Benchmark cuts OmniAb stock price target to $6, maintains Buy

Published 20/03/2025, 15:12
Benchmark cuts OmniAb stock price target to $6, maintains Buy

Thursday - Benchmark analysts have adjusted their outlook on OmniAb Inc. (NASDAQ:OABI), reducing the price target to $6 from $8, yet reaffirming their Buy rating on the company’s shares. The revision comes as the stock trades near its 52-week low of $2.50, having declined over 20% in the past week alone. According to InvestingPro data, the stock’s RSI suggests oversold conditions. Following the announcement of OmniAb’s fourth-quarter financial results for 2024, which fell short of expectations, the revision was made.

OmniAb reported a revenue increase to $10.8 million, up from $4.8 million the previous year. However, the company also reported a net loss of $13.1 million or ($0.12) per share, which was not as improved as the prior year’s net loss of $14.1 million or ($0.14) per share. Benchmark had anticipated higher revenues of $12.3 million and a smaller net loss of $10.1 million or ($0.10) per share. The discrepancy was attributed to lower service revenue and negative royalty revenue as the company concluded several long-term contracts. InvestingPro analysis shows the company is quickly burning through cash, though it maintains a strong current ratio of 4.52, with liquid assets exceeding short-term obligations.

Despite the underwhelming financial performance, there were positive developments for OmniAb. The company announced the signing of 10 new license agreements throughout 2024, including two in the fourth quarter. Additionally, five new OmniAb-derived antibodies entered clinical trials during the year through licensing partners.

Looking ahead, OmniAb’s management provided financial guidance for 2025. They forecast revenues to be in the range of $20 to $25 million, with operating expenses expected to be between $90 and $95 million.

Benchmark’s continued endorsement of a Buy rating reflects their confidence in OmniAb’s growth potential and the development of its long-term pipeline, despite the recent adjustments to the company’s financial projections.

In other recent news, OmniAb Inc. reported a significant surge in revenue for the fourth quarter of 2024, reaching $10.8 million, a substantial increase from $4.8 million in the same period the previous year. Despite this growth, the company ended the year with a net loss of $62 million, or $0.61 per share. Looking ahead, OmniAb has provided guidance for 2025, projecting revenue between $20 million and $25 million, with operating expenses anticipated to range from $90 million to $95 million. The company is focusing on expanding its technological capabilities and entering new clinical programs in 2025. Additionally, OmniAb has recently added new platform licenses with Insight Corporation and Photinia Biosciences, as well as new commercial partners, including NBP Pharma and Tayo Pharma. Analyst firm Leerink Partners highlighted the company’s strategic shift towards antibody development, which may pose execution risks but also offers potential for future growth. OmniAb’s innovative technology platforms, such as the OmniDAV engineered chicken platform and the OmniDeep AI tools, are seen as key drivers for attracting new partners and creating opportunities for significant future growth.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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