Olema Pharmaceuticals, Inc.

Report azionario NasdaqGS:OLMA

Capitalizzazione di mercato: US$900.6m

Olema Pharmaceuticals Gestione

Criteri Gestione verificati 3/4

Olema Pharmaceuticals Il CEO è Sean Bohen, nominato in Sep2020, e ha un mandato di 5.75 anni. la retribuzione annua totale è $ 3.18M, composta da 22% di stipendio e 78% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.27% delle azioni della società, per un valore di $ 2.45M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 0.9 anni e 5.8 anni.

Informazioni chiave

Sean Bohen

Amministratore delegato

US$3.2m

Compenso totale

Percentuale dello stipendio del CEO22.02%
Mandato del CEO5.8yrs
Proprietà del CEO0.3%
Durata media del managementless than a year
Durata media del Consiglio di amministrazione5.8yrs

Aggiornamenti recenti sulla gestione

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
Articolo di analisi • 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
Articolo di analisi • 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
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Sean Bohen rispetto agli utili di Olema Pharmaceuticals?
DataCompenso totaleStipendioUtili della società
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

Compensazione vs Mercato: La retribuzione totale di Sean ($USD 3.18M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 3.71M ).

Compensazione vs guadagni: La retribuzione di Sean è stata coerente con le performance aziendali dell'ultimo anno.

AMMINISTRATORE DELEGATO

Sean Bohen (59 yo)

5.8yrs
Mandato
US$3,178,990
Compensazione

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...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Sean Bohen
President5.8yrsUS$3.18m0.27%
$ 2.5m
Shawnte Mitchell
Chief Legal Officer & Corporate Secretary1.3yrsUS$2.05m0%
$ 0
Shane William Kovacs
Consultantless than a yearUS$1.47m0%
$ 0
David Myles
Chief Scientific Officerless than a yearUS$200.00k0.80%
$ 7.2m
Courtney O'Konek
Vice President of Corporate Communications1.8yrsNessun datoNessun dato
Julie Dexter
Senior VP & Head of Peopleno dataNessun datoNessun dato
Naseem Zojwalla
Chief Medical Officer4.4yrsUS$2.98m0.0051%
$ 46.3k
Richard Hernandez
Senior Vice President of Clinical Development Operationsless than a yearNessun datoNessun dato
Mark Shilkrut
Senior Vice President of Clinical Developmentless than a yearNessun datoNessun dato
Kamesh Kuchimanchi
Senior Vice President of Regulatory Affairs & Quality Assuranceless than a yearNessun datoNessun dato
Angelos Dovletoglou
Senior Vice President of CMC & Supply Chain1yrNessun datoNessun dato
Meghna Chowdary
Senior Vice President of Commercial Strategy & Operationsless than a yearNessun datoNessun dato
0.9yrs
Durata media
53yo
Età media

Gestione esperta: Il team dirigenziale di OLMA non è considerato esperto (durata media 0.9 anni), il che suggerisce un nuovo team.

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Sean Bohen
President5.8yrsUS$3.18m0.27%
$ 2.5m
Andrew Rappaport
Independent Director13.4yrsUS$121.44k0.44%
$ 4.0m
Cynthia Butitta
Independent Director5.8yrsUS$126.84k0.096%
$ 864.8k
Ian T. Clark
Independent Chairperson of the Board5.8yrsUS$145.69k0%
$ 0
Frank McCormick
Chairman of Scientific Advisory Board5.2yrsUS$11.81kNessun dato
Pamela M. Klein
Member of Scientific Advisory Boardno dataNessun datoNessun dato
Sandra Horning
Independent Director5.6yrsUS$118.19k0%
$ 0
Scott Garland
Independent Director2.7yrsUS$119.39k0%
$ 0
Graham L. Walmsley
Independent Director6.3yrsUS$114.69k0%
$ 0
Yi Larson
Independent Director5.2yrsUS$125.91k0%
$ 0
Gorjan Hrustanovic
Independent Director7.9yrsUS$116.19k0%
$ 0
Cyrus Harmon
Independent Director19.8yrsUS$109.44k0.97%
$ 8.7m
5.8yrs
Durata media
62yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di OLMA sono considerati esperti (durata media dell'incarico 5.8 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/07 14:52
Prezzo dell'azione a fine giornata2026/06/05 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Olema Pharmaceuticals, Inc. è coperta da 19 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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