Olema Pharmaceuticals, Inc.

NasdaqGS:OLMA 주식 리포트

시가총액: US$802.7m

Olema Pharmaceuticals 경영진

경영진 기준 점검 3/4

Olema Pharmaceuticals CEO는 Sean Bohen, Sep2020 에 임명되었습니다 의 임기는 5.75 년입니다. 총 연간 보상은 $3.18M, 22% 급여 및 78% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $2.18M 가치에 해당하는 회사 주식의 0.27% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 0.9 년과 5.8 년입니다.

핵심 정보

Sean Bohen

최고경영자

US$3.2m

총 보수

CEO 급여 비율22.02%
CEO 재임 기간5.8yrs
CEO 지분 보유율0.3%
경영진 평균 재임 기간less than a year
이사회 평균 재임 기간5.8yrs

최근 경영진 업데이트

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
분석 기사 • 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
분석 기사 • 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
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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 보수 분석

Sean Bohen의 보수는 Olema Pharmaceuticals의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Sean의 총 보수(USD3.18M)는 US 시장에서 비슷한 규모 기업의 평균(USD3.69M) 수준입니다.

보상과 수익: Sean의 보상은 지난 1년 동안 회사 실적과 일치했습니다.

CEO

Sean Bohen (59 yo)

5.8yrs
재임 기간
US$3,178,990
보수

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...

리더십 팀

이름직위재임 기간보수지분
Sean Bohen
President5.8yrsUS$3.18m0.27%
$ 2.2m
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%
$ 6.4m
Courtney O'Konek
Vice President of Corporate Communications1.8yrs데이터 없음데이터 없음
Julie Dexter
Senior VP & Head of Peopleno data데이터 없음데이터 없음
Naseem Zojwalla
Chief Medical Officer4.4yrsUS$2.98m0.0051%
$ 41.3k
Richard Hernandez
Senior Vice President of Clinical Development Operationsless than a year데이터 없음데이터 없음
Mark Shilkrut
Senior Vice President of Clinical Developmentless than a year데이터 없음데이터 없음
Kamesh Kuchimanchi
Senior Vice President of Regulatory Affairs & Quality Assuranceless than a year데이터 없음데이터 없음
Angelos Dovletoglou
Senior Vice President of CMC & Supply Chain1yr데이터 없음데이터 없음
Meghna Chowdary
Senior Vice President of Commercial Strategy & Operationsless than a year데이터 없음데이터 없음
0.9yrs
평균 재임 기간
53yo
평균 나이

경험이 풍부한 관리: OLMA의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 0.9 년) — 신규 팀일 수 있습니다.

이사회 구성원

이름직위재임 기간보수지분
Sean Bohen
President5.8yrsUS$3.18m0.27%
$ 2.2m
Andrew Rappaport
Independent Director13.4yrsUS$121.44k0.44%
$ 3.5m
Cynthia Butitta
Independent Director5.8yrsUS$126.84k0.096%
$ 770.9k
Ian T. Clark
Independent Chairperson of the Board5.8yrsUS$145.69k0%
$ 0
Frank McCormick
Chairman of Scientific Advisory Board5.2yrsUS$11.81k데이터 없음
Pamela M. Klein
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
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%
$ 7.8m
5.8yrs
평균 재임 기간
62yo
평균 나이

경험이 풍부한 이사회: OLMA의 이사회는 경험이 있음으로 간주됩니다(평균 재임 5.8 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/17 21:27
종가2026/06/17 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Olema Pharmaceuticals, Inc.는 19명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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