Eric Carter's questions to OmniAb Inc (OABI) leadership • Q2 2025
Question
Eric Carter of RBC Capital Markets sought to clarify the business model for the Exploration platform and asked about thematic trends in the therapeutic areas being pursued by partners.
Answer
CEO Matthew Foehr confirmed the Exploration model involves selling instruments followed by recurring sales of proprietary consumables and software licenses. He also noted a trend of diversification in the partner pipeline beyond oncology into areas like inflammation, fibrosis, renal, dermatology, and a growing number of CNS diseases.