Análisis PESTLE de Omeros Corporation (OMER) [Actualizado en enero de 2025]

En el mundo dinámico de la biotecnología, Omeros Corporation (OMER) se encuentra en la encrucijada de la innovación, los desafíos regulatorios y el potencial transformador. Este análisis integral de mortero revela el complejo panorama que da forma a la trayectoria estratégica de la compañía, explorando la intrincada interacción de los factores políticos, económicos, sociológicos, tecnológicos, legales y ambientales que influyen en su innovadora investigación y desarrollo farmacéuticos. Desde navegar en estrictas regulaciones de la FDA hasta aprovechar tecnologías genómicas de vanguardia, Omeros demuestra una notable resiliencia y adaptabilidad en un ecosistema de atención médica en constante evolución.

Omeros Corporation (OMER) - Análisis de mortero: factores políticos

Regulaciones de biotecnología Impacto en el desarrollo de fármacos

El Centro de Evaluación e Investigación de Drogas de la FDA (CDER) aprobó 37 drogas novedosas en 2022, influyendo directamente en la trayectoria del desarrollo de fármacos de Omeros. El panorama regulatorio requiere amplios ensayos clínicos y cumplimiento de procesos de aprobación estrictos.

Agencia reguladora	Tiempo de aprobación promedio	Costo de cumplimiento
FDA	10-15 meses	$ 19.5 millones por ciclo de desarrollo de fármacos

Cambios de política de salud de EE. UU.

La Ley de Reducción de Inflación de 2022 introdujo significativas reformas de precios farmacéuticos, potencialmente afectando la estrategia de mercado de Omeros.

• Medicare puede negociar precios de 10 medicamentos en 2026
• Licencias de inflación en los aumentos del precio de los medicamentos
• Límite de gasto anual de bolsillo de $ 2,000 para beneficiarios de Medicare

Financiación de la investigación federal

Los Institutos Nacionales de Salud (NIH) asignaron $ 45.1 mil millones para investigación médica en 2023, proporcionando posibles oportunidades de financiación para compañías de biotecnología como Omeros.

Categoría de investigación	Asignación de financiación
Investigación biomédica	$ 41.7 mil millones
Ensayos clínicos	$ 3.4 mil millones

Cobertura de Medicare y Medicaid

A partir de 2024, Medicare cubre aproximadamente 65.1 millones de beneficiarios, con posibles implicaciones para el reembolso farmacéutico especializado.

• Medicare Parte B cubre el 80% de los costos de medicamentos aprobados
• Medicaid reembolsa aproximadamente el 49.6% de los costos de los medicamentos
• Tasa promedio de reembolso farmacéutico: 62.3%

Omeros Corporation (OMER) - Análisis de mortero: factores económicos

Panorama de inversión farmacéutica volátil

La capitalización de mercado de Omeros Corporation fue de $ 116.93 millones a partir de enero de 2024. Las acciones de la Compañía (OMER) se negociaron en $ 1.07 por acción el 31 de enero de 2024. Los ingresos totales para 2023 fueron de $ 57.4 millones, con una pérdida neta de $ 124.3 millones.

Métrica financiera	Valor 2023
Capitalización de mercado	$ 116.93 millones
Precio de las acciones (31 de enero de 2024)	$1.07
Ingresos totales	$ 57.4 millones
Pérdida neta	$ 124.3 millones

Impacto en el gasto de atención médica

El gasto global de I + D de I + D alcanzó los $ 238 mil millones en 2023. Omeros asignado $ 89.7 millones para la investigación y el desarrollo en 2023, representando el 156% de los ingresos totales.

Variaciones del tipo de cambio

Pareja	Rango de fluctuación 2023
USD/EUR	1.08 - 1.12
USD/GBP	0.79 - 0.83

Riesgos de recesión económica

La financiación del capital de riesgo del sector de biotecnología disminuyó en un 42% en 2023, totalizando $ 12.9 mil millones en comparación con $ 22.3 mil millones en 2022.

Métrico de inversión	Valor 2022	Valor 2023	Cambio porcentual
Capital de riesgo de biotecnología	$ 22.3 mil millones	$ 12.9 mil millones	-42%

Omeros Corporation (OMER) - Análisis de mortero: factores sociales

La creciente conciencia de los tratamientos de enfermedades raras aumenta el potencial de mercado

Según los genes globales, aproximadamente 7,000 enfermedades raras afectan a 300 millones de personas en todo el mundo. El mercado de tratamiento de enfermedades raras se valoró en $ 175.5 mil millones en 2022 y se proyectó que alcanzará los $ 268.4 mil millones para 2028.

Métricas del mercado de enfermedades raras	Valor 2022	2028 Valor proyectado
Tamaño del mercado global	$ 175.5 mil millones	$ 268.4 mil millones
Tasa de crecimiento anual compuesta	7.3%	N / A

La población que envejece impulsa la demanda de intervenciones farmacéuticas especializadas

Para 2030, 1 de cada 5 residentes estadounidenses tendrán la edad de jubilación. Las intervenciones farmacéuticas para las condiciones relacionadas con la edad se espera que crezcan un 6,2% anual hasta 2027.

Indicador demográfico	2024 proyección
Población estadounidense más de 65 años	54.1 millones
Gasto anual de atención médica por senior	$22,934

Los grupos de defensa del paciente influyen en las prioridades de desarrollo de fármacos

Más de 350 organizaciones de defensa del paciente participado activamente en fondos de investigación de enfermedades raras y desarrollo de políticas en 2023.

Impacto del grupo de defensa	2023 datos
Organizaciones de defensa totales	350+
Financiación de la investigación contribuida	$ 487 millones

Aumento de las expectativas del consumidor de atención médica para medicina personalizada

Se espera que el mercado de medicina personalizada alcance los $ 796.8 mil millones para 2028, con el 68% de los pacientes que prefieren enfoques de tratamiento a medida.

Métricas de medicina personalizada	2024 proyección	Proyección 2028
Valor de mercado global	$ 402.5 mil millones	$ 796.8 mil millones
Porcentaje de preferencia del paciente	68%	N / A

Omeros Corporation (OMER) - Análisis de mortero: factores tecnológicos

Tecnologías avanzadas de investigación genómica y molecular

Omeros Corporation invirtió $ 68.4 millones en investigación y desarrollo en 2022. La plataforma de investigación genómica de la compañía se centra en las tecnologías de medicina de precisión.

Categoría de tecnología	Inversión ($ m)	Enfoque de investigación
Secuenciación genómica	23.7	Dirección de enfermedad rara
Diagnóstico molecular	18.9	Trastornos del sistema de complemento
Análisis de proteómica	15.8	Identificación del objetivo de drogas

Inteligencia artificial y aprendizaje automático

Omeros aprovecha los algoritmos de IA en el descubrimiento de fármacos, reduciendo los plazos de investigación en un 37% en comparación con los métodos tradicionales.

Tecnología de IA	Solicitud	Mejora de la eficiencia
Algoritmos de aprendizaje automático	Predicción del objetivo de drogas	42% de identificación más rápida
Análisis de redes neuronales	Modelado de interacción molecular	29% de precisión mejorada

Plataformas de telemedicina y salud digital

Omeros implementó plataformas de ensayos clínicos digitales, reduciendo los costos de monitoreo en un 24% y aumentando el reclutamiento de pacientes en un 31%.

Tecnología de salud digital	Reducción de costos	Mejora del compromiso del paciente
Monitoreo de pacientes remotos	24%	31%
Informes clínicos electrónicos	19%	26%

Plataformas de biotecnología emergentes

Omeros se ha desarrollado Tecnologías de biología del complemento patentado con posibles aplicaciones en múltiples áreas terapéuticas.

Plataforma de biotecnología	Potencial terapéutico	Etapa de investigación
Tecnología de inhibición del complemento	Trastornos inflamatorios	Ensayos clínicos de fase 3
Modulación de proteínas dirigida	Oncología	Desarrollo preclínico

Omeros Corporation (OMER) - Análisis de mortero: factores legales

Requisitos estrictos de cumplimiento regulatorio de la FDA para aprobaciones de medicamentos

A partir de 2024, Omeros Corporation enfrenta rigurosos requisitos de cumplimiento regulatorio de la FDA. La compañía ha presentado 3 nuevas solicitudes de medicamentos (NDA) a la FDA, con un tiempo de revisión promedio de 10.5 meses por solicitud.

Métrica reguladora de la FDA	Datos de Omeros Corporation
Total NDAS enviado	3
Tiempo promedio de revisión de NDA	10.5 meses
Frecuencia de auditoría de cumplimiento	Semestral
Presupuesto de cumplimiento regulatorio	$ 4.2 millones anuales

Protección de patentes y riesgos de litigio de propiedad intelectual

Cartera de propiedades intelectuales:

• Patentes totales celebradas: 47
• Casos de litigio de patentes: 2 casos activos
• Gastos legales de IP anuales: $ 1.8 millones

Categoría de patente	Número de patentes
Composiciones farmacéuticas	22
Métodos terapéuticos	15
Tecnologías de diagnóstico	10

Regulaciones complejas de responsabilidad farmacéutica y productos médicos

Omeros Corporation mantiene $ 50 millones en cobertura de seguro de responsabilidad civil del producto. La compañía ha encontrado 3 reclamos legales relacionados con el producto en los últimos 24 meses, con un costo promedio de liquidación de $ 750,000 por reclamo.

Métrico de responsabilidad	Valor
Seguro de responsabilidad civil	$ 50 millones
Reclamaciones legales (últimos 24 meses)	3
Liquidación de reclamos promedio	$750,000

Cumplimiento continuo de las leyes de protección de datos y privacidad de la atención médica

Métricas de cumplimiento de protección de datos:

• Presupuesto de cumplimiento de HIPAA: $ 2.5 millones anuales
• Personal de protección de datos: 12 empleados a tiempo completo
• Inversiones anuales de ciberseguridad: $ 3.7 millones

Área de cumplimiento	Reglamentario	Estado de cumplimiento
HIPAA	45 Partes CFR 160 y 164	Totalmente cumplido
GDPR	Regulación de protección de datos de la UE	Obediente
CCPA	Ley de privacidad del consumidor de California	Obediente

Omeros Corporation (OMER) - Análisis de mortero: factores ambientales

Prácticas de fabricación farmacéutica sostenible que se vuelven cada vez más importantes

Omeros Corporation informó emisiones totales de gases de efecto invernadero de 1.245 toneladas métricas CO2 equivalente en 2022. El consumo de energía para los procesos de fabricación fue de 3,2 millones de kWh, con un 18% de fuentes de energía renovable.

Métrica ambiental	Datos 2022	2023 objetivo
Emisiones totales de GEI	1.245 toneladas métricas CO2E	1.100 toneladas métricas CO2E
Uso de energía renovable	18%	25%
Consumo de agua	125,000 galones	110,000 galones

Reducción de la huella de carbono en los procesos de investigación y producción

La inversión de capital en tecnologías verdes para 2023 fue de $ 2.3 millones, apuntando a una reducción del 22% en el consumo de energía en las instalaciones de investigación.

• Investigación de actualizaciones de eficiencia energética del centro de investigación: $ 1.1 millones
• Adquisición de equipos bajos en carbono: $ 750,000
• Tecnología de reducción de residuos: $ 450,000

Creciente énfasis en la gestión de residuos clínicos ambientalmente responsables

Los costos de gestión de residuos clínicos en 2022 fueron de $ 875,000, con el 62% de los desechos reciclados o dispuestos adecuadamente a través de socios ambientales certificados.

Categoría de gestión de residuos	Peso total (kg)	Método de eliminación
Desechos biohzaridos	4.250 kg	Incineración
Desechos químicos	1.875 kg	Tratamiento químico
Materiales reciclables	3.500 kg	Reciclaje

Impactos potenciales del cambio climático en las cadenas de suministro farmacéutico

Presupuesto de evaluación de riesgos climáticos de la cadena de suministro para 2023: $ 450,000. Los riesgos potenciales de interrupción identificados estimados en 15% en las redes de adquisiciones globales.

• Inversión de diversificación de la cadena de suministro geográfica: $ 1.2 millones
• Actualizaciones de infraestructura de resiliencia climática: $ 650,000
• Desarrollo de la estrategia de abastecimiento alternativa: $ 350,000

Omeros Corporation (OMER) - PESTLE Analysis: Social factors

Sociological

You are looking at a situation where Omeros Corporation's lead asset, Narsoplimab, addresses a truly dire, unmet medical need in the transplant community. Transplant-associated thrombotic microangiopathy (TA-TMA) is a devastating complication following hematopoietic stem cell transplantation (HCT), and honestly, the prognosis without an effective therapy is grim. We are talking about a condition where mortality rates for untreated patients can range from 50-90% if not treated promptly, and for high-risk patients, that rate can climb as high as 80%. Even in a prospective 2025 study, severe TA-TMA patients showed a nonrelapse mortality of 42% by day +100. This level of severity creates an intense, almost desperate, demand from both patients and the physicians who care for them for any approved therapeutic option.

The focus on TA-TMA, along with other complement-mediated diseases like paroxysmal nocturnal hemoglobinuria (PNH) where Omeros Corporation is also developing zaltenibart, places the company squarely in the rare disease space. This means the patient populations are smaller, but the value per patient is exceptionally high, which is a key social dynamic in biopharma pricing and adoption. For instance, current estimates suggest that even with underdiagnosis, the total addressable market for Narsoplimab in the U.S. and EU could exceed $2 billion annually, based on an incidence of 10-15% among the roughly 30,000 annual allogeneic HCTs in those regions.

Here's the quick math on the scale of the problem and the potential impact of Narsoplimab. The clinical data showing a reduction in mortality risk by over 3-fold compared to historical controls is what drives physician and patient advocacy for approval. What this estimate hides, though, is the emotional toll; when a treatment offers a one-year survival of 44% for previously refractory patients, compared to historical rates under 20%, the social imperative to approve it becomes overwhelming.

The social factors driving the need for Omeros Corporation's therapy can be summarized by the stark contrast between the disease burden and the available options:

• High mortality in severe TA-TMA cases (up to 90%+).
• No currently approved standard of care for TA-TMA.
• Strong physician desire for mechanism-driven therapy.
• Patient advocacy groups pushing for rapid regulatory review.
• Narsoplimab showing a significant survival benefit in trials.

To be fair, the company's valuation as of November 12, 2025, at a market cap of $469M, reflects the market's current uncertainty despite this clear social need. The social acceptance and demand for a breakthrough therapy are high, but the market is waiting for the final regulatory sign-off, expected around September 2025.

To better visualize the severity and the potential market size based on incidence, look at these numbers:

Metric	Value/Range (2025 Context)	Source/Notes
Annual U.S. & EU Allogeneic HCTs	~30,000	Base population for TA-TMA
Incidence of Clinically Significant TA-TMA	10-15%	Of HCT recipients
Untreated Severe TA-TMA Mortality	Up to 90%	High-risk patient outcome
Narsoplimab Mortality Risk Reduction (HR)	As low as 0.24 (over 4-fold reduction)	Compared to external control
Estimated Peak Annual Sales Potential	$500M-$750M	Analyst projection

Finance: draft 13-week cash view by Friday.

Omeros Corporation (OMER) - PESTLE Analysis: Technological factors

You're looking at a company whose entire valuation hinges on its proprietary science, and right now, that science is centered on the complement system. The core tech here is narsoplimab, an antibody designed to selectively block MASP-2, which is the key enzyme in the lectin pathway of complement activation. This isn't just theoretical; the clinical data for treating hematopoietic stem cell transplant-associated thrombotic microangiopathy (TA-TMA) is compelling, even with the technical hurdles involved in rare disease trials.

Narsoplimab: Core Mechanism and Statistical Validation

The technical challenge for Omeros Corporation with narsoplimab was proving efficacy in a rare indication like TA-TMA where a traditional randomized control trial is nearly impossible. They navigated this by using complex statistical comparisons against an external control group-a historical registry of similarly high-risk patients. The results, which formed the basis of their resubmitted Biologics License Application (BLA) with a target action date of December 26, 2025, showed a statistically significant survival benefit. Specifically, the 28 patients in the pivotal trial demonstrated a hazard ratio of 0.32 ($p$-value less than 0.00001) compared to the registry group. That hazard ratio suggests a roughly three-fold improvement in overall survival, which is a massive technical win if the FDA agrees with the methodology.

Platform Validation Through Strategic Partnerships

Honestly, the technology platform gets a huge vote of confidence when a major player steps in. The deal for zaltenibart (OMS906), Omeros Corporation's MASP-3 inhibitor, to be acquired by Novo Nordisk for up to $2.1 billion validates the entire approach to drugging the complement cascade. This deal signals that the underlying science-inhibiting key enzymes like MASP-3, which activates the alternative pathway-is robust enough for a large pharmaceutical company to commit significant capital. This external validation helps de-risk the core technology underpinning narsoplimab, even though Omeros Corporation is prioritizing the latter for commercial launch.

Diversification Beyond Complement Inhibition

A good analyst never lets a company put all its eggs in one basket, and Omeros Corporation is trying to diversify its tech base. While narsoplimab is the immediate focus, they have other programs ready to go. Their active oncology platform, OncotoX biologics, is showing promising data, with the lead compound in the OncotoX-AML program aiming for the clinic within the next 18-24 months (as of Q2 2025). Plus, they have other assets like the PDE7 inhibitor, OMS527, which is in clinical development for cocaine use disorder and is fully funded by the National Institute on Drug Abuse. This pipeline depth, even if paused to conserve capital-they reported a net loss of $30.9 million in Q3 2025 with cash and investments at $28.7 million as of June 30, 2025-shows a broader technological capability.

Here's a quick look at how these key technological assets stack up as of late 2025:

Asset	Target/Platform	Development Status/Key Metric	Significance
Narsoplimab	MASP-2 (Lectin Pathway)	BLA under FDA review; HR of 0.32 in TA-TMA survival vs. external control	Lead product, potential first-in-class therapy for TA-TMA
Zaltenibart (OMS906)	MASP-3 (Alternative Pathway)	Global rights sold to Novo Nordisk for up to $2.1 billion	Platform validation and non-dilutive funding source
OncotoX-AML	Oncology Biologics	Lead compound expected in clinic in next 18-24 months (as of Q2 2025)	Pipeline diversification into oncology
OMS527	PDE7 Inhibitor	Clinical development for cocaine use disorder; NIDA-funded	Diversification into addictive/compulsive disorders

The reliance on external control groups for rare disease data is a technical tightrope walk; if the FDA pushes back on the matching methodology, it could delay the narsoplimab approval, even with the strong $p$-value. Still, the underlying science is what matters most for long-term value. Finance: draft 13-week cash view by Friday.

Omeros Corporation (OMER) - PESTLE Analysis: Legal factors

You're looking at the legal landscape for Omeros Corporation right now, and frankly, it's dominated by the high-stakes dance with the FDA and the critical need to clean up the balance sheet. These aren't abstract concerns; they directly impact your runway and market potential for narsoplimab.

The FDA's Regulatory Hurdles and Current Status

The history of regulatory friction is real, stemming from the 2021 Complete Response Letter (CRL) the FDA issued for narsoplimab in transplant-associated thrombotic microangiopathy (TA-TMA). The core issue then was the agency's difficulty in assessing the treatment effect from the initial data submission. Omeros has since taken a determined path, resubmitting the Biologics License Application (BLA) in March 2025. The good news is the FDA accepted this resubmission, classified as a Class 2, which is a significant legal step forward.

However, the timeline is still tight. The initial target action date was September 25, 2025, but after an information request from the FDA, the deadline has been pushed to December 26, 2025. This means the legal review process is still active and subject to final agency review. To be fair, Omeros noted that all analyses requested by the FDA so far have consistently supported the drug's benefit.

The legal path isn't just domestic; Omeros also submitted a Marketing Authorization Application (MAA) to the European Medicines Agency (EMA) for TA-TMA treatment, with EMA review commencing in mid-July 2025.

• BLA resubmission accepted: March 2025.
• FDA decision target date: December 26, 2025.
• Labeling discussions planned: By October 2025.
• EMA MAA review commenced: Mid-July 2025.

Debt Management and Covenant Relief

Debt management has been a constant legal and financial pressure point, but a major transaction with Novo Nordisk is set to resolve the most immediate risks. Omeros is planning to use the $240 million in upfront cash from that deal to eliminate nearly all near-term debt obligations. This is crucial because it wipes out restrictive covenants, like the $25 million minimum liquidity requirement tied to the secured credit agreement.

Here's the quick math on what's being retired:

Debt Instrument	Amount to be Repaid (Approximate)	Maturity/Action Date
Secured Term Loan Principal	$67.1 million	Upon closing of Novo Nordisk deal (Q4 2025)
2026 Convertible Notes (Remaining Principal)	$17.1 million	February 2026
Prepayment Premium & Interest	Variable (Included in repayment)	Q4 2025

What this estimate hides is the complexity of the restructuring that already happened. In May 2025, Omeros exchanged $70.5 million of the 2026 notes for new notes maturing in 2029, and another $10 million was converted to stock by September 2025. After the planned repayment, the only debt left will be the $70.8 million in 2029 notes, which aren't due until June 2029. That's a massive de-risking of the near-term legal obligations.

Intellectual Property Protection for Exclusivity

For any biopharma company, intellectual property (IP) is the bedrock of future revenue, and for Omeros, narsoplimab's exclusivity hinges on its patent estate. The issued patents protecting narsoplimab currently run out in 2032. Still, the company has pending patent applications that are expected to extend that market exclusivity well beyond that date, potentially out to 2037. This extended protection is vital, especially since Yartemlia (narsoplimab's brand name) is positioned to be the only reimbursable treatment for TA-TMA once approved, thanks to established CPT and ICD-10 codes. Protecting this novel asset is non-negotiable for realizing long-term value.

Finance: draft 13-week cash view by Friday.

Omeros Corporation (OMER) - PESTLE Analysis: Environmental factors

You're running a biopharma company, so you know the environmental tightrope walk is real. For Omeros Corporation, the focus on biologics like narsoplimab means environmental compliance isn't just a nice-to-have; it's baked into the cost of goods and operations.

Biopharmaceutical Manufacturing and Environmental Compliance

Manufacturing complex biological drugs means dealing with specialized waste streams and chemical handling, which puts Omeros Corporation squarely under the microscope of environmental regulators. Like its peers, Omeros must maintain a comprehensive compliance program to prevent, detect, and correct violations of applicable laws and policies. This isn't abstract; it means strict protocols for everything from solvent disposal to emissions control at any manufacturing sites used for their pipeline candidates.

The industry trend is clear: environmental responsibility is now a core operational mandate. For instance, in 2025, the broader pharmaceutical sector is seeing an increased adoption of Zero-Liquid Discharge (ZLD) methods to conserve water, as global water demand is projected to rise by 400% over the next 50 years. While Omeros Corporation is smaller than the giants, its operations are still subject to the same underlying environmental risk profile.

Drug Substance Supply Chain as a Past Expense Driver

Developing biologics requires a drug substance supply chain that is not only robust but also fully compliant, and this has historically been a significant drain on capital for Omeros Corporation. You can see this clearly in the numbers from the preceding year. For the year ended December 31, 2024, Omeros recorded $19.1 million in charges specifically related to the delivery of narsoplimab drug substance. This was a major component of their total $42.7 million in significant cost outlays that year.

To conserve capital leading into the anticipated commercial launch of narsoplimab, Omeros Corporation took decisive action in early 2025. They temporarily paused their expanded access program (EAP) to eliminate direct costs tied to drug supply for that program. This move directly addresses the cost pressure from maintaining a compliant, ready-to-go supply chain. To be fair, the reduction in net loss seen in the first nine months of 2025 compared to the prior year is partly because they incurred less of that upfront manufacturing expense in the current period.

Investor Scrutiny on ESG Reporting

Honestly, investor focus on Environmental, Social, and Governance (ESG) reporting is only intensifying, and this affects you whether you are a small-cap or a mega-cap. The biopharma industry, in general, carries an elevated ESG risk profile, with many companies receiving medium-risk ratings from groups like Sustainalytics. For Omeros Corporation, which is heavily focused on R&D and regulatory milestones as of 2025, the pressure might feel less immediate than for companies with massive commercial footprints, but it's still present.

The industry recognizes that 80% of its emissions come from Scope 3-that's your supply chain and transport. While large pharma companies are spending about $5.2 billion annually on environmental programs in 2025, smaller firms like Omeros Corporation need to strategically align their environmental efforts with their core business goals to satisfy stakeholders without overextending limited resources.

Here are the key environmental pressure points shaping the landscape:

• Regulators demand strict waste disposal protocols.
• Supply chain sustainability impacts Scope 3 emissions.
• Investors use ESG scores to gauge long-term risk.
• Biopharma accounts for nearly 5% of global GHG emissions.

Here's a quick look at the industry context:

Environmental Metric/Trend	Industry Data Point (as of 2025)	Source Context
GHG Emissions Share	Almost 5% of world's total emissions	Pharmaceutical Sector
Scope 3 Emissions Share	80% of industry emissions	Supply chain, transport, disposal
Sustainable Practice Impact	Carbon emission reduction of 30-40%	Average for companies adopting green initiatives
Narsoplimab Drug Substance Charge (2024)	$19.1 million	Omeros Corporation prior year expense
ESG Risk Profile	Higher concentration of medium-risk ratings	Compared to other sectors

If Omeros Corporation secures approval for narsoplimab, the scale-up of commercial manufacturing will immediately bring these environmental compliance and supply chain costs into sharper focus on the P&L. Finance: draft a sensitivity analysis on manufacturing overhead assuming a 10% increase in waste disposal compliance costs by next quarter.