NASDAQ$OABI

OmniAb Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Reported a strong start to the year with revenue increase and advancement in partner programs.

OmniAb reported a strong start to 2023, with revenue increasing to $16.9 million due to a $10.0 million milestone payment. The company reached 301 active programs, with 27 in clinical development or approved for commercialization.

  • Revenue for the first quarter of 2023 was $16.9 million, compared to $9.6 million for the same period in 2022.
  • Net loss for the first quarter of 2023 was $6.1 million, or $0.06 per share, compared to a net loss of $6.3 million, or $0.08 per share, for the same period in 2022.
  • As of March 31, 2023, OmniAb had cash, cash equivalents and short-term investments of $113.6 million.
  • The company reached 301 active programs, with 27 in clinical development or approved for commercialization.

Headline financials

Total Revenue

$16.9M

Previous: $9.62M+75.8%
EPS (adj)

-$0.06

Previous: -$0.08+25.0%
Active Programs

301

No prior period
Clinical Programs

27

No prior period
Capital Expenditures

-$234K

Previous: $3.95M-105.9%
Free Cash Flow

$27.5M

Previous: $7.69M+256.9%
Net Income

-$6.1M

Previous: -$6.28M+2.9%
Operating Income

-$8.45M

Previous: -$8.22M-2.8%
Gross Profit

$16.9M

Previous: $9.62M+75.8%
Cash & Equivalents

$22.9M

Previous: $435K+5170.2%
Total Assets

$413M

Previous: $237M+74.4%
Stock-Based Comp

$6.06M

Previous: $3.15M+92.5%

Revenue & EPS history

OmniAb · Revenue · Quarterly

$16.9M

Q1 2023+75.8%vs Q1 2022
Beat estimate in 4 of 13 quarters(31%)
ActualEstimate

Revenue by segment

OmniAb · $16.9M total across 3 segments · Q1 2023

  • License and Milestone
    $12.6M+208.4%
  • Service Revenue
    $3.96M-24.7%
  • Royalty Revenue
    $315K+19.8%

Forward guidance

The Company expects its year-end 2023 cash, cash equivalents and short-term investments balance to be slightly higher than year-end 2022. Current cash, cash equivalents and short-term investments, along with the cash the Company generates from operations, are expected to be sufficient to fund operations for the foreseeable future.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 17 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

-2.1%

Avg return

Earnings day

+1.5%

Avg return

5 days after

+4.1%

Avg return

30 days after

39%

7 / 18 earnings

Positive

+9.9%

Q4 2025

Best reaction

-20.4%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.1%+29.4%+72.7%
Q4 2025+9.9%+9.9%-14.9%
Q3 2025-4.1%+0.7%+31.8%
Q1 2025-7.2%-3.2%-4.5%
Q4 2024-20.4%-20.4%-43.9%
Q3 2024-11.5%-15.7%-13.0%
Q2 2024+4.4%+4.9%-2.2%
Q1 2024+3.1%-0.9%+2.2%
Q4 2023-2.5%+0.8%-11.4%
Q3 2023-6.8%+3.5%+7.3%
Q2 2023-5.7%-3.8%-10.4%
Q1 2023+6.1%+16.1%+37.3%
Q4 2022+9.5%+10.1%+3.6%
Q3 2022-15.5%-4.1%+19.3%
Q2 2022+0.2%+0.1%+0.3%
Q1 2022-0.0%+0.0%+0.1%
Q4 2021-0.0%-0.1%-0.1%
Q3 2021+0.0%+0.0%-0.1%

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