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8-K ·Filed May 8, 2026

IBIO

iBio, Inc.
NEUTRAL
Impact 2/10
Horizonmonths Processed5mo ago SEC0001104659-26-057945
8-K context-dependent: Items 5.02, 7.01
Actionable Insight • Neutral

Routine board refresh with no financial or operational catalyst. Monitor upcoming clinical trial initiation for IBIO-610/IBIO-600 as the next potential value inflection point.

DirectionNeutral
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d
IBIO ▼ -15.66% at T+60d
NEUTRAL call -15.66% · α vs SPY -20.06% · entry $1.66 → $1.40
Entry = T+0 close
May 8, 2026
via day close
T+1d
-3.01%
call -3.01% · α -2.88%
$1.61
settled 6mo ago
T+5d
-14.46%
call -14.46% · α -14.37%
$1.42
settled 6mo ago
T+20d
+2.41%
call +2.41% · α +2.71%
$1.70
settled 5mo ago
T+60d
-15.66%
call -15.66% · α -20.06%
$1.40
settled 3mo ago

Price Chart

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Executive Summary

iBio appointed Dr. Elizabeth Stoner to its Board of Directors, replacing Evert Schimmelpennink who resigned. Dr. Stoner brings extensive biotech R&D and clinical development experience as the company prepares for its first human clinical trial. This is a routine board refresh with no material financial impact.

Key Facts

  • Dr. Elizabeth Stoner appointed as Class II director and Compensation Committee member effective May 7, 2026
  • Evert Schimmelpennink resigned from the Board effective immediately, not due to any disagreement with the company
  • Dr. Stoner will receive standard non-employee director compensation: $40,000 annual board fee, $7,500 annual committee fee, and eligibility for equity awards
  • Dr. Stoner is an Entrepreneur Partner at MPM BioImpact with 35+ years of biotech experience including roles at Merck Research Laboratories and Rhythm Pharmaceuticals
  • Company is preparing for its first human clinical trial for IBIO-610 and IBIO-600 assets

Financial Impact

Standard director compensation of $40,000 annual board fee plus $7,500 committee fee — immaterial relative to company's $57M market cap

Risk Factors

  • No clinical data milestones announced — stock remains pre-revenue with binary trial risk

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations
Analyst Consensus
92% bullish (12 analysts)

Investment Themes

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-057945
Document: ibio-20260507xex99d1.htm0001104659-26-057945
Document: 0001104659-26-057945-index-headers.html0001104659-26-057945
Document: 0001104659-26-057945-index.html0001104659-26-057945
Document: 0001104659-26-057945.txt0001104659-26-057945
16 reports for IBIO
Performance horizon
60% Hit rate @ T+5 3 of 5 directional calls Went positive at some point 3 of 5 best @ T+20▲ +36.43%Feb 27, 2026
Filters
Rows
Reports for IBIO — sortable, filterable
TypeNow
Oct 19, 2026
7d ago
8-K
NEUTRAL ★ 3/10
$0.8210awaiting T+5—$0.7100 (−13.52%)
Oct 14, 2026
12d ago
SC 13G
NEUTRAL ★ 4/10
$0.7808 $0.8400▲ +7.58%▲ +7.13%$0.7100 (−9.07%)
Oct 13, 2026
13d ago
8-K
BULLISH ★ 5/10
$0.7818 $0.8210▲ +5.01%▲ +6.17%$0.7100 (−9.18%)
Sep 14, 2026
6w ago
8-K
NEUTRAL ★ 4/10
$1.19 $1.33▲ +11.76%▲ +9.64%$0.7100 (−40.34%)
Aug 28, 2026
8w ago
8-K
NEUTRAL ★ 4/10
$1.36 $1.31▼ −3.68%▼ −3.79%$0.7100 (−47.79%)
Aug 28, 2026
8w ago
Press Release
NEUTRAL ★ 4/10
$1.36 $1.31▼ −3.68%▼ −3.79%$0.7100 (−47.79%)
Jul 1, 2026
16w ago
8-K
BULLISH ★ 6/10
$1.75 $1.59▼ −9.14%▼ −9.40%$0.7100 (−59.43%)
May 15, 2026
23w ago
3
NEUTRAL ★ 2/10
$1.47 $1.84▲ +25.17%▲ +24.21%$0.7100 (−51.70%)
May 12, 2026
23w ago
Press Release
BEARISH ★ 6/10
$1.55 $1.50▲ +3.23%▲ +2.07%$0.7100 (+54.19%)
May 8, 2026
24w ago
8-K
NEUTRAL ★ 2/10
$1.66 $1.42▼ −14.46%▼ −14.37%$0.7100 (−57.23%)
Showing 10 of 16

US Market Status

Market Closed — Opens in 2h 53m

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Report published May 8, 2026