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

2025-07-04 23:48:24 ET

INmune Bio ( INMB ) has been sitting in the Compounding Healthcare “Bio Boom” speculative portfolio since September 2023, and to be honest, I’ve left it untouched, just sitting there gathering dust while the company made real progress. I haven’t added, trimmed, or updated my thesis about INMB since. I missed the chance to manage the position around critical updates, pipeline expansion, and the potential of CORDStrom and XPro. Now, I am waiting to make some strategic strikes around the June 30 ^th , top-line data readout for the Phase II MINDFuL trial of XPro, a selective TNF inhibitor in early Alzheimer’s disease (AD). I have been stalking the ticker in an attempt to take advantage of some of the trading volatility before the press release to either buy or sell some mispriced INMB shares as investors attempt to determine where INmune Bio sits in the Alzheimer's arena. However, the company announced a $19M public offering on Friday, the 27 ^th , which cut the share price in half and generated some apprehension about Monday’s presentation . Well, it turns out that XPro’s top-line data showed the trial missed the primary endpoint, and the market pressed the share price down below $2 per share....

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