OmniAb (OABI) Corporate presentation summary

Platform and scale

• Licenses proprietary discovery technologies for antibodies, multispecifics, CAR-T binders, radiopharmaceuticals and peptides.

• Transgenic animal libraries and Biological Intelligence generate optimized antibodies; OmniDeep AI supports sequence screening and selection.

• 111 active partners as of 9/30/2026, including 9 of the 10 largest global pharma companies.

• 433 active programs as of 9/30/2026; 34 active clinical programs and approved products.

• xPloration received positive user feedback; a Q3 unit placement and sale went to a top big pharma.

Portfolio economics and partner updates

• More than $3B in contracted potential milestones; active clinical programs have ~$340M in remaining potential milestones.

• Average portfolio royalty rate ~3.4%; more than 98% of active programs have contracted future economics.

• TEV-'408 Phase 2a met its primary endpoint in celiac disease; week 8 treatment difference in intestinal damage was 0.45 vs placebo (95% CI 0.06–0.84; p<0.05).

• China approved batoclimab for generalized myasthenia gravis in adults who are anti-AChR antibody positive.

• Precemtabart tocentecan showed 26.8% ORR and 6.9-month median PFS in metastatic colorectal cancer; advanced directly to Phase 3 in Q2.

Financial performance

• Q3 2026 revenue was $4.0M vs $2.2M in Q3 2025; 9M 2026 revenue was $31.8M vs $10.3M.

• Q3 2026 net loss was $15.7M vs $16.5M; 9M net loss was $29.3M vs $50.6M.

• Non-GAAP cash costs and operating expense were $13.7M in Q3 2026 vs $12.3M; 9M was $39.2M vs $38.9M.

• Cash and investments were $64.2M at 9/30/2026 vs $54.0M at 12/31/2025.