Omniab, Inc. · NASDAQ:OABI
Omniab — Jefferies Global Healthcare Conference London 2025
25 slides from Omniab's conference presentation, Nov 19, 2025
Slide 1: OmniAb, Inc. Jefferies Global Healthcare Conference London
1 OmniAb, Inc. Nasdaq: OABI Jefferies Global Healthcare Conference London November 19, 2025 8:00 a.m. GMT
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: Mission
Our mission is to enable the rapid Mission development of innovative therapeutics by pushing the frontiers of drug discovery technologies.
Slide 4: Our Business
4 Our Business LEVERAGING OUR PROPRIETARY DISCOVERY TECHNOLOGY PLATFORM WORLDWIDE Technology Offering Addresses Most One of the Largest Greenfields Critical Challenges of Discovery in the Pharma Industry Create, Screen, Deliver antibodies leveraging Total antibody market industry’s only 4-species pl
Slide 5: Demand for Discovery Technology is Increasing
5 Demand for Discovery Technology is Increasing Higher industry success rates and other factors are driving an acceleration of antibody-based investment by the pharmaceutical industry Number of Antibody Higher Success Rates Historical overall regulatory approval success rates for Therapeutics Grante
Slide 6: Active Partners
6 Active Partners 104 ACTIVE PARTNERS Number of Active Partners Partner Type • We continue to grow and diversify our 104 Academic partnership base, with 104 Active Partners 13% Discovery as of 9/30/2025 66% Commercial 21% • Select partners include: n=104 Partner Location Middle East 1% Asia 20% US 5
Slide 7: Active Programs
7 Active Programs 399 ACTIVE PROGRAMS YTD 2025 Change in Number of Active Programs Active Programs • 399 Active Programs as of 399 400 69 399 9/30/2025 363 • Total potential milestones of (33) over $3 billion for Active Programs 200 0 See our SEC filings for Active Program definition
Slide 8: Post-Discovery Stage Programs
8 Post-Discovery Stage Programs 15% GROWTH OVER THE LAST 12 MONTHS As of 9/30/2024 As of 9/30/2025 Registration: 1 Approved: 3 Registration: 2 Approved: 3 Phase 3: 3 Preclinical: 20 Phase 3: 5 • Total potential milestones of Phase 2: 2 Phase 2: 2 ~$1.3 billion for Post-Discovery Preclinical: 29 stag
Slide 9: Clinical and Commercial-Stage Partner Pipeline
Clinical and Commercial-Stage Partner Pipeline 9 (1)(2) AS OF 9/30/2025 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 Zhikang Hongyi (Biocity) CessationTherapeutics Zhikang Hongyi (Biocity) Gloria Biosciences CSton
Slide 10: Potential Upcoming Partner Clinical/Regulatory Events
Potential Upcoming Partner Clinical/Regulatory Events 10 EARLY VIEW OF 2026 EVENTS(1) Phase 1b and Phase 2 Phase 3 and Potentially Registrational New Drug/Market Clinical Events Clinical Events Regulatory Action Immunovant Cutaneous Lupus Erythematosus(2) Immunovant Hypercholesterolemia and IMVT-140
Slide 11: OmniAb Technologies
11 OmniAb Technologies TECHNOLOGY OFFERINGS ADDRESSES THE MOST CRITICAL CHALLENGES OF ANTIBODY DISCOVERY Create Screen Deliver Create Diverse Repertoires of Screen Millions of Cells to Find Further Characterize, Select and Optimize High-Quality Antibodies Potential Therapeutic Candidates the Right T
Slide 12: What is Biological Intelligence?
12 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 • The abilit
Slide 13: Our Chicken Platforms - Powered by Evolution
13 Our Chicken Platforms - Powered by Evolution GREATER EVOLUTIONARY DISTANCE YIELDS GREATER IMMUNOGENICITY AND MORE ANTIBODY DIVERSITY PRIMORDIAL TARGET GENE HUMAN ORTHOLOGUE MAMMALIAN LINEAGE Early form of gene prior to avian/mammalian 300 MILLION ~95 MILLION evolutionary split YEARS AGO YEARS AGO
Slide 14: Innovation Continues to Differentiate OmniAb
14 Innovation Continues to Differentiate OmniAb NOVEL CHICKEN-BASED PLATFORMS PRODUCING HUMAN SEQUENCES Ultralong CDRH3s Single domain framework Fixed light chain for bispecific applications Evolutionary divergent host system for robust immune responses
Slide 15: Upcoming New Technology Launch - OmniUltra
15 Upcoming New Technology Launch - OmniUltra PLANNED LAUNCH AT ANTIBODY ENGINEERING & THERAPEUTICS CONFERENCE IN DECEMBER OmniUltra is the first and only transgenic chicken producing antibodies with ultralong CDRH3s; a feature of antibodies found in cows. Ultralong CDRH3s are designed to reach bind
Slide 16: New Opportunities - OmniUltra
16 New Opportunities - OmniUltra ANTIBODY AND PEPTIDE THERAPEUTICS DISCOVERY APPLICATIONS New Antibody Discovery Platform Along with its unique architecture, OmniUltra is also engineered for in vivo optimization, enabling generation of molecules that are pre- selected for function, affinity, and str
Slide 17: xPloration - Technical Differentiation
17 xPloration - Technical Differentiation INNOVATIVE, HIGH-THROUGHPUT SINGLE B-CELL PLATFORM THAT LEVERAGES ARTIFICIAL INTELLIGENCE – EXPANDS SINGLE CELL SCREENING CAPABILITIES AND SIMPLIFIES WORKFLOWS Fast and powerful • Rapid instrument run times of approximately 1.5 hours ‒ Short run times enable
Slide 18: xPloration - Partner Access Program
18 xPloration - Partner Access Program HIGH-THROUGHPUT SINGLE B-CELL PLATFORM XPLORATION PLATFORM OFFERING INCLUDES: COMPETITIVELY-PRICED INSTRUMENT PROPRIETARY, SINGLE-USE CONSUMABLES ANNUAL SOFTWARE SUBSCRIPTION • Partner Access Program launched in Q2 MAINTENANCE CONTRACTS • Deployed instruments p
Slide 19: Our Business Model
19 Our Business Model OUR AGREEMENTS ARE STRUCTURED TO ALIGN ECONOMIC AND SCIENTIFIC INTERESTS WITH OUR PARTNERS Technology licenses include: • Upfront/Access fees • Potential Collaboration/Service revenue • Milestones • Royalties on commercial sales
Slide 20: Intellectual Property Advantage
20 Intellectual Property Advantage PARTNERS FILING PATENTS ON OMNIAB-DERIVED ANTIBODIES CAN CREATE DIVERSE AND DURABLE ROYALTY STREAMS AND A LENGTHY IP TAIL Antibody Patent Applications Over 300 technology patents issued worldwide Filed by Partners • We maintain a broad intellectual property estate
Slide 21: Value Creation Cycle
21 Value Creation Cycle SOURCES OF FUTURE CASH FLOWS AND VALUE-GENERATION WITHIN A LEVERAGEABLE BUSINESS OUR NOVEL PLATFORM CLINICAL-STAGE TECHNOLOGIES PROGRAMS Built to address key industry needs Key programs coming into focus, showing potential for significant differentiation CONTRACTED POTENTIAL
Slide 22: Balance Sheet & 2025 Financial Guidance
22 Balance Sheet & 2025 Financial Guidance • Revenue is expected to be in the range of $18 to $22 million • Operating expense is expected to be in the range of $82 to $86 million • 2025 cash use is expected to be lower than cash use in 2024, excluding financings • We expect to end the year with cash
Slide 23: Share Information
23 Share Information AS OF 9/30/2025 (in millions) Basic Share Count 127.7 • Basic Shares ‒ Common Shares Outstanding/Public Float Total Earnout Shares 16.3 • Earnout Shares RSU/Options/Warrants ‒ 50% vest at $12.50, 50% vest at $15.00 Employee Unvested RSU/PSU 2.1 ‒ VWAP of stock for 20 out of 30 c
Slide 24: Our Key Areas of Focus
24 Our Key Areas of Focus Partnered Pipeline Development, Expanding the Reach and the Expansion and Advancement Scalability of our Platform Efficient Operations and Newest Technology Launch - Workflow Versatility Initiatives OmniUltra We leverage a highly scalable business where investments in techn
Slide 25: For more information, please visit www.omniab.com
25 • Nasdaq: OABI For more information, please visit www.omniab.com
OmniAb — Jefferies Global Healthcare Conference London 2025 on 6ix