Olema Pharmaceuticals, Inc.

NasdaqGS:OLMA 株式レポート

時価総額：US$1.2b

Olema Pharmaceuticals マネジメント

マネジメント 基準チェック /34

Olema Pharmaceuticalsの CEO はSean Bohenで、 Sep2020年に任命され、 の在任期間は 5.67年です。 の年間総報酬は$ 3.18Mで、 22%給与と78%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.27%を直接所有しており、その価値は$ 3.34M 。経営陣と取締役会の平均在任期間はそれぞれ0.8年と5.8年です。

主要情報

Sean Bohen

最高経営責任者

US$3.2m

報酬総額

CEO給与比率22.02%
CEO在任期間5.7yrs
CEOの所有権0.3%
経営陣の平均在職期間less than a year
取締役会の平均在任期間5.8yrs

経営陣の近況

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
分析記事 • 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
分析記事 • 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
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...

CEO報酬分析

Olema Pharmaceuticals の収益と比較して、Sean Bohen の報酬はどのように変化したか？
日付総報酬給与会社業績
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

報酬と市場: Seanの 総報酬 ($USD 3.18M ) は、 US市場 ($USD 5.45M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Seanの報酬は、過去 1 年間の会社の業績と一致しています。

CEO

Sean Bohen (58 yo)

5.7yrs
在職期間
US$3,178,990
報酬

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...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Sean Bohen
President5.7yrsUS$3.18m0.27%
$ 3.3m
Shawnte Mitchell
Chief Legal Officer & Corporate Secretary1.3yrsUS$2.05mデータなし
Shane William Kovacs
Consultantless than a yearUS$1.47m0.16%
$ 2.0m
David Myles
Chief Scientific Officerless than a yearUS$200.00k0.80%
$ 9.8m
Courtney O'Konek
Vice President of Corporate Communications1.7yrsデータなしデータなし
Julie Dexter
Senior VP & Head of Peopleno dataデータなしデータなし
Naseem Zojwalla
Chief Medical Officer4.3yrsUS$2.98m0.0051%
$ 63.1k
Richard Hernandez
Senior Vice President of Clinical Development Operationsless than a yearデータなしデータなし
Mark Shilkrut
Senior Vice President of Clinical Developmentless than a yearデータなしデータなし
Kamesh Kuchimanchi
Senior Vice President of Regulatory Affairs & Quality Assuranceless than a yearデータなしデータなし
Angelos Dovletoglou
Senior Vice President of CMC & Supply Chainless than a yearデータなしデータなし
Meghna Chowdary
Senior Vice President of Commercial Strategy & Operationsless than a yearデータなしデータなし
0.8yrs
平均在職期間
52yo
平均年齢

経験豊富な経営陣: OLMAの経営陣は 経験豊富 とはみなされません ( 0.8年の平均在職年数)。これは新しいチームを示唆しています。

取締役

名称ポジション在職期間報酬所有権
Sean Bohen
President5.7yrsUS$3.18m0.27%
$ 3.3m
Andrew Rappaport
Independent Director13.3yrsUS$121.44k0.44%
$ 5.4m
Cynthia Butitta
Independent Director5.8yrsUS$126.84kデータなし
Ian T. Clark
Independent Chairperson of the Board5.8yrsUS$145.69kデータなし
Frank McCormick
Chairman of Scientific Advisory Board5.1yrsUS$11.81kデータなし
Pamela M. Klein
Member of Scientific Advisory Boardno dataデータなしデータなし
Sandra Horning
Independent Director5.5yrsUS$118.19kデータなし
Scott Garland
Independent Director2.6yrsUS$119.39kデータなし
Graham L. Walmsley
Independent Director6.2yrsUS$114.69kデータなし
Yi Larson
Independent Director5.1yrsUS$125.91kデータなし
Gorjan Hrustanovic
Independent Director7.8yrsUS$116.19k0%
$ 0
Cyrus Harmon
Independent Director19.8yrsUS$109.44k0.97%
$ 11.9m
5.8yrs
平均在職期間
61yo
平均年齢

経験豊富なボード: OLMAの 取締役会 は 経験豊富 であると考えられます ( 5.8年の平均在任期間)。

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/22 15:19
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Olema Pharmaceuticals, Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19

アナリスト機関
Arlinda LeeCanaccord Genuity
Naureen QuibriaCapital One Securities, Inc.
Zegbeh JallahCapital One Securities, Inc.