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iBio, Inc. Common Stock (IBIO)



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Upturn Advisory Summary
08/14/2025: IBIO (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $4.87
1 Year Target Price $4.87
3 | Strong Buy |
0 | Buy |
0 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 20.31% | Avg. Invested days 37 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 11.00M USD | Price to earnings Ratio - | 1Y Target Price 4.87 |
Price to earnings Ratio - | 1Y Target Price 4.87 | ||
Volume (30-day avg) 3 | Beta 0.6 | 52 Weeks Range 0.56 - 6.89 | Updated Date 08/15/2025 |
52 Weeks Range 0.56 - 6.89 | Updated Date 08/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.04 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) -4483.47% |
Management Effectiveness
Return on Assets (TTM) -30.35% | Return on Equity (TTM) -90.83% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 9792672 | Price to Sales(TTM) 29.32 |
Enterprise Value 9792672 | Price to Sales(TTM) 29.32 | ||
Enterprise Value to Revenue 26.11 | Enterprise Value to EBITDA -1.59 | Shares Outstanding 16219300 | Shares Floating 15453457 |
Shares Outstanding 16219300 | Shares Floating 15453457 | ||
Percent Insiders 3.4 | Percent Institutions 15.76 |
Upturn AI SWOT
iBio, Inc. Common Stock
Company Overview
History and Background
iBio, Inc. was founded in 2008. It evolved from focusing on contract manufacturing to developing its own pipeline of biopharmaceutical products using its FastPharming System. The company has seen pivots in strategic direction and changes in focus, from primarily contract manufacturing to a balance between CMO and proprietary drug development.
Core Business Areas
- Biopharmaceutical Development: Focuses on developing proprietary biopharmaceutical products for indications like fibrosis and vaccines. Utilizes its plant-based FastPharming System for production.
- Contract Manufacturing (CMO): Provides contract manufacturing services to other companies using the FastPharming System, offering plant-based production capabilities.
Leadership and Structure
Tom Isett serves as Chairman & CEO. The company has a management team overseeing R&D, manufacturing, and corporate functions. They operate under a Board of Directors.
Top Products and Market Share
Key Offerings
- IBIO-100 (anti-fibrotic): A therapeutic candidate for systemic scleroderma and other fibrotic diseases. It is in pre-clinical stage. Market share data unavailable, competitors include Boehringer Ingelheim, Bristol Myers Squibb and Roche.
- FastPharming System: A plant-based biopharmaceutical manufacturing platform used for developing and producing therapeutic proteins and vaccines. Revenue from this product is dependent on CMO contracts and internal development. Competitors: Large-scale mammalian cell culture CMOs such as Lonza and Samsung Biologics, and plant based CMOs like Creative Biolabs.
Market Dynamics
Industry Overview
The biopharmaceutical industry is characterized by intense competition, high R&D costs, and lengthy regulatory approval processes. The CMO market is growing due to increased outsourcing by pharmaceutical companies.
Positioning
iBio is positioned as a company with a unique plant-based manufacturing platform. It aims to differentiate itself through speed, scalability, and cost-effectiveness compared to traditional methods.
Total Addressable Market (TAM)
The global biopharmaceutical market is in the hundreds of billions, with the CMO market contributing significantly. iBio aims to capture a portion of this market through its FastPharming system. TAM for fibrosis drugs market is around $12 billion. iBio has very small percentage of this TAM now, as the drug is in pre-clinical.
Upturn SWOT Analysis
Strengths
- FastPharming System (speed and scalability)
- Potential for lower manufacturing costs
- Proprietary pipeline of biopharmaceutical candidates
- Experienced management team
Weaknesses
- Limited revenue from proprietary products
- Dependence on contract manufacturing for revenue
- Competition from established CMOs
- History of operating losses and share dilution
Opportunities
- Growing demand for CMO services
- Partnerships with pharmaceutical companies
- Expansion of proprietary product pipeline
- Government funding for vaccine development
Threats
- Competition from established manufacturing platforms
- Regulatory hurdles for proprietary products
- Manufacturing challenges
- Economic downturn affecting R&D spending
Competitors and Market Share
Key Competitors
- LONZA
- SAMSUNG BIO
Competitive Landscape
iBio faces competition from larger, more established CMOs with greater resources and broader service offerings. Its competitive advantage lies in its FastPharming system and potential cost advantages.
Growth Trajectory and Initiatives
Historical Growth: Growth has been primarily driven by contract manufacturing revenue and, more recently, development of its proprietary pipeline. Historical growth has been erratic and dependent on specific contracts and development milestones.
Future Projections: Future growth depends on the success of its proprietary product pipeline and its ability to secure additional CMO contracts. Analyst estimates vary widely. It is heavily based on Phase trial results.
Recent Initiatives: Focus on advancing IBIO-100 and expanding its CMO partnerships. They have also been exploring new therapeutic areas.
Summary
iBio is a biopharmaceutical company with a plant-based manufacturing platform. While its FastPharming system offers potential advantages, it faces challenges related to limited revenue from proprietary products and competition from established players. Success hinges on the clinical progress of its pipeline and securing lucrative CMO contracts. The company needs to strengthen its financial position and demonstrate the commercial viability of its platform to achieve sustained growth. iBio needs to establish stronger market presence to reduce the risks of low volume revenue stream.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iBio, Inc. SEC Filings (10-K, 10-Q)
- Company Website
- Industry Reports
- Analyst Research
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Financial data is subject to change and may be outdated. Market share data is approximate and may vary based on source.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iBio, Inc. Common Stock
Exchange NYSE MKT | Headquaters San Diego, CA, United States | ||
IPO Launch date 2008-08-19 | CEO, Chief Scientific Officer & Director Dr. Martin B. Brenner D.V.M., Ph.D. | ||
Sector Healthcare | Industry Biotechnology | Full time employees 16 | Website https://ibioinc.com |
Full time employees 16 | Website https://ibioinc.com |
iBio, Inc., a preclinical stage biotechnology company, engages in the development of artificial intelligence (AI) antibodies solutions for cancer, and other diseases. The company's technology platforms include EngageTx that provides improved CD3 T-cell engager antibody panel; ShieldTx, an antibody masking technology that enables the creation of conditionally activated antibodies; StableHu, an AI antibody-optimizing technology; and AI epitope steering technology that guides antibodies against the desired regions of the target protein. Its product pipelines for cardiometabolic disease area include IBIO-101, an anti-CD25 Mab that binds and depletes immunosuppressive regulatory treg cells to inhibit the growth of solid tumors; CCR8, an antibody that enhance the body's immune response against cancer cells; and trophoblast cell surface antigen 2, a monoclonal antibodies, as well as MUC16 and Target 5 antibodies. In addition, the company is developing EGFRvIII, an antibody therapeutics that targets EGFRvIII protein with the aim to address these cancer types without affecting healthy cells. It has a collaboration agreement with AstralBio to discover and develop novel antibodies for obesity and other cardiometabolic diseases. iBio, Inc. was incorporated in 2008 and is headquartered in San Diego, California.

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