Search This Blog

Friday, June 26, 2026

CHMP negative opinion on Yartemlea (narsoplimab) for TA-TMA hits OMER

 

CHMP negative opinion on Yartemlea (narsoplimab) for TA-TMA drives OMER -16% premarket drop

  • EMA's CHMP issued negative opinion on Yartemlea for transplant-associated thrombotic microangiopathy after June 22-25 meeting
  • Drug already FDA-approved and launched in US (Jan 2026) with strong early sales, but EU rejection is major setback
  • Negative opinion also covered other meds but directly hits Omeros' lead asset European prospects
  • Mid-2026 EMA decision had been anticipated; this follows positive US launch momentum and J-code reimbursement
  • Stock closed at $10.72 on June 25; plummeted to ~$8.97-$8.50 range in premarket on high volume
  • Company had reported Q1 net income boosted by launch and Novo partnership; no immediate US impact
  • Analysts previously maintained buy ratings with high price targets tied to global expansion

No comments:

Post a Comment

Note: Only a member of this blog may post a comment.