Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Inmune Bio, Inc. (INMB)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$1.18-11.65%
Close 2026-11-05 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for INMB yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Successful amendment of warrants to improve capital structure | A supporting condition in Inmune Bio, Inc.'s published investment case. The stated target is Maintain amended warrant exercise prices. | Intact | Warrant terms revert or worsen materially | Warrant terms maintained (Second Amendment executed June 2026) June 2026 filing confirms warrant inducement and Second Amendment, preserving capital structure terms. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earningsObserved price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a high-risk clinical-stage biotechnology story, not a proven earnings compounder. The long-term thesis is intact in the snapshot, but the latest signal turned cautious as company momentum weakened after fresh earnings.
INMB is valued at a premium to peers, with the valuation case resting on optionality: the possibility that its programs create future value. Model confidence is low, and the evidence does not show that the market already assumes successful filings, commercialization, or clinical progress.
Near term, losses and an elevated risk of an earnings miss leave results vulnerable; the supplied 2026-Q2 financials show operating income of negative $1.476 million and no reported revenue. Management has repeatedly named CORDStrom and XPro1595 as priorities, but this quarter’s evidence shows limited new progress, while a recent equity-offering disclosure indicates financing remains an active need despite reported cash rebates.
Over the multi-year view, the central swing factor is whether CORDStrom advances toward regulatory filing and commercialization, and whether XPro1595 produces meaningful clinical progress. Near-term conditions also matter: weakening employment data could weigh on sector sentiment, while continued strength or weakness among healthcare bellwethers could support or remove a sector tailwind.
INMB remains a high-risk, execution-dependent long-term thesis, with a peer valuation premium and limited evidence of program delivery so far. The 1-to-3-year view hinges on clinical and regulatory progress, funding, and whether recent cautious signals give way to clearer execution. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A primary condition in Inmune Bio, Inc.'s published investment case. The stated target is EPS loss improves from -0.6 to less negative. |
| Improving |
| EPS loss worsens or remains at -0.6 or lower in FY27 |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue growth of at least 100% next year | Analysts expect revenue to grow 100% next year from zero. | Intact | YoY revenue growth falls below 100% in FY27 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$-0.53 → $-0.77 · observed estimates
$0.01B → $0.01B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $-0.53 | $6,360,000 | 2 / 3 |
| 2026-07-25 | $-0.86 | $9,540,000 | 2 / 3 |
| 2026-07-26 | $-0.53 | $6,360,000 | 2 / 3 |
| 2026-07-27 | $-0.86 | $9,540,000 | 2 / 3 |
| 2026-07-28 | $-0.86 | $9,540,000 | 2 / 3 |
| 2026-07-29 | $-0.53 | $6,360,000 | 2 / 3 |
| 2026-07-30 | $-0.53 | $6,360,000 | 2 / 3 |
| 2026-07-31 | $-0.53 | $6,360,000 | 2 / 3 |
| 2026-08-01 | $-0.86 | $9,540,000 | 2 / 3 |
| 2026-08-02 | $-0.86 | $9,540,000 | 2 / 3 |
| 2026-08-03 | $-0.53 | $6,360,000 | 2 / 3 |
| 2026-08-04 | $-0.53 | $6,360,000 | 2 / 3 |
| 2026-08-05 | $-0.53 | $6,360,000 | 2 / 3 |
| 2026-08-06 | $-0.86 | $9,540,000 | 2 / 3 |
| 2026-08-07 | $-0.86 | $9,540,000 | 2 / 3 |
| 2026-08-08 | $-0.86 | $9,540,000 | 2 / 3 |
| 2026-08-09 | $-0.53 | $6,360,000 | 2 / 3 |
| 2026-08-10 | $-0.86 | $9,540,000 | 2 / 3 |
| 2026-08-12 | $-0.86 | $9,540,000 | 2 / 3 |
| 2026-08-13 | $-0.86 | $9,540,000 | 2 / 3 |
| 2026-08-14 | $-0.86 | $9,540,000 | 2 / 3 |
| 2026-08-15 | $-0.86 | $9,540,000 | 2 / 3 |
| 2026-08-16 | $-0.86 | $9,540,000 | 2 / 3 |
| 2026-08-17 | $-0.86 | $9,540,000 | 2 / 3 |
| 2026-08-18 | $-0.86 | $9,540,000 | 2 / 3 |
| 2026-08-19 | $-0.86 | $9,540,000 | 2 / 3 |
| 2026-08-20 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-08-21 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-08-22 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-08-23 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-08-24 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-08-25 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-08-26 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-08-27 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-08-28 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-08-29 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-08-30 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-08-31 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-09-01 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-09-02 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-09-03 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-09-04 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-09-05 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-09-06 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-09-07 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-09-08 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-09-09 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-09-10 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-09-11 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-09-12 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-09-13 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-09-14 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-09-15 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-09-16 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-09-17 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-09-18 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-09-19 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-09-20 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-09-21 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-09-22 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-09-23 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-09-24 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-09-25 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-09-26 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-09-27 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-09-28 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-09-29 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-09-30 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-10-01 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-10-02 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-10-03 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-10-04 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-10-05 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-10-06 | $-0.77 | $9,540,000 | 2 / 3 |
| 2026-10-07 | $-0.77 | $9,540,000 | 2 / 2 |
| 2026-10-08 | $-0.77 | $9,540,000 | 1 / 2 |
| 2026-10-09 | $-0.77 | $9,540,000 | 1 / 2 |
| 2026-10-10 | $-0.77 | $9,540,000 | 1 / 2 |
| 2026-10-11 | $-0.77 | $9,540,000 | 1 / 2 |
| 2026-10-12 | $-0.77 | $9,540,000 | 1 / 2 |
| 2026-10-13 | $-0.77 | $9,540,000 | 1 / 2 |
| 2026-10-14 | $-0.77 | $9,540,000 | 1 / 2 |
| 2026-10-15 | $-0.77 | $9,540,000 | 1 / 2 |
| 2026-10-16 | $-0.77 | $9,540,000 | 1 / 2 |
| 2026-10-17 | $-0.77 | $9,540,000 | 1 / 2 |
| 2026-10-18 | $-0.77 | $9,540,000 | 1 / 2 |
| 2026-10-19 | $-0.77 | $9,540,000 | 1 / 2 |
| 2026-10-20 | $-0.77 | $9,540,000 | 1 / 2 |
| 2026-10-21 | $-0.77 | $9,540,000 | 1 / 2 |
| 2026-10-22 | $-0.77 | $9,540,000 | 1 / 2 |
| 2026-10-23 | $-0.77 | $9,540,000 | 1 / 2 |
| 2026-10-24 | $-0.77 | $9,540,000 | 1 / 2 |
| 2026-10-25 | $-0.77 | $9,540,000 | 1 / 2 |
| 2026-10-26 | $-0.77 | $9,540,000 | 1 / 2 |
| 2026-10-27 | $-0.77 | $9,540,000 | 1 / 2 |
| 2026-10-28 | $-0.77 | $9,540,000 | 1 / 2 |
| 2026-10-29 | $-0.77 | $9,540,000 | 1 / 2 |
| 2026-10-30 | $-0.77 | $9,540,000 | 1 / 2 |
| 2026-10-31 | $-0.77 | $9,540,000 | 1 / 2 |
| 2026-11-01 | $-0.77 | $9,540,000 | 1 / 2 |
| 2026-11-02 | $-0.77 | $9,540,000 | 1 / 2 |
| 2026-11-03 | $-0.77 | $9,540,000 | 1 / 2 |
| 2026-11-04 | $-0.77 | $9,540,000 | 1 / 2 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
2 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.