Michael Sonntag's questions to OmniAb Inc (OABI) leadership • Q2 2025
Question
Michael Sonntag of Leerink Partners inquired about discovery activity trends between large pharma and small biotech, and whether the reiterated 2025 guidance now includes revenue from the new Exploration platform.
Answer
CEO Matthew Foehr noted that program growth is strong across both large pharma and smaller biotech partners. CFO Kurt Gustafson and CEO Matthew Foehr clarified that while guidance is unchanged, revenue from the Exploration platform is considered additive and accretive to the business.