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    Jacqueline Kisa • TD Cowen

    Jacqueline Kisa's questions to OmniAb Inc (OABI) leadership

    Jacqueline Kisa's questions to OmniAb Inc (OABI) leadership • Q2 2025

    Question

    Jacqueline Kisa of TD Cowen questioned the process for existing partners to adopt the Exploration platform and inquired about the nature of the next technology launch planned for 2025.

    Answer

    CEO Matthew Foehr explained that partners can continue to access Exploration's capabilities through OmniAb's services, but now also have the option to purchase an instrument for in-house use. CFO Kurt Gustafson added that non-partners must first sign a license to access the technology. Regarding the next launch, Mr. Foehr confirmed it would happen this year and be highly relevant to efficient antibody discovery, but declined to provide further details.

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    Jacqueline Kisa's questions to Abcellera Biologics Inc (ABCL) leadership

    Jacqueline Kisa's questions to Abcellera Biologics Inc (ABCL) leadership • Q4 2024

    Question

    Jacqueline Kisa from TD Securities asked about potential exposure to Canadian retaliatory tariffs on U.S. goods. She also inquired about AbCellera's strategy for advancing its internal assets toward commercialization versus partnering or selling them.

    Answer

    CFO Andrew Booth clarified that Canadian government guidance includes exemptions for bio-manufacturing products, so they expect no material impact from tariffs. CEO Carl L. Hansen addressed the pipeline strategy, stating that they evaluate each program to optimize returns. He noted that while they are prepared to take some programs to commercialization, partnering is a likely scenario for others, such as ABCL575, to maximize value across multiple indications with a large partner.

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