Omeros Stock Explodes 146% on Surprise $2.1B Novo Nordisk Deal – What Comes Next?
On Oct. 15, Novo Nordisk and Omeros announced a landmark deal licensing zaltenibart, Omeros’s experimental MASP-3 inhibitor for rare blood/kidney diseasesinvestor.omeros.com. Under the agreement, Novo pays $340M upfront and can pay up to $2.1 billion in total milestones and royalties for exclusive global rightsinvestor.omeros.comreuters.com. Reuters reports that Omeros stock “more than doubled to $9.90” in early trading after the newsreuters.com, and by market close had settled near $10.10investing.com. TechStock² notes Omeros shares surged roughly 65% on the announcementts2.tech. The deal is structured as an asset purchase and license – not an outright acquisition – and is expected to close in Q4 2025, after which Novo will launch a global Phase 3 trial in PNH and possibly other complement disordersts2.techreuters.com. Novonordisk’s CSO Martin Lange praised zaltenibart’s “novel mode of action” and potential advantages over existing complement therapiesinvestor.omeros.com. Omeros CEO Gregory Demopulos welcomed the partnership, saying he was “pleased to enter into this agreement with Novo Nordisk” and expects Novo’s global reach to “unlock the potential” of zaltenibartinvestor.omeros.com. According to ts2.tech, Omeros executives believe the deal “validates their research and funds further trials”ts2.tech. In effect, the transaction injects cash into Omeros and confirms interest in its drug pipeline.