iBio (IBIO) Company Report

iBio is advancing a pipeline of obesity and metabolic disease treatments, with key programs including IBIO-610 (activin E), a bispecific myostatin activin A antibody, IBIO-600 (myostatin), and an amylin program, targeting multiple IND equivalent filings and first patient doses from late 2026 through 2027.
The lead candidate, IBIO-610, aims for fat-specific weight loss and potential twice-a-year dosing, with initial non-human primate data readouts expected in the next 30 to 60 days.
iBio is well capitalized, with cash projected to fund operations into Q1 calendar year 2028, enabling the progression of all current assets into Phase 1 clinical trials.

1 day ago

Transcript

iBio Outlines Strategic Pipeline and Upcoming Catalysts

IBIO

New Projects/Investments

Guidance Update

iBio is strategically developing second-generation obesity drugs to address unmet patient needs beyond GLP-1s, focusing on preventing lean mass loss and enabling weight maintenance.
The company's pipeline includes IBIO-610 (long-acting activin E), IBIO-600 (long-acting myostatin), a bispecific myostatin activin A antibody, and an amylin program, with several IND equivalent filings planned for 2026 and 2027.
Upcoming catalysts include non-human primate data readouts for IBIO-610 within the next 30 to 60 days, with further data expected at ADA ObesityWeek and the European Diabetic Association meeting.
iBio is well-capitalized with cash into Q1 2028, supporting the advancement of its assets into Phase 1 studies and completion of CMC and tox for the amylin program.

1 day ago

Transcript

iBio Provides Updates on Drug Pipeline and Financial Position

IBIO

New Projects/Investments

iBio is advancing multiple drug programs for obesity and related conditions, including IBIO-610 (activin E), a bispecific myostatin activin A antibody, IBIO-600 (myostatin), and an amylin program, focusing on second-generation treatments beyond GLP-1s.
Key near-term catalysts include non-human primate data readouts for IBIO-610 within 30 to 60 days, with an IND equivalent filing in Australia targeted for the second half of 2026 and first patient dose in the first half of 2027.
The IBIO-600 program is on track for its first patient dose in Q3 2026, with interim data expected late second half of 2026 or Q1 2027.
The company reports being well capitalized with cash extending into Q1 2028, and has 34.5 million shares outstanding, resulting in a fully diluted market capitalization of $500 million.

1 day ago

Transcript

Intelligent Bio Solutions achieves manufacturing milestone and anticipates margin expansion

IBIO

New Projects/Investments

Guidance Update

Intelligent Bio Solutions Inc. (INBS) has successfully received and deployed the first shipment of Intelligent Fingerprinting Drug Screening Readers manufactured under its new strategic partnership with Syrma Johari MedTech Ltd..
This partnership is on track to deliver annual production cost savings of more than 40% and an expected improvement of approximately 20 percentage points in gross margin annually.
The company has also doubled its in-house lateral flow test strip production capacity and gained access to manufacturing capacity approximately four times its prior capability through the Syrma Johari partnership.
These developments strengthen commercial readiness and support the company's planned entry into the U.S. market later in 2026.

3 days ago

Press Release

Intelligent Bio Solutions Inc. Announces Strong Fiscal Second Quarter and First Half 2026 Financial Results

IBIO

Earnings

Revenue Acceleration/Inflection

New Projects/Investments

Intelligent Bio Solutions Inc. reported total revenue of $896,774 for the fiscal second quarter ended December 31, 2025, a 48% year-over-year increase, contributing to first half fiscal 2026 revenue exceeding $2 million, up 36% year-over-year.
Reader sales more than doubled, surging 104% year-over-year to $246,519 in Q2 2026, while cartridge sales grew 33% year-over-year to $516,754, demonstrating momentum in its razor-razorblade model.
Gross profit margins for the first half of fiscal 2026 increased to 49%, a 10% improvement year-over-year, driven by improved operational efficiency.
The company's current assets reached $12.17 million as of December 31, 2025, significantly strengthened by $9.40 million in net proceeds from a private placement received on January 2, 2026, which will fund working capital and the FDA 510(k) submission for U.S. market entry.

Feb 12, 2026, 1:30 PM

Press Release

iBio reports Q2 FY2026 financial results and secures $26 million in financing

IBIO

Earnings

New Projects/Investments

iBio reported no revenue for the second fiscal quarter ended December 31, 2025, and a net loss of $(8.993) million for the period.
The company secured $26 million in PIPE financing, with net proceeds of $24.4 million received in January 2026, extending its cash runway into the third quarter of fiscal year 2028.
Research and Development expenses increased to $4.3 million for Q2 FY2026, up from $1.9 million in Q2 FY2025, driven by increased spending on consultants, outside services, and personnel for advancing programs.
As of December 31, 2025, iBio held $52.7 million in cash, cash equivalents, and investments in debt securities.
Preclinical programs are advancing, with IBIO-610 on track for human clinical trials in early calendar year 2027 and IBIO-600 for Phase 1a clinical trials in the first half of calendar year 2026.

Feb 10, 2026, 9:06 PM

8-K

iBio Reports Q2 Fiscal Year 2026 Financial Results and Corporate Update

IBIO

Earnings

New Projects/Investments

Guidance Update

iBio reported no revenue for the second fiscal quarter ended December 31, 2025, compared to $0.2 million in the prior year period, and a net loss of $(8.993) million for the quarter.
The company closed a $26 million private placement financing in January 2026, with approximately $24.4 million in net proceeds, extending its cash runway into the third quarter of fiscal year 2028.
iBio is advancing its preclinical pipeline, with IBIO-610 on track to begin human clinical trials in early calendar year 2027 and IBIO-600 expected to enter Phase 1a clinical trials in the first half of calendar year 2026.

Feb 10, 2026, 9:05 PM

Press Release

Intelligent Bio Solutions Announces Preliminary Fiscal Q2 and H1 2026 Revenue Expectations

IBIO

Earnings

Guidance Update

Revenue Acceleration/Inflection

Intelligent Bio Solutions Inc. (IBIO) announced preliminary, unaudited revenue results for fiscal Q2 and H1 2026, which ended December 31, 2025.
The company expects total revenue for fiscal H1 2026 (July - December 2025) to be approximately $2.01 million, representing a 36% increase year-over-year.
For fiscal Q2 2026 (October - December 2025), revenue is anticipated to increase approximately 48% year-over-year, with reader sales projected to more than double (104% increase) and cartridge sales expected to grow by approximately 33%.

Feb 5, 2026, 1:30 PM

Press Release

iBio Announces $26 Million Private Placement

IBIO

New Projects/Investments

iBio, Inc. announced a private placement financing expected to generate approximately $26 million in gross proceeds before fees and expenses.
The company is selling an aggregate of 11,061,738 shares of common stock (or pre-funded warrants in lieu thereof) at a purchase price of $2.35 per share (or $2.349 per pre-funded warrant).
The financing was led by Frazier Life Sciences and included participation from other existing healthcare-focused institutional investors.
iBio intends to use the net proceeds to advance its preclinical cardiometabolic programs, including IBIO-610, IBIO-600, and the myostatin and activin A bispecific programs, and to progress other preclinical pipeline assets.
This financing is expected to extend iBio's cash runway into calendar 2028.

Jan 12, 2026, 10:29 PM

8-K

iBio Announces $26 Million Private Placement

IBIO

New Projects/Investments

iBio, Inc. (NASDAQ:IBIO) announced a private placement (PIPE) financing with existing healthcare-focused, high-quality institutional investors, led by Frazier Life Sciences, expected to result in approximately $26 million in gross proceeds.
The company plans to use the net proceeds to advance its preclinical cardiometabolic programs, including IBIO-610, IBIO-600, and the myostatin and activin A bispecific programs, as well as other preclinical pipeline assets.
This financing is projected to extend iBio’s cash runway into calendar 2028.
iBio is selling an aggregate of 11,061,738 shares of common stock (or pre-funded warrants) at a purchase price of $2.35 per share (or $2.349 per pre-funded warrant).