Omeros Corp. (OMER)
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
$18.95-0.84%
Close 2026-09-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
QuarterlyIQ Insights · OMER
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 29.8% |
| Our one-year growth estimate | diamond | Not available |
Growth built into the price is above our model estimate.
A comparable growth gap is not available.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Model as of 2026-09-04 · Compared with 398 industry peers · Company calendar date is not available
OMER — President transition
Dated 2026-08-13
Director — Joseph Schocken: The filing discloses the appointment of a new independent director to the board, which is a standard governance action and not an executive management change.
Why it matters: Starting this trial would show Omeros is making progress in addiction treatment.
Supportive ifEnrollment for the OMS527 trial starts by December 2026.
Worry ifTrial enrollment does not start by year-end 2026.
Why it matters: Approval would help get YARTEMLEA paid for. This would help more hospitals use it.
Supportive ifCMS approves NTAP for YARTEMLEA starting on October 1, 2026.
Worry ifCMS does not approve NTAP for YARTEMLEA.
Why it matters: If approved in Europe, YARTEMLEA's market will grow. This will help Omeros grow.
Supportive ifThe EMA allows narsoplimab to be sold for TA-TMA.
Worry ifThe EMA still thinks the narsoplimab application is not good.
Why it matters: Launching narsoplimab is crucial for Omeros to boost revenue and cash flow.
Supportive ifOfficial announcement of the U.S. launch date for narsoplimab.
Worry ifNo launch announcement by the end of Q3 2026.
Why it matters: Paying back these notes is important for financial health and lowering debt.
Supportive ifA news release confirming repayment of a large part of the 2026 Convertible Notes.
Worry ifNo updates or delays in the repayment process.
Why it matters: Share buybacks can signal confidence in the company's future and help boost share value.
Supportive ifA news release about the share buyback program's progress or completion.
Worry ifNo updates or cancellation of the buyback program.
Why it matters: Positive cash flow is key for the company's financial health.
Supportive ifThe quarterly report shows cash flow getting better.
Worry ifCash flow remains negative or worsens in upcoming quarters.
Why it matters: YARTEMLEA's revenue growth shows that the market accepts it. This helps Omeros' finances.
Supportive ifYARTEMLEA revenue exceeds $32.2 million in Q3 2026.
Worry ifYARTEMLEA revenue falls below $28.5 million in Q3 2026.
Why it matters: More share buybacks would show good use of capital. This would help the share price.
Supportive ifOmeros announces further share repurchase plans in Q3 2026.
Worry ifNo share repurchases are announced in Q3 2026.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$167 on $10,000 · ±1.7% | How much price usually moves either way. |
| Bad day | $722 loss on $10,000 · 7.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,952 loss on $10,000 · 49.5% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.