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OmniAb, Inc.

OmniAb, Inc.

NASDAQ•OABI
CEO: Mr. Matthew W. Foehr
Sector: Healthcare
Industry: Biotechnology
Listing Date: 2021-09-30
OmniAb, Inc., a biotechnology company, engages in the discovery and provision of therapeutic antibody discovery technologies in the United States. The company's technology platform creates and screens diverse antibody repertoires and identify optimal antibodies for partners' drug development efforts. Its OmniAb platform is the biological intelligence of proprietary transgenic animals, including OmniRat, OmniChicken, and OmniMouse that have been genetically modified to generate antibodies with human sequences to facilitate development of human therapeutic candidates. The company's OmniFlic, a bispecific rat, and OmniClic, a bispecific chicken, designed for discovery of bispecific antibody applications; OmniTaur, which provides unique structural characteristics of cow antibodies for complex targets; and OmniDeep, a suite of in silico, an AI and machine learning tools for therapeutic discovery and optimization through various technologies and capabilities. OmniAb, Inc. was founded in 2012 and is headquartered in Emeryville, California.
Contact Information
5980 Horton Street, Suite 600, EmeryVille, CA, 94608, United States
510-250-7800
www.omniab.com
Market Cap
$210.94M
P/E (TTM)
-3.5
37
Dividend Yield
--
52W High
$4.02
52W Low
$1.22
52W Range
26%
Rank46Top 59.5%
3.5
F-Score
Modified Piotroski Analysis
Based on 6-year fundamentals
Weak • 3.5 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2020-2025

Financial Dashboard

Q3 2025 Data

Revenue

$2.24M-46.33%
4-Quarter Trend

EPS

-$0.14-12.50%
4-Quarter Trend

FCF

-$9.95M+47.77%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Operating Expenses Decline Total costs $63.5M, down 14% for nine months, reflecting lower R&D and G&A expenses compared to prior year.
Platform Adoption Growth Active partners reached 104, supporting 399 active programs as of September 30, 2025, indicating platform usage expansion.
Successful Equity Financing Financing activities provided $28.0M cash, driven by the August 2025 PIPE raising approximately $30.0M gross proceeds.
Cash Runway Secured Cash, equivalents, and investments total $59.5M, sufficient to support operations for at least the next 12 months.

Risk Factors

Revenue Milestone Dependency Nine-month total revenue fell 34% to $10.3M due to timing of license agreements and milestone achievement fluctuations.
Increased Net Loss Nine-month net loss widened to $(50.6M) versus $(49.0M) last year, driven by lower revenue recognition timing.
Healthcare Regulatory Headwinds New legislation like the One Big Beautiful Bill Act may reduce Medicaid funding, potentially impacting partner sales profitability.
Warrants Out of Money Warrants remain 'out of the money' as stock price is below $11.50 exercise price, delaying potential cash inflow.

Outlook

Focus on Royalty Value Long-term value driven by royalties based on global sales of future partner programs, expected to be recurring payments.
R&D Investment Continuation Expect to incur losses while investing in R&D to improve platform, market technologies, and expand operational systems.
Future Capital Needs Liquidity requirements may necessitate raising additional capital via equity or debt if anticipated cash flows prove insufficient.
Unrecognized Compensation Expense Unrecognized stock compensation expense of $17.7M for options expected to be recognized over the next 1.19 years.

Peer Comparison

Revenue (TTM)

Codexis, Inc.CDXS
$52.93M
-17.9%
Invivyd, Inc.IVVD
$50.04M
+243.0%
Sangamo Therapeutics, Inc.SGMO
$32.88M
-37.1%

Gross Margin (Latest Quarter)

Sangamo Therapeutics, Inc.SGMO
100.0%
+4.3pp
Orchestra BioMed Holdings, Inc.OBIO
94.3%
+1.2pp
Invivyd, Inc.IVVD
91.7%
+0.4pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
IVVD$280.06M-6.0-93.0%1.9%
TARA$238.87M-4.9-35.1%2.5%
OBIO$228.12M-2.1-320.1%1.7%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-40.8%
Growth Under Pressure
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
0%
Cash Flow Needs Attention

Research & Insights

Next earnings:Mar 17, 2026
|
EPS:-$0.08
|
Revenue:-
Reports
All Years

  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Nov 4, 2025|
    Revenue: $2.24M-46.3%
    |
    EPS: $-0.14-12.5%
    Meet

  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Aug 6, 2025|
    Revenue: $3.90M-48.8%
    |
    EPS: $-0.15+15.4%
    Meet

  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 8, 2025|
    Revenue: $4.15M+9.3%
    |
    EPS: $-0.17-10.5%
    Miss

  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Mar 18, 2025|
    Revenue: $26.39M-22.8%
    |
    EPS: $-0.61-19.6%
    Miss

  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Nov 12, 2024|
    Revenue: $4.17M-23.8%
    |
    EPS: $-0.16+0.0%
    Miss

  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 8, 2024|
    Revenue: $7.61M+9.6%
    |
    EPS: $-0.13-13.3%
    Beat

  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 9, 2024|
    Revenue: $3.80M-77.5%
    |
    EPS: $-0.19+208.9%
    Miss

  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Mar 25, 2024|
    Revenue: $34.16M-42.2%
    |
    EPS: $-0.51-96.2%
    Miss