Omeros Corporation (OMER) - Stock Analysis
Last updated: Jan 14, 2026
Research Idea
Research content for general circulation. Not individualized advice. Methodology & Disclosures
Omeros Corporation is a high-conviction hot idea driven by the transformative FDA approval of YARTEMLEAÂŽ (first approved treatment for TA-TMA), an 80%+ stock surge to 12-month highs, strategic capital infusion via license deal with Novo Nordisk, and strong near-term commercial launch prospects starting 2026.
Loading chart data...
AI Analyst Overview
Loading chart data...
Valuation Metrics
Fundamental Analysis
Key Financial Insights: ⢠Negative equity ⢠Severe cash burn ⢠Zero revenue OMER is in acute financial distressâzero revenue, sustained large losses and cash burn, negative equity, and shrinking liquidity forcing reliance on external financing.
Price Behavior
Key Price Behavior Insights: ⢠Sharp rally ⢠Rapid pullback ⢠Support consolidation Support Level: $12.49â$12.82 Resistance Level: $17.18 Over the last month OMER showed extreme volatility with a sharp yearâend rally to ~$17.18 followed by a pullback to support around $12.49â$12.82, signaling heightened risk unless the $12.50 area holds.
Sentiment & News
Key News Insights: ⢠FDA approval ⢠$36,000 pricing ⢠Commercial launch readiness Omeros' FDA approval and $36,000 pricing of Yartemlea for TAâTMA drove an ~80% stock surge, strong buy-side sentiment, and a prepared U.S. commercial launch signaling a shift to revenue generation.
AI Summary
Omeros has become a binary commercial/financing bet: timely, verifiable receipt of the ~$240M Novo proceeds and demonstrable early Yartemlea orders/reimbursement validating the $36k price are the two concrete milestones that will determine survival and upsideâfailure on either will almost certainly force dilutive financing and drive substantial downside.
Description
Omeros Corporation is a commercial-stage biopharmaceutical company that develops small-molecule and protein therapeutics for inflammation, complement-mediated disorders, immune-related cancers, and addictive or compulsive disorders. Its pipeline spans late-stage assetsâmost notably a MASP-2 antibody that has completed a pivotal study for HSCTâTMA and is in Phase III for IgA nephropathy and aHUSâthrough earlier clinical programs and preclinical work on MASP-targeted small molecules, longer-acting antibodies, GPCR targets, and cell therapies. The company was incorporated in 1994 and is headquartered in Seattle, Washington.
Idea History
| Date | Close | Ticker | Company | Summary | Status | P/L |
|---|---|---|---|---|---|---|
| Dec 29 | Jan 5 | OMER | Omeros Corporation | Omeros Corporation is a high-conviction hot idea driven by the transformative FDA approval of YARTEMLEAÂŽ (first approved treatment for TA-TMA), an 80%+ stock surge to 12-month highs, strategic capital infusion via license deal with Novo Nordisk, and strong near-term commercial launch prospects starting 2026. | Closed | -7.1% |