iBio (NASDAQ: IBIO) reported fiscal first-quarter 2027 revenue of $1.1 million for the three months ended September 30, 2026, compared with $0.1 million a year earlier. Net loss was $7.6 million, or $0.05 per basic and diluted share, compared with a $5.7 million loss, or $0.11 per share, in the prior-year period.
The clinical-stage biotechnology company reported approximately $76.7 million in cash, cash equivalents and investments in debt securities at September 30. It also completed dosing in the single ascending dose portion of its Phase 1 trial for IBIO-600.
- Research and development expense was $6.7 million, up from $3.6 million a year earlier.
- General and administrative expense was $2.8 million, compared with $2.5 million in the prior-year quarter.
- iBio presented preclinical data showing fat accounted for 93% of weight lost in non-human primates receiving IBIO-610 with semaglutide at week eight.
- The company expects to initiate first-in-human trials of IBIO-610 in the first half of 2027.
- iBio anticipates interim Phase 1 data from the IBIO-600 single ascending dose study in the first quarter of 2027.
$IBIO Hedge Fund Activity
We have seen 32 institutional investors add shares of $IBIO stock to their portfolio, and 22 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CORMORANT ASSET MANAGEMENT, LP added 3,570,000 shares (+inf%) to their portfolio in Q2 2026, for an estimated $6,247,500
- SILVERARC CAPITAL MANAGEMENT, LLC added 3,294,490 shares (+1457.7%) to their portfolio in Q2 2026, for an estimated $5,765,357
- VESTAL POINT CAPITAL, LP added 2,600,000 shares (+inf%) to their portfolio in Q2 2026, for an estimated $4,550,000
- ENSIGN PEAK ADVISORS, INC added 1,832,457 shares (+inf%) to their portfolio in Q2 2026, for an estimated $3,206,799
- WOODLINE PARTNERS LP added 1,776,547 shares (+inf%) to their portfolio in Q2 2026, for an estimated $3,108,957
- ECOR1 CAPITAL, LLC removed 1,583,000 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $2,770,250
- LOGOS GLOBAL MANAGEMENT LP removed 1,300,000 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $2,275,000
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
