Omeros (NASDAQ:OMER) Announces Earnings Results

Omeros (NASDAQ:OMER) issued its earnings results on Tuesday. The biopharmaceutical company reported $3.14 EPS for the quarter, topping the consensus estimate of ($0.55) by $3.69, FiscalAI reports.

Here are the key takeaways from Omeros’ conference call:

• Omeros closed an asset sale and license with Novo Nordisk for phase III-ready zaltenibart, receiving $240M upfront, $100M in near-term milestones and eligibility for up to $2.1B total plus tiered royalties, and entered a reimbursed transition services agreement to support the program.
• The FDA approved narsoplimab (commercial name YARTEMLEA) for TA‑TMA as the first and only approved therapy, with a broad label for ages ≥2, no REMS/boxed warning/vaccine requirements, and a list price of about $36,000 per vial.
• Commercial launch execution is underway — field force deployed, distributors supplied, 24‑hour delivery to hospitals, payer preauthorizations approved to date, and early formulary uptake across top transplant centers (e.g., ~50% of top 10 centers).
• Q4 2025 reported net income of $86.5M included a $237.6M gain from the zaltenibart sale; Omeros repaid its term loan and 2026 notes, ended the year with $171.8M cash/investments and only $70.8M principal of 2029 convertible notes outstanding, and expects YARTEMLEA to be self‑sustaining in 2026 with company positive cash flow in 2027.
• Early-stage pipeline progress includes the TCAT anti‑infective platform with promising animal data and patents filed, IND‑enabling work for OncotoX‑AML targeting AML, and MASP‑2/MASP‑3 small‑molecule and antibody programs — these represent meaningful long‑term upside but remain preclinical/early clinical.

Omeros Price Performance

Shares of NASDAQ OMER traded up $0.75 during mid-day trading on Tuesday, hitting $10.56. The company had a trading volume of 1,754,520 shares, compared to its average volume of 806,601. Omeros has a 12 month low of $2.95 and a 12 month high of $17.65. The stock has a market cap of $748.70 million, a price-to-earnings ratio of -5.23 and a beta of 2.45. The firm’s 50 day simple moving average is $11.40 and its two-hundred day simple moving average is $9.76.

Insider Buying and Selling

In other Omeros news, CAO David J. Borges sold 30,000 shares of the stock in a transaction on Tuesday, January 13th. The stock was sold at an average price of $12.31, for a total value of $369,300.00. The sale was disclosed in a document filed with the SEC, which is available through this link. 12.90% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Omeros

Several institutional investors have recently modified their holdings of OMER. State of Wyoming acquired a new stake in shares of Omeros in the 4th quarter worth about $25,000. B. Riley Wealth Advisors Inc. acquired a new position in Omeros during the 2nd quarter valued at about $32,000. Caitong International Asset Management Co. Ltd bought a new position in Omeros in the 4th quarter worth about $33,000. Sei Investments Co. bought a new position in Omeros in the 2nd quarter worth about $40,000. Finally, Tower Research Capital LLC TRC increased its stake in shares of Omeros by 829.6% in the second quarter. Tower Research Capital LLC TRC now owns 13,414 shares of the biopharmaceutical company’s stock valued at $40,000 after purchasing an additional 11,971 shares during the period. Institutional investors own 48.79% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the company. D. Boral Capital restated a “buy” rating and set a $36.00 price objective on shares of Omeros in a research note on Tuesday, January 27th. Wall Street Zen cut shares of Omeros from a “hold” rating to a “sell” rating in a report on Saturday, January 10th. Weiss Ratings restated a “sell (d-)” rating on shares of Omeros in a research report on Thursday, January 22nd. Finally, HC Wainwright lifted their price target on shares of Omeros from $20.00 to $40.00 and gave the company a “buy” rating in a report on Thursday, January 8th. One research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $40.33.

About Omeros

Omeros Corporation is a clinical-stage biopharmaceutical company focused on the discovery, development and commercialization of small-molecule and protein therapeutics. The company’s research programs target inflammation, complement-mediated diseases and disorders of the central nervous system. Omeros’s portfolio encompasses both internally discovered molecules and biologics, reflecting its commitment to advancing treatments for conditions with high unmet medical need.

Omeros’s first FDA-approved product, Omidria® (phenylephrine and ketorolac intraocular solution), is indicated to maintain pupil size by preventing intraoperative miosis and reducing postoperative pain in patients undergoing cataract surgery.