NASDAQ$OABI

OmniAb Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Reported financial results for the second quarter of 2023, highlighting advancements in business development and progress across partner programs.

OmniAb reported revenue of $6.9 million for the second quarter of 2023, a slight decrease compared to $7.2 million in the same period in 2022. The company's net loss for the quarter was $14.7 million, or $0.15 per share, compared to a net loss of $10.3 million, or $0.12 per share, for the same period in 2022. The company added four new partners and saw progress in partner programs, with two new programs entering the clinic.

  • Revenue for the second quarter of 2023 was $6.9 million, compared to $7.2 million for the same period in 2022.
  • Net loss for the second quarter of 2023 was $14.7 million, or $0.15 per share, compared with a net loss of $10.3 million, or $0.12 per share, for the same period in 2022.
  • Four new license agreements were entered into, including with Merck & Co. and Neurocrine Biosciences Inc.
  • Programs by OmniAb’s partners continued to progress during the quarter, including two entering the clinic.

Headline financials

Total Revenue

$6.95M

Previous: $7.2M-3.5%
EPS (adj)

-$0.15

Previous: -$0.12-25.0%
Active Partners

74

No prior period
Active Programs

305

No prior period
Capital Expenditures

-$1.05M

Previous: $4.29M-124.4%
Free Cash Flow

$16.6M

Previous: -$16.7M+199.5%
Net Income

-$14.7M

Previous: -$10.3M-43.3%
Operating Income

-$19.4M

Previous: -$12.6M-54.7%
Gross Profit

$6.95M

Previous: $7.2M-3.5%
Cash & Equivalents

$21M

Previous: $159K+13083.9%
Total Assets

$405M

Previous: $237M+71.1%
Stock-Based Comp

$6.53M

Previous: $3.85M+69.7%

Revenue & EPS history

OmniAb · Revenue · Quarterly

$6.95M

Q2 2023-3.5%vs Q2 2022
Beat estimate in 4 of 13 quarters(31%)
ActualEstimate

Revenue by segment

OmniAb · $6.95M total across 3 segments · Q2 2023

  • License and Milestone
    $4.33M+86.2%
  • Service Revenue
    $2.45M-48.2%
  • Royalty Revenue
    $165K+18.7%

Forward guidance

The Company continues to expect its cash, cash equivalents and short-term investments balance at year-end 2023 to be slightly higher than year-end 2022. Current cash, cash equivalents and short-term investments, along with the cash OmniAb 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 Q2 2023

Historical avgQ2 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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