US, the companies they founded are becoming an...
Notes from INKmune Update
On November 9th, I managed to catch up with Dr. Mark Lowdell, who runs the INKmune cancer program at INmune Bio (INMB). The call...
Asymmetric Risk
Intelligent investing can truly be boiled down to the understanding of risk and reward. In order to properly assess the potential risks of an...
INmune Bio, Inc. Announces Third Quarter 2021 Results and Provides Business Update
TW's Take: nice to see the additional data on INKmune as the first patient in the program continues to exceed expectations.
BOCA RATON, Fla., Nov....
Trick or Treat? October Review
Back when i was a kid, every Halloween the news covered stories of some whack job that would hand out apples to kids. The...
INmune Bio, Inc. Announces Multiple Oral and Poster Presentations at the 14th Clinical Trials...
TW's Take: INmune is changing the way CNS drug development will happen in the future with their innovations. These presentations highlight the innovation they...
Training My Thoughts
Rode the train up to DC from Charlottesville on Friday night and, let me tell you, despite all the years and money thrown at...
October Awaits
September to remember? I had such high hopes. Sadly, it turned out to be a very forgettable month and I'm happy to have it...
When The Tide Goes Out, You See Who’s Swimming Naked…
The markets had another downward-trending week since the last newsletter. However, the overall tone of the market felt better from a micro-cap investing standpoint...
Rolling Over? Markets Look Toppy To Me…
As I wrote about last week, we are entering what is historically the worst stretch of time for the market. I'm not sure why...
A September To Remember?
I read this week where someone said, "the short story is always sexier." There's certainly a lot of truth in that. Here in September...
Alzheimer’s Patients Treated with INmune Bio’s XPro™ Show Reduction in CSF Phospho-Tau and Evidence...
TW's Take: outstanding that demonstrates XPro195 is very effective in clearing neuroinflammation and reducing biomarkers associated with declining cognition. Very important PR that positions...
Small Caps Rebound…August Recap
I'm calling it a month. Normally, I'd wait until August is officially over before recapping things, but, since we only have two days of...
INKmune Induces Memory-Like NK Cells…This Is A Very Big Deal
In July, INmune Bio (INMB) dosed their first cancer patient with INKmune. Last night, we got an update on the program. Admittedly, there's only...
Old Fashioned Sunday
While the bankers and fund managers are heading out to the Hamptons for vacation, micro-cap earnings season kicked in last week and news flow...
INKmune: An Interview With INmune Bio’s Dr. Mark Lowdell
TW Research (TW): Dr. Lowdell, thanks for speaking with us today. I know you’ve been involved with INKmune since the very beginning and was...
Summer Stocks
The markets seem to be quieting down as summer heats up and traders are heading to the beach for the last few weeks of...
My Saturday Rant…
If you've been reading this newsletter for longer than two weeks, you likely have come to realize that I'm an investor not a trader....
INmune Bio, Inc. Announces Second Quarter 2021 Results and Provides Business Update
TW's Take: while we await the Alzheimer's data later in August, the INKmune program seems to be showing excellent activity at two weeks. Quellor...
Are We Having Fun Yet? Bull Ride Continues
The "bull" market continued this past week although it showed signs of tiring. Which is good because the bull ride we've been on resembles...
INmune Bio, Inc. Announces Design of Upcoming Phase 2 Alzheimer’s Disease Clinical Trial and...
TW's Take: Very exciting news. The data is compelling and improves over time. Meanwhile, having a rigorous, placebo controlled trial that only lasts 6...
July About to Close With a Bang?
Last week wasn't a bad week for the markets at all. With a nice two day rally to end the week, the Russell 2000...
INmune Bio, Inc. Announces Poster Presentation and Plenary Talk at the Alzheimer’s Association International...
TW's Take: INmune's data on reducing neuro-inflammation is industry leading. Their lack of cognitive testing has led to a discounted valuation versus peers that...
Back In The Torture Chamber
With the S&P 500 hitting new highs recently, continuing the rally from last March's lows, we are all having a great time, right? Uhhh,...
INmune Bio, Inc. Announces $40 Million Registered Direct Offering
TW's Take: a smart move putting quality investors into the stock and getting enough cash to take them through phase 2. Painful to stop...
INmune Bio, Inc. Announces First Patient Treated with NK cell priming “pseudokine” INKmune in...
TW's Take: great news as this program had been long-delayed by Covid. NK companies routinely achieve valuations higher than INMB's current market cap. This...
Kentucky Bluegrass
In a holiday shortened week, this newsletter comes from Kentucky where the TW household is attending a family wedding. Throw in a side journey...
Let’s Get Ready To Rumble (2nd Half Preview)
To steal a line from Charles Dickens, "It was the best of times. It was the worst of times. Then it was pretty darn...
Hoping for Fireworks
As the market seems to be slowly settling into summer, volatility is dropping and news flow is getting sparse. Amazing to think this is...
Put The Hammer Down…Backgammon Lessons
Back in February, on our trip to Miami, I was fortunate to be introduced to a friend of a friend named "Phil". Phil just...
Warrant Repo Is A Coup For INmune
Yesterday afternoon, INmune Bio (INMB) announced that they had taken out a loan from Silicon Valley Bank with the use of proceeds a repurchase...
INmune Bio, Inc. Announces $15 Million Credit Facility to Purchase Xencor Option to Reduce...
TW's Take: very positive expression of confidence on the part of management and a wonderful deal for shareholders. Very happy to be rid of...
Stock Picking Wins This Week
It was another great week for TW as the pendulum appears to be swinging full speed in our direction. This while the overall market...
Aducanumab Approval…Implications For INmune Bio
Yesterday the FDA gave a highly controversial approval to Biogen (BIIB) for the first ever treatment of Alzheimer's. In doing so, the FDA has...
Oregon Trails
Greetings from Ashland, Oregon where my tour of the west coast is ending in fine fashion. The biking here is outstanding, the meals our...
INmune Bio, Inc. Announces Lead Drug Candidate XPro1595 Receives Chemical Drug Name pegipanermin from...
TW's Take: The key quote from this PR, "We look forward to advancing this novel compound into Phase 2 studies in two CNS indications...
Resetting Expectations for TFF Pharma
Thin Film Freezing, the drug delivery method being developed by TFF Pharma (TFFP), is an exciting technology that has the potential to change the...
Reversal of Fortune
The pendulum had swung too far. Simply put, companies that are funded and executing on their gameplan cannot go down forever. Eventually they find...
Gas Lines and Inflation…Is This The 80’s?
This past week saw yet another ugly market for micro-caps as the whole investment community seems to be increasingly worried about inflation and interest...
INmune Bio, Inc. Announces First Quarter 2021 Results and Provides Business Update
TW's Take: INmune continues to make solid progress on all fronts. The rest of 2021 should have some exciting catalysts with Quellor data, Xpro...
Alpha-Bet Soup
There are times when stock picking isn't the most important part of your investment strategy. When all that matters is being in the right...
The Lows Appear To Be In Place
Earlier this year I was preaching caution. The markets were en fuego and, simply put, this cannot last. While I run pretty fully invested...
XPro1595: A Next-Generation TNF Inhibitor
We had the opportunity to meet virtually with INmune Bio (INMB) recently. In that meeting, with their CFO, David Moss, and Director of Neuroscience,...
How Long Can You Hold A Soccer Ball Under Water?
Last week I wrote about INmune Bio (INMB). In that piece, In Defense of INmune, I discussed the increasing spread between perception of what's...
In Defense of INmune
I invest in "public venture capital" stocks. The typical company around here is early stage, has no revenue and is burning cash on a...
A Catalyst Filled Quarter Lies Around The Corner
My wife and I spent Good Friday in the car, driving up to Massachusetts to visit my number one newsletter fan; my mother. It...
2nd Degree of Risk
Investing in micro-caps always involves a high degree of risk. This risk can come in many different forms as well. For example, looking at...
Blood In The Water
Good Morning Vietnam!
Okay, I'll confess to exaggerating a little; I neither live nor work in a war zone. It only just felt like...
Riding the Waves
This is without a doubt the most amazing market of my career. It's obviously a bull market as indexes continue to head higher. But,...
Trading Blog: INmune (INMB) and Cassava (SAVA)
~ Trade alerts discuss changes to Tailwinds' managed portfolios. They are available for premium subscribers only. The information contained here is not meant to...
The GameStop Impact…January In Review
What a crazy way to end a wild month, huh? As GameStop (GME) continued to rally in the face of shorts, Robin Hood required...
When Will The Music Stop?
When you write a newsletter, being speechless is not a great place to be. However, what I'm seeing in the market right now leaves...
INmune…Meaningful Progress in Alzheimer’s Disease
This morning INmune (INMB) presented data from their phase 1b trial in Alzheimer's Disease and hosted a KOL call to discuss the data. Although...
INmune Bio, Inc. Announces XPro1595 Found to Decrease Neuroinflammation and Neurodegeneration Biomarkers in Patients...
TW's Take: amazing data. INmune is on a path to be part of the solution for Alzheimer's Disease, a massive market. This is incredibly...
Next Up? INmune’s Big Week Finally Arrives
Frequently I hear from investors that something sounds, "too good to be true." And, being honest, more often than not, that's the case. But,...