The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Joseph - AHC WaitRides - Analyst
: Yeah, hi, can you hear me? This is Sarah on for Joe. Sorry if it was muted.
Question: Joseph - AHC WaitRides - Analyst
: Yeah, it's great, thanks for taking the question. I just had one regarding Omni Ultra and just wanted to get a sense of launch readiness and if you're
able to at this point, elaborate on the readiness of Omni Ultra for launch, has there been any data or pilot projects completed or any potential
partners that you already have lined up to adopt the platform once it goes live next month? Thank you.
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NOVEMBER 04, 2025 / 9:30PM, OABI.OQ - Q3 2025 OmniAb Inc Earnings Call
Question: Joseph - AHC WaitRides - Analyst
: Yeah, it does. Thanks.
Question: Matt Kalich - Trangix Palm - Analyst
: Hi, this is Alex CPA. we also have a question on exploration, and it sounds like the conversations have been going really well. And do you have any
update on the new thinking as how much revenue can be generated from exploration and over what time period?
Question: Matt Kalich - Trangix Palm - Analyst
: That makes sense. And a little bit of a follow-up. Are there other trade shows that you're also demonstrating the technology and partnerships with,
or is it mainly through the conversations directly with the company?
Question: Matt Kalich - Trangix Palm - Analyst
: Alright, thank you very much.
Question: Brenton Smith - City of Cowan - Analyst
: Great, thanks guys for taking the questions. Maybe just a quick first on on on the ultra again fully appreciated early, but can you maybe just help
us understand how you all are thinking about the potential economics of some of those partnerships, maybe just relative to some of the other
offerings that you guys have or ones on the books, and if you're envisioning maybe there could be different terms based on how they want to use
it, whether for antibodies or peptides or what have you. And it maybe just if you anticipate any of those could potentially replace some of the
existing partnerships in any instances, thanks.
Question: Brenton Smith - City of Cowan - Analyst
: Okay, got it. And then maybe just quickly if I could put a follow-up, just on the partner pipeline, can you just speak a little bit to how you all are
thinking about maybe the initial ramp in some of these royalties just I know it's kind of a range of different spaces, you all are partnered in between
FCRNs and PCSK9 and PD1. So just kind of wondering where you maybe see the fastest opportunity for some of those royalties to grow versus
others that might just take a little bit longer to get up and running.
Okay.
Question: Brenton Smith - City of Cowan - Analyst
: Got it makes sense. Thanks guys.
Question: Josh - - Analyst
: Hey, good afternoon. This is Josh on for Steve. Thanks for taking our questions.
I just had a quick question on Omni Ultra and how it differs from Omnitore. I think I remember the Omnitour platform sounded very similar with
Question: Josh - - Analyst
: Okay great thank you and then just another question on the exploration revenues.
Is there any color you could maybe offer as to the breakdown between, maybe the consumables versus the software versus the hardware, and do
you think, do you anticipate maybe in the future providing any kind of metrics around the breakdown of sales related to the exploration platform?
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