Summary of OmniAb's OmniUltra Launch Conference Call Company Overview - **Company**: OmniAb, Inc. - **Event**: OmniUltra Launch virtual investor event - **Date**: December 15, 2025 Key Points Industry and Technology - **New Technology**: OmniUltra, a novel platform for discovering ultra-long cDRH3 antibodies and peptides [5][6] - **Unique Features**: OmniUltra is the first transgenic chicken engineered to produce ultra-long cDRH3s, a structural feature typically found in cow antibodies, but with human sequences for therapeutic use [5][6] - **Evolutionary Advantage**: The use of chickens allows for robust immune responses to human targets due to their evolutionary distance from mammals [10][11] Scientific Advancements - **Therapeutic Discovery**: OmniUltra enables the discovery of unique binding fragments called Pico bodies, which can access previously unreachable therapeutic targets [6][7] - **Peptide Therapeutics**: The technology allows for the synthesis of peptides that retain binding activity, providing a new avenue for therapeutic development [12][13] - **Market Growth**: There is a significant increase in the number of new peptides entering clinical trials, indicating a growing interest in peptide therapeutics [17][18] Business Opportunities - **Market Potential**: OmniUltra opens up new licensing opportunities and collaborations, targeting over 130 companies involved in peptide development [18][26] - **Client Engagement**: The technology is expected to attract new partners and revive interest from existing partners, enhancing business development efforts [33][34] - **Revenue Generation**: The platform is anticipated to drive service revenue and increase deal-making diversity [18][19] Competitive Edge - **Biological Intelligence**: The concept that in vivo generated molecules are superior due to natural optimization processes, enhancing specificity and developability [9][10] - **Reduced Immunogenicity**: Smaller peptide structures and stabilized formats are expected to lower immunogenicity risks compared to traditional antibody formats [30][31] Future Outlook - **Partnership Growth**: The launch of OmniUltra is expected to increase the cadence of new partnerships and collaborations in the coming years [32][34] - **Investment in Infrastructure**: OmniAb has made prior investments in facilities and infrastructure, allowing for scalable operations without significant incremental costs [36] Additional Insights - **Scientific Presentations**: OmniUltra was showcased at the Antibody Engineering and Therapeutics Conference, highlighting its innovative capabilities [4][5] - **Confidential Programs**: Three partner programs utilizing OmniUltra technology are currently confidential, but they are generating excitement within the industry [20][21] This summary encapsulates the critical aspects of OmniAb's conference call regarding the launch of their new technology, OmniUltra, and its implications for the industry and the company's future.