NASDAQ$OABI

OmniAb Inc · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Reported financial results for the fourth quarter and full year 2022, with revenue increase primarily due to a milestone payment related to the first commercial sale of TECVAYLI™ in the U.S.

OmniAb reported Q4 2022 revenue of $35.3 million, a significant increase compared to $15.3 million in Q4 2021, driven by a $25.0 million milestone payment from the first commercial sale of TECVAYLI™ in the U.S. Net income for the quarter was $6.8 million, a substantial improvement from the net loss of $3.1 million in the same period last year.

  • Revenue for the fourth quarter of 2022 was $35.3 million, compared to $15.3 million for the same period in 2021.
  • Net income for the fourth quarter of 2022 was $6.8 million, or $0.07 per diluted share, compared to a net loss of $3.1 million, or $0.04 per share, for the same period in 2021.
  • Signed 13 new licenses in 2022, including one in the fourth quarter with the Wistar Institute.
  • As of December 31, 2022, the company had 69 active partners with 26 OmniAb-derived programs in clinical development or being commercialized, and a total of 291 programs being pursued or commercialized.

Headline financials

Total Revenue

$35.3M

Previous: $34.7M+1.7%
EPS (adj)

$0.07

Previous: -$0.31+122.6%
Capital Expenditures

$5.02M

Previous: $4.07M+23.2%
Free Cash Flow

-$7.68M

Previous: -$8.78M+12.5%
Net Income

$6.82M

Previous: -$26.9M+125.4%
Operating Income

$9.05M

Previous: -$35.4M+125.5%
Gross Profit

$35.3M

Previous: $34.7M+1.7%
Cash & Equivalents

$33.4M

No prior period
Total Assets

$421M

Previous: $304M+38.3%
Stock-Based Comp

$6.05M

Previous: $15.1M-59.8%

Revenue & EPS history

OmniAb · Revenue · Quarterly

$35.3M

Q4 2022+1.7%vs Q4 2021
Beat estimate in 4 of 13 quarters(31%)
ActualEstimate

Revenue by segment

OmniAb · $35.3M total across 3 segments · Q4 2022

  • License and Milestone
    $31.1M
  • Service Revenue
    $3.86M
  • Royalty Revenue
    $383K

Forward guidance

The Company expects its 2023 year-end cash, cash equivalents and short-term investments balance to be slightly higher than year-end 2022.

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 Q4 2022

Historical avgQ4 2022

-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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