OMERHIGH SIGNALREGULATORY10-K

Omeros transformed from a clinical-stage company to commercial operations with FDA approval of YARTEMLEA for TA-TMA in December 2025, while substantially improving its net loss position and reducing debt.

The FDA approval represents a pivotal inflection point, transitioning Omeros from pure R&D spend to revenue generation, though commercial launch dynamics appear to be developing. The dramatic improvement in net loss suggests better operational efficiency and cost management during this critical transition phase.

Comparing 2026-03-31 vs 2025-03-31View on EDGAR →
FINANCIAL ANALYSIS

Revenue declined meaningfully while the company substantially improved its net loss position from -$156.8M to -$3.4M, indicating significantly better operational performance despite lower top-line results. The balance sheet strengthened notably with current assets growing 61% to $215.7M and total debt reduced by 47% to $87.9M. R&D expenses decreased 32% to $81.3M, reflecting the shift from development-stage to commercial operations, while operating cash flow improved 22% though remained negative at -$116.1M.

FINANCIAL STATEMENT CHANGES
Net Income
P&L
+97.9%
-$156.8M-$3.4M

Net income grew 97.9% — bottom-line growth signals improving overall business health.

Current Assets
Balance Sheet
+60.8%
$134.1M$215.7M

Current assets grew 60.8% — improving short-term liquidity or inventory/receivables build.

Capital Expenditure
Cash Flow
-60.6%
$165K$65K

Capex reduced 60.6% — investment cycle winding down or capital discipline; may improve near-term free cash flow.

Revenue
P&L
-53.9%
$64.8M$29.9M

Revenue declined 53.9% — significant demand weakness or market share loss warrants investigation.

Total Debt
Balance Sheet
-46.7%
$164.9M$87.9M

Debt reduced 46.7% — deleveraging strengthens balance sheet and reduces financial risk.

Interest Expense
P&L
+35.9%
$22.7M$30.8M

Interest expense surged 35.9% — significant debt increase or rising rates materially impacting earnings.

Stockholders Equity
Balance Sheet
+33.6%
-$182.6M-$121.2M

Equity base grew 33.6% — retained earnings accumulation or equity issuance strengthening the balance sheet.

R&D Expense
P&L
-32%
$119.5M$81.3M

R&D spending cut 32% — could signal cost discipline or concerning reduction in innovation investment.

Operating Income
P&L
+27.5%
-$169.3M-$122.8M

Operating income improving — cost discipline or growing revenue base absorbing fixed costs.

Operating Cash Flow
Cash Flow
+22%
-$148.8M-$116.1M

Operating cash flow grew 22% — strong conversion of earnings to cash, healthy business fundamentals.

LANGUAGE CHANGES
NEW — 2026-03-31
PRIOR — 2025-03-31
ADDED
As of March 27, 2026, the number of outstanding shares of the registrant s common stock, par value $0.01 per share, was 71,996,171 .
BUSINESS Overview Omeros Corporation ( Omeros, the Company or we ) is an innovative, commercial-stage biotechnology company that discovers and develops first-in-class protein and small-molecule therapeutics for large-market and orphan indications, with particular emphasis on complement-mediated diseases, cancers, and addictive or compulsive disorders.
Our complement-targeted product, product candidates, and therapeutic programs are primarily focused on diseases and disorders associated with the lectin and/or alternative pathways of complement.
Our Commercial Product: YARTEMLEA (narsoplimab-wuug) YARTEMLEA (narsoplimab-wuug) is the first and only approved therapy for hematopoietic stem cell transplant-associated thrombotic microangiopathy ( TA-TMA ), an often-fatal complication of stem cell transplantation driven by activation of the lectin pathway of complement.
YARTEMLEA selectively inhibits MASP-2, the effector enzyme of the lectin pathway, blocking the pathway s activation while preserving classical and alternative complement functions important for host defense against infection.
Food and Drug Administration ( FDA ) on December 23, 2025 for the treatment of TA-TMA in adult and pediatric patients aged two years and older.
Unlike other complement inhibitors, YARTEMLEA has no boxed warning and no Risk Evaluation and Mitigation Strategy ( REMS ), and vaccinations are not required prior to treatment.
Commercial distribution and sales of YARTEMLEA began in January 2026.
A marketing authorization application ( MAA ) for YARTEMLEA in TA-TMA has been submitted to the European Medicines Agency ( EMA ) and is being reviewed under EMA s centralized review procedure, which allows review of a single marketing authorization application.
If the MAA is approved, it would authorize the product to be marketed in all EU member states and European Economic Area countries.
REMOVED
As of March 25, 2025, the number of outstanding shares of the registrant s common stock, par value $0.01 per share, was 58,063,901 .
SUMMARY RISK FACTORS The risk factors described below are a summary of the principal risk factors associated with an investment in our company.
You should carefully consider the risk factors discussed in this summary, as well as the risk factors described in Item 1A.
Risks related to our product candidates, programs and operations include, but are not limited to, the following: management has concluded that there is substantial doubt regarding our ability to continue as a going concern; inability to raise capital when needed; restrictions imposed by our secured credit facility and our ability to comply with such restrictions; our indebtedness and liabilities could limit the cash flow available for our operations; failure to obtain and maintain regulatory approval for marketing of future commercial products in the U.S.
( Rayner ) will become payable; unpredictability of our operating results; changes to the size, structure, powers and operations of the U.S.
BUSINESS Overview Omeros Corporation ( Omeros, the Company or we ) is a clinical-stage biopharmaceutical company committed to discovering, developing and commercializing small-molecule and protein therapeutics for large-market as well as orphan indications targeting immunologic diseases, including complement-mediated diseases and cancers related to dysfunction of the immune system, as well as addictive and compulsive disorders.
Complement-targeted Therapeutic Development Programs We are advancing multiple development programs focused on diseases and disorders associated with the complement system, a group of specialized proteins that protect against invasive pathogens as well as damaged cells inside the body and comprise an important part of the body s immune system.
There are three distinct pathways of complement, each activated via one or more unique mechanisms: Classical pathway: activated by antigen-antibody complexes Lectin pathway: activated by lectin binding of carbohydrate patterns on the surfaces of damaged cells and microbes Alternative pathway: constitutively active and amplifies classical and lectin pathway activation Our complement-targeted therapeutic development programs are primarily focused on diseases and disorders associated with the lectin and/or alternative pathways of complement.
Narsoplimab (OMS721), the lead product candidate in our pipeline of complement-targeted therapeutics, is a proprietary, patented human monoclonal antibody inhibitor of MASP-2, the key activator of the lectin pathway.
Clinical development of narsoplimab is currently focused primarily on hematopoietic stem cell transplant-associated thrombotic microangiopathy ( TA-TMA ).
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