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?

~ This article is available for premium subscribers only. Please do not share the information here with non-premium subscribers or with company managements. Thank...

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...

End Game

Another wild week in the markets, which is simply par for the course. At this time investors are speculating over the number and timing...

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…

~ This article is available for premium subscribers only. Please do not share the information here with non-premium subscribers or with company management. Thank...

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,...

LLY’s $20 Billion Bonanza Bodes Well For INMB

This week Eli Lilly (LLY) reported data from their phase 2 Alzheimer's trial, TRAILBLAZER-ALZ. Based on the results of this data, shares in LLY...

INmune Bio, Inc. to Host Key Opinion Leader Webinar on Thursday, January 21 at...

TW's Take: very excited to see this data which will only reinforce and add to the smaller set of outstanding interim data the Company...

BOOM…Atomera Deal Highlights Another Bull Ride In The Market

Nothing seems to be able to get in the way of this bull market. An insurrection in DC? Yawn. The next administration taking on...

Ho Ho Ho, Santa Rally Caps Bizarre Year

They say the best presents come in small packages, right? Well, Santa is delivering this year in a big way. And, the best gifts...

The Squeeze Is On

This week saw a continued rally in the market with smaller stocks continuing their outperformance. It has been an impressive run and looks likely,...

The Micro-Cap Rally Continues Full Force

November was truly a month to remember for the markets. The best month in over 40 years for the Russell 2000 saw that index...

Timing Is Everything…Or Is It?

The market's rally, especially in small-cap, continued this past week and Tailwinds' stocks participated along with the broader indexes. In particular, performance of our...

Pfizer Develops a Vaccine…Implications for Tailwinds

On Monday morning, Pfizer (PFE) announced that they have a very effective vaccine for Covid-19. This, combined with what appears to be a clear...

INmune Bio, Inc. Announces First Patient Dosed in Phase 2 Trial of Quellor™ for...

Tailwinds' Take: very positive news for a stock that has been awaiting some. We believe that Quellor will be very effective in reducing cytokine...

Moving Week

What do Donald Trump and I have in common? We are both in the process of moving... This week we found out that Joe Biden...

TFFP, INMB, OTRK…Earnings Logjam At Tailwinds

Yesterday afternoon, to my sheer delight, three companies in which I and/or my readers have large holdings all reported earnings at the same time....
DFC Advisory Services LLC (dba TW Research Group) is an investment adviser. We are also compensated for publishing information on certain companies. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.