Monitor for any future conversion of this 13G to a 13D, which would signal activist intent. Also track any additional accumulation by Coastlands or other large holders (Cormorant, Point72) that could precede a strategic transaction.
Price Chart
Executive Summary
Coastlands Capital LP disclosed a new 9.72% passive stake in iBio, Inc. via a Schedule 13G filed October 14, 2026, holding 6,247,738 common shares. This is a new position for Coastlands, joining other notable holders (Cormorant, Point72) who have previously filed 13G amendments on iBio. The large stake signals conviction but the passive filing indicates no activist intent.
Key Financial Metrics
Key Facts
- Coastlands Capital LP filed a new Schedule 13G disclosing beneficial ownership of 6,247,738 shares of iBio common stock.
- The stake represents 9.72% of shares outstanding, based on 64,307,256 shares outstanding as of August 27, 2026.
- The filing is passive (Rule 13d-1(b)), with certification that shares were not acquired to change or influence control.
- Coastlands Capital Partners LP holds the shares directly; Coastlands Capital LP is the investment adviser.
- The filing excludes pre-funded warrants and warrants held subject to a 4.99% beneficial ownership limitation.
- Other recent 13G filers on iBio include Cormorant Asset Management (amended Aug 2026) and Point72 Asset Management (amended May 2026).
Financial Impact
9.72% stake valued at approximately $2.5M based on recent trading (no explicit dollar value in filing).
Risk Factors
- Passive filing — no indication of activist engagement or catalyst for change.
- iBio is a small-cap biotech with limited liquidity; large holder exits could pressure the stock.
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0001104659-26-115801 |
| Document: 0001104659-26-115801-index-headers.html | 0001104659-26-115801 |
| Document: 0001104659-26-115801-index.html | 0001104659-26-115801 |
| Document: 0001104659-26-115801.txt | 0001104659-26-115801 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 19, 2026 7d ago | 8-K | $0.8210 | awaiting T+5 | — | $0.7593 (−7.52%) |
Oct 14, 2026 13d ago | SC 13G | $0.7808 $0.8400 | ▲ +7.58% | ▲ +7.13% | $0.7593 (−2.75%) |
Oct 13, 2026 14d ago | 8-K | $0.7818 $0.8210 | ▲ +5.01% | ▲ +6.17% | $0.7593 (−2.88%) |
Sep 14, 2026 6w ago | 8-K | $1.19 $1.33 | ▲ +11.76% | ▲ +9.64% | $0.7593 (−36.19%) |
Aug 28, 2026 8w ago | 8-K | $1.36 $1.31 | ▼ −3.68% | ▼ −3.79% | $0.7593 (−44.17%) |
Aug 28, 2026 8w ago | Press Release | $1.36 $1.31 | ▼ −3.68% | ▼ −3.79% | $0.7593 (−44.17%) |
Jul 1, 2026 16w ago | 8-K | $1.75 $1.59 | ▼ −9.14% | ▼ −9.40% | $0.7593 (−56.61%) |
May 15, 2026 23w ago | 3 | $1.47 $1.84 | ▲ +25.17% | ▲ +24.21% | $0.7593 (−48.35%) |
May 12, 2026 23w ago | Press Release | $1.55 $1.50 | ▲ +3.23% | ▲ +2.07% | $0.7593 (+51.01%) |
May 8, 2026 24w ago | 8-K | $1.66 $1.42 | ▼ −14.46% | ▼ −14.37% | $0.7593 (−54.26%) |
US Market Status
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