OmniAb Inc (NAS:OABI)

Q3 2025 OmniAb Inc Earnings Call Transcript

Nov 4, 2025 / 09:30 PM GMT

Release Date Price: $1.48

Transcript 10-Q8-K

Key Points

Positve

OmniAb Inc (OABI) reported strong program addition momentum, with new program additions in 2025 already equaling the total for all of 2024.
The company has grown and diversified its base of active partners, now exceeding 100, indicating strong validation of its technology platforms.
OmniAb Inc (OABI) launched the Omni Ultra platform, a transgenic chicken producing cow-like antibodies, which could open new markets and business opportunities.
The company enhanced its financial flexibility with a $30 million private placement, strengthening its balance sheet.
OmniAb Inc (OABI) reported a significant milestone as the first Omnidav derived program entered human clinical trials within two years of the platform's launch.

Negative

Revenue for Q3 2025 decreased to $2.2 million from $4.2 million in the same period in 2024, primarily due to a reduction in milestones achieved and lower service revenue.
The company reported a net loss of $16.5 million for Q3 2025, slightly higher than the $16.4 million loss in the same period in 2024.
Some expected milestones have been pushed to 2026, affecting the company's short-term financial outlook.
Operating expenses for Q3 2025 included a non-recurring charge of approximately $800,000 related to a headcount reduction.
OmniAb Inc (OABI) has not provided precise guidance on the revenue potential from its new exploration platform, indicating uncertainty in its financial impact.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

OABI.OQ - OmniAB Inc
Q3 2025 OmniAb Inc Earnings Call
Nov 04, 2025 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon and welcome to Omni App's 3rd quarter 2025 financial results and business update conference call.

At this time, all participants are in a lesson only mode. A question-and-answer session will follow the formal presentation. As a reminder, this conference is being recorded, and I would now like to turn the call over to Kurt Etasson, Omni A's Chief Financial Officer. You may begin.

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Unidentified_2 [2]
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Thank you, operator, and good afternoon, everyone. This is Kurt Gustafson. I'm NAB's Chief Financial Officer. And thank you all for joining our third

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