earnings
confidence high
sentiment neutral
materiality 0.65
Omeros Q3 net loss $32.2M; narsoplimab BLA resubmission path cleared after FDA meeting
OMEROS CORP
2025-Q3 EPS
reported -$2.15
vs consensus -$0.45
▼ miss
(-373.7%)
- Net loss Q3 2024: $32.2M ($0.56/sh) vs $37.8M ($0.60/sh) in Q3 2023; nine-month loss $125.5M.
- Cash and investments $123.2M at Sept 30, down $48.7M from Dec 31, 2023, including $18.4M narsoplimab drug substance charge and $21.2M debt repurchase.
- Narsoplimab in TA-TMA: FDA presubmission in Sep 2024; minor feedback on statistical plan incorporated; BLA resubmission planned after efficacy analysis; European MAA in H1 2025.
- Zaltenibart (OMS906): FDA and EU regulators agree on Phase 3 design for PNH; enrollment expected early 2025; rare pediatric disease designation for C3G.
- OMIDRIA royalties $9.3M on Rayner’s U.S. sales $31.0M in Q3 2024 vs $10.0M on $33.3M in Q3 2023.