OMER Omeros Corp

$OMER Hello, all. Not much to add as I think you folks have honed in on the right info as regards the value of the stock. My holdings reflect my expectations. 415k of my shares plus 50k of short puts at 19 in November that I expect to expire worthless. And 18k shares in my kids’ accounts. This being the 16s, reflecting skepticism about 3q, is a gift to all who know what we own. The reasons for optimism are many, as you all have pointed out. Huge Yart growth already, beyond reasonable expectations Retired converts and buybacks Potential off label sales & other indications (e.g., ARDS) Potential EU someday Zaltenibart increased priority and accelerated OncotoX $100 million coming Making money and will make more (which is almost unfathomable), so failure scenario 0% probable No reason to expect buyout as the company is focused on driving sales and profits, not primping for a sale, and they obviously think it’s worth way more than this price I’m not selling anytime soon.

$OMER ….Greg gave us a huge tip in the last press release when he mentioned “due to HIGH demand of Yart we are discontinuing the compassion use program “ …this wasn’t just some passing statement …you have to choose your words wisely when you do a PR. ….i expect 50 million plus in sales this quarter with the stock hitting $30 after the call heading to $40 by Christmas. OMER is a super strong buy under $20 and a strong buy under $25 …..$100 stock

$OMER OMS527 update Omeros targets start of the NIDA-funded Phase 1b inpatient trial in cocaine users this quarter (by year-end 2026). First data expected mid-to-late 2027. Fully funded by NIDA → zero cash burn for Omeros. Clean preclinical interaction studies + solid Phase 1 in healthy volunteers. Realistic take: interesting low-risk side bet. The fact that NIDA is fully sponsoring this (one of the few programs they back this heavily) means they clearly see real potential in the PDE7 mechanism. Addiction trials are tough, but the unmet need is massive and the data so far look promising. Not a near-term driver vs Yartemlea, but a nice free option in the pipeline.

$OMER NORD Announces the 2026 Rare Impact Award Honorees Advancing Innovation, Research, and Advocacy for Rare Diseases. Will someone please pick up the phone and tell the Europeans (EMA) that Omeros won this award for Yartemlea for TMA? They (EMA) need to come back from their siesta and save lives. Don't let the kids die, please. Dr. Rambaldi where are you?

$OMER For us OG Omerites here.....remember when we bounced around $16 for what seemed like eternity? Remember where Omeros was as a company? Remember how everything seemed years away and we were investing on belief, yes, but also a ton of hope? We were at $16 per share!!!! $16!!!! Today we have revenue, we have a dang monopoly, we have partnerships, we have cash, we have a strong pipeline, we have near term catalysts, we have analysts finally looking our way, we have momentum. And all of this, all of it, we are at $18!!!! $18!!! That's why despite my boat being loaded 20X over, I bought more yesterday. I've bought at $25 and bought at less than $2 and I was as excited to buy at $18.80 yesterday as I've been at any point along this 12+ year journey. At 70 million shares there just isn't enough to go around! Don't forget that very, very, very important fact! This can be, and will be, explosive. Soon.

$OMER now Imagin the volume and move after the QIII CC and revenues explodes again. Last Qtr it traded 10,000,000 shares after the CC.

$OMER how good is it to close near high of day with low volume. Can see this running back up to 20 by earnings.

$OMER I turned bullish after Q2 earnings report on 2 reasons: 1. Finally ALXN competition is out of way, if their P3 was positive, with their powerful network, YAR may have a very hard time gain market share. 2. Q2 sales was a big surprise to the upside, but YAR performed as it should be, only approved treatment for high mortality TMA to rapidly take over TMA market. I waited last CHMP negative opinion to price in to buy in, now I do not see any negative news, only how fast YAR takes up US TMA market shares, and street to upgrade YAR peak sales potential of $1B with normal premium valuation, IMO.

$OMER When you look at Rezurock's re-examination, it's a very similar story than Yartemlea's. So at least a conditional approval should definitely be possible.

$OMER Today's trading confirms my believe fundamentally OMER's fair value is $16.5/share with Q2 Yar gross sales of $32M, feel comfortable now that OMER has very limited down side even my expected deep market correction going on, OMER has passed the market test today, Q3 upside surprise will decide next level fair value, my estimate Q3 $52M and fair price $25, IMO.

$OMER No Sellers. HOLD. Who cares about pennies? We are on our way to generational wealth. We know what we own. Be well.

$OMER 3 weeks till financials. $16 a share today. Another epic quarter is coming up and you'll wish you bought.

$OMER Lots of speculation concerning CHMP review of the Yartemlea negative opinion. As noted earlier, there seems to be a favourable trend of approving orphan indications. Also of note is that the original assessment meeting took place on June 22-25. At that time the Alexion Ultomiris randomised trial results had not been announced. Experts may have been waiting for positive results, which however did not eventuate when results were announced on July 27. Given Alexion's trial failure and the extensive use off label of SOLIRIS/ULTOMIRIS it seems to me that some members of the AHEG will definitely be highlighting the merits of an approved FDA drug over the off label use .

$OMER Omeros is targeting enrollment by year-end 2026 in the NIDA-funded Phase 1b inpatient trial of OMS527 for cocaine use disorder. The structure is the cheap optionality. NIDA fully funds the program. Omeros is developing its PDE7 inhibitor at the agency's request, and the preclinical interaction studies, designed with NIDA toxicologists, came back with no drug-interaction or safety issues. The gate was the FDA. It asked for additional nonclinical information before the inpatient trial, so Omeros is running that nonclinical study now to unblock enrollment. The mechanism: PDE7 inhibition modulates signaling in the brain's dopamine axis without depressing the reward system, which is the main drawback of marketed anti-addiction agents. There is no approved treatment for cocaine use disorder.

$OMER Thats a substantial telling 8k filing. M&A carve outs and CIC's. Performance Awards if VWAP above $30-$40...

$omer Just 5 months after launch, YARTEMLEA was already generating a $130M annualized revenue run rate. That's a very strong start. We're now just 2 weeks away from the next earnings report that could push our run rate close to $200mil, or roughly 1/6 of today's market cap. And with NTAP reimbursement effective since October 1, curent quarter could dwarf this one. The key question is how much shares did you accumulate below 20?

$OMER Major EMA catalyst THIS WEEK! The official CHMP October 12–15 agenda confirms: ✅ Oct 14, 16:00 – Yartemlea oral explanation ✅ Section 3.5.3: “Scope: Opinion” ✅ “Action: For adoption” – final re-examination opinion scheduled THIS WEEK. Potential outcome as early as Oct 15–16. ⚠️ Not an approval signal, but confirmation that the CHMP plans to decide this week whether to overturn its June rejection. Big week ahead for $OMER! #Yartemlea #FDA #EMA

$OMER ....... 'There is also a possible middle ground: a restricted European approval, rather than approval for every patient in the proposed population. Leqembi shows that a re-examination can produce exactly that kind of compromise. Whether such an approach is available or acceptable for Yartemlea depends on the evidence and the terms of the application.'

$OMER it sucks to be down $800 k in one single morning Let’s have some good 3rd qtr sales numbers

$OMER To EMA regulators and CHMP members: When numerous leading international TA-TMA specialists in the USA independently use narsoplimab—and increasingly incorporate the therapy into their clinical decision-making while gaining positive experience: this is a form of clinical evidence emerges that goes beyond the original pivotal trial. Clinical adoption in the USA is of immense importance. These physicians are familiar with their patients' prognoses, existing treatment options, and the challenges involved in identifying a genuine therapeutic effect. : Physicians in the USA are not using narsoplimab simply because the FDA has approved it! They are using it because it works and is safe!