NASDAQ$OMER

Omeros Corp · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Omeros reported a net loss for Q1 2024 and highlighted progress in clinical programs and financial achievements.

Omeros Corporation reported a net loss of $37.2 million for the first quarter of 2024. The company received $115.5 million in cash from an amended royalty agreement with DRI Healthcare Acquisitions LP. They are advancing clinical programs for OMS906 and OMS527, and working towards resubmission of the BLA for narsoplimab.

  • Net loss for the first quarter of 2024 was $37.2 million, or $0.63 per share.
  • Received $115.5 million from DRI Healthcare after amending the OMIDRIA royalty purchase agreement.
  • Cash and short-term investments totaled $230.3 million as of March 31, 2024.
  • Continued engagement with the FDA regarding the analysis plan for resubmission of the BLA for narsoplimab in TA-TMA.

Headline financials

Total Revenue

$388K

Previous: $375K+3.5%
EPS (adj)

-$0.63

Previous: -$0.54-16.7%
Capital Expenditures

-$58K

No prior period
Free Cash Flow

-$37.2M

Previous: -$33.7M-10.5%
Net Income

-$37.2M

Previous: -$33.7M-10.3%
Operating Income

-$39M

Previous: -$35.7M-9.3%
Gross Profit

$388K

Previous: $375K+3.5%
Cash & Equivalents

$1.83M

Previous: $3.83M-52.2%
Total Assets

$437M

Previous: $560M-21.9%
R&D Expense

$26.6M

No prior period

Revenue & EPS history

Omeros · Revenue · Quarterly

$388K

Q1 2024+3.5%vs Q1 2023
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 advancing its clinical programs, particularly OMS906 in PNH and C3G, and resubmitting the BLA for narsoplimab in TA-TMA. They are also progressing OMS1029 and OMS527.

Tailwinds

  • Cash runway extended into 2026 through the sale of a portion of OMIDRIA royalties.
  • Phase 2 program for OMS906 in PNH is fully enrolled and Phase 3 program is on track for late 2024 initiation.
  • Phase 2 clinical trial in C3G has begun enrollment with a Phase 3 program targeted for early 2025.
  • OMS1029 is ready to begin a Phase 2 program later in the year.
  • PDE7 inhibitor program OMS527 is advancing on schedule, fully funded by NIDA.

Headwinds

  • Uncertainty regarding the timing of the resubmission of the BLA for narsoplimab and FDA's decision.
  • Dependence on ongoing discussions with the FDA regarding the analysis plan for narsoplimab.
  • Challenges associated with manufacture or supply of investigational or clinical products.
  • Potential changes in reimbursement and payment policies by government and commercial payers.
  • Risks related 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 2024

Historical avgQ1 2024

+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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