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Dec 31, 2024

OmniAb Q4 2024 Earnings Report

OmniAb reported strong fourth-quarter growth in revenue driven by higher license and milestone income, despite reporting a net loss.

Key Takeaways

OmniAb delivered $10.8 million in Q4 2024 revenue, more than doubling year-over-year, primarily due to higher license and milestone revenue. The company continues to expand its partnerships and clinical-stage programs while maintaining steady operating expenses.

Total revenue reached $10.8 million, up from $4.8 million in Q4 2023.

License and milestone revenue rose to $8.7 million from $1.7 million year-over-year.

Net loss decreased to $13.1 million compared to $14.1 million in Q4 2023.

Signed two new license agreements in the quarter with Incyte Corporation and Photinia Biosciences.

Total Revenue
$10.8M
Previous year: $4.82M
+124.1%
EPS
-$0.12
Previous year: -$0.14
-14.3%
New licenses signed
2
Cash and Equivalents
$27.6M
Previous year: $16.4M
+68.7%

OmniAb

OmniAb

OmniAb Revenue by Segment

Forward Guidance

OmniAb expects continued growth in 2025, with anticipated revenue between $20 million and $25 million, reduced cash use, and further expansion of its clinical pipeline and partnerships.

Positive Outlook

  • 2025 revenue guidance between $20 million and $25 million.
  • Anticipated lower cash use compared to 2024.
  • Ongoing expansion in the number of active partners and clinical programs.
  • Focus on scaling business operations and launching new platform enhancements.
  • Strong potential for additional milestone achievements and royalties.

Challenges Ahead

  • Ongoing net losses expected while investments in R&D continue.
  • Potential fluctuations in royalty revenue due to partner sales performance.
  • Competitive pressures in the biotech technology platform space.
  • Dependence on partner execution and development timelines.
  • Macroeconomic uncertainties could impact business operations and funding.