Earnings Sentiment

Sentiment Analysis of the earnings transcript to help figure out if there are any bullish or bearish sentiments that could be gathered from it. We're doing ML and AI based analysis on the earnings call to get some more insights.

Please consider a small donation if you think this website provides you with relevant information  

    

Sentiment Distribution

   

Earnings Call Transcript Word Cloud

     

Bullish Statements during Earnings call

Statement
We are confident in these ambitious goals
We had notable success on both fronts
The UK is an ideal jurisdiction to expand our Alzheimer's disease trial given it possesses one of the highest rates of Alzheimer's disease in the western world coupled with robust for profit medical research infrastructure
We've been successful in upscaling the manufacturing process and have completed the validation of that new process to CGMP
We remain very excited about the potential of the immune platform as it begins its transition into the treatment of solid tumors
So, it's be really nice to think that we could provide long-term benefit by combining these
As I spoke about earlier we believe that XPro going down a completely different pathway than where steroids, than what steroids pathway provides significant benefit over a lot of the problems that we are that are associated with steroids
It’s a really, really excellent question
In my opinion and many of those at the meeting the most promising Duo is GFAP was Glial Fibrillary Acidic Protein at biomarker of Astra site activation and phospho-tau T217 a biomarker of neurodegeneration are promising
All these other countries, their patients are getting access to what we think is a pretty good drug XPro for Alzheimer's disease
And I think the UK is a good example we have
Recent data from the DMD program confirms the potency of the 10 keloid on pSar DN-TNF in mouse models of the disease
And so it just makes me more enthusiastic about the prospects where it need
So one of the great things that might come out of the XPro trial is that there are three, you could actually combine those two drugs in a very, very nice way to break down the trap to enhance the T cell entry into the tumor
In summary XPpro improves the function of innate immune cells needed to defeat the ravages of neurodegenerative diseases of the brain and cancer and the macrophage is the common denominator to these effects
In summary, management feels that the company has two great platforms and as a small organization with limited resources we will tried to expand the applications of these platforms in order to benefit shareholders
This investment paves the way for our ambitious plans for trials in other solid tumors, including ovarian, renal and nasopharyngeal cancer as we acquire more and more and more of the relevant supporting data
So that's a really exciting combination drug I'd love to that could also be combined with a checkpoint activation T-cell checkpoint inhibitor because once the T-cells are there we want to make certain that are not inhibited further by the inhibitory checkpoints in the tumor
But we've solved that problem with a robust and scalable process for INKmune
INmune Bio has making progress on two-fronts
We're ahead of where we expected to be in the UK
In other words we want to be able to back it up and things are just changing so quickly and quite frankly to our advantage
And there was evidence of benefit as demonstrated by cute and chronic changes in the P300 amplitude on EEG after treatment with XPro
Because corticosteroids are the most common drug used to treat DMD, a strategy that provides the benefit of corticosteroids without the side effects will benefit all patients with DMD regardless of age, stage of disease, or concomitant therapy
Each of our platforms have had a significant increase in shall we say profile and then last quarter
We believe this work is further evidence of improved and synaptic function after extra treatment, and future work will correlate this activity with cognitive function and pharmacodynamic responses to the NTNS
But our confidence in the use of INKmune solid tumors is based on good biology
Joel Beatty Great
We thank you for your attention today and to those of you that are shareholders, we thank you for your continuing support
We are persistent in our belief that cognitive decline is the sum of synaptic dysfunction and nerve cell death, phospho-tau as an excellent measure of neurodegeneration or nerve cell death in patients with Alzheimer's disease
       

Bearish Statements during earnings call

Statement
The DMD market with inconsistent results in gene therapy and confirmatory trials for access skipping drug still long underway is confusing
I'm sure you would be you've shared us with us this extreme frustration in the lack of recruitment in the UK to that trial
Once again the desire for combination therapy reflects the frustration with the current results
And I know this has been a very frustrate us
In my opinion the desire for earlier treatments is driven by the frustrating results from anti-amyloid monotherapy
The US patients are sitting on the sidelines because of regulatory challenges both with the FDA
And then a question about them rep missed their top line yesterday as well
When these are therapies attempted to enter the commercial world, many failed due to manufacturing issues
And in other words the immune response to amyloid appears to drive nerve cell death and synaptic dysfunction that results in cognitive decline
As I'm sure you know from the CAR-T story, manufacturing of cell therapies is difficult to do at scale
So that overcomes part of that problem
So all I can say Joel hang tough and I think right now we have not changed our guidance
This leaves the US and the FDA; the FDA is the outlier here
And I just saw that Amgen pulled a drug from clinical trials yesterday in prostate and wrote down about $600 million
One of the things that frustrates us is that clearly what the FDA is doing is different from what are the other regulatory agencies are doing
   

Please consider a small donation if you think this website provides you with relevant information