INmune Bio: Phase 2 Trial In Alzheimer's Disease Is My Highest Risk-Reward Bet Of 2025

2025-01-02 08:52:48 ET

Summary

• INmune Bio's XPro targets neuroinflammation, showing promising biomarker results in Alzheimer's, with a potential to outperform current treatments and attract big pharma interest.
• The Phase 2 trial for XPro in Alzheimer's is fully enrolled, with topline data expected around May-June 2025, marking a pivotal moment.
• XPro's selective TNF inhibition has shown significant reductions in key biomarkers like ptau-217 and neurofilament light, indicating strong efficacy in neurodegenerative diseases.
• INmune Bio's solid scientific approach and promising early data make it a strong buy, with high risk-reward potential for 2025.

Thesis

In my initial coverage on INmune Bio in May 2022 entitled ‘Possibly The Once In A Lifetime Dip’, I considered XPro to probably be the most promising drug candidate for the treatment of neurodegenerative diseases. I now provide an update to my initial coverage.

I did not expect that a manufacturing hold imposed by the FDA was going to take 1.5 years to be lifted . My thesis remains identical: INMB is where the science is, and XPro has generated the best biomarkers to date by far.

INmune has announced full enrollment of its Phase 2 trial, and randomization was completed on November 11, 2024, meaning the trial for the last patient will end on April 28, 2025. The clock to topline data is now ticking.

From my perspective, the most remarkable drug candidates for AD and other neurodegenerative diseases all have a neuroinflammation-reducing component. I believe the investing field will eventually understand and reward this approach....

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