Olema Pharmaceuticals, Inc.
- Open
- 12.49
- Day high
- 12.82
- Day low
- 11.81
- Prev close
- 12.51
- Volume
- 1.3M
- Mkt cap
- $1.0B
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 2.2
- P/S
- —
- Yield
- —
- Per share
- —
Olema Pharmaceuticals, Inc. (OLMA) is a Healthcare company listed on NASDAQ. The stock is up 186% over the past year.
Olema Pharmaceuticals, Inc. (OLMA) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 2 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
OLMA earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 12, 2026 | $-0.52 | $-0.52 | +0.0% | — | — |
| Mar 16, 2026 | $-0.51 | $-0.50 | +2.7% | — | — |
| Mar 18, 2025 | $-0.63 | $-0.51 | +19.0% | — | — |
| May 8, 2024 | $-0.53 | $-0.56 | -5.7% | — | — |
| Mar 11, 2024 | $-0.49 | $-0.49 | +0.0% | $2M | — |
| Mar 9, 2023 | $-0.65 | $-0.65 | +0.0% | — | — |
| Feb 28, 2022 | $-0.51 | $-0.54 | -5.9% | — | — |
| Nov 10, 2021 | $-0.47 | $-0.45 | +4.3% | — | — |
| Aug 10, 2021 | $-0.39 | $-0.42 | -7.7% | — | — |
| Mar 17, 2021 | $-0.18 | $-0.50 | -177.8% | — | — |
| Nov 19, 2020 | — | $-0.17 | — | — | — |
OLMA insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 23, 2026 | Horning Sandradirector | Grant | 29,500 | $9.51 |
| Jun 23, 2026 | Larson Yidirector | Grant | 29,500 | $9.51 |
| Jun 23, 2026 | Raman Prakashdirector | Grant | 29,500 | $9.51 |
| Jun 23, 2026 | RAPPAPORT ANDREWdirector | Grant | 29,500 | $9.51 |
| Jun 23, 2026 | Graham G. Walmsleydirector | Grant | 29,500 | $9.51 |
| Jun 23, 2026 | BVF PARTNERS L P/ILdirector, other: See Explanation of Responses | Grant | 29,500 | $9.51 |
| Jun 23, 2026 | Harmon Cyrusdirector | Grant | 29,500 | $9.51 |
| Jun 23, 2026 | BUTITTA CYNTHIA Mdirector | Grant | 29,500 | $9.51 |
| Jun 23, 2026 | Garland J. Scottdirector | Grant | 29,500 | $9.51 |
| Jun 23, 2026 | Hrustanovic Gorjandirector | Grant | 29,500 | $9.51 |
| Jun 23, 2026 | CLARK IAN Tdirector | Grant | 29,500 | $9.51 |
| Apr 29, 2026 | Raman Prakashdirector | Grant | 2,911 | $14.59 |
| Apr 29, 2026 | Raman Prakashdirector | Grant | 24,150 | $14.59 |
| Mar 5, 2026 | Mitchell Shawnteofficer: CHIEF LEGAL OFFICER | Sell | 24,767 | $24.25 |
| Mar 5, 2026 | Mitchell Shawnteofficer: CHIEF LEGAL OFFICER | Option | 25,000 | $4.37 |
Source: OLMA SEC Form 4 filings, latest Jun 23, 2026. For informational purposes only — not investment advice.
See the full OLMA insider & 13F page →Olema Pharmaceuticals, Inc. company profile
Overview
Olema Pharmaceuticals, Inc. (NASDAQ:OLMA) is a clinical-stage biopharmaceutical company founded in 2006 and headquartered in San Francisco, California. Originally incorporated as CombiThera, Inc., the company changed its name to Olema Pharmaceuticals in March 2009 and went public in November 2020. Olema focuses exclusively on developing innovative therapies for women's cancers, particularly breast cancer, with its lead drug candidate currently in Phase 1/2 clinical trials.
Business
Olema operates in the biotechnology sector within the broader healthcare industry, specifically focusing on oncology drug development for women's cancers. The company's core business revolves around discovering, developing, and eventually commercializing novel cancer therapies. The company's flagship product is OP-1250, an innovative cancer drug that works through a dual mechanism of action. OP-1250 functions as both an estrogen receptor (ER) antagonist and a selective estrogen receptor degrader (SERD). To understand this in simple terms: many breast cancers grow because they feed on estrogen, a hormone naturally present in the body. OP-1250 works by blocking estrogen receptors (preventing estrogen from binding to cancer cells) and also by breaking down these receptors entirely, essentially cutting off the cancer's food supply. The drug is currently being tested for treating recurrent, locally advanced, or metastatic estrogen receptor-positive, human epidermal growth factor receptor 2-negative breast cancer - a specific type of breast cancer that has either come back after treatment, spread to nearby areas, or metastasized to distant parts of the body. This represents a significant portion of breast cancer cases, as approximately 70% of breast cancers are estrogen receptor-positive. As a clinical-stage company, Olema currently has no approved products or revenue-generating assets. The company operates as a single business segment focused entirely on OP-1250's development and potential future pipeline expansion.
Competitive moat
Olema's competitive positioning is relatively weak at this early stage, with limited moat characteristics typical of clinical-stage biotechnology companies. The company's primary potential advantage lies in OP-1250's differentiated mechanism of action as both an ER antagonist and SERD, which could offer superior efficacy compared to existing treatments that work through single mechanisms. However, the breast cancer treatment landscape is highly competitive, with several established therapies and numerous companies developing similar SERD compounds. Major pharmaceutical companies like Pfizer, Novartis, and AstraZeneca have significantly more resources, established commercial infrastructure, and diversified pipelines. Other biotechnology companies are also pursuing SERD therapies, creating a crowded competitive environment. Olema's intellectual property portfolio around OP-1250 provides some protection, but patent cliffs and the ability of competitors to develop around existing patents remain concerns. The company lacks the regulatory expertise, manufacturing capabilities, and commercial infrastructure that larger pharmaceutical companies possess, making it vulnerable to competitive pressures. The most significant threat comes from larger pharmaceutical companies that could develop superior compounds with better safety profiles or efficacy, or from existing approved therapies that continue to show strong clinical results in combination regimens. Additionally, the company faces the risk that its single-asset focus leaves it vulnerable if OP-1250 fails to meet clinical endpoints or encounters safety issues. Without a diversified pipeline or established market presence, Olema currently operates with minimal competitive protection.
Risks & safety
Olema presents a moderate margin of safety profile typical of well-funded clinical-stage biotechnology companies, though significant execution risks remain. • Strong liquidity position: $139.5 million in cash and short-term investments as of Q4 2024, providing substantial runway for operations • Low debt burden: Debt-to-equity ratio of only 0.35%, indicating minimal financial leverage and solvency risk • Excellent current ratio: 10.5x current ratio demonstrates strong short-term liquidity coverage • High cash burn: Operating cash flow of -$104.4 million in 2024, indicating approximately 1.3 years of cash runway at current burn rates • Negative profitability metrics: -31.7% return on equity and consistent quarterly losses of $30-35 million • Reasonable valuation metrics: Price-to-book ratio of 0.84x suggests trading below book value, though earnings multiples are not meaningful given losses • Clinical trial binary risk: Single-asset company with success entirely dependent on OP-1250's clinical outcomes, creating significant execution risk despite strong balance sheet position
Recent development
Based on available financial data, Olema has maintained consistent focus on advancing OP-1250 through clinical development over the past few years. The company has demonstrated disciplined capital management, maintaining strong cash positions through strategic equity raises while controlling operating expenses. The most notable development has been the company's ability to significantly strengthen its balance sheet, increasing cash and short-term investments from $23.7 million at the end of 2022 to $139.5 million by Q4 2024. This capital infusion provides the necessary runway to advance OP-1250 through critical clinical milestones. Operating expenses have remained relatively stable, with quarterly cash burn consistently in the $25-30 million range, suggesting disciplined spending focused on core clinical development activities. The company appears to have maintained its singular focus on breast cancer applications for OP-1250, rather than diversifying into multiple indications or developing additional pipeline assets. While specific clinical trial progress details are not available in the provided financial data, the consistent funding and operational stability suggests the company has been able to maintain steady progress in its Phase 1/2 clinical trial program. The lack of any major strategic pivots or business model changes indicates management's continued confidence in OP-1250's potential and their commitment to the current development pathway.
OLMA company profile · for informational purposes only — not investment advice.
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