HIGHBuilt-inProduct / Revenue mix
YARTEMLEA
“10-K Item 1A: 'YARTEMLEA is our only commercialized product and was approved by FDA for commercial sale in the United States in December 2025.'”
OMER · Concentration risk · 10-K extracted
Omeros (OMER) concentration risks
Updated
The most significant concentration Omeros discloses is YARTEMLEA, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Omeros’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 3 disclosed concentrations
HIGH3
MEDIUM0
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
HIGHOutside partySupplier
Lonza
“10-K Item 1: 'we entered into a master services agreement with Lonza Biologics Tuas Pte. Ltd. ("Lonza") for the commercial production of YARTEMLEA'”
HIGHOutside partySupplier
Vetter
“10-K Item 1: 'Vetter has agreed to aseptically fill YARTEMLEA in vials for clinical or commercial use'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-07-06Omeros' commercial story is built entirely around a single product: YARTEMLEA is the company's only commercialized product, having been approved by the FDA for U.S. commercial sale in December 2025 — a high, structural concentration typical of a company transitioning from clinical-stage to commercial. Compounding that single-product dependency, Omeros relies on two separate third-party manufacturing partners to bring the product to patients: Lonza handles commercial production, while Vetter aseptically fills the product into vials, both disclosed as high-scale dependencies. These three exposures stack rather than offset each other. Because YARTEMLEA is the sole commercial product, any disruption at either Lonza or Vetter would directly affect Omeros' only revenue-generating asset, with no other product line to absorb the impact. This makes the manufacturing relationships an unusually consequential risk relative to a more diversified commercial-stage company — a supply interruption at either partner could constrain the one product driving the entire commercial thesis, on top of the underlying commercial execution risk inherent in launching a single new product.
For the engine’s reasoning on OMER’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Biotechnology
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| OMER● | Omeros Corporation | 3 | 0 | 0 | 3 |
| ACAD | ACADIA Pharmaceuticals Inc. | 2 | 0 | 0 | 2 |
| ABUS | Arbutus Biopharma Corporation | 1 | 1 | 0 | 2 |
| ABSI | Absci Corporation | 1 | 0 | 0 | 1 |
| ABCL | AbCellera Biologics Inc. | 0 | 0 | 0 | 0 |
| ACHV | Achieve Life Sciences, Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.