Omeros (NASDAQ:OMER) Releases Earnings Results, Beats Estimates By $3.69 EPS

Omeros (NASDAQ:OMER) issued its quarterly earnings data on Tuesday. The biopharmaceutical company reported $3.14 earnings per share 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 Price Performance

OMER traded up $0.75 during trading on Tuesday, hitting $10.56. The company’s stock had a trading volume of 1,754,520 shares, compared to its average volume of 806,601. Omeros has a twelve month low of $2.95 and a twelve month high of $17.65. The stock has a market cap of $748.70 million, a PE ratio of -5.23 and a beta of 2.45. The firm’s 50 day moving average price is $11.40 and its 200-day moving average price is $9.76.

Analysts Set New Price Targets

OMER has been the subject of several recent research reports. HC Wainwright raised their price target on Omeros from $20.00 to $40.00 and gave the stock a “buy” rating in a research report on Thursday, January 8th. Wall Street Zen downgraded Omeros from a “hold” rating to a “sell” rating in a research report on Saturday, January 10th. D. Boral Capital reaffirmed a “buy” rating and set a $36.00 price objective on shares of Omeros in a research note on Tuesday, January 27th. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of Omeros in a research note on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Omeros presently has a consensus rating of “Moderate Buy” and an average target price of $40.33.

Insider Activity

In related news, CAO David J. Borges sold 30,000 shares of the 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 transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. 12.90% of the stock is owned by company insiders.

Hedge Funds Weigh In On Omeros

Hedge funds and other institutional investors have recently made changes to their positions in the business. State of Wyoming acquired a new position in Omeros during the 4th quarter worth $25,000. AQR Capital Management LLC raised its stake in shares of Omeros by 7.2% in the 4th quarter. AQR Capital Management LLC now owns 22,838 shares of the biopharmaceutical company’s stock valued at $392,000 after purchasing an additional 1,532 shares in the last quarter. Cerity Partners LLC lifted its position in shares of Omeros by 6.1% during the fourth quarter. Cerity Partners LLC now owns 30,450 shares of the biopharmaceutical company’s stock worth $523,000 after purchasing an additional 1,750 shares during the last quarter. Arax Advisory Partners lifted its position in shares of Omeros by 56.4% during the fourth quarter. Arax Advisory Partners now owns 5,255 shares of the biopharmaceutical company’s stock worth $90,000 after purchasing an additional 1,894 shares during the last quarter. Finally, Caitong International Asset Management Co. Ltd acquired a new position in Omeros in the fourth quarter worth about $33,000. Institutional investors and hedge funds own 48.79% of the company’s stock.

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.