Omniab, Inc. · NASDAQ:OABI
Omniab — Investor Day (October 2026)
69 slides from Omniab's investor day presentation, Oct 6, 2026
Slide 1: OmniAb, Inc. Investor & Analyst Day
1 OmniAb, Inc. Investor & Analyst Day Nasdaq: OABI October 6, 2026 8:00 a.m. PT Emeryville, California
Slide 2: Disclaimer
2 Disclaimer We caution you that this presentation contains forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding our future results of operations and financial position, including our financial guidance fo
Slide 3: Welcome
3 Welcome Matt Foehr CEO
Slide 4: Today’s Agenda
4 Today’s Agenda Topics Slides Opening Remarks & Business Overview - Matt Foehr 6 – 21 Licensing - Todd Pettingill 22 – 25 Transgenic Chicken Advantage - Bill Harriman 26 - 31 OmniTides Platform - Yasmina Abdiche & Brian McGuinness 32 – 41 xPloration® Platform - Amechi Nwachuku 42 – 58 Enhancing Dis
Slide 5: Today’s Presenters
5 Today’s Presenters Matt Foehr Todd Pettingill Bill Harriman, Ph.D. Yasmina Abdiche, Ph.D. CEO VP SVP SVP Business Development & Discovery Partnership Management & Exploratory Research & Strategy Technology Development Advanced Characterization Brian McGuinness Amechi Nwachuku Bob Chen, Ph.D. Kurt
Slide 6: Mission
6 Our mission is to enable the rapid Mission development of innovative therapeutics by pushing the frontiers of drug discovery technologies.
Slide 7: OmniAb’s Business
7 OmniAb’s Business WE LICENSE PROPRIETARY DISCOVERY TECHNOLOGY TO THE BIOPHARMA INDUSTRY DIFFERENTIATED TECHNOLOGY PL ATFORMS BUSINESS WITH SCALE, LEVERAGABILIT Y CRE ATE LICENSING OPPORTUNITIES AND MULTIPLE REVENUE STRE AMS Proprietary Transgenic Animals Create custom in vivo libraries for both an
Slide 8: OmniAb’s Pillars of Value
8 OmniAb’s Pillars of Value OmniAb is well-positioned to deliver for our stakeholders, with highly differentiated technologies and multiple ways to efficiently drive value Pipeline & Partnerships Discovery Technologies xPloration Platform Substantial contracted downstream Expanding suite of innovati
Slide 9: The Value of Royalties on Therapeutics
9 The Value of Royalties on Therapeutics Predictable & Recurring Cash Flows Pharmaceutical royalties entitle the holder to a percentage of future product sales. For approved drugs with established market adoption, royalty payments can provide highly visible, recurring revenue streams over many years
Slide 10: The Intellectual Property Advantage at OmniAb
10 The Intellectual Property Advantage at OmniAb PARTNERS FILING PATENTS ON OMNIAB-DERIVED ANTIBODIES CAN CREATE DIVERSE AND DURABLE ROYALTY STREAMS AND A LENGTHY IP TAIL Antibody Patent Applications Over 350 technology patents issued worldwide Filed by Partners We maintain a broad intellectual prop
Slide 11: OmniAb Technologies
OmniAb Technologies 11 INNOVATION THAT ENABLES THE DISCOVERY OF NEXT GENERATION THERAPEUTICS BIOLOGICAL INTELLIGENCE Create Screen Deliver Custom In Vivo Libraries for High Throughput Prioritization of Candidates Antibody & Peptide Discovery Identification of Hits Custom Bioinformatics Conventional
Slide 12: The Role of Ion Channels in Health and Disease
12 The Role of Ion Channels in Health and Disease(1) THERAPEUTIC TARGETS WITH HIGH UNMET MEDICAL NEED “ I think that ion channels are the most important single class of “ proteins that exist in the human body, or any body for that matter. – Clay Armstrong, M.D. Albert Lasker Award Interview Ion chan
Slide 13: OmniAb's Ion Channel Platform
13 OmniAb's Ion Channel Platform ENABLING HIGH VALUE PARTNERSHIPS Cav Kv10-11 Nav • We believe we have developed an industry-leading platform for ion channel drug discovery K2P • We partner with big pharma players who are interested in pursuing ion channel targets, and want access to our discovery t
Slide 14: Active Partners
14 Active Partners Number of Active Partners(1)(2) 110 Partner Type Partner Location(3) • 8 of the 10 largest global pharma companies are Active Partners(4) • Our discovery partnership model provides unique vantage point on industry n = 110 n = 110 and informs our innovation and priorities (1) See o
Slide 15: Active Programs
15 Active Programs Number of Active Programs(1) 425 Over $3 Billion Distribution of • >98% of our Active of Milestone(s) Contracted Royalty Rates Programs have contracted (by Type(2)) (by Program(2)) future economics to OmniAb 11% 10% 21% • Over $3 billion in total contracted potential 58% milestone
Slide 16: Active Clinical Programs and Approved Products
16 Active Clinical Programs and Approved Products Source Technology Number of Active Clinical Programs and Approved Products(1)(2) • 34 active clinical 34 programs and approved products, 30 with increasing diverse therapy area n = 34 distribution Therapy Area of Clinical & Commercial Programs 15 • A
Slide 17: Clinical and Commercial-Stage Partner Pipeline
Clinical and Commercial-Stage Partner Pipeline 17 (1)(2) AS OF 6/30/2026 ONLY PROGRAMS WITH DOWNSTREAM ECONOMICS ARE SHOWN Phase Phase Phase11 1/1b Phase 1/2 1/2 Phase 2 Phase 3 Registration Approved 1/1b Hanall Biopharma CStone Pharmaceuticals, Zhikang Hongyi (Biocity) CessationTherapeutics Zhikang
Slide 18: Select Late-Stage Partner Programs
18 Select Late-Stage Partner Programs MULTIPLE ROYALTY-BEARING PROGRAMS, EACH DESCRIBED AS “PIPELINE-IN-A-PRODUCT” PROGRAMS, ALSO WITH FIRST-IN-CLASS OR BEST-IN-CLASS POTENTIAL Potential Potential Program Stage of First Indication(s) Added Indications (target) Partner(s) Development (est. addressabl
Slide 19: Partner Commitment to our Programs
19 Partner Commitment to our Programs MILESTONE AND ROYALTY BEARING PROGRAMS FUNDED BY OUR PARTNERS Clinical Trial Starts(1) Planned or Enrolled Patients(1) We estimate our clinical-stage partners have committed to spend more than $2.4 Billion advancing programs through the clinic that leverage our
Slide 20: Select Partner Clinical Read-Out Summary
20 Select Partner Clinical Read-Out Summary(1) BASED ON CLINICALTRIALS.GOV DISCLOSURES NCT06806046 NCT05652335 NCT07266441 NCT06710132 (precemtabart tocentecan) (ramantamig) (ramantamig) (precemtabart tocentecan) NCT05464030 NCT06548672 NCT07469774 (precemtabart tocentecan) (BC3195) NCT07018323 (BC3
Slide 21: Highly Leverageable Business, Built for Value-Creation
Highly Leverageable Business, Built for Value-Creation 21 OUR EXPECTATIONS FOR THE BUSINESS IN THE SHORT-, MID- AND LONG-TERM Short-Term Mid-Term Long-Term next two years 2029 through 2034 2034 and beyond • Existing portfolio positioned to drive • Business evolves and grows, with an • Potential for
Slide 22: Licensing
22 Licensing Todd Pettingill VP, Business Development & Strategy
Slide 23: Industry Trends Favor OmniAb's Platforms and Position
23 Industry Trends Favor OmniAb's Platforms and Position Biologics Outperform Small Molecules in Clinical Success Biologics have succeeded in the clinic roughly 60% more often than small molecules, underscoring the value of OmniAb's biologic platforms(¹). Also, streamlined non-clinical requirements
Slide 24: New Agreements Driven by our New Source Technologies
24 New Agreements Driven by our New Source Technologies MAJORITY OF NEW PARTNERSHIPS DRIVEN BY CHICKEN AND NOVEL SCAFFOLD TECHNOLOGIES Percent of New Partnerships Driven by Interest in Novel Chicken-based Source Technologies 70% 60% • We leverage our vantage point in the industry to 50% drive our in
Slide 25: Value Creation with Technology Licenses
25 Value Creation with Technology Licenses A VARIETY OF PATHS TO CREATE VALUE LEVERAGING OUR TECHNOLOGIES Standard Tech Ion Channel Entrepreneur Asset-Based Deals Licensing Screening Enablement Program Provides access to our suite Project-based service and FTE Similar framework as Standard We can op
Slide 26: Transgenic Chicken Advantage
26 Transgenic Chicken Advantage Bill Harriman, Ph.D. SVP, Discovery Partnership Management & Technology Development
Slide 27: Greater Evolutionary Distance Yields Robust Responses
27 GREATER EVOLUTIONARY DISTANCE YIELDS ROBUST RESPONSES TO HUMAN TARGETS PRIMORDIAL HUMAN ORTHOLOG MAMMALIAN LINEAGE TARGET GENE 300 MILLION ~95 MILLION Early form of YEARS AGO YEARS AGO gene prior to MURINE ORTHOLOG avian/mammalian evolutionary split CAMELID ORTHOLOG BOVINE ORTHOLOG AVIAN LINEAGE
Slide 28: What is Biological Intelligence
28 What is Biological Intelligence We believe that antibodies generated in vivo are superior to ones from other sources because they are naturally optimized through an iterative process that preferentially selects for antibodies with excellent specificity and developability profiles BIOLOGICAL The a
Slide 29: OmniAb Transgenic Chickens
29 OmniAb Transgenic Chickens ENGINEERED TO PRODUCE HIGH AFFINITY HUMAN BINDING DOMAINS WITH FIT-FOR- PURPOSE STRUCTURAL FEATURES Diversifying single scaffold heavy chain Classical VH x VL IgG (VH3-23) Expanded epitope coverage 2017 Diversifying light chain High homology targets Diversifying single
Slide 30: Single Domain (VHH) Platform: OmnidAb
30 Single Domain (VHH) Platform: OmnidAb® Traditional approach to generating a therapeutic VHH BIOLOGICAL INTELLIGENCE Our Approach Wild-type Llama or Camel Affinity-matured Camelid VHH Transgene Design Features CDR1 CDR2 CDR3 Genetic framework pre-engineered for developability In vivo affinity matu
Slide 31: Rapid Progression of OmnidAb Partner Program
31 Rapid Progression of OmnidAb Partner Program KEY MILESTONES FROM TECHNOLOGY LAUNCH TO CLINIC 2023 2024 2025 Dec 2024 May 2025 Q4 2025 Partner Lead Selection Initiation of Phase 1 Start Activities by Partner IND-Enabling (first patient) Studies Nov 2023 Feb 2024 Jun 2024 Sep 2024 OmnidAb Start of
Slide 32: OmniTides
32 OmniTides Yasmina Abdiche, Ph.D. SVP, Exploratory Research & Advanced Characterization
Slide 33: OmniTides Platform
33 OmniTides Platform BROADENING THERAPEUTIC PEPTIDE AUDIENCE Powered by the OmniUltra discovery engine, OmniTides extends to high-value adjacent markets generating optimized therapeutic peptide libraries within a brand tailored to peptide discovery audiences Antibody Discovery Market Peptide Discov
Slide 34: OmniTides vs. Other Peptide Discovery Methods
34 OmniTides vs. Other Peptide Discovery Methods OmniTides Platform BIOLOGICAL Other Methods INTELLIGENCE • Front-loaded novel discovery optimization: Powerful • Combinatorial chemistry and natural immune mechanisms generate target-specific display selection: Screens large, biologically-enriched pep
Slide 35: OmniTides Workflow
35 OmniTides Workflow NATURALLY-OPTIMIZED PEPTIDE LIBRARIES AMENABLE TO CHEMICAL SYNTHESIS Immunize with Screen peptide library Identify binder Chemically synthesize target using xPloration peptide sequences peptides with qualified manufacturers A novel discovery-to-synthesis workflow, powered by ou
Slide 36: Qualified Peptide Manufacturers
36 Qualified Peptide Manufacturers OMNITIDE PEPTIDE CHEMICAL SYNTHESIS • High-affinity target binding • Strong in vitro serum stability • Favorable thermostability and resistance to heat, cold, and acidic conditions Multiple peptide producers positioned for our discovery partners, with expected high
Slide 37: Peptide Landscape
37 Peptide Landscape Brian McGuinness Senior Director, Business Development
Slide 38: Peptides Are a Growing Class of Therapeutics
38 Peptides Are a Growing Class of Therapeutics $333B 11% CAGR Mid 2030’s $117B 2026 Peptides account for 10% of FDA approvals 2020-2024 ~130 FDA-approved peptide and peptide-based therapeutics as of 2026(¹) >$300B potential market value predicted by 2035 (1) Peptide Therapeutics Market Size, Share,
Slide 39: Peptides Impacting a Broad Range of Therapeutic Areas
39 Peptides Impacting a Broad Range of High Value/ High Unmet Need Therapeutic Areas Top 5 Therapeutic Areas (2026) Neurological / CNS (market size and growth trajectory - illustrative outlook) Rapid growth Oncology GROWTH RATE → Multiple modalities Rare & Endocrine Metabolic Disorders >60% market s
Slide 40: Peptides Are Highly Versatile Therapeutic Modalities
40 Peptides Are Highly Versatile Therapeutic Modalities BROAD SCOPE OF APPLICATIONS Therapeutic Peptides Targeted Payload Delivery TPD Theranostics IVD Protein Mimic/Small Mol Design In vitro/in vivo Diagnostics Therapeutic peptides make up a Growing interest in Significant strategic upside signific
Slide 41: OmniTides Platform
41 OmniTides Platform EXPANDING PARTNER BASE OmniTides peptides are Potential to address unmet highly versatile modular need in markets with combined targeting agents predicted value ~$1T(1) Peptide Radioconjugates (1) Sources: Zion Market Research, Towards Healthcare, Nova One, Roots Analysis Pepti
Slide 42: xPloration Platform
42 xPloration Platform ® Amechi Nwachuku COO
Slide 43: Bringing xPloration to More Researchers
43 Bringing xPloration to More Researchers Partner Access Program General Availability • Launched May of 2025 • Starting October 2026 • Available to 100+ partners • Available to all customers • Consistently positive feedback from • Access to xPloration instrument, Partner Access Program users includ
Slide 44: Novel Technology for B Cell Screening
44 Novel Technology for B Cell Screening FOR ANTIBODY DISCOVERY TEAMS Explore boldly. Screen without limits. Goes from dissociated sample to sorted hits in 1.5 to 4 hours Customers can run more discovery campaigns each year and reach a candidate sooner
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Slide 46: A proprietary 1.5-million-microcapillary array
A proprietary 1.5-million-microcapillary array
Slide 47: Simple, rapid loading of B cells and reagents
Simple, rapid loading of B cells and reagents
Slide 48: AI-driven deep parallel functional screening identifies hits
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Slide 49: Get deeper on day one
Get deepe on day oO Recovel in under ¢
Slide 50: xPloration Core Application in B Cell Screening
50 xPloration Core Application in B Cell Screening TOTAL ADDRESSABLE MARKET >$500M Annual Market for Core B Cell Screening 14% 16% 13% • Core B Cell Screening is a large and Academia 28% attractive market growing at double digit rates • While Industry is the majority of the 87% market, Academia is s
Slide 51: Primary Market Research And Partner Experiences
51 Primary Market Research And Partner Experiences xPloration Value Drivers: Higher Throughput(1) Easier to Use More Robust Lower Cost xPloration competes favorably with current methods (1) Cyto-Mine® / Beacon® platforms, screening up to 80,000 single cells. Cyto-Mine® Chroma | Fully-automated singl
Slide 52: Insights From Recent Primary Market Research
52 Insights From Recent Primary Market Research RESEARCH PERFORMED BY PERCEPTA ASSOCIATES Commissioned studies included over 200 practitioners in industry and academia Market Assessment Study Conjoint Preference Analysis • Quantitative Market Analysis • Customer Needs Assessment • Market Dynamics an
Slide 53: Active Market for in vivo B Cell Screening Technology
53 Active Market for in vivo B Cell Screening Technology PROJECTED TURNOVER RATE Projected Need for New Screening Platform in Next 3 Years Percent of Responses • Almost two thirds of the market Don't Know Yes should be “in play” in the next 3 years 26% 63% – Over 20% project needing a new platform i
Slide 54: xPloration Platform Competes Favorably
54 xPloration Platform Competes Favorably SUMMARY OF RESULTS FROM CONJOINT MARKET ANALYSIS Attribute Importance in Purchasing Decision Percent(1) • Cells per screen, time per screen, and automation availability to potentially compete as best-in-class 45% Economics • Cost per screen and cost per hit
Slide 55: Most Customers Would Likely Purchase xPloration
55 Most Customers Would Likely Purchase xPloration WINNING CONCEPTS IN CONJOINT STUDY High Purchase Intent(1) Percent of Responses 80% • Over 80% intend to purchase the winning xPloration concept across customer types 40% • Purchase intent linked to delivering on productivity and operability at the
Slide 56: xPloration is a Complete Platform
56 xPloration is a Complete Platform MULTIPLE REVENUE STREAMS Instruments Consumables Software Service Capital sale of the Proprietary chips and kits Analysis and data Installation, training, and xPloration system used each run management subscriptions preventive maintenance Anchors the customer Rec
Slide 57: xPloration Positioned to Deliver Durable Revenue Streams
57 xPloration Positioned to Deliver Durable Revenue Streams RECURRING REVENUE TO BECOME A LONG-TERM GROWTH DRIVER in millions Expected xPloration Revenue Illustrative Potential xPloration Revenue Mix xPloration revenue Instruments is expected to purchases likely to double in 2027 be biggest and to d
Slide 58: We Welcome You to See xPloration in Action
58 We Welcome You to See xPloration in Action PLEASE JOIN TOUR FOLLOWING Q&A
Slide 59: Enhancing Discovery with AI
59 Enhancing Discovery with AI Bob Chen, Ph.D. SVP, Discovery Systems
Slide 60: The Combined Power of BI and AI
60 The Combined Power of BI and AI THE BIOLOGICAL INTELLIGENCE OF OUR TRANSGENIC ANIMALS COMBINED WITH AI TOOLS CREATE, SCREEN AND DELIVER THE RIGHT ANTIBODY BIOLOGICAL INTELLIGENCE Immunize animals Recover antibody Screen for target Therapeutic with target sequences selection candidates BIOLOGICAL
Slide 61: In silico Tools to Better Mine Immune Repertoires
61 In silico Tools to Better Mine Immune Repertoires OMNIDEEP® AI-POWERED PLATFORM Deep Screening + Deep Sequencing BIOLOGICAL INTELLIGENCE Large-scale data collection Structure-Based Design Tools Proprietary Databases Deep Learning Models Multi-species databases
Slide 62: Expanding xPloration Platform with New Capabilities
62 Expanding xPloration Platform with New Capabilities Vision Build Conversation becoming lab interface Control software for lab-in-the-loop Simplified way to operate instruments Foundation for future autonomous labs Scientific direction AI layer xPloration Scientist input, with future Interprets th
Slide 63: Robust Hardware Architecture is Essential for AI Control
63 Robust Hardware Architecture is Essential for AI Control xPloration’s robust engineering architecture: No fluidics Eliminates clogs, leaks, bubbles Validated components Supports low maintenance operations Fast cycle time Improves cell health and biological results Right technology at the right mo
Slide 64: Finance / Wrap Up
64 Finance / Wrap Up Kurt Gustafson CFO
Slide 65: OmniAb’s Scalable Business Model
65 OmniAb’s Scalable Business Model $20 Cash R&D and G&A Expense(1) Active Partners & Active Programs(2) R&D G&A Active Partners Active Programs 400 We focus our work on 100 $15 350 scalable and leverageable technologies 80 300 Active Programs 250 Active Partners $10 60 200 40 150 Active Partners an
Slide 66: The Value of Aggregating Royalties
The Value of Aggregating Royalties 66 The Compounding Effect of Royalty Aggregating Royalties are durable revenue streams that xPloration revenue streams compound significantly are additive to over time this, with consumables having durable Milestones are (individually) and recurring one-time events
Slide 67: Strong Financial Performance
67 Strong Financial Performance REAFFIRMING 2026 GUIDANCE in millions Costs & Cash Costs & Revenue Operating Expense Operating Expense(1) Cash Use $100.9 $38.9 $40 $100 $100 $40 $32-$36 $33.3 $87.6 $84-$88 $26.4 $60.3 $51-$55 $51.7 $18.7 $20 $20 $50 $1-$5 $50 $0 $0 $0 2026 2024 2025 2026 2024 2025 2
Slide 68: Upcoming Events
68 Upcoming Events Investor Events and Conferences Scientific Conferences and Presentations Q3 2026 Earnings EANM Congress, Vienna October 30 October 17 – 21 Stifel, New York TIDES Europe, Amsterdam November 11 November 3 – 5 Truist, New York PEGS Summit Europe, Lisbon November 12 November 16 – 18 J
Slide 69: For more information, please visit www.omniab.com
69 For more information, please visit www.omniab.com