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OAOABI

OmniAb, Inc.

$OABI·$367M·Biotechnology·Healthcare
$3.38-1.5%1Y+69.0%
Mentions · last 7 days
2026-08-07: 11 posts2026-08-08: 31 posts2026-08-09: 44 posts2026-08-10: 54 posts2026-08-11: 18 posts2026-08-12: 4 posts2026-08-13: 2 posts165-6%
Price updated 9h ago·X counts updated 1d ago
OAOABI
$OABIOmniAb, Inc.
$3.38-1.46%165 posts-6%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $OABI, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-15

The move is getting stronger, with heavier trading behind it.

OmniAb is the antibody-discovery platform with revenue up 244% YoY on partner-royalty flow — small-cap biotech tools quietly re-rating.

OmniAb operates a proprietary antibody-discovery platform that licenses to pharma partners under a royalty-plus-milestone model — the spin-off from Ligand that now trades as a pure-play tools business. The recent quarters have shown the royalty model finally scaling.

  • Growth is exceptional at the current base: Q2 revenue $13.4M grew 244% YoY, Q1 grew 247% — partner milestone/royalty triggers are landing in the numbers as licensed antibodies advance in the clinic.
  • Q2 beat by 58%: EPS -$0.05 vs -$0.12 estimate — losses narrowing meaningfully, with the trajectory suggesting FY consensus is behind the actual pace.
  • The VERAXA Biotech program advancement is a specific partner data point: VXA-222 (bispecific antibody-drug conjugate) advanced from joint discovery collaboration — the kind of partner milestone that generates the royalty stream in future years.
  • Position at 89% of 52w with stock +44% above the 50d MA and +74% above the 200d — real accelerating tape as the royalty story becomes visible in the numbers.

November 3 is the next print — a fifth consecutive beat with continued partner milestone flow extends the re-rate; a Q3 miss or a specific partner program discontinuation is the invalidator. The real risk is that royalty income is inherently lumpy — one partner setback can move a small-cap materially in either direction.

What to watch: November 3 Q3 print — partner milestone/royalty flow. A fifth beat with continued partner progression extends the re-rate; a Q3 miss or partner program discontinuation is the invalidator.

On the calendar: 2026-11-03 — Q3 earnings

Read the AI verdict + X sentiment for $OABI

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What it does

Plain-English summary of the business — what they sell and how they make money.

Antibody discovery platform company licensing transgenic animal and AI screening technologies to pharma partners for drug development.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $OABI.

Biotechnology · Healthcare

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+44.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-8.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-17.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-126%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-6.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
9.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-16.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
50.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$-0.05$-0.12+58.3%
Q1 2026May 7, 2026$-0.06$-0.10+40.0%
Q4 2025Mar 4, 2026$-0.11$-0.08-37.5%
Q3 2025Nov 4, 2025$-0.14$-0.14-2.9%
Next earningsTue, Nov 3·consensus EPS $-0.12

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$13.4M+244.2%95.5%-49.5%$-0.05$-2.5M
Q1 FY26$14.4M+246.7%58.3%-54.9%$-0.06$-5.1M
Q4 FY25$8.4M-22.5%7.9%-187%$-0.11$-5.7M
Q3 FY25$2.2M-46.3%-109%-811%$-0.14$-9.9M

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.89%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+43.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+74.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 118.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.225-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellApr 7Matthew W FoehrCEO19.2K sh$29KSellApr 7Kurt A GustafsonCFO6.9K sh$10KSellApr 7Charles S BerkmanChief Legal Officer7.2K sh$11KSellFeb 18Charles S BerkmanChief Legal Officer9.7K sh$17KSellFeb 18Kurt A GustafsonCFO9.3K sh$16K
+ 23 other (14 exempts · 9 awards) in window

See when $OABI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJul 133
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for OABI (OABI) dated 2026-07-13. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

8-KOfficer or director changeJul 138-K — Item 5.02: Officer or director change
AI summary

OMNIAB, INC. (OABI) disclosed an officer or director change (Item 5.02) on 2026-07-13. Details: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Executive transitions are administrative disclosures; materiality depends on the seniority of the affected position. No new financial terms were disclosed in this filing.

8-KShareholder voteJun 188-K — Item 5.07: Shareholder vote
AI summary

OMNIAB, INC. (OABI) reported shareholder vote results (Item 5.07) from its annual or special meeting on 2026-06-18. Key outcome: Vote of Security Holders. Routine votes (director elections, auditor ratification) are administrative; contested votes or failed say-on-pay are material. Investors should note vote margins on compensation and governance proposals.

+ 10 other (3 earnings 8-Ks · 2 10-Qs · 2 proxys · 1 13G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

OmniAb, Inc. (OABI) Q2 2026 Earnings Call Transcriptseekingalpha.com·8d agoOmniAb Q2 Earnings Call Highlightsmarketbeat.com·8d agoOmniAb, Inc. (OABI) Reports Q2 Loss, Beats Revenue Estimateszacks.com·8d agoOmniAb Reports Second Quarter 2026 Financial Results and Business Highlightsbusinesswire.com·9d agoVERAXA Biotech Announces Advancement of Novel Bispecific Antibody Drug Conjugate Program VXA-222 from Joint Discovery Collaboration with OmniAbglobenewswire.com·19d ago

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