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iBio (IBIO) investor relations material

iBio Evercore ISI 8th Annual HealthCONx Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Evercore ISI 8th Annual HealthCONx Conference summary4 Dec, 2025

Business overview and pipeline focus

  • Focused on antibody discovery for obesity and cardiometabolic diseases, targeting gaps left by GLP-1 therapies.

  • Lead program, IBIO-610, is a long-acting Activin E antibody with up to 100-day predicted human half-life, aiming for twice-yearly dosing.

  • IND equivalent filing in Australia planned for end of 2026, with first patient dosing in 2027.

  • Pipeline includes Amylin and myostatin programs, with unique selectivity and potential for combination regimens.

  • Portfolio approach addresses fat loss, muscle preservation, and weight maintenance.

Technology and discovery platform

  • Integrates generative AI with wet lab biology for antibody discovery and optimization.

  • Epitope engineering engine targets specific protein regions, improving antibody specificity and developability.

  • Single-shot multidimensional optimization combines AI and mammalian display to select optimal clones.

  • Platform enabled creation of the only Activin E antibody to date.

Clinical and regulatory strategy

  • Australia chosen for initial IND due to faster acceptance, suitable population, and tax incentives; U.S. IND to follow.

  • Non-human primate data prioritized for partner discussions and de-risking; phase I trials to focus on safety and early efficacy signals.

  • Phase Ia trial for IBIO-610 planned as dose escalation with 3-4 cohorts, leveraging learnings from other long-acting modalities.

  • Myostatin program (IBIO-600) expected to file and dose first patient in first half of next year.

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Frequently asked questions

Bio iBionext, Inc., provides contract development and manufacturing services to collaborators and third-party customers in the United States. The company offers development and manufacturing services for pharmaceuticals; laboratory research and diagnostics; protein research, engineering, and discovery; cell culture media products; pathogen detection; and bioproduction, packaging, and validation services. It sources raw materials from commercial suppliers primarily in North America. The company was founded in 1983 and is based in Westlake Village, California.

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