OmniAb Inc to Hold OmniUltra Launch Virtual Investor Event Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Puneet Souda - Leerink Partners LLC - Analyst : Yeah, hi Ben, and the team, thanks for, taking my questions and, for the presentation here. Just, if you could elaborate a bit on, how does OmniUltra help you, penetrate the existing accounts, and at the same time, potential other partners that are not partnering with you today, maybe they have tried your technology. In in OmniClick, or other approaches and are amenable to, open to trying OmniUltra. I just want to understand sort of as you think about the partner and the opportunity for OmniUltra, where do you see it with the existing partners or with the newer partners?

Question: Puneet Souda - Leerink Partners LLC - Analyst : Got it. Super helpful. And then just a quick follow-up among those 130 peptide companies. Could you maybe just elaborate where you are today, sort of what penetration you have, and then, how should we think about that, metric to be, potentially by end of, '26.

Question: Puneet Souda - Leerink Partners LLC - Analyst : Got it. Okay, thanks guys.

Question: Joseph Pantginis - H C Wainwright & Co LLC (Pre-Merger) - Analyst : Hey everybody, thanks for taking the questions. Two, if you don't mind. So first, just going on your BD comments so far, what sort of strategy do you see potentially changing here? Obviously you're going to focus more on a lot of new clients, but also, what kind of efforts will you be sort of changing or adapting or just keeping status quo with regard to, marketing this to existing clients.

Question: Joseph Pantginis - H C Wainwright & Co LLC (Pre-Merger) - Analyst : No, that's helpful, thanks. And then look, more to the technology itself and even your other platforms. You mentioned today, obviously, looking to reduce, immunogenicity of these products, but so, just playing devil's advocate, you have all these different technologies, multiple different kinds of structures, novel structures. And very diverse or a lot of genetic diversity there. So can you talk a little more to how this could potentially reduce immunogenicity based on the novelty of all these products?

Question: Joseph Pantginis - H C Wainwright & Co LLC (Pre-Merger) - Analyst : Thank you for that. Very helpful and way to go on the launch.

Question: Brendan Smith - Cowen and Company LLC - Analyst : Great. Thanks, guys, for all the color on the webinar and for taking the questions. Maybe just a couple of quick ones from us, kind of piggybacking some of the earlier ones. I guess first, fully recognize it's the early days of the platform, but do you maybe have any sense of how we should think about, really the cadence of new partnerships moving into '26 and '27? Just kind of curious even broad strokes how you're thinking about a near term impact versus kind of your historical cadence there. And maybe related to that, are you actually expecting that as folks are getting their '26 budgets together in the coming weeks? That maybe some of these partnering decisions could actually be pretty imminent as those numbers get finalized, or should we maybe expect a bit longer tail for most of these over the coming quarters?

Question: Brendan Smith - Cowen and Company LLC - Analyst : It makes sense. Thanks guys.

Question: Matt Hewitt - Craig-Hallum Capital - Analyst : Good afternoon. Thanks for taking the question and for providing all the detail. Just one for me, but given that there's over 130 peptide companies that you're now targeting, is that going to require some incremental investment either from a sales and marketing perspective or on the BD team or even in, in-house from a services perspective? Thanks.

Question: Matt Hewitt - Craig-Hallum Capital - Analyst : That's great, thank you.