OmniAb (OABI)

• Market cap: $442M
• 1 day: -5.93%
• 5 days: -0.54%
• 1 month: 13.35%
• 3 months: -5.19%
• 6 months: -12.47%
• Year to date: 4.29%
• 1 year: -33.76%
• 5 years: -40.46%
• 10 years: -40.46%
• Sector: Industrials
• Industry: Commercial Physical & Biological Research

About: OmniAb Inc offers therapeutic antibody discovery technologies. The company focuses on enabling the rapid development of therapeutics by pushing the frontiers of drug discovery technologies. Its technology platform is designed to enable the efficient discovery of high-quality, fully human antibodies for a wide range of diseases. The heart of the OmniAb technology platform is the Biological Intelligence of its proprietary transgenic animals, including OmniRat, OmniMouse, and OmniChicken, that have been genetically modified to generate antibodies with human sequences which are naturally optimized through in vivo affinity maturation.

Employees: 106

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

243% more call options, than puts

Call options by funds: $120K | Put options by funds: $35K

9% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 46

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

1% less funds holding

Funds holding: 163 [Q3] → 161 (-2) [Q4]

15.13% less ownership

Funds ownership: 67.65% [Q3] → 52.52% (-15.13%) [Q4]

33% less capital invested

Capital invested by funds: $335M [Q3] → $225M (-$110M) [Q4]

50% less funds holding in top 10

Funds holding in top 10: 2 [Q3] → 1 (-1) [Q4]