LifeSci Capital analyst Patrick Dolezal has maintained their bullish stance on IBIO stock, giving a Buy rating on March 6.
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Patrick Dolezal has given his Buy rating due to a combination of factors tied to iBio’s cardiopulmonary pipeline and the evolving competitive landscape in pulmonary hypertension. He views the company’s myostatin x activin A bispecific antibody, engineered to precisely inhibit activin A, GDF-8, and GDF-11 while sparing safety-sensitive TGF-β ligands, as strategically aligned with big pharma interest highlighted by GSK’s $950M acquisition of 35Pharma and its HS235 program.
Dolezal also emphasizes the substantial commercial opportunity in PH-HFpEF and related indications, where GSK projects the pulmonary hypertension market could surpass $18B by 2032 with activin-pathway blockers representing about half of sales. In his assessment, iBio’s preclinical data, which directionally echoes the profile of sotatercept while aiming for improved selectivity, combined with a clear development path toward an IND-equivalent filing by 2027 and a cash runway exceeding two years, supports a favorable risk‑reward profile that justifies the Buy recommendation.
In another report released on March 6, Leerink Partners also reiterated a Buy rating on the stock with a $5.00 price target.