Omeros: Yartemlea Can Own The Label And Still Split The Market
2026-03-02 07:14:53 ET
Overview
My last review of Omeros ( OMER ) was immediately following the FDA approval of YARTEMLEA (narsoplimab) for hematopoietic stem cell transplant-associated thrombotic microangiopathy (TA-TMA). The good news happened just about two months after a blockbuster licensing deal made with Novo Nordisk ( NVO ) surrounding Omeros’ zaltenibart—a Phase 3-ready MASP-3 inhibitor. I modeled YARTEMLEA generating $144M/year at peak—based on assumptions like $200k net price per treatment and 60% peak market share. I thought that Omeros’ $1.1B valuation appeared to have appropriately accounted for both YARTEMLEA and zaltenibart, meriting a neutral rating....
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Omeros: Yartemlea Can Own The Label And Still Split The Market
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