OmniAb Inc 2026年季度报告

FORM 10-Q________________________________________________________________________________________ ☒Quarterly Report Pursuant to Section 13 or 15 (d) of the Securities Exchange Act of 1934For the quarterly period ended June 30, 2026or ☐Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934For the Transition Period From ______ to ______.Commission File Number: 001-40720 OMNIAB, INC. (Exact name of registrant as specified in its charter) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to suchfiling requirements for the past 90 days. Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit suchfiles). Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, oran emerging growth company. See definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and "emerging growthcompany" in Rule 12b-2 of the Exchange Act. Large Accelerated Filer☐Non-Accelerated Filer☒Emerging Growth Company☒ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with anynew or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes☐No☒ As of July30, 2026, the registrant had 145,390,398 shares of common stock outstanding. TABLE OF CONTENTS PART I. FINANCIAL INFORMATIONITEM 1. Financial Statements (unaudited)3Condensed Consolidated Balance Sheets3Condensed Consolidated Statements of Operations4Condensed Consolidated Statements of Comprehensive Loss5Condensed Consolidated Statements of Stockholders' Equity6Condensed Consolidated Statements of Cash Flows7Notes to Condensed Consolidated Financial Statements8ITEM 2. Management's Discussion and Analysis of Financial Condition and Results of Operations24ITEM 3. Quantitative and Qualitative Disclosures about Market Risk31ITEM 4. Controls and Procedures31PART II. OTHER INFORMATIONITEM 1. Legal Proceedings33ITEM 1A. Risk Factors33ITEM 2. Unregistered Sales of Equity Securities and Use of Proceeds33ITEM 3. Defaults Upon Senior Securities33ITEM 4. Mine Safety Disclosures33ITEM 5. Other Information33ITEM 6. Exhibits34SIGNATURES35 Part I – Financial Information OMNIAB, INC.CONDENSED CONSOLIDATED BALANCE SHEETS(in thousands, except share and per share data) OMNIAB, INC.CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS(Unaudited)(in thousands, except per share data) OMNIAB, INC.CONDENSED CONSOLIDATED STATEMENTS OF COMPREHENSIVE LOSS(Unaudited)(in thousands) OMNIAB, INC.CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS(Unaudited)(in thousands) OMNIAB, INC.Notes to Condensed Consolidated Financial Statements(Unaudited) 1. Organization and Basis of Presentation Description of Business OmniAb, Inc. (“OmniAb” or the “Company”) is a biotechnology company that licenses cutting-edge discovery research technology tothe pharmaceutical and biotech industries and academic institutions to enable the discovery of next-generation therapeutics. TheCompany’s technology platform creates and screens diverse antibody repertoires and is designed to quickly identify optimal antibodies andother target-binding proteins for its partners’ drug development efforts. This includes xPloration, the Company's AI-powered, high-throughput single B-cell screening platform. At the heart of the OmniAb platform is something the Company calls BiologicalIntelligence™, which powers the immune systems of its proprietary, engineered transgenic animals to create optimized antibodycandidates for human therapeutics. The Company primarily derives revenue from license fees for technology access, milestones frompartnered programs and service revenue from research programs. Basis of Presentation The Company’s accompanying condensed consolidated financial statements have been prepared in accordance withgenerallyaccepted accounting principles in the United States (“U.S. GAAP”). Any reference in these notes to applicable guidance is meant to referto the authoritative U.S. GAAP as included in the Accounting Standards Codification (“ASC”) and Accounting Standards Updates(“ASU”) of the Financial Accounting Standards Board (“FASB”). The financial information for the three and six months ended Ju