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 In the world of biotech M&A, an executive option grant with high performance hurdles often acts as a catalyst to accelerate a buyout rather than push it away, GWPH, RETA, BHVN etc...

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

$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 I am sure Greg was part of the decision making to those 500,000 shares and he trusts that he will hit those $ 25,30,35 and $40 soon This should be Bullish

$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!

$OMER Gregory Demopulos Chairman and CEO 0:53:22 I think the percentage of patients who ultimately end up being diagnosed with TA-TMA as a percentage of stem cell transplantation will also increase. We're already seeing it. The latest MIDAS studies shows the incidence of TA-TMA at 56% of allogeneic transplants. I would think that there's a reasonable possibility that those percentages will increase. Again, when you have a treatment, there's a good reason to identify the disorder, and then the treatment becomes self-fulfilling for that set of diagnostic criteria

$OMER The usual daily shake-ups, swings and day trading... But the bigger picture is undeniable! The CHMP decision removes a major regulatory overhang, allowing management to focus squarely on the U.S. commercial opportunity. Suspending EU compassionate use amid rising U.S. supply demand could signal growing commercial needs, with actual sales data ultimately confirming the momentum. The next catalysts are clear: accelerating U.S. sales, measurable commercial traction, and the anticipated NVO milestone payment. With J-Code and NTAP now in place, the coming quarters should provide greater visibility into YARTEMLEA’s commercial potential. I believe U.S. commercialization should now be moving into full gear. If sales momentum materializes, the road to the $50s and beyond by mid-2027 remains a compelling bullish possibility. Stay patient. Watch the execution. Slowly but surely!

$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 I have made a lot of money buying major dips since the CRL. Except for one tax swap trade a couple of years ago, I have not sold any of those shares. I own way more than I ever thought I would, years ago. Before today my last (large) buy was in June at 7.85. I thought I was done, but no. I bought large several times today in the low 16s. I believe those will be very profitable entries. Good luck to all.