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Active Partners
Measures how many external companies have active collaborations or licenses with OmniAb, reflecting commercial traction and demand for its antibody discovery technology. A broad, high-quality partner base reduces revenue concentration and increases potential for milestone and royalty streams, while reliance on a few large partners raises execution and revenue risk.OmniAb built a long runway of partner relationships through 2023–25 but partnership growth has recently plateaued, which management echoed on the call; that shift suggests the company’s near‑term value creation will come less from signing new partners and more from advancing existing programs into milestone events and eventual royalties. The Q1 revenue surge and raised guidance confirm commercialization pull, but also amplify execution risk—milestone timing and clinical progress, not partner count, now drive cash flow and the funding runway.
Date | Active Partners |
|---|---|
Jun 30, 2026 | 110.00 |
Mar 31, 2026 | 107.00 |
Dec 31, 2025 | 107.00 |
Sep 30, 2025 | 104.00 |
Jun 30, 2025 | 100.00 |
Mar 31, 2025 | 95.00 |
Dec 31, 2024 | 91.00 |
Sep 30, 2024 | 86.00 |
Jun 30, 2024 | 83.00 |
Mar 31, 2024 | 80.00 |