iBio (IBIO) Earnings Call Presentation

iBio's Technology Platform - iBio utilizes an AI-driven technology platform for antibody discovery, enabling rapid development from idea to development candidate in approximately 7 months[7, 59] - The platform includes patented Epitope Steering technology and StableHu antibody optimization, facilitating the generation of novel IP against hard-to-drug targets[7] - iBio's StableHu antibody optimization and mammalian display screening accelerate antibody development in a cost-effective manner[9] Pipeline and Programs - iBio is developing IBIO-600, a long-acting anti-myostatin antibody, with an anticipated IND filing in Q1 2026 and Phase 1 trial initiation in Q2 2026[14, 59] - IBIO-610, a first-in-class anti-Activin E antibody, is also in development, with an anticipated IND filing by the end of 2026[14, 59] - iBio is also working on an Amylin Receptor Agonist program[14] IBIO-600 (Anti-Myostatin Antibody) - IBIO-600 is designed to preserve and increase muscle mass, complementing current weight loss treatments that can lead to muscle atrophy[17, 18, 19] - Preclinical data suggests IBIO-600 has a half-life of 52.4 days in obese NHPs at a dose of 5 mg/kg, I.V[24, 26] - Allometric scaling predicts a human half-life of 74-130 days for IBIO-600[32] - In aged, obese non-human primates, a single 5 mg/kg dose of IBIO-600 resulted in increased lean mass and decreased fat mass[33, 34, 35] IBIO-610 (Anti-Activin E Antibody) - IBIO-610 targets Activin E to drive targeted fat loss and maintain weight reduction after GLP-1 discontinuation[37] - In diet-induced obese mice, IBIO-610 induced an 8.9% body weight loss and a 26% fat loss, with no lean mass loss[43] - IBIO-610 synergizes with GLP-1 agonists, resulting in a 35.3% body weight change compared to 27.8% with Semaglutide alone in DIO mice[45]