Omeros (NASDAQ:OMER) Issues Quarterly Earnings Results, Beats Expectations By $3.69 EPS

Omeros (NASDAQ:OMER) issued its quarterly earnings results on Tuesday. The biopharmaceutical company reported $3.14 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 Trading Up 7.6%

Shares of NASDAQ OMER traded up $0.75 during mid-day trading on Tuesday, reaching $10.56. The company had a trading volume of 1,754,520 shares, compared to its average volume of 806,601. Omeros has a 52-week low of $2.95 and a 52-week high of $17.65. The stock has a market cap of $748.70 million, a P/E ratio of -5.23 and a beta of 2.45. The firm has a 50 day simple moving average of $11.40 and a two-hundred day simple moving average of $9.76.

Analyst Upgrades and Downgrades

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

Insider Transactions at Omeros

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

Institutional Trading of Omeros

Several institutional investors and hedge funds have recently made changes to their positions in the company. Vanguard Group Inc. grew its stake in Omeros by 1.9% during the 3rd quarter. Vanguard Group Inc. now owns 3,346,958 shares of the biopharmaceutical company’s stock worth $13,723,000 after buying an additional 63,381 shares during the last quarter. Geode Capital Management LLC lifted its stake in Omeros by 6.3% in the fourth quarter. Geode Capital Management LLC now owns 1,631,350 shares of the biopharmaceutical company’s stock valued at $28,026,000 after buying an additional 95,979 shares during the last quarter. State Street Corp lifted its stake in Omeros by 26.9% in the fourth quarter. State Street Corp now owns 1,573,526 shares of the biopharmaceutical company’s stock valued at $27,025,000 after buying an additional 333,798 shares during the last quarter. Two Sigma Investments LP boosted its holdings in shares of Omeros by 39.3% in the third quarter. Two Sigma Investments LP now owns 933,314 shares of the biopharmaceutical company’s stock valued at $3,827,000 after acquiring an additional 263,095 shares during the period. Finally, Marshall Wace LLP boosted its holdings in shares of Omeros by 15.1% in the second quarter. Marshall Wace LLP now owns 741,376 shares of the biopharmaceutical company’s stock valued at $2,224,000 after acquiring an additional 97,224 shares during the period. 48.79% of the stock is owned by hedge funds and other institutional investors.

Omeros Company Profile

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.