Olema Pharmaceuticals, Inc.

Informe acción NasdaqGS:OLMA

Capitalización de mercado: US$1.2b

Olema Pharmaceuticals Dirección

Dirección controles de criterios 3/4

El CEO de Olema Pharmaceuticals es Sean Bohen , nombrado en Sep 2020, tiene una permanencia de 5.67 años. compensación anual total es $3.18M, compuesta por 22% salario y 78% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.27% de las acciones de la empresa, por valor de $3.25M. La antigüedad media del equipo directivo y de la junta directiva es de 0.8 años y 5.8 años, respectivamente.

Información clave

Sean Bohen

Chief Executive Officer (CEO)

US$3.2m

Compensación total

Porcentaje del salario del CEO22.02%
Permanencia del CEO5.7yrs
Participación del CEO0.3%
Permanencia media de la direcciónless than a year
Promedio de permanencia en la Junta Directiva5.8yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha • May 15

Olema: The Market Overreacted To Roche's SERD Failure

Summary Olema Pharmaceuticals is rated a cautious buy, with upside potential tied to pivotal OPERA-01 Phase 3 trial results expected in fall 2026. Palazestrant differentiates itself as a CERAN with superior mechanistic action, favorable pharmacokinetics, and strong combinability, targeting ER+/HER2- breast cancer. Current valuation is conservative, reflecting early-stage data, competitive risks, and limited probability of success, but even the base case offers material upside. OLMA is well-capitalized to reach its next major catalyst, though commercialization funding and dilution remain key risks if pivotal data are not positive. Read the full article on Seeking Alpha
Seeking Alpha • Apr 08

Olema Pharmaceuticals: Maybe Not Differentiated, But Could Find A Niche In A Valuable Market

Summary Olema Pharmaceuticals's palazestrant shows promise in late-stage trials for metastatic breast cancer, with potential FDA approval and commercial launch by 2027. Strong liquidity with $139.5 million in cash and $294.6 million in marketable securities, providing a cash runway of 4-4.5 years. Despite competition in the SERD space, OLMA's valuation is low at $200 million, suggesting potential for significant upside. The long-term outlook is positive, with OLMA positioned to deliver a reliable income-generating drug, making the current valuation a potential bargain. Read the full article on Seeking Alpha
Seeking Alpha • Feb 17

Olema Pharmaceuticals: Interesting But Undifferentiated Data

Summary Olema Pharmaceuticals is developing palazestrant, an oral SERD in phase 3 trials for ER+/HER2- metastatic breast cancer, with promising early data in combination with ribociclib. Despite positive early-stage data, OLMA's phase 3 trial is open-label, making it difficult to position the molecule in a competitive market. Financially, OLMA has a solid cash runway of 11–18 quarters, but the ESR1+ mBC market is small with dominant existing players. I remain cautious about OLMA stock as an investment, awaiting more conclusive phase 3 data to better gauge its competitive positioning. Read the full article on Seeking Alpha
Seeking Alpha • Dec 02

Olema: Cash Infusion And Supply Agreement With Novartis Carries The Tide Forward

Summary Olema Pharmaceuticals, Inc. entered into an agreement with Novartis to obtain KISQALI supply for the soon-to-be initiated phase 3 OPERA-02 study, targeting patients with ER+/HER2- metastatic breast cancer; Study to start mid-2025. Data from ongoing phase 3 OPERA-01 study, using palazestrant alone as a monotherapy to target patients with ER+/HER2- metastatic breast cancer, expected in 2026. The global breast cancer market size is predicted to surpass $89.01 billion by 2034. An IND Filing for KAT6 inhibitor OP-3136 to treat breast cancer patients is expected to happen in Q4 of 2024, with a phase 1 study being initiated in 2025. Read the full article on Seeking Alpha
Artículo de análisis • Aug 29

Companies Like Olema Pharmaceuticals (NASDAQ:OLMA) Are In A Position To Invest In Growth

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...
Seeking Alpha • Jun 17

Olema Pharmaceuticals: Still Merits A Small Holding

Summary Olema Pharmaceuticals is focused on developing palazestrant and OP-3136 for women with cancer, with FDA Fast Track designation for palazestrant. Palazestrant is currently being evaluated in a Phase 3 clinical trial for ER+/HER2- advanced or metastatic breast cancer and as part of combination therapies. Analyst firms have reissued Buy ratings for Olema in June following trial updates, and the company's balance sheet is solid for now. An updated analysis around Olema Pharmaceuticals follows in the paragraphs below. Read the full article on Seeking Alpha
Artículo de análisis • May 11

Here's Why We're Not Too Worried About Olema Pharmaceuticals' (NASDAQ:OLMA) Cash Burn Situation

We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...
Seeking Alpha • Mar 28

Palazestrant's Journey: Olema Pharmaceuticals' Long Oncology Path

Summary OLEMA Pharmaceuticals is a clinical-stage biopharmaceutical company developing targeted oncology therapies, with a focus on women's cancer. Their flagship drug, palazestrant, shows promising results for halting the progression of estrogen receptor-positive and HER2-negative breast cancer. The company has collaborations with Novartis and Pfizer and expects trial updates in 2024, but tangible FDA approvals and revenues are still a long way off. Despite promising developments, the long FDA approval and revenue generation timeline warrants a “hold” rating. Read the full article on Seeking Alpha
Artículo de análisis • Mar 04

Estimating The Fair Value Of Olema Pharmaceuticals, Inc. (NASDAQ:OLMA)

Key Insights Olema Pharmaceuticals' estimated fair value is US$14.37 based on 2 Stage Free Cash Flow to Equity Olema...
Artículo de análisis • Nov 09

Here's Why We're Not Too Worried About Olema Pharmaceuticals' (NASDAQ:OLMA) Cash Burn Situation

There's no doubt that money can be made by owning shares of unprofitable businesses. Indeed, Olema Pharmaceuticals...
Artículo de análisis • Jun 11

We're Keeping An Eye On Olema Pharmaceuticals' (NASDAQ:OLMA) Cash Burn Rate

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Artículo de análisis • Mar 01

Will Olema Pharmaceuticals (NASDAQ:OLMA) Spend Its Cash Wisely?

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Sean Bohen en comparación con los beneficios de Olema Pharmaceuticals?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

-US$185m

Dec 31 2025US$3mUS$700k

-US$162m

Sep 30 2025n/an/a

-US$150m

Jun 30 2025n/an/a

-US$142m

Mar 31 2025n/an/a

-US$129m

Dec 31 2024US$8mUS$673k

-US$129m

Sep 30 2024n/an/a

-US$123m

Jun 30 2024n/an/a

-US$110m

Mar 31 2024n/an/a

-US$99m

Dec 31 2023US$3mUS$647k

-US$97m

Sep 30 2023n/an/a

-US$96m

Jun 30 2023n/an/a

-US$97m

Mar 31 2023n/an/a

-US$110m

Dec 31 2022US$6mUS$616k

-US$105m

Sep 30 2022n/an/a

-US$100m

Jun 30 2022n/an/a

-US$95m

Mar 31 2022n/an/a

-US$79m

Dec 31 2021US$3mUS$595k

-US$71m

Sep 30 2021n/an/a

-US$60m

Jun 30 2021n/an/a

-US$52m

Mar 31 2021n/an/a

-US$38m

Dec 31 2020US$11mUS$178k

-US$24m

Compensación vs. Mercado: La compensación total ($USD3.18M) de Sean está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD3.70M).

Compensación vs. Ingresos: La compensación de Sean ha sido consistente con los resultados de la empresa en el último año.

CEO

Sean Bohen (58 yo)

5.7yrs
Permanencia
US$3,178,990
Compensación

Dr. Sean P. Bohen, M.D., Ph.D. has been a Director at AltruBio, Inc. He is the Chief Executive Officer and Director of Olema Pharmaceuticals, Inc. since September 2020 and serves as its President and also...

Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Sean Bohen
President5.7yrsUS$3.18m0.27%
$ 3.3m
Shawnte Mitchell
Chief Legal Officer & Corporate Secretary1.3yrsUS$2.05msin datos
Shane William Kovacs
Consultantless than a yearUS$1.47m0.16%
$ 1.9m
David Myles
Chief Scientific Officerless than a yearUS$200.00k0.80%
$ 9.6m
Courtney O'Konek
Vice President of Corporate Communications1.7yrssin datossin datos
Julie Dexter
Senior VP & Head of Peopleno datasin datossin datos
Naseem Zojwalla
Chief Medical Officer4.3yrsUS$2.98m0.0051%
$ 61.4k
Richard Hernandez
Senior Vice President of Clinical Development Operationsless than a yearsin datossin datos
Mark Shilkrut
Senior Vice President of Clinical Developmentless than a yearsin datossin datos
Kamesh Kuchimanchi
Senior Vice President of Regulatory Affairs & Quality Assuranceless than a yearsin datossin datos
Angelos Dovletoglou
Senior Vice President of CMC & Supply Chainless than a yearsin datossin datos
Meghna Chowdary
Senior Vice President of Commercial Strategy & Operationsless than a yearsin datossin datos
0.8yrs
Permanencia media
52yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de OLMA no se considera experimentado ( 0.8 años antigüedad media), lo que sugiere un nuevo equipo.

Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Sean Bohen
President5.7yrsUS$3.18m0.27%
$ 3.3m
Andrew Rappaport
Independent Director13.3yrsUS$121.44k0.44%
$ 5.3m
Cynthia Butitta
Independent Director5.8yrsUS$126.84ksin datos
Ian T. Clark
Independent Chairperson of the Board5.8yrsUS$145.69ksin datos
Frank McCormick
Chairman of Scientific Advisory Board5.1yrsUS$11.81ksin datos
Pamela M. Klein
Member of Scientific Advisory Boardno datasin datossin datos
Sandra Horning
Independent Director5.5yrsUS$118.19ksin datos
Scott Garland
Independent Director2.6yrsUS$119.39ksin datos
Graham L. Walmsley
Independent Director6.2yrsUS$114.69ksin datos
Yi Larson
Independent Director5.1yrsUS$125.91ksin datos
Gorjan Hrustanovic
Independent Director7.8yrsUS$116.19k0%
$ 0
Cyrus Harmon
Independent Director19.8yrsUS$109.44k0.97%
$ 11.6m
5.8yrs
Permanencia media
61yo
Promedio de edad

Junta con experiencia: La junta directiva de OLMA se considera experimentada (5.8 años de antigüedad promedio).

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/25 11:16
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Olema Pharmaceuticals, Inc. está cubierta por 19 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Arlinda LeeCanaccord Genuity
Naureen QuibriaCapital One Securities, Inc.
Zegbeh JallahCapital One Securities, Inc.