NYSE$IBIO

iBio Inc · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

iBio's fiscal year 2024 financial results were announced, and a corporate update was provided.

iBio reported a transformational fiscal year 2024, marked by strategic business developments including expanding the AI-powered technology stack, the sale of the PD-1 asset to Otsuka Pharmaceutical, and entering into a collaboration with AstralBio. The company strengthened its financial position through capital raises and debt extinguishment. However, the audit report contained an explanatory paragraph related to the company's ability to continue as a going concern.

  • iBio launched ShieldTx™, a patent-pending antibody masking technology.
  • iBio sold its early-stage PD-1 asset to Otsuka Pharmaceutical Co., Ltd. for $1MM upfront with potential downstream payments.
  • iBio entered into a collaboration with AstralBio, Inc. for an exclusive license in the cardiometabolic and obesity space.
  • iBio closed a private placement for gross proceeds of approximately $15.0MM in the fiscal fourth quarter.

Headline financials

Total Revenue

$175K

Previous: $0.00
EPS (adj)

-$0.91

Previous: -$1.80+49.4%
Capital Expenditures

-$210K

Previous: $506K-141.5%
Net Income

-$24.9M

Previous: -$65M+61.7%
Operating Income

-$16.6M

Previous: -$29.3M+43.2%
Gross Profit

-$106K

No prior period
R&D Expense

$1.14M

No prior period
Stock-Based Comp

$360K

Previous: $446K-19.3%

Revenue & EPS history

iBio · Revenue · Quarterly

$175K

Q4 2024
Beat estimate in 2 of 7 quarters(29%)
ActualEstimate

Forward guidance

iBio expects to advance its technology to drive value for patients and shareholders and to strengthen its financial position.

Tailwinds

  • Advance technology to drive value for patients
  • Advance technology to drive value for shareholders
  • Continue to pursue business development projects
  • Strengthen the Company’s financial position
  • Decrease drug failures

Headwinds

  • Ability to successfully advance its technology
  • Ability to successfully continue to pursue business development projects
  • Ability to obtain regulatory approvals for commercialization of its product candidates
  • Ability to comply with ongoing regulatory requirements
  • Substantial doubt exists related to the Company’s ability to operate as a going concern

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 Q4 2024

Historical avgQ4 2024

-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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