IN8bio
Market cap $10.0M 10.8M shares (10-Q, Nov 2, 2026) × $0.927 close Nov 6, 2026
Most recent annual filing: 2026-03-12
- INB-400 FDA feedback2H 2026INB-400 FDA feedback, 2H 2026, major
- INB-100 enrollment doneLate 2026INB-100 enrollment done, Late 2026, notable
- INB-619 readoutBy year-end 2026INB-619 readout, By year-end 2026, notable
- INB-200/INB-400 Ph2 interimNov 2026INB-200/INB-400 Ph2 interim, Nov 2026, major
- Corporate financingApr 2027Corporate financing, Apr 2027, notable
Bar width shows how precise the guidance is — a pin is a stated date, a wide band a six-month window. Deeper blue means more of the thesis rides on the event; it is not a view on the stock.
Pipeline (4 active programs)
DeltEx DRI
DeltEx · INB-200INB-619
INB-200
Technology platforms
DeltEx
Suite of gamma-delta T cell platform technologies encompassing TCEs, allogeneic, autologous, iPSC, and genetically modified cell therapy approaches designed to identify and eradicate tumor or target cells; applications in oncology and autoimmune diseases
INB-600
Novel gamma-delta T cell engager platform designed to selectively eliminate targets such as CD19, potentially reducing cytokine release syndrome and infections while expanding the therapeutic window compared with conventional CD3-targeting T cell engagers; applications across oncology and autoimmune indications
Targets: CD19
Discontinued (3)
- INB-400 — Glioblastoma · enrollment suspended in September 2024 following pipeline prioritization review to conserve capital
- INB-300 — undisclosed · suspended in development due to current market interest and prioritization
- INB-500 — undisclosed · suspended in development due to current market interest and prioritization
Capital (as filed)
- Cash
- $14.2M cash, equivalents and restricted cash · Sep 30, 2026 (10-Q)
- Operating cash flow
- −$3.9M quarter Jun 30, 2026 → Sep 30, 2026, year-to-date difference (10-Q)
- As stated in coverage
- $14.0M cash, runway April 2027 per the update of Nov 5, 2026 — the company's own words as read there, not the filed figure
Offering documents (1)
- 2026-06-01 424B5 · At-the-market program up to $2.8M
Cash, investments and operating cash flow are the company's own XBRL facts as filed with the SEC, each shown with its period end and tag. As-stated figures come from the company's own words as read in Biotech Distilled coverage, dated, and routinely count securities and planned financing that a balance sheet does not. Offering rows are the SEC cover pages as filed. Not investment advice. Figures as of Nov 7, 2026.
Biotech Distilled coverage (4)
- 2026-08-07 UPDATE: IN8bio (INAB) - The Science Is Winning. The Listing Is the Problem. 🔒 Paid
- 2026-07-09 UPDATE: IN8bio (INAB) - The JCO Stamp Lands, the Tape Ignores It
- 2026-06-02 UPDATE: IN8bio (INAB) - The Survival Curve Keeps Separating, and the ATM Spigot Just Turned On 🔒 Paid
- 2026-05-14 IN8bio (INAB) - Scientific Deep Dive for Lead and Pipeline Products 🔒 Paid
Articles open on Substack. Some are subscriber-only; those marked ★ Distilled Pro are for Distilled Pro members.
Verdict history (4 calls)
Every verdict Biotech Distilled has published on IN8bio, oldest first — the full history, never a selection. How calls are scored: the track record.
- 2026-05-14 Watch IN8bio (INAB) - Scientific Deep Dive for Lead and Pipeline Products Compelling clinical efficacy in GBM and AML but severe near-term dilution gap and going-concern risk make the stock a watch until the balance sheet is permanently restructured.
- 2026-06-02 Speculative buy speculative UPDATE: IN8bio (INAB) - The Survival Curve Keeps Separating, and the ATM Spigot Just Turned On ASCO mOS update materially de-risks the scientific bull case with a +48% OS delta vs SOC and no DLTs/CRS, warranting a speculative entry sized for high volatility while the balance sheet remains managed but not solved.
- 2026-07-09 Speculative buy speculative UPDATE: IN8bio (INAB) - The JCO Stamp Lands, the Tape Ignores It JCO peer-reviewed publication is a genuine credentialing event that strengthens the FDA-dialogue posture for 2H 2026, while the 19% price decline appears driven by ATM mechanics rather than any thesis break.
- 2026-08-07 Watch UPDATE: IN8bio (INAB) - The Science Is Winning. The Listing Is the Problem. A new Nasdaq MVLS listing standard with no cure period, stock below $1.00, PIPE tranche out of reach, and ATM barely tapped shifts the risk from dilution to potential delisting — a structural risk that warrants stepping back to watch despite intact science.
- Long call · opened Jun 2, 2026 at $1.56 · closed Aug 7, 2026 (downgraded to WATCH from long) at $0.979 · -37.2% vs XBI +23.2%
Every verdict Biotech Distilled has published on this company, in order, with the post it came from — the full history, never a selection. Position figures are the same ones shown on /track-record, computed by the same method. Editorial opinion, not investment advice.
Timing, in the company's words (6 quotes from 3 filings)
Sentences quoted verbatim from the company's SEC filings, newest filing first. Each sits under the filing it appeared in; the "matched to" tag names the calendar row it was read for.
-
-
“We expect to complete the treatment of all patients and present a clinical update at a medical meeting in late 2026.”
matched to INB-100 · enrollment complete · read as late 2026 -
“We continue to believe that our DeltEx DRI approach has the potential to address this significant unmet need and expect to provide further clinical updates, including additional mOS data from the total data set, at medical meetings in late- 2026.”
matched to INB-200/INB-400 · interim data · read as late- 2026 -
“Data presented at The American College of Rheumatology Convergence 2025 meeting ("ACR Convergence 2025") highlighted the potential of INB-619 in B cell-driven autoimmune diseases such as systemic lupus erythematosus ("SLE") and demonstrated deep B cell depletion through selective activation and expansion of gamma-delta T cells.We expect to report initial in vivo data for INB-619 in the second half of 2026.”
matched to INB-619 · readout other · read as second half of 2026
-
-
-
“Remain on track to report initial in vivo preclinical data in the second half of 2026.”
matched to INB-619 · readout other · read as second half of 2026
-
-
-
“We expect to complete the treatment of all patients and present a clinical update at a medical meeting in late 2026.”
matched to INB-100 · enrollment complete · read as late 2026 -
“Remain on track to report initial in vivo preclinical data in the second half of 2026.”
matched to INB-619 · readout other · read as second half of 2026
-
Timing sentences quoted from the company's own SEC filings, each under the filing it appeared in. The 'matched to' tag is the calendar row the sentence was read for; the filing is the source. Not investment advice.
Filings & releases (22)
SEC filings from EDGAR and press releases captured from the company's investor-relations site, newest first. Releases captured from Jun 1, 2026; filings from March 2026. Summaries come from the BD update that read the document; "BD extracted" counts point at the pipeline table above. All companies →
- Nov 5, 2026ReleaseIN8bio Reports Third Quarter 2026 Financial Results and Recent Business HighlightsSummary on the 8-K
- Nov 5, 20268-KCurrent report: results of operations · EX-99.1Q3 puts $14.0M cash against an April 2027 wall, but the hire of a gamma-delta TCE pioneer as SVP of R&D and INB-619's debut in Nature Reviews Drug Discovery signal a company accelerating toward the year-end animal data that could unlock the $20.1M PIPE second tranche — if the listing holds.
- Nov 5, 202610-QQuarterly reportSummary on the 8-K
- Sep 22, 2026ReleaseIN8bio to Present at Sidoti Small-Cap Virtual Conference
- Sep 10, 2026ReleaseIN8bio to Present at H.C. Wainwright 28th Annual Global Investment Conference
- Sep 9, 2026ReleaseIN8bio Appoints Oxana Polyakova, Ph.D., as Senior Vice President of Research & DevelopmentIN8bio just hired Oxana Polyakova — former CSO at LAVA Therapeutics and founder of Adaptate (acquired by Takeda) — as SVP R&D, a targeted signal that the INB-619 γδ TCE program the company's entire second PIPE tranche depends on is being accelerated, not shelved.
- Aug 6, 2026ReleaseIN8bio Reports Second Quarter 2026 Financial Results and Recent Business HighlightsBD extracted 1 program update from this document → INAB pipeline
- Aug 6, 20268-KCurrent report: results of operations · EX-99.1
- Aug 6, 202610-QQuarterly report
- Jul 9, 2026ReleaseIN8bio Announces Publication in The Journal of Clinical Oncology Demonstrating DeltEx™ DRI Doubles Progression-Free Survival in Newly Diagnosed GlioblastomaBD extracted 1 program update from this document → INAB pipeline
- Jun 3, 2026ReleaseIN8bio Announces Publication in Nature Communications Highlighting Advances in Gamma-Delta T Cell Engineering and Combination Therapies
- Jun 1, 2026ReleaseIN8bio Presents Updated Overall Survival Data Surpassing 19.5 Months for DeltEx DRI in Newly Diagnosed Glioblastoma at ASCO 2026
- Jun 1, 20268-KCurrent report: material agreement, agreement terminated
- Jun 1, 2026424B5Prospectus supplement (offering)
- May 29, 2026SCHEDULE 13D/A13D amendment
- May 18, 2026S-3/AShelf registration (amended)
- May 7, 20268-KCurrent report: results of operations, officer / director change, shareholder vote · EX-99.1
- May 7, 202610-QQuarterly report
- Mar 26, 2026DEFA14AProxy soliciting material
- Mar 26, 2026DEF 14AProxy statement
- Mar 12, 20268-KCurrent report: results of operations · EX-99.1
- Mar 12, 202610-KAnnual report
12 more filings (13G holder notices, S-8, proxy material, SEC correspondence …)
- Aug 13, 2026SCHEDULE 13G/A13G amendment
- Aug 7, 2026S-8Employee plan registration
- May 19, 2026EFFECTRegistration effective
- May 15, 2026CORRESPCORRESP
- May 7, 2026S-8 POSEmployee plan registration (post-effective)
- May 7, 2026S-8 POSEmployee plan registration (post-effective)
- May 7, 2026S-8 POSEmployee plan registration (post-effective)
- May 7, 2026S-8 POSEmployee plan registration (post-effective)
- May 7, 2026S-8 POSEmployee plan registration (post-effective)
- May 7, 2026S-8Employee plan registration
- Mar 26, 2026ARSAnnual report to shareholders
- Mar 2, 2026SCHEDULE 13GPassive >5% holder (13G)