Core Insights - iBio, Inc. will participate in the 8th Annual Evercore Healthcare Conference from December 2-4, 2025, in Miami, highlighting its focus on advancing its next-generation obesity pipeline [1][2]. Company Overview - iBio is an AI-driven biotech company specializing in precision antibody therapies for cardiometabolic diseases, obesity, cancer, and other challenging conditions [4]. - The company utilizes proprietary 3D modeling and innovative drug discovery platforms to develop breakthrough antibody treatments aimed at significant unmet medical needs [4]. Key Events - Martin Brenner, CEO and Chief Scientific Officer of iBio, will engage in a fireside chat on December 4, 2025, discussing the promising non-human primate data for IBIO-610, a potential first-in-class Activin E antibody [2]. - Felipe Duran, CFO of iBio, will be available for one-on-one meetings during the conference, providing opportunities for direct engagement with investors [3]. Additional Information - A livestream of the conference will be available, and a replay will be posted on the Investor section of the iBio website [3].

Core Insights - iBio, Inc. reported a quarterly loss of $0.11 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.07, marking an earnings surprise of -57.14% [1] - The company generated revenues of $0.1 million for the quarter ended September 2025, consistent with the Zacks Consensus Estimate, compared to zero revenues a year ago [2] - iBio shares have declined approximately 49.4% year-to-date, contrasting with the S&P 500's gain of 16.4% [3] Company Performance - Over the last four quarters, iBio has exceeded consensus EPS estimates only once [2] - The current consensus EPS estimate for the upcoming quarter is -$0.05 on revenues of $0.1 million, and for the current fiscal year, it is -$0.40 on revenues of $0.5 million [7] - The estimate revisions trend for iBio was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Medical - Biomedical and Genetics industry, to which iBio belongs, is currently ranked in the top 34% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Product Development - iBio's preclinical product candidate pipeline includes IBIO-610, which demonstrated an 8.9% reduction in body weight and a 26% reduction in fat mass in a diet-induced obesity mouse model [236]. - The combination therapy of IBIO-610 with semaglutide resulted in a 35.3% weight loss, compared to a 27.8% reduction with semaglutide alone [237]. - IBIO-610 exhibited a terminal half-life of approximately 33.2 days in non-human primates, with a projected human half-life estimated between 47 to 100 days [239]. - The bispecific antibody targeting myostatin and Activin A is in late discovery, optimizing parameters such as binding affinity and stability [241]. - IBIO-600, a long-acting anti-myostatin antibody, showed a half-life of approximately 40 to 52 days in non-human primates, with a projected human half-life of 57 to 147 days [245]. - Early preclinical results for an amylin receptor antibody showed a ~60% reduction in acute food intake in a proof-of-concept study [249]. - iBio's AI Drug Discovery Platform enables rapid generation of antibody therapeutics characterized by high specificity and optimized developability [250]. - The platform integrates epitope engineering, a proprietary antibody library, and antibody optimization technologies to enhance the probability of success in drug development [251]. - The company has a pipeline of pre-clinical programs, including IBIO-600 and IBIO-610, focusing on obesity and cardiometabolic diseases, with ongoing efforts to seek partnerships for these programs [270]. Financial Performance - For the three months ended September 30, 2025, the company incurred a net loss of approximately $5.7 million, or $0.11 per share, compared to a net loss of approximately $4.0 million, or $0.46 per share for the same period in 2024 [287]. - Research and Development (R&D) expenses increased to $3.6 million for the three months ended September 30, 2025, up from $1.3 million in the same period of 2024, reflecting a rise of approximately 176% [284]. - General and Administrative (G&A) expenses decreased to approximately $2.5 million for the three months ended September 30, 2025, down from $2.8 million in the same period of 2024, a reduction of approximately 11% [285]. - Total operating expenses for the three months ended September 30, 2025, were approximately $6.1 million, compared to approximately $4.1 million in the same period of 2024, indicating an increase of approximately 49% [286]. - The company recognized revenue of $0.1 million for services provided to a collaborative partner during the three months ended September 30, 2025, while no revenue was recognized in the same period of 2024 [283]. Cash Position and Liquidity - As of September 30, 2025, the company had total current assets of approximately $50.8 million, including approximately $28.1 million in cash and cash equivalents [278]. - The company raised gross proceeds of approximately $50 million from an underwritten public offering in August 2025, with net proceeds of approximately $46.5 million after deducting underwriting discounts and commissions [276]. - The company’s current cash position is believed to be sufficient to fund operations for at least 12 months from the date of filing the Quarterly Report [279]. - The company’s liquidity position is challenged by a history of significant losses and negative cash flows from operations, raising substantial doubt about its ability to continue as a going concern [280]. - Net cash used in operating activities was approximately $5.7 million for the three months ended September 30, 2025, compared to $3.7 million for the same period in 2024, primarily due to funding net losses [288]. - Net cash used in investing activities was approximately $21.5 million for the three months ended September 30, 2025, attributed to the purchase of debt securities and fixed assets, while it was $0.7 million for the same period in 2024 [289]. - Net cash provided by financing activities was approximately $46.7 million for the three months ended September 30, 2025, from the sale of securities, offset by debt payments, compared to $0.2 million used in financing activities in 2024 [290]. - As of September 30, 2025, the accumulated deficit was approximately $337.9 million, increasing from $317.8 million as of September 30, 2024 [292]. - Current cash, cash equivalents, and investments in debt securities were approximately $49.6 million as of September 30, 2025, expected to support operations into the fourth quarter of fiscal year 2027 [292]. Future Outlook and Risks - The company plans to fund future operations through cash on hand, commercialization proceeds, and potential asset sales or collaborations, but there is no assurance of success [293]. - The company may need to adjust cash flow projections and valuation assumptions due to competitive pressures and rising interest rates, which could lead to future impairments [304]. - No triggering events for impairment were identified during the three months ended September 30, 2025, but the company will continue to monitor the value of its intangible assets [303]. - The company does not participate in off-balance sheet arrangements or transactions with unconsolidated entities as of September 30, 2025 [294]. - The company anticipates commencing its first human clinical trials for IBIO-610 in early 2027 [228].

Revenue - Revenue for the three months ended September 30, 2025, was $0.1 million, compared to no revenue for the same period in 2024[8] Expenses - Research and Development expenses increased to $3.6 million for the three months ended September 30, 2025, from $1.3 million in 2024, representing an increase of approximately 176.9%[8] - General and Administrative expenses decreased to approximately $2.5 million for the three months ended September 30, 2025, from $2.8 million in 2024, a decrease of about 10.7%[8] - Total operating expenses for the three months ended September 30, 2025, were $6.05 million, compared to $4.11 million in 2024, an increase of approximately 47.2%[11] Financial Position - iBio held cash, cash equivalents, and investments in debt securities of $49.6 million as of September 30, 2025, sufficient to support operations into the fourth quarter of fiscal year 2027[8] - iBio's total assets increased to $64.16 million as of September 30, 2025, from $23.19 million as of June 30, 2025[13] Net Loss - iBio reported a net loss of $5.72 million for the three months ended September 30, 2025, compared to a net loss of $3.99 million for the same period in 2024[11] Capital Raising - iBio closed a $50 million underwritten public offering with the potential for an additional $50 million in gross proceeds upon full exercise of the common warrants, totaling up to $100 million before deducting underwriting discounts and commissions[3] Compliance - iBio regained compliance with Nasdaq Listing Rule 5550(a)(2) on November 4, 2025[3] Product Development - The predicted human half-life of IBIO-610 is up to 100 days, allowing for dosing as infrequent as twice per year[3]

Strengthened cash position and extended runway into the fourth quarter of fiscal year 2027 after closing underwritten public offering with up to potentially $100 million of total gross proceeds Presented non-human primate data for our potentially first-in-class Activin E antibody, IBIO-610, which may enable only twice-yearly dosing for the treatment of obesity SAN DIEGO, Nov. 12, 2025 (GLOBE NEWSWIRE) -- iBio, Inc. (NASDAQ:IBIO), an AI-driven innovator of precision antibody therapies, today announced its fi ...

Summary of iBio (NYSEAM:IBIO) FY Conference Call - November 10, 2025 Company Overview - iBio was founded in 2008-2009 as a consortium aimed at developing plant-based vaccines for the U.S. Army [2][2] - The company pivoted to a Contract Development and Manufacturing Organization (CDMO) in 2015 and raised capital to develop a COVID vaccine [2][2] - In 2022, iBio acquired Rubrik Therapeutics, enhancing its platform for discovering hard-to-drug antibodies [2][2] Key Developments and Collaborations - iBio established a research agreement with Eli Lilly, achieving significant progress on a hard-to-drug molecule in eight months [3][3] - The company sold a PD-1 agonist to Otsuka for $1 million upfront and potential commercial milestones of $52.5 million [3][3] - A collaboration with AstroBio focused on four obesity targets, leading to the in-licensing of three targets: myostatin, Activin E, and Amlin [4][4] Obesity Treatment Strategy - iBio is targeting unmet medical needs in obesity treatment, recognizing the competitive landscape dominated by GLP-1 receptor agonists [5][5] - The company is developing a portfolio of programs to address obesity from multiple angles, including food intake reduction and muscle-sparing agents [6][6] - The strategy includes developing drugs that can be used in combination with GLP-1 treatments to enhance efficacy and reduce dropout rates [6][6] Pipeline and Development Stages - The highest priority molecule is an Activin E antibody, currently in IND enabling stages, with promising pharmacokinetic data suggesting a twice-a-year dosing regimen [8][9] - iBio's myostatin program is progressing through toxicology studies, with plans to file in Australia in the second quarter of next year [19][19] - The Amlin program is in rodent studies, with plans for non-human primate studies to follow [26][26] Market Position and Future Outlook - iBio aims to differentiate itself in the obesity market by addressing the complexity of the disease and the need for combination therapies [27][27] - The company anticipates a shift in the market towards maintenance therapies that can be dosed infrequently, targeting a twice-a-year regimen [28][28] Financial Position and Funding - iBio raised $50 million in August, with potential for an additional $50 million through a unique financing structure tied to IND acceptance [31][31] - The current cash position is expected to sustain operations through the first quarter of 2027 [31][31] Upcoming Catalysts - Non-human primate data for Activin E is expected in the first half of next year, with IND filing planned for the end of 2026 [33][33] - The myostatin program is on track for IND filing in the first half of next year, with first patient dosing anticipated shortly thereafter [33][33] - The Amlin program is also progressing towards non-human primate studies, with timelines aligned for future development [33][33]

Core Insights - iBio, Inc. has announced promising preclinical data for IBIO-610, a potential first-in-class Activin E antibody, which shows an extended half-life in obese non-human primates and a predicted human half-life of up to 100 days, allowing for dosing as infrequently as twice a year [1][2][4] Group 1: Product Development - IBIO-610 demonstrates a half-life of 33.2 days in non-human primates, with projections indicating a human half-life of up to 100 days, which could significantly enhance patient experience by reducing dosing frequency to once every six months [1][2] - The antibody's mechanism of action is expected to provide a more comprehensive pathway modulation for obesity treatment compared to existing therapies [4] Group 2: Market Positioning - The CEO of iBio highlighted the need for durable treatment options beyond appetite control, emphasizing the potential of IBIO-610 to fill this gap in patient care [2] - The company’s AI-enabled discovery platform has successfully developed a long-acting antibody against Activin E, which could leverage the scalability of global antibody manufacturing [2] Group 3: Upcoming Presentation - The findings regarding IBIO-610 will be presented at ObesityWeek 2025, scheduled for November 4-7 in Atlanta, which may enhance visibility and interest in the product [1][2]

Core Insights - iBio, Inc. will participate in the Guggenheim 2nd Annual Healthcare Innovation Conference from November 10–12, 2025, in Boston [1] - CEO Martin Brenner will discuss the company's transition to a clinical-stage biotechnology firm and its advancements in the obesity pipeline during a fireside chat on November 10, 2025 [2] - iBio is focused on developing next-generation biopharmaceuticals for various diseases, including obesity, using AI and advanced computational biology [4] Company Developments - The company aims to create a pipeline of innovative antibody treatments to address significant unmet medical needs in cardiometabolic diseases and obesity [4] - iBio's differentiated antibody programs are designed to complement existing obesity therapies and generate long-term value through innovation [2] - CFO Felipe Duran will be available for one-on-one meetings during the conference, indicating a proactive approach to investor engagement [3] Event Participation - The conference will feature a livestream of the event, with a replay available on the investor section of iBio's website [3] - The participation in this conference highlights iBio's commitment to showcasing its advancements and engaging with the investment community [1][2]

Core Insights - iBio Inc. (NASDAQ:IBIO) has seen a significant increase in stock price, trading up 11.51% to $1.55 in pre-market sessions, following a 25.23% rise to $1.39 in the previous day's regular session [1][2] Company Announcements - iBio announced that its executives will present data on its obesity treatment candidate, IBIO-610, at two industry conferences in November [2] - Dr. Cory Schwartz will present on November 4 in Atlanta, focusing on a first-in-class Activin E antagonist antibody for obesity treatment, including data from nonhuman primate studies [3] - CEO Martin Brenner will present on November 12 in Lisbon, discussing the fat-selective weight loss effects of the anti-Activin E antibody in diet-induced obese mice [3] Stock Performance - Year-to-date, iBio's stock is down 43.27%, but it has gained 82.89% over the past six months [4] - The stock has a 52-week range of $0.56 to $6.89, with a market capitalization of $28.15 million and an average daily trading volume of 2.64 million shares [4] - Current analysis indicates that IBIO is experiencing long-term consolidation in its stock performance [4]

Core Insights - iBio, Inc. is advancing its research on the Activin E antibody, IBIO-610, which shows promise as a differentiated treatment for obesity, potentially offering fat-selective weight loss and enhancing GLP-1 therapies [2][6] - The company will present findings at two significant conferences: ObesityWeek 2025 and PEGS Europe 2025, highlighting its innovative approaches in obesity treatment [1][4] Presentation Details - At ObesityWeek 2025, Cory Schwartz will present on November 4, 2025, discussing the discovery and testing of a first-in-class Activin E antagonist antibody for obesity treatment [3] - Martin Brenner will present at PEGS Europe 2025 on November 12, 2025, focusing on the fat-selective weight loss induced by the anti-Activin E antibody in diet-induced obese mice [4] Company Overview - iBio, Inc. utilizes AI and advanced computational biology to develop biopharmaceuticals targeting cardiometabolic diseases, including obesity and cancer [4] - The company aims to transform drug discovery and accelerate development timelines through proprietary 3D modeling and innovative drug discovery platforms [4]