NASDAQ$OMER

Omeros Corp · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Omeros reported financial results for Q1 2023, with a net loss of $33.7 million and OMIDRIA royalties of $9.2 million.

Omeros Corporation reported a net loss of $33.7 million for the first quarter of 2023, or $0.54 per share. The company earned OMIDRIA royalties of $9.2 million on Rayner's U.S. net sales of $30.7 million. Omeros received a $200 million milestone payment from Rayner in connection with the Asset Purchase Agreement.

  • Net loss was $33.7 million, or $0.54 per share, compared to a net loss of $33.0 million, or $0.53 per share, in Q1 2022.
  • OMIDRIA royalties were $9.2 million on Rayner’s U.S. net sales of $30.7 million, compared to $13.8 million in the prior year.
  • A $200 million milestone payment was received from Rayner in February 2023.
  • Cash, cash equivalents, and short-term investments totaled $371.4 million as of March 31, 2023.

Headline financials

Total Revenue

$375K

Previous: $491K-23.6%
EPS (adj)

-$0.54

Previous: -$0.53-1.9%
Free Cash Flow

-$33.7M

Previous: -$33M-2.1%
Net Income

-$33.7M

Previous: -$33M-2.1%
Operating Income

-$35.7M

Previous: -$35M-1.9%
Gross Profit

$375K

Previous: $491K-23.6%
Cash & Equivalents

$3.83M

Previous: $8.96M-57.3%
Total Assets

$560M

Previous: $369M+51.7%
Stock-Based Comp

$2.95M

Previous: $3.89M-24.1%

Revenue & EPS history

Omeros · Revenue · Quarterly

$375K

Q1 2023-23.6%vs Q1 2022
Beat estimate in 1 of 4 quarters(25%)
ActualEstimate

Revenue by segment

Omeros · $31.9M total across 1 segment · Q4 2021

  • OMIDRIA royalties
    $31.9M

Forward guidance

Omeros is focused on resubmitting the BLA for narsoplimab in TA-TMA and advancing its clinical programs, with a cash runway extended into 2025.

Tailwinds

  • Meeting with FDA to discuss the analysis plan for narsoplimab BLA resubmission.
  • Phase 3 IgA nephropathy trial remains on track for data read-out next quarter.
  • Long-acting MASP-2 inhibitor is set to begin enrolling its multiple-ascending-dose clinical trial this summer in the U.S.
  • Enrollment is marching ahead in OMS906 clinical program, with impressive results in treatment-naïve PNH patients.
  • Collaboration with NIDA and $6.69 million award to assess PDE7 inhibitor OMS527 in patients with cocaine use disorder.

Headwinds

  • Uncertainty regarding FDA approval of narsoplimab in TA-TMA.
  • Risks associated with clinical trials and data availability.
  • Challenges associated with manufacturing and supply of investigational products.
  • Potential changes in reimbursement and payment policies.
  • Exposure to intellectual property claims and competitive developments.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+2.3%

Avg return

Earnings day

+4.9%

Avg return

5 days after

+9.4%

Avg return

30 days after

42%

27 / 64 earnings

Positive

+64.2%

Q4 2019

Best reaction

-21.2%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.5%-20.8%
Q4 2025+7.5%+3.1%+42.6%
Q3 2025+26.3%+30.9%+61.6%
Q1 2025-18.7%-21.3%-13.9%
Q4 2024-3.8%-14.1%-14.6%
Q3 2024+63.1%+39.0%+79.1%
Q2 2024-10.5%-2.1%-16.7%
Q1 2024-21.2%-21.4%-3.3%
Q4 2023-11.6%-0.6%-1.4%
Q3 2023-3.8%+14.6%+97.7%
Q2 2023-1.2%-6.1%-20.7%
Q1 2023+21.2%+14.2%+51.4%
Q4 2022+15.6%+8.6%+72.1%
Q3 2022-16.9%-10.9%-35.6%
Q2 2022+10.5%+5.6%-19.4%
Q1 2022-5.4%+15.9%-22.5%
Q4 2021-5.1%-11.2%-16.5%
Q3 2021+7.6%+10.1%+6.3%
Q2 2021+1.5%+4.4%+5.3%
Q1 2021+3.8%+2.5%-9.6%
Q4 2020+1.2%-7.3%-10.7%
Q3 2020+6.1%+11.3%+37.0%
Q2 2020+12.5%-4.0%-22.2%
Q1 2020-6.2%-12.0%-2.2%
Q4 2019+64.2%+51.8%+8.7%
Q3 2019+2.2%-3.9%-3.9%
Q2 2019+14.7%+20.6%+14.4%
Q1 2019+5.1%+0.9%-8.3%
Q4 2018+12.5%+9.2%+20.5%
Q3 2018-20.3%-22.2%-14.2%
Q2 2018-18.0%-4.7%+16.9%
Q1 2018+18.0%+45.0%+8.7%
Q4 2017-0.9%-0.1%+10.6%
Q3 2017+27.5%+33.1%+37.5%
Q2 2017+12.4%+5.9%-6.8%
Q1 2017-7.7%-6.4%-4.7%
Q4 2016-7.9%-2.9%+34.7%
Q3 2016+28.7%+45.8%+9.4%
Q2 2016+3.0%-7.9%-8.9%
Q1 2016-15.0%
Q4 2015+24.7%
Q3 2015-1.3%
Q2 2015-3.1%
Q1 2015+4.8%
Q4 2014-6.2%
Q3 2014+9.7%
Q2 2014-5.7%
Q1 2014-6.9%
Q4 2013-11.7%
Q3 2013-5.6%
Q2 2013-7.2%
Q1 2013+17.5%
Q4 2012-3.7%
Q3 2012-17.1%
Q2 2012-2.2%
Q1 2012-0.6%
Q4 2011-3.5%
Q3 2011-2.0%
Q2 2011+3.0%
Q1 2011-0.8%
Q4 2010-3.8%
Q3 2010-3.2%
Q2 2010-12.3%
Q1 2010-3.2%

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