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🏢 官网IRQUBTDoubao · 实盘不做把握 7/10不做原因:标的无直接敞口
北京时间·🕒 发布 10-14(美东日)仅日期·时区推断·⟳ 抓取 20:38:55回填·⚡ 决策 10-14 20:41:18·13.2 天前

QUBT 与 INmune Bio 宣布用 Dirac-3S 量子优化机合作探索 XPro 阿尔茨海默新药研究,无金额的试点合作

这是一份无金额、探索性的 Stage 1 服务/合作新闻稿,对双方均无可见收入、订单或基本面增量;QUBT 端是量子公司典型的营销型 PR('首个行业客户'),INMB 端不改变药物临床/监管价值。盘前两票均下跌,市场本身不认可为利好,且都处下行通道,没有正期望,方向上也无强空催化,故多空皆不做。

📄 原文QUBT↗ 原文
INmune Bio Inc. and Quantum Computing Inc. Partner to Apply Quantum Optimization and AI to Advance Alzheimer’s Drug Res…
不做 Quantum Computing Inc.(QUBT.US)
无金额 Stage 1 试点、营销型'首个行业客户'PR,对 15.6 亿市值无业绩增量;盘前不涨反跌约 2.5%、近 20 日下行,无正 edge,也无强空催化
不做 INmune Bio Inc.(INMB.US)
合作仅为外部数据分析工具,不改变 XPro 临床/监管状态,4600 万微盘、日均成交约 64 万美元流动性极差,处下行通道,无可交易催化
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

结论摘要

QUBT 与 INMB 的量子+AI 药物研究合作仅为无金额的 Stage 1 试点,量子方法是否有效尚待验证,对 15.6 亿市值的 QUBT 和 4600 万微盘 INMB 都不构成可量化业绩催化;盘前两股均下跌、处下行趋势,无 edge,AVOID。

🔎 新鲜度:最早出现 2026-10-14 · 扩散 low · price-in 风险 low ↗

消息传播链

  1. 2026-10-14 12:38 UTC首发Quantum Computing Inc. 公司 IR 新闻稿(与 INmune Bio 联合发布)一手源原文 ↗
    公司一手新闻稿宣布 Stage 1 合作,无金额,定位为 QCi 首个医药生物商业客户;发布时点为美股盘前
    市场反应:截至 2026-10-14 08:39 ET 盘前,QUBT 约 6.70 美元、跌约 -2.5%,INMB 约 1.68 美元基本持平,未现利好跳空

关键理由

  • Stage 1 试点无合同金额、无收入承诺,'首个药企商业客户'更多是 QCi 的市场进入叙事而非可计入业绩的订单
  • 双方盘前均下跌(QUBT 约 -2.5%、INMB 持平偏弱)且处于多周下行通道,资金未将此稿重定价为利好

主要风险

  • 量子计算/低价题材股对合作类 PR 偶有情绪性脉冲,盘中可能短线炒作,但无基本面支撑、不可持续
  • 若后续披露追加 option 行权或具体付费规模,可能改变 materiality 判断,当前稿件无此信息

反向证据

  • 做多前查反向 · 来源 web · 影响 weakens
    未发现该合作或 QCi 近期量子优化机的实质性付费合同/backlog 证据;本稿自述为测试量子方法是否增值的探索阶段,削弱多头逻辑
    检索:QUBT Dirac-3S commercial customer revenue contract amount 2026
  • 做多前查反向 · 来源 filing · 影响 weakens
    XPro 仍处临床阶段、未获批,稿件仅为数据分析合作,不构成临床/监管增量;INMB 近 20 日 -26%、流动性极低
    检索:INMB XPro1595 clinical regulatory catalyst 2026

先例如何影响了这次决策

对本次决策的影响:先例不足叠加无金额、盘前负反应,直接支持不做,而非追多

方向:未构建可用先例:量子计算小盘股无金额合作 PR 与药物研发工具合作的对齐样本稀少,且此类公司 PR 与价格反应关系不稳定

涨幅量级:无高相似对齐先例可校准幅度

形态:未能从可靠首发源确认反复见光死模式;但当前盘前负向反应本身已说明该稿缺乏上行动力

工具执行结果 · 成功 6 · 降级 0 · 失败 0 · 取消 0
  1. search_processed_events 成功 stock_tools HTTP · 10 ms
    {"result": "search_processed_events:agent query=`qci first commercial customer pharmaceutical biotechnology inmune bio partnership | quantum computing inc qubt inmune bio inmb collaboration dirac-3s xpro alzheimer quantum optimiz`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 0.0/72 小时、0 条本臂决策(完整),返回 0 条候选。未命中只表示这些 agen
  2. stock_quote 成功 stock_tools HTTP · 133 ms
    {
  3. stock_quote 成功 stock_tools HTTP · 572 ms
    {
  4. web_search 成功 doubao_search · 961 ms
    豆包搜索结果(原始查询:Quantum Computing Inc QUBT press release partnership stock reaction 2026;API SearchType:web)
  5. web_search 成功 doubao_search · 1,322 ms
    豆包搜索结果(原始查询:Quantum Computing Inc QUBT Dirac-3S customer agreement revenue commercial 2026;API SearchType:web)
  6. validate_order 成功 stock_tools HTTP · 7 ms
    {

原文全文

展开原文 · 11,621 字
INmune Bio Inc. and Quantum Computing Inc. Partner to Apply Quantum Optimization and AI to Advance Alzheimer’s Drug Research and Explore New Applications for XPro
™
Collaboration combines INmune Bio's clinical research with QCi's Dirac-3S quantum optimization machine to identify potential new treatment indications and biomarkers for XPro
Initial engagement marks QCi's first commercial customer in pharmaceutical and biotechnology markets, expanding the application of quantum computing to drug development
BOCA RATON, Fla. and HOBOKEN, N.J., October 14, 2026
—
INmune Bio Inc.
(Nasdaq: INMB) and
Quantum Computing Inc.
(Nasdaq: QUBT) today announced a collaboration to apply quantum computing, artificial intelligence (AI) and data analytics to identify new potential applications for XPro (XPro1595), INmune Bio's investigational treatment for Alzheimer's disease and other disease conditions.
The collaboration brings together INmune Bio's data from pre-clinical research through four clinical trials and understanding of disease biology with QCi's Dirac-3S quantum optimization machine. Working with clinical and publicly available biomedical datasets, the companies intend to use quantum computing alongside AI and conventional data analytics to uncover relationships that could help find diseases driven by the same biology XPro targets, and to prioritize those with the greatest potential for success.
The Stage 1 engagement represents QCi's first commercial customer in the pharmaceutical and biotechnology market. The agreement also provides options for additional work as INmune Bio advances its clinical development programs.
"We've built a large clinical dataset on Alzheimer’s and other diseases, backed by years of work with XPro," said David Moss, Chief Executive Officer of INmune Bio. "This collaboration allows us to examine patient populations and biomarkers most likely to predict responses by analyzing large data sets. We'll look for the diseases with the greatest potential for success, those whose human biology matches what we've already seen XPro do, starting with rare diseases where trials can be smaller, faster and more capital-efficient, and where qualifying pediatric approvals may earn a Priority Review Voucher."
Together, the companies will build on INmune Bio's research into XPro to explore where its approach to targeting inflammation may offer the greatest potential. XPro is designed to selectively inhibit soluble tumor necrosis factor (TNF), a protein involved in inflammation, while preserving other TNF functions important to the immune system. INmune Bio is investigating its potential in neurological and rare diseases where this targeted approach may offer a therapeutic benefit.
Using its Dirac-3S entropy quantum optimization machine alongside AI and conventional analytics, QCi will look for patterns and relationships across these datasets that could help researchers better understand treatment responses, identify promising patient populations and prioritize new indications for further study.
“This is a great example of what practical quantum computing can look like today,” said Yuping Huang, Chairman and Chief Executive Officer of QCi. “INmune Bio has a complex scientific problem and a substantial body of clinical and biological data. Our job is to bring new computing capabilities to that problem and see what we can learn. The potential to help researchers make better decisions about future treatments is exciting, and it opens an important new market for QCi.”
An important part of the program will be testing where quantum optimization adds value. The companies plan to compare results from QCi's quantum optimization machine with appropriate conventional statistical and machine-learning methods, evaluating which approaches are best suited to different parts of the analysis.
The work is also intended to establish a repeatable discovery process through quantum computing that INmune Bio can use with additional datasets and potential disease indications.
For INmune Bio, the collaboration offers a new way to evaluate the broader potential of XPro and prioritize future development opportunities. For QCi, it represents an opportunity to showcase how its room-temperature, low-power quantum computing technology can be applied to complex, real-world problems in pharmaceutical research.
About INmune Bio Inc.
INmune Bio Inc.
is a publicly traded (NASDAQ: INMB), late-stage biotechnology company focused on developing treatments that target the innate immune system to fight disease. The Company’s clinical-development strategy centers on advanced precision medicine, matching drug mechanisms directly to patient biology to optimize clinical outcomes.
INmune Bio is actively advancing two late-stage product platforms toward registrational milestones:
CORDStrom™: A proprietary, pooled, allogeneic, human umbilical cord-derived mesenchymal stromal cell platform engineered to address the historical clinical challenges of donor variability and manufacturing inconsistency. Following successful clinical readouts in RDEB, the platform is transitioning to regulatory filing phases, with an MAA planned for the UK MHRA in 2026 and EU EMA in 2027, alongside a planned U.S. Biologics License Application (BLA) submission.
XPro1595™: A Dominant-Negative Tumor Necrosis Factor (DN-TNF) platform designed to selectively neutralize soluble TNF (sTNF) and reduce neuroinflammation without compromising protective immune function. Backed by recently granted FDA Fast Track designation and successful regulatory alignment from an End-of-Phase 2 meeting, XPro1595™ is positioned for an integrated Phase 2b/3 seamless adaptive registrational program in neuroinflammation-enriched early Alzheimer’s disease.
To learn more about INmune Bio’s pipeline and its approach to harnessing the innate immune system, please visit
www.inmunebio.com
.
About Quantum Computing Inc.
Quantum Computing Inc.
(Nasdaq: QUBT) is an integrated quantum photonics company developing and manufacturing technologies that use light to compute complex information, capture hard-to-detect signals and communicate more securely. QCi brings together quantum optics, integrated photonics, semiconductor manufacturing and advanced packaging to create a more direct path from advanced science to practical products.
QCi's portfolio includes quantum machines, photonic chips, components, modules and subsystems, as well as foundry and advanced manufacturing services. Its technologies are designed to operate at room temperature and low power, without the specialized cooling infrastructure required by many quantum approaches. These advantages enable deployment across computing and AI, secure communications, sensing and imaging, aerospace and defense, and other demanding applications.
Headquartered in Hoboken, New Jersey, QCi has operations across the United States. By combining advanced physics, device engineering and scalable manufacturing, QCi is working to make quantum and advanced photonic technologies more accessible and useful in the real world.
To learn more about QCi and its approach to harnessing light for practical quantum computing, please visit
www.quantumcomputinginc.com
.
Investor and Media Contacts:
For INmune Bio:
David Moss, Chief Executive Officer
(561) 710-0512
info@inmunebio.com
Daniel Carlson, Head of Investor Relations
(415) 509-4590
dcarlson@inmunebio.com
For QCi:
David Moskowtiz, Head of Investor Relations
investors@quantumcomputinginc.com
Karen Jeffers, Director, Marketing and Communications
media@quantumcomputinginc.com
John Nesbett/Zach Nevas, IMS Investor Relations
qci@imsinvestorrelations.com
Forward Looking Statements:
InMune Bio Inc.
The Company’s product candidates remain in clinical development stage and there is no assurance that any specific outcome will be achieved. Any statements contained in this press release related to the development or commercialization of product candidates and other business and financial matters, including without limitation, trial results and data, including Ebstrocel™, XPro™ and INKmune™ trial results, timing of key milestones, future plans or expectations, and the prospects for receiving regulatory approval or commercializing or selling any product or drug candidates, may constitute forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995. Any forward-looking statements contained herein are based on current expectations but are subject to several risks and uncertainties. Actual results and the timing of certain events and circumstances may differ materially from those described by the forward-looking statements because of these risks and uncertainties. CORDStrom™, XPro1595™ (XPro™, pegipanermin), and INKmune™ have either finished clinical trials, are still in clinical trials or are preparing to start clinical trials and have not been approved by the US Food and Drug Administration (FDA), the UK MHRA or any regulatory body and there cannot be any assurance that they will be approved by the FDA, the UK MHRA or any regulatory body or that any specific results will be achieved. The factors that could cause actual future results to differ materially from current expectations include, but are not limited to, risks and uncertainties relating to the Company’s ability to produce more drug for clinical trials; the availability of substantial additional funding for the Company to continue its operations and to conduct research and development, clinical studies and future product commercialization; and the Company’s business, research, product development, regulatory approval, marketing and distribution plans and strategies. These and other factors are identified and described in more detail in the Company’s filings with the Securities and Exchange Commission, including the Company’s Annual Report on Form 10-K, the Company’s Quarterly Reports on Form 10-Q and the Company’s Current Reports on Form 8-K. The Company assumes no obligation to update any forward-looking statements to reflect any event or circumstance that may arise after the date of this release.
Quantum Computing Inc.
This press release contains forward-looking statements as defined within Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements and forecasts, generally identified by terms such as “may,” “will,” “expect,” “believe,” “anticipate,” “estimate,” “enhance,” “intends,” “goal,” “objective,” “seek,” “attempt,” “aim to,” or variations of these or similar words, involve risks and uncertainties because they relate to events and depend on circumstances that will occur in the future. Those statements include statements regarding the intent, belief, or current expectations of QCi and members of its management as well as the assumptions on which such statements are based. Any such forward-looking statements are not guarantees of future performance and involve risks and uncertainties, including QCi’s ability to use quantum optimization to analyze biomedical data, whether collaboration will generate relevant and valuable insights, the performance of the Dirac-3S in the intended application, the ability of quantum optimization to contribute to the development of new treatments, and that actual results may differ materially from those contemplated by such forward-looking statements. Except as required by federal securities law, QCi undertakes no obligation to update or revise forward- looking statements to reflect changed conditions.
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