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OmniAb (OABI) investor relations material
OmniAb Investor Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Update summary15 Dec, 2025
Launch of OmniUltra technology platform
OmniUltra is a transgenic chicken platform engineered to produce ultra-long CDRH3 antibodies with human sequences, enabling access to unique binding pockets and creation of novel picobodies and peptides for diverse therapeutic uses.
The platform leverages evolutionary distance to generate robust immune responses and antibody diversity, supporting applications in bispecifics, multispecifics, CAR-T, radiopharma, and peptide therapeutics.
OmniUltra enables discovery of mini-proteins, structured peptides, and autonomous binding fragments, expanding beyond traditional antibody discovery.
Early data show strong immune responses to a variety of therapeutically relevant targets, including those 100% conserved in mammals, with broad applicability and industry engagement underway.
Presentations at scientific conferences highlight the platform's innovation and capabilities.
Scientific, market, and business impact
OmniUltra's in vivo optimization process, termed Biological Intelligence, increases efficiency and success rates in therapeutic discovery by producing naturally optimized candidates.
The platform addresses a growing market for peptide therapeutics, with over 130 companies identified as potential partners and the market projected to exceed $1 trillion by 2034.
The technology enables new deal structures, milestone payments, royalties, and stackable revenue streams as programs reach the market.
OmniUltra is highly scalable, can be leveraged within existing infrastructure, and requires no significant incremental investment.
Risks include market acceptance, partner development outcomes, regulatory changes, and competitive pressures.
Partner and market engagement
Three early adopter partner programs are underway, with strong interest from existing and new partners and increasing business development activity post-launch.
The platform is applicable to a wide range of modalities, including bispecifics, radiopharma, and CAR-T engagers.
The company expects adoption to grow, with updates on new partners and programs to be provided over time.
Structured partner agreements include upfront fees, service revenue, milestones, royalties, and revenue sharing.
No change in overall business strategy; focus remains on creating technologies that meet industry needs and leveraging efficient operations.
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Frequently asked questions
OmniAb Inc. is a biotechnology firm specializing in the discovery and development of therapeutic antibodies. The company operates a unique discovery platform that leverages the biological intelligence of proprietary transgenic animals, including OmniRat, OmniChicken, and OmniMouse, which are engineered to produce antibodies with human sequences. This approach facilitates the development of human therapeutic candidates. The company is headquartered in Emeryville, California, and its shares are listed on the Nasdaq.
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