Omeros Corporation (OMER)

The FDA approved Omeros' YARTEMLEA® (Narsoplimab) in December 2025, leading to a stock price surge. In October 2025, Omeros announced a licensing deal with Novo Nordisk for zaltenibart, set to receive $340 million upfront and potentially $2.1 billion total. Following these events, analysts updated ratings, with some raising price targets and others lowering ratings. OMER's stock price has shown volatility and upward movement, with a 23.60% increase over the past 30 days and 38.55% over the past 12 months. Omeros issued over 5.3 million shares in a direct offering in July 2025, generating $20.3 million, and sold 2.3 million shares through an at-the-market offering, generating $9.0 million. Omeros reported a net loss of $30.9 million for Q3 2025, an improvement from the previous year, and a net loss of $0.19 earnings per share for the quarter ending November 2025, beating estimates.

Omeros Corp.'s product demand is not typically subject to seasonality, as it focuses on treatments for rare diseases and complex medical conditions. Demand is driven by the incidence and prevalence of the specific diseases they target, rather than seasonal fluctuations. Revenue generation is tied to drug development milestones, regulatory approvals, and commercialization.

Omeros Corp. is a biopharmaceutical company focused on discovering, developing, and commercializing novel therapeutics for complement-mediated disorders, cancers, and addictive and compulsive disorders. The company operates within the Health Technology sector, specifically in the Biotechnology and Pharmaceutical industry, focusing on rare diseases and complement inhibition. Its business model centers on advancing its pipeline of first-in-class small-molecule and protein therapeutics, including Narsoplimab, Zaltenibart, OMS1029, OMS527 and OMIDRIA.

Omeros Corporation is headquartered in Seattle, Washington, United States. Its shares are traded on the NASDAQ Global Market in the US, as well as on several European stock exchanges, including Berlin, Munich, Stuttgart, Frankfurt, Dusseldorf, Hamburg, London, and Berne, indicating an international presence for its stock.

Omeros Corp.'s brand reputation has been positively influenced by the FDA approval of YARTEMLEA® and the licensing deal for zaltenibart to Novo Nordisk. The company has faced past challenges, including an FDA rejection in 2021 and stock volatility. Analyst ratings range from "Strong Buy" to "Sell," with a consensus of "Moderate Buy" or "Strong Buy". Omeros engaged in lobbying activities related to rare disease therapies and payment policies in Q3 2025.

Institutional shareholders own approximately 46.33% of Omeros Corp., insiders hold about 5.09%, and retail investors account for 48.58%. Major institutional owners include BlackRock Inc., Ingalls Snyder LLC, and Vanguard Group Inc. The largest individual shareholder is CEO Gregory A. Demopulos, owning approximately 1.95 million shares, representing 2.76% of the company.