Omeros (OMER)
Commercializes YARTEMLEA for TA-TMA while advancing complement and specialty therapeutics.
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Markets YARTEMLEA in the U.S. for transplant-associated thrombotic microangiopathy and runs a one-segment biotech pipeline around complement, oncology, addiction, and infectious-disease programs. Former OMIDRIA royalties and Novo Nordisk's zaltenibart rights shape the post-divestiture economics.
Commercializes YARTEMLEA in the U.S. for transplant-associated thrombotic microangiopathy, using a field organization focused on transplant centers. The same one-segment platform covers MASP-2 and MASP-3 complement biology, OMS1029, OMS527, OncotoX-AML, and T-CAT.
Former OMIDRIA economics remain part of the business through royalty rights after the Rayner sale, while zaltenibart moved to Novo Nordisk under a global development and commercialization arrangement. The company remains founder-led from Seattle.
Execution depends on U.S. transplant-center adoption, payer access, and external manufacturers for YARTEMLEA supply. European access depends on CHMP re-examination after a negative opinion on the narsoplimab marketing application.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 22, 2026 | Cantor Fitzgerald | Upgrade | Rating: —Target: — | Target: $22 |
| Jun 29, 2026 | H.C. Wainwright | Target | Target: $40 | Target: $33 |
| Jan 8, 2026 | H.C. Wainwright | Target | Target: $20 | Target: $40 |
| Oct 15, 2025 | H.C. Wainwright | Target | Target: $9 | Target: $20 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $132.0M · Total debt $83.8M · Total assets $286.8M · Shareholders' equity −$51.3M
- Revenue
- $28.5M
- Operating income
- $74.0K
- Net income
- $13.2M
No dividends on record.
| Institutions | ≈ 50.38% | 36.47M shares | |
|---|---|---|---|
| 186 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 10.13% | 7.33M shares | |
| 5 holders · as of Sep 1, 2026 | |||
| Other | ≈ 39.49% | 28.59M shares | |
| remainder | |||
72.39M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 8.35% | 6.04M | as of Jun 30, 2026 |
Gregory A. Demopulos, M.D.Insider | 6.91% | 5.00M | filed Feb 14, 2020 |
Ingalls & Snyder LLCInstitution | 5.06% | 3.66M | as of Jun 30, 2026 |
UBS Group AGInstitution | 4.35% | 3.15M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.24% | 3.07M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 31, 2026 | Peter B. Cancelmo | officer: VP, General Counsel | −25,000 | $18.54 |
| Aug 28, 2026 | Peter B. Cancelmo | officer: VP, General Counsel | −25,000 | $18.65 |
| Aug 27, 2026 | Arnold C. Hanish | director | −10,000 | $18.95 |
| Aug 26, 2026 | Arnold C. Hanish | director | −5,000 | $18.53 |
| Aug 24, 2026 | David J. Borges | officer: VP, Finance & CAO | −906 | $19.10 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Omeros | $19.93 | +7.79% | $1.34B | 10.7 | 9.3 | 34.8 | — |
| AstraZeneca (ADR) | $167.91 | −0.11% | $260.70B | 25.2 | 15.8 | 4.2 | +6.4% |
| Novartis (ADR) | $141.06 | +0.06% | $267.96B | 21.3 | 15.0 | 4.8 | +0.9% |
| Biogen | $221.76 | +1.23% | $32.37B | 38.8 | 16.7 | 3.3 | +3.4% |
| Amgen | $401.35 | +2.08% | $212.19B | 24.4 | 17.1 | 5.6 | +9.7% |
| Median | 24.8 | 16.3 | 4.5 | +4.9% |