OMER Omeros Corp

$OMER Hello OMERians! Congrats to us all. I write with an update. As many know, I was duped and sold about half of my shares in the 8s when Greg didn’t answer my questions on the ASM and I saw multiple signs of concern (e.g., NVO deprioritizing zalt, EU rejection, Symphony data looked terrible/not explained). We now know what was happening, w huge success ramping yart. So I began adding back significantly in the 13s-16s when I read that earnings announcement. And sold puts. And then I added again in the 18s and sold more puts when NVO came under fire for the lack of a pipeline and they featured zalt, as it is back in focus/accelerated. That’s a big change in my eyes. In sum, I don’t have as many shares as I did, but I’ve got plenty and I’m very bullish. And so, the Vegas party is on! Sat Feb 20. I’m hosting. Details TBD, but we’re gonna party like it’s 19.99 (or higher, which I expect it will be after the Nov EC). Perhaps OMIDRIA Jell-O shots? JK - not for human consumption!

$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 +14% yesterday on the Cantor upgrade (Neutral → Overweight, $22 PT). Market is finally pricing in what the Yartemlea launch data has been showing. Needham's HOLD is starting to look stale. When your bear case gets outrun by the tape and the sell-side starts moving in your favor, that's usually the signal, not the outlier. Question isn't if Needham revisits the model — it's how long they wait to admit it.

$OMER I first met Dr. Greg Demopulos a year before they went public and raised $68M for them as a private company. I was a part of their syndicate group and a lead banker on their IPO raising another $58M. My last purchase was 6-10-2026 at $3.65/share. It truly is TIME IN THE MARKET, not TIMING THE MARKET. They now are in their parabolic growth stage, and this run has only just begun. Congratulations Greg, so thankful for our friendship and your unwavering efforts to drive Omeros forward to get lifesaving therapies to the market. NOT STOCK ADVICE

$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 just normal fluctuations in between earnings… nothing has changed. After third-quarter results will be sitting closer to $25-27. Feel free to mark this post.

$OMER Doc’s efforts to keep float small @ 70MM r really working in our favor now, MC still only at 1.5B!!! Tutes own only 50% & don’t want to miss out on the fun, just beginning imo! LFG Omerites!!

$OMER Congratulations to those who had the guts and foresight to buy in the low single digits. You are reaping the rewards!

$OMER I just transferred 2000 shares to each of my 3 kids 3 Omerites were born today They can pay the taxes on the profit now -:)

$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 We already know that use of Yartemlea is not a prohibitive factor in using calcineurin inhibitors in treating aGHVD alongside TA-TMA treatment. Use of ravulizumab has an adverse effect on the classical pathway treatment of infection. As we get more utilisation of Yartemlea in TA-TMA patients doctors will be able to see how its use impacts other aspects of the patient treatment outcome, particularly that of aGVHD. Yarrtemlea is very likely to show a synergistic effect in treating/mitigating the symptoms of aGVHD while being used for TA-TMA. If this is the case and it is proven that the one drug treats both indications then uptake will be massive.

$OMER NTAP payments to hospitals with Medicare patients start this Thursday. Omeros doesn’t receive more money, but it incentivizes hospitals to use Yartemlea for Medicare patients with TA-TMA.

$OMER $21SP now predicated on 400MM Yart Rev…..4X is 1.5B MC. Docs still using Euclizimab off-label will have to start using the ONLY APPROVED TA-TMA drug, for fear of liability suits. Imagine using off-label drug that results in patient death due to infection, when Yart is available & has proven efficacy! IMO this will be a 1B drug after it becomes SOC & used off-label for ARDS until we get approval. My 2 cents….4X 1B gives us a 4B MC or future conservative SP of $55! That is very realistic not considering 906 incoming royalties or our incredible pipeline! After 11 years, we are in exciting times fellow Omerites🤔😎

$OMER i am blaming Greg for this upward movement how dare you produce 32M revenue when only 12M was expected. I am sure you will continue to bring value to this company. Cheers!!

$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 I am very impressed with GD leadership. He has steered away from so many dilutive agreements and has a clear future ahead for Omeros

$OMER Anyone else catch this? IgAN just got a lot more interesting with zaltenibart. Novo had mentioned IgAN before as a possible indication, but today they went a step further and actually put Zaltenibart (IgAN) Phase 2 on the development roadmap. That’s no longer just “maybe someday“Novartis already proved the alternative complement pathway matters in IgAN with Fabhalta. Now Novo is coming at the same biology through MASP-3 and says zaltenibart has potential to be best-in-class. $240M upfront wasn’t for one PNH trial. This is starting to look a lot bigger.

$OMER from the financial times: https://www.ft.com/content/e560fd8c-5cc2-4743-90eb-eab71b899ce6?syn-25a6b1a6=1 Novo shareholders have called on the Danish drugmaker to develop new medicines and pursue acquisitions to reduce its reliance on blockbuster weight-loss treatments, ahead of its investor day on Monday.

$OMER The updates from Novo and broader Market rally may have played a slight role in our nice move up today, but I think Mikey going for another afternoon swim was the real catalyst 😎

$OMER The October CHMP plenary meeting is next week, October 12-15, mon thru Fri. If Yart/NARSO will be re-examined in this meeting, it would appear in the agenda. The agenda will be published by CHMP sometime Friday Oct 9th. You should assume if it does appear in the agenda, that the AHEG (the independent panel of experts who were to convene to provide its input to the plenary meeting) have already convened and have completed its recommendation to present during the meeting. We may know as soon as Friday the 15th what the outcome of the meeting was, whether positive or negative. Keep in mind that if it’s positive, CHMP makes that recommendation to the EU. It is the. EU who approve or reject drugs and that decison would come about 60 days later. But the stock will move on the CHMP decision. It won’t wait for the approval. Based on statistics, most these re-examinations fail to reverse the original decision. But it was reversed in the US so hopefully we see the same result.