
INmune Bio: CORDStrom In The Lead After Signs Of UK Regulatory Alignment
Seeking Alpha
Published: Aug 28, 2026, 09:10 AM
Sentiment Analysis
INmune Bio is significantly undervalued, with Ebstrocel for RDEB driving a compelling investment thesis amid regulatory alignment and a $67M market cap. Ebstrocel offers systemic itch reduction, differentiating it from competitors like KRYS's Vyjuvek, and is positioned for UK, EU, and US regulatory filings by early 2027. Regulatory milestones may include upcoming filings for approval, and the initiation of a confirmatory Phase 3 trial. The valuation disconnect is stark: projected peak earnings support a potential $1.78B market cap, while XPro for Alzheimer's could represent further optional upside. Ebstrocel alone, a treatment for RDEB in which case it is named Ebstrocel, warrants a higher stock valuation. Ebstrocel is furthest progressed, and the external randomized trial in This article was written by Tejo Strategy Investing 326 Followers Follow I am a long-term investor focused on growth markets, AI and biotech opportunities in my more volatile portfolio. I try to look for undervalued and under-the-radar stocks with serious potential and good scientific or other background. My ambition here is to cover stocks with considerable growth potential, both in the semiconductor, mining and biotech space. The rest of my investing focus goes to mining, shipping and dividends. I have been investing since 2021, as a solo investor but with a vast network of connections that allow me to share and gain insights. I do not plan to cover crypto currency as I am not a fond believer, nor banking, ETF's, retirement funds, or real estate. My style of investing is based on Warren Buffett's, only I tend to apply it to riskier investments. My portfolio consists of the entire range of caps, from megacap to microcap. My focus for the more aggressive part of my portfolio is mostly the U.S. market, though exceptionally I may cover European or Canadian stocks as well. I am an avid reader of books, websites, articles and blogs on investing. In my professional life, I am the deputy director general in a leading European sector organization. I have a Master's Degree in Law. 'Tejo' refers to the river that runs through Lisbon, where my roots are.
Source: Seeking Alpha
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