Olema Pharmaceuticals, Inc.

NasdaqGS:OLMA Stock Report

Market Cap: US$1.0b

Olema Pharmaceuticals Management

Management criteria checks 3/4

Olema Pharmaceuticals' CEO is Sean Bohen, appointed in Sep 2020, has a tenure of 5.83 years. total yearly compensation is $3.18M, comprised of 22% salary and 78% bonuses, including company stock and options. directly owns 0.27% of the company’s shares, worth $2.81M. The average tenure of the management team and the board of directors is 1 years and 5.9 years respectively.

Key information

Sean Bohen

Chief executive officer

US$3.2m

Total compensation

CEO salary percentage22.02%
CEO tenure5.8yrs
CEO ownership0.3%
Management average tenure1yr
Board average tenure5.9yrs

Recent management updates

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
Analysis Article • 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
Analysis Article • 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
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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 Compensation Analysis

How has Sean Bohen's remuneration changed compared to Olema Pharmaceuticals's earnings?
DateTotal CompensationSalaryCompany Earnings
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

Compensation vs Market: Sean's total compensation ($USD3.18M) is about average for companies of similar size in the US market ($USD3.54M).

Compensation vs Earnings: Sean's compensation has been consistent with company performance over the past year.

CEO

Sean Bohen (59 yo)

5.8yrs
Tenure
US$3,178,990
Compensation

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...

Leadership Team

NamePositionTenureCompensationOwnership
Sean Bohen
President5.8yrsUS$3.18m0.27%
$ 2.8m
Shawnte Mitchell
Chief Legal Officer & Corporate Secretary1.4yrsUS$2.05m0%
$ 0
Shane William Kovacs
Consultantless than a yearUS$1.47m0%
$ 0
David Myles
Chief Scientific Officerless than a yearUS$200.00k0.80%
$ 8.3m
Courtney O'Konek
Vice President of Corporate Communications1.8yrsno datano data
Julie Dexter
Senior VP & Head of Peopleno datano datano data
Naseem Zojwalla
Chief Medical Officer4.5yrsUS$2.98m0.0051%
$ 53.1k
Richard Hernandez
Senior Vice President of Clinical Development Operations1yrno datano data
Mark Shilkrut
Senior Vice President of Clinical Development1yrno datano data
Kamesh Kuchimanchi
Senior Vice President of Regulatory Affairs & Quality Assurance1yrno datano data
Angelos Dovletoglou
Senior Vice President of CMC & Supply Chain1.1yrsno datano data
Meghna Chowdary
Senior Vice President of Commercial Strategy & Operationsless than a yearno datano data
1.0yrs
Average Tenure
53yo
Average Age

Experienced Management: OLMA's management team is not considered experienced ( 1 years average tenure), which suggests a new team.

Board Members

NamePositionTenureCompensationOwnership
Sean Bohen
President5.8yrsUS$3.18m0.27%
$ 2.8m
Andrew Rappaport
Independent Director13.5yrsUS$121.44k0.44%
$ 4.6m
Cynthia Butitta
Independent Director5.9yrsUS$126.84k0.096%
$ 991.5k
Ian T. Clark
Independent Chairperson of the Board5.9yrsUS$145.69k0%
$ 0
Frank McCormick
Chairman of Scientific Advisory Board5.3yrsUS$11.81kno data
Pamela M. Klein
Member of Scientific Advisory Boardno datano datano data
Sandra Horning
Independent Director5.7yrsUS$118.19k0%
$ 0
Scott Garland
Independent Director2.8yrsUS$119.39k0%
$ 0
Graham L. Walmsley
Independent Director6.3yrsUS$114.69k0%
$ 0
Yi Larson
Independent Director5.3yrsUS$125.91k0%
$ 0
Gorjan Hrustanovic
Independent Director8yrsUS$116.19k0%
$ 0
Cyrus Harmon
Independent Director19.9yrsUS$109.44k0.97%
$ 10.0m
5.9yrs
Average Tenure
62yo
Average Age

Experienced Board: OLMA's board of directors are considered experienced (5.9 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/16 21:33
End of Day Share Price 2026/07/16 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Olema Pharmaceuticals, Inc. is covered by 18 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

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