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Omeros Corporation (OMER) Message Board

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  • Reply to

    Omidria

    by whatamimissing1 Dec 4, 2014 1:42 PM

    if you were to go to the omidria webpage, at the top middle "full prescribing information" item #2, it must be used within 4 hours after mixed, or 24 hours if kept in frig. Page 6 and 7 have nice charts as to why the product is better. (third post first two yahoo epic fail)

  • Not knowing anything about surgery, I've been wondering the following for a while. Maybe a doc could comment. Omidria apparently needs to be diluted and mixed with ophthalmic irrigation solution to be used. Would this step be familiar, unfamiliar, or routine to ophthalmologists and their assistants? If it's a new or non-trivial step, why do you suppose that Omeros isn't planning to ship the irrigation solution to doctors premixed so as to save doctors the trouble?

    Sentiment: Strong Buy

  • Reply to

    Every Friday

    by stocktraderathome Nov 28, 2014 12:58 PM

    Coming from the guy who tells everyone in every post how great of an investor he is and how he's in the BIg leagues. If you are going to try to impress with big words at least know the meaning of them.

    HUBRIS -- Excessive pride or self-confidence (jackstraw747)

  • Reply to

    Every Friday

    by stocktraderathome Nov 28, 2014 12:58 PM

    You already said that, and there you go again being rude. Sounds like you were unable to handle my comments (you must have brain damage). I doubt you still own shares in this company, just window shopping I guess. When you leave you moms basement look for a job, and say hi to the chief.

  • Reply to

    Every Friday

    by stocktraderathome Nov 28, 2014 12:58 PM

    One thing that comes to mind I forgot to mention. The larger physician groups with coder/billers on salary will stand to make a profit. CMS will be paying 6% add-on for the billing of the drug. If you have an employee already billing for the operation the drug portion should not take that long (have not seen the paperwork requirement, but my guess). So at around $27 extra per procedure, the larger physician groups with salaried billers/coders will jump on this. Incentive to use the product. Bet the reports you read did not mention this.

  • Reply to

    Every Friday

    by stocktraderathome Nov 28, 2014 12:58 PM

    Are you in rookie ball or A ball? I'm sure you bought the dip, but never posted until we were over $20. . LOL -- you definitely have the phony lingo down pat, I'll give you that. Whatever drug you are on could you please share

  • Reply to

    Every Friday

    by stocktraderathome Nov 28, 2014 12:58 PM

    Really "flagrant factual violations"? Some of the contents I post are facts and others are my predications. You really do not see the benefit of this drug, come to your own opinion on any investment and think outside the box (you have a problem if this caused an issue). I will educate you on what I expect from this company. Per the CC: 1. Majority of the operations relate to Medicare/Medicaid (around 4mil total operation for 2015). 2. The drug used by physician is a compound. 3. Physicians cannot use compounds if there is an approved drug (kind of kills the peak sale predication of 488mil at a sales price of 465). 4. EU approval this year. 5. EU sales in the second Q or half I forgot what was said. 6. Started making calls to physician during August. 7. Advertisement in publication. 8. Peer review publication. 9. They will target the physicians that perform many of these operations. My experience: 1. Compound is used when there is no FDA approved drug or the FDA approved drugs will not benefit the patient. 2. I do not see the majority of physicians not using this the FDA approved product. If a physician was to use a compound they better justify why it is a better to use a compound (compound drugs are not FDA approved). 3. Even if a physician was to use compounds on some patients they still need to use the FDA approved drug, if a physician was to use a compound on all patients, what would be the defense if the patient files were pulled for review? It is proved the FDA approved drug is better. 4. Why would a physician spend time with compounds when there is an FDA approved drug? 5. I expect the phase III test centers to start using the product. With the early start in getting the word out sales should be strong.

    I might of missed a couple of points. As for peak sales of 488mil for the only FDA approved drug for around 4 mil operation at 465 is low, unless majority of the physician can justify using compounds. I think most will use it

  • Reply to

    Every Friday

    by stocktraderathome Nov 28, 2014 12:58 PM

    Duke
    I think he wants a dip to buy, following charts or moving averages. But in bio stocks sometimes this does not work. If he listed to the CC and did not DD one can estimate that sales can be high, and peak sales of 488m is low. I did research compounding and from what I can tell it is done by physicians if there is not drug out there or an approved drug is not helping the patient. OMER has a FDA approved drug, and if a physician was not to use an approved drug over a period of time and or patients the physician is taking a risk. They may need to prove as to why compounds were used, when the OMER drug passed two phase III tests and was proved to be better. I do not think the larger physician groups will use compounds, as if there is an investigation the government will look to recover larger settlements (if any). Also, if OMER had FDA approved drugs as competition I would not own this stock. There is a good chance peak sales will exceed 488M.

  • Reply to

    Every Friday

    by stocktraderathome Nov 28, 2014 12:58 PM

    Sure, that's why you just started posting here. Like I said, a sophisticated biotech trading legend in your own mind. Also, sales estimates are not FACTS, they are educated guesses and with this new product really just throwing darts at this point in the sales cycle. Small timer

  • Reply to

    Every Friday

    by stocktraderathome Nov 28, 2014 12:58 PM

    The only thing that is certain your still waiting to buy this stock on a dip.

  • Reply to

    Every Friday

    by stocktraderathome Nov 28, 2014 12:58 PM

    Your the stupid person following the herd. Your a poster child as to why government should restrict trading for stupid people. Peak sales 488M is a joke. If you lack the skill to read the benefits of the best drug it proves your own comment that you are stupid. Watch and learn as the peak sales will exceed 488M.

  • Reply to

    Every Friday

    by stocktraderathome Nov 28, 2014 12:58 PM

    LOL -- That's you are an idiot. I take it you are another self proclaimed Yahoo millionaire with all of your knowledge and playing in the big leagues etc. If you were as bright as you claim you would have been in this stock long ago.

  • Reply to

    Every Friday

    by stocktraderathome Nov 28, 2014 12:58 PM

    I know this is YHOO.but we play in different leagues. The Peak street revenue est. for Omidria is from Wedbush analyst with a $50+ Price target. It's $488M. My statement included all known facts, the reports were written AFTER CMS approval. Your an idiot. Any experienced trader or investor would be cognizant of street estimates. Don't make #$%$ up and post it on a message board trying to make yourself appear omniscient. The reason the stock has begun trading higher is a combination of short covering and a couple new large institutional buyers willing to take size on a speculative investment. If I was a big ALXN holder, I'd certainly own some of this, maybe a lot as a hedge. I let you ponder that yoda.

  • Grossly undervalued with Phase 2 & 3 trials. Cash and no debt. Trades for just above cash on hand value currently, but moving now. Check it out. Costs you nothing.

  • Reply to

    Every Friday

    by stocktraderathome Nov 28, 2014 12:58 PM

    All that matters is that we both like the stock. As for the street estimates, I have seen them revise them higher and lower. Have all the peak street estimates been revised to take into account reimbursement by Medicare? Nope. There is a reason why the stock was selling lower before the reimbursement announcement. I bought more on the news at around 16.
    With my experience in trading I bring in my expectation of the product sales versus what the street thinks.

  • Reply to

    Every Friday

    by stocktraderathome Nov 28, 2014 12:58 PM

    Your revenue number is materially higher than peak street estimates. Do more work. That said I too am very bullish. A lot of your commentary is senseless.

  • Reply to

    Every Friday

    by stocktraderathome Nov 28, 2014 12:58 PM

    Never can go wrong with locking in profits. I plan on holding as we are hitting new highs (hit one today), and last week we pulled back twice after hitting new highs, but came back this week to close higher. As for the secondary it is kind of priced in, when you have a market cap for the company at under 800mil (additional shares will increase the market cap) with a drug that can (and will) have sales exceeding 1 bil in the US alone (market cap under annual sales looks like a bargain). I see an issuance of bond that can be converted into stock at a range of 25-28 at current market price. These secured debt usually have a period of 5 years where the bond can be converted into stock.

    There were two phase III trials, and primary and secondary goals were achieved in both tests (that is what I found about the trials). Bio stocks were down later in the day today (I have a few) and we will know better come Monday when the traders are back.

  • opens , hits new high and sells off into close. Big fear of secondary still strong, causing weekend sell-off. Thoughts?

    Sentiment: Buy

  • Reply to

    Next capital raise

    by t_c16 Nov 26, 2014 6:29 PM
    t_c16@ymail.com t_c16 Nov 26, 2014 10:40 PM Flag

    An issue that OMER needs to address is to move upward from the small time investment capital companies like Oxford Finance and MidCap Financial that funded the debt and the smaller brokers who follow the company and who acted as brokers on their latest stock offering. I mean Needham & Company, LLC, Maxim Group LLC, WBB Securities LLC and MLV & Co. LLC are not power brokers. I did notice on the last conference call that an analyst from UBS Financial Services was on the call and UBS would fit the bill as a large full service investment bank.

OMER
23.13+0.87(+3.91%)Dec 19 3:59 PMEST

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