earnings
confidence high
sentiment positive
materiality 0.60
iBio Q1 FY2027 revenue rises to $1.1M; IBIO-600 SAD dosing complete, IBIO-610 IND due end-2026
iBio, Inc.
- Revenue of ~$1.1M vs $0.1M a year earlier; R&D $6.7M (+87% YoY) on IBIO-600 Phase 1, NHP studies and CMC; G&A $2.8M (+10%).
- Cash, cash equivalents and investments in debt securities totaled ~$76.7M as of September 30, 2026.
- IBIO-610 NHP data at EASD: fat was 93% of weight lost with semaglutide combo vs 77% for semaglutide alone; lean mass 6% vs 22%.
- IBIO-600 Phase 1 single ascending dose dosing complete; interim SAD data and start of multiple ascending dose portion expected in Q1 2027.
- iBio targets an IND-equivalent filing for IBIO-610 by end of 2026 and first-in-human studies in the first half of 2027.