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OmniAb (NasdaqGM:OABI) Earnings Call Presentation
2025-12-15 22:00
OmniUltra Platform Overview - OmniUltra is the first and only transgenic chicken producing antibodies on a human framework with ultralong CDRH3s, similar to those found in cows[24] - Ultralong CDRH3s can reach binding pockets inaccessible to other antibodies, and can be cleaved to create Picobodies, the smallest functional antibody fragment[24] - OmniUltra is engineered for *in vivo* optimization, generating molecules pre-selected for function, affinity, and structural stability, potentially uncovering novel binding domains[27] - The platform leverages a transgenic chicken host to deliver biologically-optimized structured peptides, unlike phage display or other peptide discovery technologies[28] Competitive Advantages and Biological Intelligence - Antibodies generated *in vivo* are naturally optimized for specificity and developability[37] - The immune system in engineered transgenic animals creates optimized antibodies for human therapeutics, termed Biological Intelligence, increasing the efficiency and probability of success in therapeutic antibody discovery[37] - Greater evolutionary distance yields greater immunogenicity and more antibody diversity in chicken platforms[38] Epitope Coverage and Peptide Discovery - OmniUltra chickens are immunoresponsive to a variety of antigen targets[42] - Ultralong CDRH3 IgG clones bind to overlapping and novel epitopes[45] - OmniUltra can identify naturally-optimized peptide sequences that can be chemically synthesized as picobodies and retain antibody-like affinity and specificity to the immunized target[49] Market Opportunities and Expansion - The estimated total available commercial therapeutic market in 2034 is over $1 trillion, including peptides ($332 billion), bi-specifics ($460 billion), CAR-T ($224 billion), and radiopharma ($14 billion)[64] - Expansion into peptides provides an opportunity to drive service revenue and increases the potential audience of new partners by adding >130 peptide companies[66, 68]
Would digital IQ replace biological IQ? | Zhang Yang Qing Lan | TEDxBSB Shunyi Youth
TEDx Talks· 2025-12-09 16:07
AI与生物智能的对比 - AI擅长高速计算和学习,处理海量数据,速度远超人类大脑 [4] - AI拥有理论上无限的记忆能力,可以无损存储知识 [4] - AI能够实现无缝即时通讯,打破语言和距离的限制 [5] - 生物智能拥有情感、意识和主观体验,这是人类独有的 [5] - 人类擅长以创造力和直觉解决模糊问题 [6] AI的局限性 - AI无法真正感受喜悦或悲伤,即使通过代码模拟同理心 [6] - AI无法像人类一样理解抽象概念,缺乏直觉和创造力 [3][7] - AI的每一次突破都源于人类的创造力,其目的是服务于人类 [7] AI与人类的合作 - AI不会取代人类,而是与人类合作,成为强大的伙伴 [2] - AI可以分析数据提出新的科学理论,人类则提供创造性的见解来解释其意义 [9] - AI可以作为助手来增强人类的潜力,推动人类进步 [10] 行业发展方向 - 行业应拥抱AI,但不能将其误认为人类的替代品 [11] - 生物智能引导数字智能,未来的发展将仅受人类想象力的限制 [11] - 行业发展的关键在于如何与AI协作,实现优势互补 [9]