OmniAb, Inc. (OABI) came out with a quarterly loss of $0.15 per share versus the Zacks Consensus Estimate of a loss of $0.14. This compares to a loss of $0.13 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -7.14%. A quarter ago, it was expected that this company would post a loss of $0.17 per share when it actually produced a loss of $0.17, delivering no surprise.Over the last four quarters, the company has surpassed consensu ...

OmniAb (OABI) Q2 2025 Earnings Call August 06, 2025 04:30 PM ET Speaker0Good afternoon, and welcome to the OmniAb, Inc. Second Quarter twenty twenty five Financial Results and Business Update Conference Call. At this time, all participants are in listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded.I would now like to turn the conference call over to Mr. Kurt Gustafson, OmniAb Inc. Chief Financial Officer. You may begin.Speaker ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________________________________________________________ FORM 10-Q ________________________________________________________________________________________ ☒ Quarterly Report Pursuant to Section 13 or 15 (d) of the Securities Exchange Act of 1934 For the quarterly period ended June 30, 2025 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Transition Per ...

Q2 2025 Financial Results & Business Update Nasdaq: OABI August 6, 2025 1 Disclaimer 2 We caution you that this presentation contains forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding our future results of operations and financial position, including our financial guidance for 2025, business strategy, our expectations regarding the application of, and the rate and degree of market acceptance of, our technology ...

Exhibit 99.1 OmniAb Reports Second Quarter 2025 Financial Results and Business Highlights Conference Call with Slides Begins at 4:30 p.m. Eastern Time Today EMERYVILLE, Calif. (August 6, 2025) – OmniAb, Inc. (NASDAQ: OABI) today reported financial results for the three and six months ended June 30, 2025, and provided operating and partner program updates. "Our business is performing very well as we continued our momentum in partner additions in the second quarter, reaching 100 active partners. This is a tes ...

Q1 2025 Financial Results & Business Update Nasdaq: OABI May 8, 2025 1 Disclaimer 2 Information regarding partnered products and programs comes from reports or information publicly released by our partners and have not been independently verified by OmniAb. For our definitions of "active partners," "active programs," "active clinical programs and approved products" and "approved products", see "Management's Discussion and Analysis of Financial Condition and Results of Operations" in our Annual Report on For ...

Company Performance - OmniAb, Inc. reported a quarterly loss of $0.17 per share, which aligns with the Zacks Consensus Estimate, and is an improvement from a loss of $0.19 per share a year ago [1] - The company posted revenues of $4.15 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 11.50%, but showing an increase from $3.8 million in the same quarter last year [2] - Over the last four quarters, OmniAb has surpassed consensus EPS estimates two times and has also topped consensus revenue estimates two times [2][3] Stock Performance - OmniAb shares have declined approximately 56.8% since the beginning of the year, contrasting with the S&P 500's decline of 4.3% [3] - The company's current Zacks Rank is 3 (Hold), indicating that shares are expected to perform in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.16 on revenues of $5.55 million, and for the current fiscal year, it is -$0.62 on revenues of $24.17 million [7] - The outlook for the Medical - Drugs industry, to which OmniAb belongs, is currently in the top 26% of over 250 Zacks industries, suggesting a favorable environment for stock performance [8]

OmniAb (OABI) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Kurt Gustafson - CFOMatthew Foehr - President & CEOBob Chen - VP of Discovery SystemsMichael Sonntag - Life Science Tools & DiagnosticsAlex Nackenoff - Biotech Equity Research AssociateJacqueline Kisa - Equity Research AssociateNone - Executive Conference Call Participants Joseph Pantginis - MD & Senior Healthcare AnalystNone - AnalystTollef Kohrman - Associate Analyst Operator Good afternoon, and welcome to OmniAb, Inc. First ...

Financial Data and Key Metrics Changes - Revenue for Q1 2025 increased to $4.2 million from $3.8 million in Q1 2024, primarily due to higher milestone revenue from GENmAb's clinical program [24] - Operating expenses decreased to $23 million from $26.4 million year-over-year, with R&D expenses down to $12.6 million from $14.6 million [25] - Net loss for Q1 2025 was $18.2 million or $0.17 per share, compared to a net loss of $19 million or $0.19 per share in Q1 2024 [26] Business Line Data and Key Metrics Changes - The number of active partners grew to 95, with new deals signed with Harvard's Weiss Institute, Takis Biotech, and Orion Corporation [9] - Total active programs increased to 378, with 33 active clinical programs and approved products as of the end of Q1 [10][11] - The company expects 5 to 7 new entries into clinical development for the year [11] Market Data and Key Metrics Changes - The exploration partner access program was launched, allowing partners to purchase exploration instruments for their labs, indicating a strategic move to enhance partner offerings [7][15] - The company anticipates that the exploration program will create new revenue streams and enhance partner workflows [21][46] Company Strategy and Development Direction - The company remains focused on driving innovation in drug discovery and enhancing its technology offerings [7][8] - The launch of the exploration partner access program is seen as a strategic enhancement to the existing offerings, aimed at creating long-term value for stakeholders [22] - The company is committed to growing its business with a focus on value creation and long-term profitability [22] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the strong start to 2025, with continued deal flow and a growing pipeline of partnered programs [6] - The company noted that the FDA's recent announcement regarding animal testing could streamline the entry of antibody-based medicines into the clinic, potentially benefiting the industry [68] Other Important Information - The company implemented a reduction in force in early February, resulting in an additional cash outlay of approximately $1 million in Q1, but expects lower expenses going forward [27] - The guidance for 2025 revenue remains between $20 million and $25 million, excluding contributions from the exploration program [28] Q&A Session Summary Question: What trends contributed to the strong number of program starts this quarter? - Management attributed the strong program starts to continued innovation and the launch of new technologies, with existing partners also starting new programs [32] Question: Is the exploration platform exclusively for existing partners? - Yes, the exploration partner access program is available only to partners within the OmniAb ecosystem [35] Question: What are the potential revenue opportunities from the exploration program? - Management indicated that while specific numbers are difficult to predict, early feedback from partners has been positive, and the program is expected to create new revenue streams [40][46] Question: How does the FDA's decision to move away from animal testing impact the business? - Management clarified that the FDA's announcement is separate from their offerings, but it could facilitate faster entry of antibody-based medicines into the clinic, which is seen as a potential benefit [68] Question: Will there be additional AI-driven platform offerings for customers? - Management confirmed that there are ongoing efforts to build out additional computational and AI-driven offerings, leveraging the data generated from the exploration platform [72]

Financial Data and Key Metrics Changes - Revenue increased to $4.2 million in Q1 2025 from $3.8 million in Q1 2024, primarily due to higher milestone revenue from GenmAb's clinical program [24] - Operating expenses decreased to $23 million from $26.4 million year-over-year, with R&D expenses down to $12.6 million from $14.6 million [25] - Net loss for Q1 2025 was $18.2 million or $0.17 per share, compared to a net loss of $19 million or $0.19 per share in Q1 2024 [26] Business Line Data and Key Metrics Changes - The number of active partners grew to 95, with new deals signed with Harvard's Weiss Institute, Takis Biotech, and Orion Corporation [8] - Total active programs increased to 378, with 33 active clinical programs and approved products as of the end of Q1 [10] Market Data and Key Metrics Changes - The company expects to receive a $3 million upfront payment from Angelini Pharma, with potential milestones exceeding $170 million [9] - The portfolio of post-discovery stage assets has increased by over 39% in the last two years [11] Company Strategy and Development Direction - The launch of the exploration partner access program aims to enhance partner workflows and create new revenue streams [14][21] - The company remains focused on licensing novel discovery technology to the pharmaceutical industry, which is the foundation of its strategy [22] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the strong deal flow and the robustness of new partnerships despite broader industry challenges [5] - The company anticipates that the exploration program will be accretive to earnings and cash flow in both the short and long term [23] Other Important Information - The company implemented a reduction in force in early February, resulting in an additional cash outlay of approximately $1 million in Q1 [27] - Guidance for 2025 revenue remains between $20 million and $25 million, excluding contributions from the exploration program [28] Q&A Session Summary Question: What attributed to the strong number of program starts this quarter? - Management noted that continued innovation and the launch of new technologies have driven interest from both new and existing partners [30][31] Question: Is the exploration platform exclusively for existing partners? - Yes, the exploration partner access program is available only to partners within the OmniAb ecosystem [35] Question: Can you provide any benchmarks for potential partners for the exploration program? - Management indicated that while it is difficult to provide exact numbers, they have deep relationships with partners and are targeting those most likely to benefit from the exploration instruments [42] Question: What are the key differentiators of the exploration platform? - Key differentiators include ease of use, high efficiency, and the absence of fluidics, which reduces maintenance issues [48] Question: How do tariffs impact the business? - Management stated that there are minimal impacts from tariffs as the exploration instrument and most parts are manufactured in the U.S. [51] Question: Will new partners also have access to the exploration platform? - Yes, new partners will have access to the exploration platform as they sign up [58]