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PremiumNASDAQ:IXHL setting up for a big July - Ph2 data for OSA treatment coming, FDA already cleared the trial infra for Ph3. Volume quietly picking up past few weeks.
Inmune Bio originally focused on using a dominant-negative TNF protein (DN-TNF) for cancer immunotherapy, which failed to show efficacy. Now, they’ve pivoted to neurology—repurposing the same molecule (XPro1595) for Alzheimer’s. The science behind targeting neuroinflammation is still early, and their approach lacks robust clinical validation. They're in Phase 2,...
Attractive entry point: Improved margins and undervaluation make it a compelling buy Pricing power: Dominates the photomask niche in semiconductors, enabling high, stable margins China risk managed: Heavy China exposure, but resilient through geopolitical pressure Bottom line: Well-positioned for growth; strategic moat and financial strength support a bullish view