OmniAb (OABI) Corporate presentation summary

Mission and business overview

• Aims to accelerate innovative therapeutic development by advancing drug discovery technologies.

• Licenses proprietary discovery technology globally, supporting antibodies, multispecifics, CAR-T, radiopharmaceuticals, and peptides.

• Ecosystem includes over 100 partners, with technologies addressing large and growing pharma markets.

• Business model aligns economic and scientific interests through upfront fees, milestones, service revenue, and royalties.

Technology and innovation

• Platforms generate diverse, high-quality antibodies using engineered animals and proprietary reagents.

• Recent launches include OmniUltra (transgenic chicken with ultralong CDRH3 domains) and xPloration (partner access program).

• Suite of in silico tools, bioinformatics, and AI enhance discovery and optimization.

• Biological Intelligence leverages in vivo antibody generation for improved specificity and developability.

Market trends and demand drivers

• Antibody therapeutics have higher regulatory approval rates than small molecules (12.1% vs. 7.5%).

• Industry shifting R&D investment toward antibody-based drugs, partly due to regulatory changes like the Inflation Reduction Act.

• Antibody drug market projected to exceed $330 billion by 2029; peptide TAM estimated over $1 trillion by 2034.