OMER Omeros Corp

$OMER Hello OMERians! Congrats to us all. I write with an update. As many know, I was duped and sold about half of my shares in the 8s when Greg didn’t answer my questions on the ASM and I saw multiple signs of concern (e.g., NVO deprioritizing zalt, EU rejection, Symphony data looked terrible/not explained). We now know what was happening, w huge success ramping yart. So I began adding back significantly in the 13s-16s when I read that earnings announcement. And sold puts. And then I added again in the 18s and sold more puts when NVO came under fire for the lack of a pipeline and they featured zalt, as it is back in focus/accelerated. That’s a big change in my eyes. In sum, I don’t have as many shares as I did, but I’ve got plenty and I’m very bullish. And so, the Vegas party is on! Sat Feb 20. I’m hosting. Details TBD, but we’re gonna party like it’s 19.99 (or higher, which I expect it will be after the Nov EC). Perhaps OMIDRIA Jell-O shots? JK - not for human consumption!

$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 +14% yesterday on the Cantor upgrade (Neutral → Overweight, $22 PT). Market is finally pricing in what the Yartemlea launch data has been showing. Needham's HOLD is starting to look stale. When your bear case gets outrun by the tape and the sell-side starts moving in your favor, that's usually the signal, not the outlier. Question isn't if Needham revisits the model — it's how long they wait to admit it.

$OMER I first met Dr. Greg Demopulos a year before they went public and raised $68M for them as a private company. I was a part of their syndicate group and a lead banker on their IPO raising another $58M. My last purchase was 6-10-2026 at $3.65/share. It truly is TIME IN THE MARKET, not TIMING THE MARKET. They now are in their parabolic growth stage, and this run has only just begun. Congratulations Greg, so thankful for our friendship and your unwavering efforts to drive Omeros forward to get lifesaving therapies to the market. NOT STOCK ADVICE

$OMER OMS527 update Omeros targets start of the NIDA-funded Phase 1b inpatient trial in cocaine users this quarter (by year-end 2026). First data expected mid-to-late 2027. Fully funded by NIDA → zero cash burn for Omeros. Clean preclinical interaction studies + solid Phase 1 in healthy volunteers. Realistic take: interesting low-risk side bet. The fact that NIDA is fully sponsoring this (one of the few programs they back this heavily) means they clearly see real potential in the PDE7 mechanism. Addiction trials are tough, but the unmet need is massive and the data so far look promising. Not a near-term driver vs Yartemlea, but a nice free option in the pipeline.

$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 Doc’s efforts to keep float small @ 70MM r really working in our favor now, MC still only at 1.5B!!! Tutes own only 50% & don’t want to miss out on the fun, just beginning imo! LFG Omerites!!

$OMER Congratulations to those who had the guts and foresight to buy in the low single digits. You are reaping the rewards!

$OMER For us OG Omerites here.....remember when we bounced around $16 for what seemed like eternity? Remember where Omeros was as a company? Remember how everything seemed years away and we were investing on belief, yes, but also a ton of hope? We were at $16 per share!!!! $16!!!! Today we have revenue, we have a dang monopoly, we have partnerships, we have cash, we have a strong pipeline, we have near term catalysts, we have analysts finally looking our way, we have momentum. And all of this, all of it, we are at $18!!!! $18!!! That's why despite my boat being loaded 20X over, I bought more yesterday. I've bought at $25 and bought at less than $2 and I was as excited to buy at $18.80 yesterday as I've been at any point along this 12+ year journey. At 70 million shares there just isn't enough to go around! Don't forget that very, very, very important fact! This can be, and will be, explosive. Soon.

$OMER We already know that use of Yartemlea is not a prohibitive factor in using calcineurin inhibitors in treating aGHVD alongside TA-TMA treatment. Use of ravulizumab has an adverse effect on the classical pathway treatment of infection. As we get more utilisation of Yartemlea in TA-TMA patients doctors will be able to see how its use impacts other aspects of the patient treatment outcome, particularly that of aGVHD. Yarrtemlea is very likely to show a synergistic effect in treating/mitigating the symptoms of aGVHD while being used for TA-TMA. If this is the case and it is proven that the one drug treats both indications then uptake will be massive.

$OMER NTAP payments to hospitals with Medicare patients start this Thursday. Omeros doesn’t receive more money, but it incentivizes hospitals to use Yartemlea for Medicare patients with TA-TMA.

$OMER $21SP now predicated on 400MM Yart Rev…..4X is 1.5B MC. Docs still using Euclizimab off-label will have to start using the ONLY APPROVED TA-TMA drug, for fear of liability suits. Imagine using off-label drug that results in patient death due to infection, when Yart is available & has proven efficacy! IMO this will be a 1B drug after it becomes SOC & used off-label for ARDS until we get approval. My 2 cents….4X 1B gives us a 4B MC or future conservative SP of $55! That is very realistic not considering 906 incoming royalties or our incredible pipeline! After 11 years, we are in exciting times fellow Omerites🤔😎

$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 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 Omeros is targeting enrollment by year-end 2026 in the NIDA-funded Phase 1b inpatient trial of OMS527 for cocaine use disorder. The structure is the cheap optionality. NIDA fully funds the program. Omeros is developing its PDE7 inhibitor at the agency's request, and the preclinical interaction studies, designed with NIDA toxicologists, came back with no drug-interaction or safety issues. The gate was the FDA. It asked for additional nonclinical information before the inpatient trial, so Omeros is running that nonclinical study now to unblock enrollment. The mechanism: PDE7 inhibition modulates signaling in the brain's dopamine axis without depressing the reward system, which is the main drawback of marketed anti-addiction agents. There is no approved treatment for cocaine use disorder.

$OMER I am very impressed with GD leadership. He has steered away from so many dilutive agreements and has a clear future ahead for Omeros

$OMER it sucks to be down $800 k in one single morning Let’s have some good 3rd qtr sales numbers

$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 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.