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Omeros Corporation (OMER) Message Board

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  • Reply to

    Waiting for the flood of new shares......

    by billionstack Jan 20, 2015 10:07 AM

    LOL -- sorry but it won't be a surprise. You are not that dumb? How's that Zynga stock doing?

  • Reply to

    Waiting for the flood of new shares......

    by billionstack Jan 20, 2015 10:07 AM

    looks like you may have called the bottom again partner

  • Reply to

    Waiting for the flood of new shares......

    by billionstack Jan 20, 2015 10:07 AM

    correction, some of my sales did include shares of the 13 and 16 dollar shares I had purchased. Always happy with profits

  • Reply to

    Waiting for the flood of new shares......

    by billionstack Jan 20, 2015 10:07 AM

    No do not say that, past few posts you have set the floor on the price of the stock. I just sold some of the shares I bought between 22.5-23 and was looking to get those shares back around 22. But I have a backup plan, kept 2000 shares just in case you posted (for these my cost is at 13s and low 16x).

  • Which corner will they be around?
    Who would buy in front of that?
    Should break below 20 when they surprise everyone.

  • Reply to

    3 SEC filings

    by evlradr Jan 16, 2015 5:30 PM

    If they are not hired from an agency, and are just independent contractors costs might be a littler lower, but would be more if they were just employees.

  • Reply to

    3 SEC filings

    by evlradr Jan 16, 2015 5:30 PM

    It is cheaper to have employees vs contracted staff. But when the time comes to fire them, it will cost less. Once the product is rolled out, doubt they need 40 sales rep. Once the generics hit the market, cheaper to reduce price to current physicians and eliminate or reduce the sales staff. The agency they are hiring from would get an incentive payment, and the agency would have bonus for the top sellers. I would not give stock, just me opinion.

  • Reply to

    3 SEC filings

    by evlradr Jan 16, 2015 5:30 PM
    t_c16@ymail.com t_c16 Jan 20, 2015 8:21 AM Flag

    Thanks for the clarification, when I heard contracted, I just thought they meant hired.
    I don't know how the world of pharma reps works, but I would think that getting skilled/experienced people to sell a new drug with unknown revenue potential, would require some extra monetary incentives. In the world of brokers you need to pay extra for them to jump ship.

  • Reply to

    3 SEC filings

    by evlradr Jan 16, 2015 5:30 PM

    With the shares that can be exercised we will be around 38-39mil shares (about 2 mil still not vested). This will also raise cash to OMER. If the 4-5 mil were exercised it would bring around 20-25mil and no need to borrow this Q (using X price per FS). Unknown of how much will be raised, how it will be raised (debts, secondary or convertible bonds) and with the EU news still not out holding the stock back.

    As for the sales staff getting a bonus, if I am not mistaken they are contracted and I would not give them stock options.

  • Reply to

    3 SEC filings

    by evlradr Jan 16, 2015 5:30 PM
    t_c16@ymail.com t_c16 Jan 19, 2015 7:11 PM Flag

    You touch on a issue for OMER and that is there is a lot of shares, over 7 million shares that have been granted and mostly vested, but not exercised yet and the WS pros use these shares when they figure the value for OMER. Also I would guess that stock options have played (signing bonus) and will play (sale milestones) a big part for the sales force.

  • Reply to

    3 SEC filings

    by evlradr Jan 16, 2015 5:30 PM

    Per the FS they have 150mil shares and 20 mil preferred shares (not of the preferred shares issued). If not already stated, the company would of been able to issue more shares as needed. I think it is a heads up that we will exceed the current cap of 34 mil. We got the 2mil options that will push it to 36mil, and I think the additional shares will be in a convertible bonds. I think the market cap did not exceed 1 billion because the street was expecting increase in shares. Now it does not mean it will not drop tomorrow, I plan on buying more or selling some (may day trade with more shares, but will keep a core investment. Will buy more if it hits around 20, may sell around 23+ not sure yet). Numbers in my mind 40mil shares at 25 would be around 1 bil market cap (add or subtract debt to get company value). Worse case if it is 40mil shares we increase the shares by 6mil shares / 34 mil shars = 17% drop but add back cash raised so drop under 17%, but the street was expecting this so it should come back up if it dropped more than 17% jmo. Convertible debts are the way to go for lender. You get interest on your loan, and if the stock price was to increase, convert the debt into shares and sell it for a higher profit, plus usually they get additional warrants to buy at a specific price. OMER per their filing still has warrants outstanding that expire this year, buy price around 10-12 still not exercised, why rush just wait and see they are guaranteed to buy at 10-12 and sell at who know what price.

  • Reply to

    3 SEC filings

    by evlradr Jan 16, 2015 5:30 PM

    Could also be potential for share offering?

  • Reply to

    3 SEC filings

    by evlradr Jan 16, 2015 5:30 PM

    I looked over the filing on Friday, it gives a business updates such as like Omidria will be launched in early 2015. The withdrawal is related to a prior filing.

  • It would be nice to get approval tomorrow when the US markets are closed. I check the ema site couple of times a day, for 2015 so far 3 drugs approved one relates to veterinary.

  • The EMA CHMP meeting begins on Jan 19-22 , we should be on agenda and hopefully we receive regulatory approval for our Marketing Authorisation Application, or MAA, for OMS302 along with a positive opinion from CHMP. Plus we should get phase 2 preliminary data of OMS721 for Thrombotic micrangiopathies{TMA:s) Then possibly early sales figures on Omidria sales. Oh yeh and a financing with a possible big name

    Sentiment: Strong Buy

  • We all have to learn somehow.
    I doubt omidria costs 5 bucks, will get a better understanding of the cost once the FS with sales are released for future periods. Do not forget to add to the formula the recovery of drug development cost. Drug companies have to recover their initial investment or it would not encourage drug development. Companies have 7 years before generics can enter unless there is a patent. I think companies can also roll in some costs of failed drug costs. You can check the FS to get an idea (not the best number but gives a range) of what the loss carry forward for OMER is (I think around 300mil). With the low sale projections by analysts and the 7 year timeframe maybe the $465 cost makes sense.

    Will know the marketing costs once FS are released, Per prior CC, they had contracted and hired 20 staff and some started to make calls last August. They will bring on another 20 staff with sales to start this month. Go to Nasdaq bring up omer and look at the call transcripts, look for the CC when the drug was approved. They went over which physician they would target. Majority of the operations are done by a few thousand physician.

    Just hope the company delivers on sales and drug development.

  • thanks again, and/but am somewhat ashamed of my cluelessness.
    I had thought that medicare/Medicaid reimbursed on a cost-plus-reasonable-return formula, and since Omidria's costs are supposedly quite low ($5/unit ??) reimbursement would be made accordingly . . . . I better stick w my day job ("would like fries w that ?")

    PS what about sakes and marketing costs ?

  • looks like this will open lower

  • Reply to

    3 SEC filings

    by evlradr Jan 16, 2015 5:30 PM

    check that they do have authorized shares at 150mil per the financial statement. Nothing new other than Gregory A. Demopulos, M.D. can own 10.1% of the company.

  • funny my knowledge
    Government programs pay the least, other insurance companies pay more than Medicare or Medicaid. As for the $465 Medicare will pay this amount to encourage utilization and it is paid outside the bundle payment for the cataract Medicare bundle payment (my guess Medicaid will do the same). As per the CC (conference call or press release) Medicare will pay an additional 6% add-on to physician to cover the cost of filing the UB (uniform billing used to bill insurance companies). Per the CC since it is paid on pass-thru there is no patient copay for Medicare patients the government picks up all of the 465. Per CC in 2-3 years the rates may change. Medicare may include the payment in the bundle payment (my guess if this happens they will bump the nonwage portion of the payment by a specific dollar amount and it should be less than $465). Per the CC most of the procedures relate to government patients (Medicare and or Medicaid). I see not reason why a US physician would not use this product, it is proved to work better and it is free.

    As for the other insurance companies I am not sure if they will pay less, or follow the government set rate of $465.

    I doubt the EU will pay at $465, I would use the analyst estimated sales amount of 200-300.

OMER
23.36+3.33(+16.63%)Jan 29 4:00 PMEST

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