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Sep 30, 2021

Omeros Q3 2021 Earnings Report

Reported an increase in OMIDRIA revenues and a net loss for the third quarter of 2021.

Key Takeaways

Omeros Corporation reported a net loss of $22.7 million, or $0.36 per share, for the third quarter of 2021. OMIDRIA revenues for the third quarter of 2021 were $30.0 million, a 4.1 percent increase compared to the second quarter.

OMIDRIA revenues for Q3 2021 were $30.0 million, a 4.1% increase over the prior quarter.

Net loss in Q3 2021 was $22.7 million, or $0.36 per share.

Omeros had cash, cash equivalents and short-term investments of $50.4 million as of September 30, 2021.

CMS reconfirmed that OMIDRIA qualifies for separate payment in the ASC setting.

Total Revenue
$30M
Previous year: $26.1M
+14.9%
EPS
-$0.36
Previous year: -$0.43
-16.3%
Gross Profit
$29.7M
Previous year: $25.7M
+15.4%
Cash and Equivalents
$50.4M
Previous year: $154M
-67.2%
Free Cash Flow
-$23.8M
Previous year: -$35M
-32.1%
Total Assets
$123M
Previous year: $227M
-45.6%

Omeros

Omeros

Forward Guidance

Omeros expects its portfolio of commercial and development programs to continue to advance throughout 2022.

Positive Outlook

  • CMS reconfirming separate payment for OMIDRIA in the ASC setting.
  • Increasing percentage of Medicare Advantage and commercial payers also recognizing the benefits of the drug and appropriately reimbursing for its use.
  • Focus resources on complement programs, primarily to achieve FDA approval of the narsoplimab BLA in HSCT-TMA.
  • Drive the other high-priority components of complement franchise – the Phase 3 trial of narsoplimab in IgA nephropathy and our MASP-3 inhibitor OMS906.
  • Expect to accelerate OMS906 from a Phase 1 trial in healthy subjects to assessing the drug in PNH patients.

Challenges Ahead

  • Receipt of a Complete Response Letter from the U.S. FDA regarding the Company’s biologics license application (BLA) for narsoplimab in the treatment of hematopoietic stem cell transplant-associated thrombotic microangiopathy (HSCT-TMA).
  • Will require a Type A meeting with FDA to determine the most expeditious path forward for approval of narsoplimab in the treatment of HSCT-TMA.
  • Risks associated with product commercialization and commercial operations.
  • Unproven preclinical and clinical development activities.
  • Impact of COVID-19 on our business, financial condition and results of operations.