earnings
confidence high
sentiment neutral
materiality 0.75
Omeros Q2 net loss $56M ($0.97/sh) vs $37M; restructures debt with $67M term loan
OMEROS CORP
2025-Q2 EPS
reported -$1.60
vs consensus -$0.49
▼ miss
(-226.1%)
- Net loss $56.0M ($0.97/sh) vs $37.3M ($0.59); includes $17.6M narsoplimab charge, $21.2M debt repurchase.
- Entered $67.1M secured term loan with Athyrium/Highbridge; repurchased $118.1M of 5.25% 2026 notes at ~25% discount.
- Cash and investments $158.9M at June 30; OMIDRIA royalties $10.9M on Rayner net sales $36.4M.
- FDA meeting scheduled for narsoplimab BLA resubmission in TA-TMA; Phase 3 for zaltenibart in PNH on track for late 2024.
- Zaltenibart Phase 2 data: mean hemoglobin improvement 3.27 g/dL; 10/12 patients advanced to monotherapy.