May. 22 at 4:53 AM
$SNY $VIGL $INMB $ALEC $DNLI
Sanofi - Vigil buyout, ~400% premium, TREM2 / microglia modulation for AD, VG-3927 is Phase 2-ready,
$470 million deal.
Microglia and brain immune cell modulation are the important targets here. Cfr. my blog on them from 2022.
If not mistaken, TREM2 is a target that's failed to show substantial impact so far. Alector and Denali (listed as competitors in INmune's 10K) were leaders in that regard. Difficulty: you're manipulating cells with very complex behaviors (microglia) simply because TREM2 appears implicated in CNS diseases.
https://www.thetyp.com/post/the-10-billion-unicorn-in-inmune-bio-it-s-the-micro-glia-stupid