Update shared on 16 Dec 2025
Narrative Update on OmniAb
Analysts have maintained their price target on OmniAb at approximately 7.33 dollars, reflecting only marginal adjustments to the discount rate and profitability assumptions, while leaving their long-term growth outlook largely unchanged.
What's in the News
- OmniAb plans to debut its new OmniUltra trademark transgenic chicken platform in December 2025 at the Antibody Engineering & Therapeutics conference. The platform is designed to generate cow like antibodies with exceptionally long complementarity determining regions (Key Developments).
- Partner Aptevo Therapeutics reported 100 percent remission rates with the OmniAb derived antibody mipletamig in acute myeloid leukemia, underscoring the clinical potential of the platform (Key Developments).
- Partner CStone Pharmaceuticals received a positive European approval recommendation for sugemalimab in non small cell lung cancer, further validating demand for OmniAb based antibodies in oncology (Key Developments).
- OmniAb and ArrowMark Partners signed a license and services agreement with Mabtrx Biosciences, giving OmniAb service revenues plus potential equity and royalties on novel antibody discoveries (Key Developments).
- Management issued 2025 revenue guidance in the range of 18 million dollars to 22 million dollars, reflecting expectations for continued growth from partnerships and platform launches (Key Developments).
Valuation Changes
- Fair Value Estimate remained unchanged at approximately 7.33 dollars per share, indicating no material revision to the long term intrinsic value outlook.
- The Discount Rate fell slightly from about 7.93 percent to 7.88 percent, reflecting a modest reduction in perceived risk or cost of capital.
- Revenue Growth was effectively unchanged at roughly 37.8 percent, signaling stable long term top line growth expectations.
- The Net Profit Margin edged down marginally from about 15.51 percent to 15.50 percent, implying a negligible adjustment to profitability assumptions.
- The Future P/E decreased slightly from roughly 189.4 times to 189.2 times, suggesting a minimal recalibration of the valuation multiple applied to future earnings.
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