D. Boral Capital notes Omeros’ YARTEMLEA FDA win, maintains Buy rating

D. Boral Capital notes that Omeros (OMER) announced FDA approval of YARTEMLEA for the treatment of hematopoietic stem cell transplant-associated thrombotic microangiopathy, marking the first and only approved therapy for this often-fatal complication in both adults and children aged two years and older. The firm says the approval validates narsoplimab as the first approved lectin pathway inhibitor, selectively targeting MASP-2, while preserving other complement pathways critical for host defense. This milestone converts a long-standing development asset into a commercial-stage product and positions Omeros as the sole provider in a highacuity orphan indication with no approved alternatives, D. Boral argues. The firm has a Buy rating on the shares with a price target of $36.