Jun. 24 at 4:13 PM
From GROK - Conclusion
If narsoplimab is approved for TA-TMA in September 2025, there is a strong possibility (60–70% likelihood) of label expansion to other diseases, particularly aHUS or IgAN, by 2027–2028, driven by shared complement-mediated mechanisms, ongoing Phase 3 trials, and regulatory support (Breakthrough, Orphan designations). AHUS is the most likely due to its TMA similarity, with IgAN following if Phase 3 proteinuria data holds. Lupus nephritis is less certain (30–40%) due to longer timelines and competition. Expansion would boost
$OMER’s valuation (
$500M–
$1B), M&A appeal (70–80%), and OMS527 funding, making it a compelling buy
$OMER