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OMOMER

Omeros Corporation

$OMER·$672M·Biotechnology·Healthcare
$9.28-1.4%YTD-47.0%1Y+190.0%
Mentions · last 7 days
2026-06-27: 1 posts2026-06-28: 2 posts2026-06-29: 20 posts2026-06-30: 7 posts2026-07-01: 4 posts2026-07-02: 3 posts2026-07-03: 2 posts40+1%
Price updated 1d ago·X counts updated 1h ago
OMOMER
$OMEROmeros Corporation
$9.28-1.38%40 posts+1%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $OMER, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Broken storyWinding up for a moveAI verdict · as of 2026-07-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Omeros is up 200% t12m but down 47% YTD on the Narsoplimab EU regulatory setback — securities class actions are the near-term issue.

Omeros Corporation is the specialty biotech behind Narsoplimab (a monoclonal antibody for TA-TMA, a life-threatening stem cell transplant complication) and additional MASP-2 inhibitor programs. The stock is at $9.28 down 47% year-to-date on a specific regulatory divergence between the FDA and EU.

  • The regulatory divide is the whole story: Omeros' Narsoplimab has FDA approval but the EU regulatory review is unconvinced — that split is a very specific commercial-model complication where global rollout won't happen simultaneously, and it caps the near-term revenue trajectory.
  • Q1 revenue is small but meaningful: revenue was $9.9M with a -176% operating margin — that's initial Narsoplimab US launch revenue, and the growth trajectory over the next few quarters is what the whole tape depends on.
  • The Pomerantz securities class action is a real overhang: Pomerantz Law Firm is investigating claims on behalf of Omeros investors alleging that the company or its officers may have violated securities laws — that's a specific governance-risk overhang that could compress the multiple until resolved.
  • The insider tape shows routine board grants: multiple June 22 director grants at $154K each (Bumol, Shah, Perkinson, Hood, Hanish) — that's board comp cycle, not directional signal.

What matters is whether Omeros can convert the FDA approval into meaningful US Narsoplimab revenue while resolving the EU regulatory pushback — a maintained Q2 revenue trajectory plus specific EU pathway clarification runs the tape past $14; a soft print or additional EU regulatory setback combined with the class-action overhang triggers a give-back to $5. Watch for Narsoplimab US script trends and any EU MAA follow-up commentary as the primary drivers.

What to watch: Q2 earnings August 13 — maintained Q2 revenue trajectory plus specific EU pathway clarification runs the tape past $14. A soft print or additional EU regulatory setback plus class action overhang triggers a give-back to $5. Watch Narsoplimab US script trends.

On the calendar: 2026-08-13 — Q2 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

Omeros Corporation is a biopharmaceutical firm with commercialized products, actively engaged in the discovery, development, and market introduction of both small-molecule and protein-based therapies, including treatments for rare diseases. The company's therapeutic endeavors primarily focus on inflammatory conditions, illnesses mediated by the complement system, cancers linked to immune system dysregulation, and disorders characterized by addiction or compulsion. Its robust clinical pipeline features several promising candidates. Narsoplimab (also known as OMS721 or MASP-2), a leading asset, has successfully concluded pivotal trials for hematopoietic stem-cell transplant-associated thrombotic microangiopathy (HSCT-TMA). This drug is also currently undergoing Phase III clinical evaluation for immunoglobulin A nephropathy (IgAN) and atypical hemolytic uremic syndrome (aHUS), in addition to a Phase II trial investigating its potential for treating COVID-19. Further expanding its clinical portfolio, Omeros is developing PPAR? (OMS405) in Phase II for opioid and nicotine dependence. PDE7 (OMS527) is progressing through Phase I studies for addiction, compulsive disorders, and movement disorders. Additionally, MASP-3 (OMS906) is currently in Phase I trials for paroxysmal nocturnal hemoglobinuria (PNH) and other conditions involving the alternative complement pathway. Beyond its clinical efforts, the company maintains a dynamic preclinical program. This includes small-molecule inhibitors targeting MASP-2, which are being explored for applications in aHUS, IgAN, HSCT-TMA, and age-related macular degeneration. Also in development is a next-generation, longer-acting antibody that targets MASP-2, alongside MASP-3 small-molecule inhibitors designed to address PNH and other alternative pathway disorders. Omeros's preclinical research further encompasses GPR174 inhibitors, as well as Chimeric Antigen Receptor (CAR) T-Cell and Adoptive T-Cell Therapies for various oncological indications. The company is also investigating G protein-coupled receptor targets for a broad spectrum of diseases, including immunological, immuno-oncological, metabolic, central nervous system (CNS), cardiovascular, musculoskeletal, and other conditions. Established in 1994, Omeros Corporation is headquartered in Seattle, Washington.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $OMER.

Biotechnology · Healthcare

GLP-1 pipeline competition is the dominant structural driver — the ADA conference crystallized oral formulations, dual agonists, and differentiated mechanisms competing for a potential $150B obesity market by 2030. QURE's FDA accelerated approval for AMT-130 (Huntington's disease) this week confirms gene therapy regulatory momentum is still flowing capital to non-GLP-1 precision medicine.

Top industry ETF

$IBBiShares Biotechnology ETF
+15.4%YTD
+50.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
7.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-40.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-10.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-14.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
67.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-54.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
-12.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-4.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 13, 2026$-0.24$-0.40+40.0%
Q4 2025Mar 31, 2026$3.14$-0.55+670.9%
Q3 2025Nov 13, 2025$-0.19$-0.58+67.2%
Q2 2025Aug 14, 2025$-0.53$-0.55+3.6%
Next earningsThu, Aug 13·consensus EPS $-0.27

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$9.9M—91.7%-176%$0.78$-14.5M
Q4 FY25$0———$1.42$-39.8M
Q3 FY25$0———$-0.47$-18.5M
Q2 FY25$0———$-0.43$-22.0M

Forward consensus

5-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$67.8M$62.5M – $75.8M$0.05$0.04 – $0.062
FY27$143.1M$131.7M – $159.9M-$0.28-$0.32 – -$0.252
FY28$265.4M$244.3M – $296.5M$0.90$0.83 – $0.982
FY29$397.3M$365.8M – $444.0M$1.76$1.58 – $2.031
FY30$490.5M$451.6M – $548.1M$2.66$2.39 – $3.071

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.43%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-21.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-10.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 69.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.555-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 22Thomas J. CableDirector7.5K sh$87KSellJan 13David J. BorgesVP, Finance & CAO30.0K sh$369KSellJan 12David J. BorgesVP, Finance & CAO30.0K sh$382K
+ 11 other (7 awards · 3 exempts · 1 inkind) in window

See when $OMER insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 258-K — Item 5.07: Shareholder vote
+ 11 other (3 earnings 8-Ks · 3 13Gs · 1 routine 8-K · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Omeros Corporation - OMERprnewswire.com·3d agoOmeros stock crashes on regulatory setback: buy the dip?invezz.com·8d agoFDA Approved, Europe Unconvinced: Omeros' Stem Cell Transplant Treatment Hits Regulatory Dividebenzinga.com·9d agoOmeros Corporation Announces Update on European Marketing Authorization Application for Narsoplimab in TA-TMAbusinesswire.com·9d agoNovoCure vs. Omeros: Which Emerging Pharmaceutical Stock Is a Better Buy in 2026?fool.com·13d ago

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Voices on X · last 7 days

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