OmniAb Q4 Revenue at $8.4M, Below Consensus
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Should l Buy OABI?
Reports Q4 revenue $8.4M, consensus $9.0M. "OmniAb exited 2025 with an expanded base of 107 active partners and a growing portfolio of 407 active programs. Our differentiated technologies support our business outlook and allow us to add programs while maintaining a disciplined cost structure. As our partner pipeline continues to advance, several later-stage assets are emerging with potential to generate meaningful milestones and, ultimately, recurring royalty revenue," said Matt Foehr, Chief Executive Officer of OmniAb. "Our focus on innovation was evident in the recent launch of OmniUltra(TM), which strengthens our ability to attract new partners and service new programs. Additionally, we continue to see strong interest in the xPloration partner access program and are excited about its contributions to the business."
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Analyst Views on OABI
Wall Street analysts forecast OABI stock price to rise
6 Analyst Rating
6 Buy
0 Hold
0 Sell
Strong Buy
Current: 1.950
Low
3.00
Averages
6.80
High
11.00
Current: 1.950
Low
3.00
Averages
6.80
High
11.00
About OABI
OmniAb, Inc. licenses discovery research technology to pharmaceutical and biotech companies and academic institutions to enable the discovery of therapeutics. Its technology platform creates and screens diverse antibody repertoires and is designed to identify optimal antibodies and other target-binding proteins for its partners’ drug development efforts. Central to the OmniAb platform, Biological Intelligence, powers the immune systems of its engineered transgenic animals to create optimized antibody candidates for human therapeutics. Its proprietary transgenic animals, including OmniRat, OmniChicken and OmniMouse are genetically modified to generate antibodies with human sequences to streamline the development of human therapeutic candidates. OmniFlic and OmniClic are fixed or common light-chain rats and chickens, designed to facilitate the discovery of bispecific antibodies. OmniTaur provides cow-inspired antibodies with unique structural characteristics for challenging targets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
OmniAb Reports Q4 2025 Earnings with Growth Momentum
- Partner Growth: By the end of 2025, OmniAb increased its partner count from 104 to 107 and active programs from 399 to 407, demonstrating strong momentum in expanding partnerships and projects, which is expected to support future revenue growth.
- OmniUltra Launch: The introduction of OmniUltra at the Antibody Engineering Conference, touted as the industry's first transgenic chicken platform for ultra-long CDRH3 on a human antibody framework, is anticipated to attract new partners and enhance near-term revenue opportunities, further solidifying the company's market position.
- Financial Performance: Q4 2025 total revenue was reported at $8.4 million, down from $10.8 million in the same period in 2024, primarily due to decreased license revenue, although milestone revenue increased, reflecting the company's efforts in revenue diversification.
- 2026 Outlook: The CFO projected 2026 revenue to range between $25 million and $30 million, with operating expenses expected to be between $80 million and $85 million, indicating a positive outlook for future growth while maintaining operational efficiency.
See More
OmniAb Reports Q4 Earnings Miss with Revenue Decline
- Earnings Miss: OmniAb's Q4 GAAP EPS of -$0.11 falls short by $0.02, indicating challenges in profitability that could negatively impact investor confidence.
- Revenue Decline: The company reported revenue of $8.4 million, a 22.2% year-over-year decrease, missing expectations by $0.6 million, reflecting weak market demand and increased competition that may affect future market share.
- Future Outlook: OmniAb expects 2026 revenue to range between $25 million and $30 million, with operating costs projected at $80 million to $85 million, highlighting pressure on cost control that could impact profitability.
- Cash Flow Status: The company anticipates ending the year with cash and cash equivalents between $30 million and $35 million, indicating stable cash flow; however, high operating costs may limit investment capacity and growth potential.
See More
OmniAb Launches First Transgenic Chicken Platform, Expanding Therapeutic Opportunities
- Platform Innovation: OmniAb launched the OmniUltra™ platform at the Antibody Engineering & Therapeutics Conference in San Diego, marking the industry's first transgenic chicken platform capable of expressing ultralong CDRH3 domains, significantly broadening therapeutic applications.
- Technical Advantages: The platform generates antibodies and picobodies™ with high specificity and structural stability, accelerating the drug discovery process, particularly showcasing immense potential in bispecific and multispecific drug development.
- Market Prospects: The launch of the OmniUltra platform is expected to attract strong interest from industry partners, further solidifying OmniAb's leadership in next-generation drug discovery and facilitating entry into new markets.
- Industry Engagement: OmniAb is conducting two presentations at the conference, highlighting the broad applicability of its technology and emphasizing the platform's significance in the discovery of novel mini-proteins and structured peptides, enhancing interaction with potential customers.
See More
GT Biopharma Advances GTB-3650 Clinical Trial to Cohort 4
- Clinical Progress: GT Biopharma's GTB-3650 has advanced to Cohort 4 in its clinical trial at a dose of 10 µg/kg/day, demonstrating good tolerability and potential efficacy, which is expected to provide new treatment options for patients with refractory blood cancers.
- Market Potential: The U.S. oncology market is projected to surge from $81 billion in 2025 to $212 billion by 2034, with monoclonal antibodies and cell therapies leading this growth, positioning GT Biopharma within this rapidly expanding sector.
- Technological Advantage: GTB-3650 employs the company's proprietary TriKE platform technology to stimulate patients' natural killer cells to target cancer cells, showing promise in treating acute myeloid leukemia and high-risk myelodysplastic syndrome.
- Future Plans: The company plans to provide the next trial update in Q1 2026 and expects to submit a regulatory application for GTB-5550 by late December 2025 or January 2026, further expanding its therapeutic pipeline.
See More
GT Biopharma Advances GTB-3650 Clinical Trial to Cohort 4 at 10μg/kg/day
- Clinical Progress: GT Biopharma's GTB-3650 has advanced to Cohort 4 in its clinical trial at a dose of 10μg/kg/day, demonstrating good tolerability and indicating potential efficacy in treating relapsed blood cancers.
- Market Potential: The U.S. oncology market is projected to surge from $81 billion in 2025 to $212 billion by 2034, with monoclonal antibodies and cell therapies leading this growth, positioning GT Biopharma within this rapidly expanding sector.
- Technological Advantage: GTB-3650 employs the company's proprietary TriKE platform technology, aiming to target cancer cells by stimulating the patient's natural killer cells, showcasing innovative potential in treating acute myeloid leukemia and high-risk myelodysplastic syndrome.
- Future Plans: The company plans to share the next trial update in Q1 2026 and expects to submit a regulatory application for GTB-5550 by late December 2025 or January 2026, further expanding its therapeutic pipeline.
See More
OmniAb Signs Technology License and Services Agreement for Antibody Discovery with New Incubated Firm from ArrowMark Partners and Viking Global Investors
Agreement Overview: OmniAb, Inc. has signed a license and services agreement with ArrowMark Partners for antibody discovery programs through its OmniAb-derived technology, which includes revenue, equity, and royalties for services provided.
Strategic Partnership: The collaboration with ArrowMark and Viking Global Investors aims to leverage OmniAb's innovative transgenic chicken-based technologies to identify next-generation drug targets and enhance value creation in biotech investments.
OmniAb's Technology: OmniAb specializes in advanced discovery research technology that enables the rapid identification of optimal antibodies for therapeutic development, utilizing a diverse array of engineered transgenic animals and high-throughput screening methods.
Forward-Looking Statements: The announcement includes forward-looking statements regarding potential collaborations and economic outcomes, emphasizing the inherent risks and uncertainties in biopharmaceutical discovery and development.
See More
OmniAb Reports Q4 2025 Earnings with Growth Momentum
- Partner Growth: By the end of 2025, OmniAb increased its partner count from 104 to 107 and active programs from 399 to 407, demonstrating strong momentum in expanding partnerships and projects, which is expected to support future revenue growth.
- OmniUltra Launch: The introduction of OmniUltra at the Antibody Engineering Conference, touted as the industry's first transgenic chicken platform for ultra-long CDRH3 on a human antibody framework, is anticipated to attract new partners and enhance near-term revenue opportunities, further solidifying the company's market position.
- Financial Performance: Q4 2025 total revenue was reported at $8.4 million, down from $10.8 million in the same period in 2024, primarily due to decreased license revenue, although milestone revenue increased, reflecting the company's efforts in revenue diversification.
- 2026 Outlook: The CFO projected 2026 revenue to range between $25 million and $30 million, with operating expenses expected to be between $80 million and $85 million, indicating a positive outlook for future growth while maintaining operational efficiency.
See More
OmniAb Reports Q4 Earnings Miss with Revenue Decline
- Earnings Miss: OmniAb's Q4 GAAP EPS of -$0.11 falls short by $0.02, indicating challenges in profitability that could negatively impact investor confidence.
- Revenue Decline: The company reported revenue of $8.4 million, a 22.2% year-over-year decrease, missing expectations by $0.6 million, reflecting weak market demand and increased competition that may affect future market share.
- Future Outlook: OmniAb expects 2026 revenue to range between $25 million and $30 million, with operating costs projected at $80 million to $85 million, highlighting pressure on cost control that could impact profitability.
- Cash Flow Status: The company anticipates ending the year with cash and cash equivalents between $30 million and $35 million, indicating stable cash flow; however, high operating costs may limit investment capacity and growth potential.
See More
OmniAb Launches First Transgenic Chicken Platform, Expanding Therapeutic Opportunities
- Platform Innovation: OmniAb launched the OmniUltra™ platform at the Antibody Engineering & Therapeutics Conference in San Diego, marking the industry's first transgenic chicken platform capable of expressing ultralong CDRH3 domains, significantly broadening therapeutic applications.
- Technical Advantages: The platform generates antibodies and picobodies™ with high specificity and structural stability, accelerating the drug discovery process, particularly showcasing immense potential in bispecific and multispecific drug development.
- Market Prospects: The launch of the OmniUltra platform is expected to attract strong interest from industry partners, further solidifying OmniAb's leadership in next-generation drug discovery and facilitating entry into new markets.
- Industry Engagement: OmniAb is conducting two presentations at the conference, highlighting the broad applicability of its technology and emphasizing the platform's significance in the discovery of novel mini-proteins and structured peptides, enhancing interaction with potential customers.
See More
GT Biopharma Advances GTB-3650 Clinical Trial to Cohort 4
- Clinical Progress: GT Biopharma's GTB-3650 has advanced to Cohort 4 in its clinical trial at a dose of 10 µg/kg/day, demonstrating good tolerability and potential efficacy, which is expected to provide new treatment options for patients with refractory blood cancers.
- Market Potential: The U.S. oncology market is projected to surge from $81 billion in 2025 to $212 billion by 2034, with monoclonal antibodies and cell therapies leading this growth, positioning GT Biopharma within this rapidly expanding sector.
- Technological Advantage: GTB-3650 employs the company's proprietary TriKE platform technology to stimulate patients' natural killer cells to target cancer cells, showing promise in treating acute myeloid leukemia and high-risk myelodysplastic syndrome.
- Future Plans: The company plans to provide the next trial update in Q1 2026 and expects to submit a regulatory application for GTB-5550 by late December 2025 or January 2026, further expanding its therapeutic pipeline.
See More
GT Biopharma Advances GTB-3650 Clinical Trial to Cohort 4 at 10μg/kg/day
- Clinical Progress: GT Biopharma's GTB-3650 has advanced to Cohort 4 in its clinical trial at a dose of 10μg/kg/day, demonstrating good tolerability and indicating potential efficacy in treating relapsed blood cancers.
- Market Potential: The U.S. oncology market is projected to surge from $81 billion in 2025 to $212 billion by 2034, with monoclonal antibodies and cell therapies leading this growth, positioning GT Biopharma within this rapidly expanding sector.
- Technological Advantage: GTB-3650 employs the company's proprietary TriKE platform technology, aiming to target cancer cells by stimulating the patient's natural killer cells, showcasing innovative potential in treating acute myeloid leukemia and high-risk myelodysplastic syndrome.
- Future Plans: The company plans to share the next trial update in Q1 2026 and expects to submit a regulatory application for GTB-5550 by late December 2025 or January 2026, further expanding its therapeutic pipeline.
See More
OmniAb Signs Technology License and Services Agreement for Antibody Discovery with New Incubated Firm from ArrowMark Partners and Viking Global Investors
Agreement Overview: OmniAb, Inc. has signed a license and services agreement with ArrowMark Partners for antibody discovery programs through its OmniAb-derived technology, which includes revenue, equity, and royalties for services provided.
Strategic Partnership: The collaboration with ArrowMark and Viking Global Investors aims to leverage OmniAb's innovative transgenic chicken-based technologies to identify next-generation drug targets and enhance value creation in biotech investments.
OmniAb's Technology: OmniAb specializes in advanced discovery research technology that enables the rapid identification of optimal antibodies for therapeutic development, utilizing a diverse array of engineered transgenic animals and high-throughput screening methods.
Forward-Looking Statements: The announcement includes forward-looking statements regarding potential collaborations and economic outcomes, emphasizing the inherent risks and uncertainties in biopharmaceutical discovery and development.
See More
