NYSE$IBIO

iBio Inc · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

iBio reported financial results for the second quarter ended December 31, 2024.

iBio reported revenue of $0.2 million for services provided to a collaborative partner and a net loss of $4.4 million, or $0.48 per share, for the second quarter ended Dec. 31, 2024. The company also highlighted advancements in its preclinical pipeline and key board appointments.

  • Discovered a novel antibody targeting activin E in collaboration with AstralBio.
  • Expanded iBio’s cardiometabolic and obesity program with IBIO-600, the long-acting anti-myostatin antibody in-licensed from AstralBio.
  • Initiated a bispecific antibody program targeting myostatin/activin A to promote weight loss, muscle preservation, and prevent weight regain with plans for clinical investigation in obesity and cardiometabolic disorders in 2026.
  • Strengthened the Board of Directors with the appointments of biotech industry veterans David Arkowitz and António Parada.

Headline financials

Total Revenue

$200K

Previous: $50K+300.0%
EPS (adj)

-$0.48

Previous: -$4.42+89.1%
Capital Expenditures

-$1K

Previous: -$5.43M+100.0%
Net Income

-$4.4M

Previous: -$8.21M+46.4%
Operating Income

-$4.42M

Previous: -$4.5M+1.7%
Gross Profit

-$81K

Previous: $50K-262.0%
R&D Expense

$1.88M

Previous: $1.54M+22.3%

Revenue & EPS history

iBio · Revenue · Quarterly

$200K

Q2 2025+300%vs Q2 2024
Beat estimate in 2 of 7 quarters(29%)
ActualEstimate

Forward guidance

iBio is focused on leveraging its AI-driven platform to transform the treatment landscape for patients with cardiometabolic diseases and obesity.

Tailwinds

  • Potential for IBIO-600 to be best-in-class.
  • Leveraging iBio’s AI-driven platform to transform the treatment landscape for patients with cardiometabolic diseases and obesity.
  • Offering hope for more effective, targeted therapies addressing the underlying causes of these conditions while improving overall metabolic health and quality of life.
  • IBIO-600’s potential for an extended half-life.
  • The creation of a pipeline of breakthrough antibody treatments to address significant unmet medical needs.

Headwinds

  • iBio’s ability to leverage its AI-driven platform to transform the treatment landscape for patients with cardiometabolic diseases and obesity.
  • iBio's ability to extend the half-life of IBIO-600.
  • iBio's ability to advance as a clinical-stage biotech and commence a clinical investigation in obesity and cardiometabolic disorders in 2026.
  • iBio's ability to create a pipeline of breakthrough antibody treatments to address significant unmet medical needs.
  • iBio's ability to transform drug discovery, accelerate development timelines, and unlock new possibilities in precision medicine

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

-1.4%

Avg return

Earnings day

-2.9%

Avg return

5 days after

+14.3%

Avg return

30 days after

43%

17 / 40 earnings

Positive

+24.4%

Q3 2020

Best reaction

-34.4%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+12.9%+9.9%+22.8%
Q1 2026-8.0%-3.2%+55.2%
Q4 2025+3.7%+8.6%+6.2%
Q3 2025+1.3%+1.3%+30.4%
Q2 2025-14.8%-7.8%+49.2%
Q1 2025-9.4%-10.9%-2.0%
Q4 2024-2.6%-4.2%+51.1%
Q3 2026-3.7%+23.9%+36.2%
Q3 2024+1.6%+7.0%+37.8%
Q2 2024+5.2%+5.2%+2.6%
Q1 2024-3.4%-10.3%-78.1%
Q4 2023-3.3%-9.1%-6.1%
Q3 2023-7.9%-5.9%-31.7%
Q2 2023-10.5%+55.8%+113.7%
Q1 2023+0.0%-8.6%-68.6%
Q4 2022-34.4%-46.9%-74.6%
Q3 2022+0.0%+0.0%+12.0%
Q2 2022+2.7%-8.1%-5.4%
Q1 2022-9.2%-11.8%-17.1%
Q4 2021-4.3%-11.1%-35.0%
Q3 2021-6.8%-0.7%+5.4%
Q2 2021-15.3%-17.8%-29.8%
Q1 2021+15.2%-9.6%-38.2%
Q3 2020+24.4%+16.0%+31.9%
Q2 2020-10.5%-21.1%+321.1%
Q1 2020+13.3%-26.7%+46.7%
Q3 2019+7.3%-2.4%-4.9%
Q2 2019-2.2%-4.4%-6.7%
Q1 2019+4.0%+9.3%-10.7%
Q1 2015+3.4%
Q1 2014+0.0%
Q1 2013-1.9%
Q3 2012-9.8%
Q1 2010+1.8%
Q1 2012+1.8%
Q4 2011-3.0%
Q3 2011+4.8%
Q2 2010+3.4%
Q4 2010+1.4%
Q3 2010-1.0%

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