Olema Pharmaceuticals (NasdaqGS:OLMA) FY Conference February 26, 2026 08:00 AM ET Company ParticipantsSean P.Bohen - President and CEOConference Call ParticipantsMatthew Biegler - Senior AnalystMatthew BieglerGood morning, everyone. Thanks for joining our healthcare conference. I'm Matt Biegler. I'm the covering analyst for Olema, and I'm really pleased to have President and CEO Sean Bohen with us today. Sean, pleasure as always. You know, I think a lot of people know the story, right? When it comes to the ...

PresentationYigal NochomovitzCitigroup Inc., Research Division All right. Welcome, everyone, to the next session. This is day 2 of Citi's Virtual Oncology Summit. I'm Yigal Nochomovitz, biotech analyst here at Citi in New York. Remember, if you have questions for our speaker, who is Sean Boone, the CEO of Olema, and we'll start the conversation in a moment. If you have questions for him, just e-mail me, and I will relay them over. So Sean, thank you so much. Welcome. I appreciate the time. A lot going on i ...

Core Viewpoint - Olema Pharmaceuticals, Inc. is focused on developing targeted therapies for breast cancer and will present at the TD Cowen 46 Annual Health Care Conference on March 3, 2026 [1] Company Overview - Olema Oncology is a clinical-stage biopharmaceutical company dedicated to improving outcomes for breast cancer patients and is advancing a pipeline of novel therapies [3] - The lead product candidate, palazestrant (OP-1250), is an orally available complete estrogen receptor antagonist and selective estrogen receptor degrader, currently in two Phase 3 clinical trials [3] - Olema is also developing OP-3136, a potent KAT6 inhibitor, which is in a Phase 1 clinical study [3] - The company is headquartered in San Francisco with operations in Cambridge, Massachusetts [3]

Summary of Olema Pharmaceuticals Conference Call Company Overview - **Company**: Olema Pharmaceuticals (NasdaqGS:OLMA) - **Focus**: Improving standard of care for patients with ER-positive, HER2-negative breast cancer - **Lead Asset**: Palazestrant, a complete estrogen receptor antagonist, administered as a once-daily oral pill [3][6] Clinical Trials - **OPERA-01**: Phase 3 trial comparing palazestrant monotherapy to fulvestrant or exemestane in second- or third-line settings, results expected in Fall 2026 [3][19] - **OPERA-02**: Phase 3 trial evaluating palazestrant in combination with ribociclib in first-line treatment, results anticipated around 2028-2029 [4][31] - **OP-3136**: An oral KAT6 inhibitor currently in Phase 1, moving to Phase 2, exploring both monotherapy and combination therapy with palazestrant [4][65] Key Differentiators of Palazestrant - **Complete Estrogen Receptor Antagonism**: Unlike other therapies, palazestrant fully inhibits estrogen receptor signaling, which is crucial for treating ER-positive breast cancer [6][7] - **Pharmacokinetics**: Palazestrant has a longer half-life (8 days) and better pharmacokinetic properties compared to other SERDs, allowing for sustained receptor blockade [8][9] - **Combination Therapy**: Palazestrant can be combined with other agents without dose reduction, enhancing its therapeutic potential [9][17] Competitive Landscape - **lidERA Trial**: Roche's trial demonstrated the efficacy of giredestrant, raising questions about the competitive positioning of palazestrant [10][12] - **PersevERA Trial**: Ongoing discussions about the implications of this trial for palazestrant's market positioning, especially if it shows positive results [11][17] Market Potential - **Second-Line Market**: Estimated at $5 billion annually, with a significant unmet need in the ESR1 wild-type population, which is currently unaddressed [19][20] - **Approval Bar**: A 2-month increase in median progression-free survival (PFS) over standard care is required for approval in OPERA-01 [20][26] Future Plans - **Commercial Strategy**: Olema plans to file for approval in the U.S. and EU independently, while seeking a collaborator for global marketing [30][75] - **Pipeline Expansion**: Olema continues to explore additional research programs focused on breast cancer and other indications [71] Considerations for Adjuvant Trials - **Potential for Future Trials**: Discussions on the feasibility of conducting adjuvant studies based on the outcomes of ongoing trials, particularly if positive results are seen in the persevERA trial [72][76] Conclusion - Olema Pharmaceuticals is positioned to make significant advancements in the treatment of ER-positive, HER2-negative breast cancer with its lead asset, palazestrant, and is actively navigating the competitive landscape while preparing for future trials and market entry strategies [3][30][71]

Core Viewpoint - Olema Pharmaceuticals (NASDAQ:OLMA) is identified as a promising investment opportunity with significant upside potential, particularly in the biotechnology sector focused on women's cancers [1][2]. Group 1: Company Overview - Olema Pharmaceuticals is a clinical-stage biopharmaceutical company dedicated to developing therapies for women's cancers, specifically targeting ER+/HER2- breast cancer [3]. - The company's lead program, Palazestrant (OP-1250), is currently in Phase 3 clinical trials aimed at treating metastatic breast cancer [3]. Group 2: Market Potential - The peak sales for Palazestrant are projected to reach $3.1 billion by 2035, indicating substantial future revenue potential [2]. - The global market opportunity for endocrine therapy in ER+HER2 is estimated to exceed $20 billion, suggesting ample space for multiple major players in the market [2]. Group 3: Analyst Ratings - Laura Prendergast from Stifel Nicolaus initiated coverage of Olema Pharmaceuticals with a Buy rating and a price target of $48, indicating over 102% upside potential for investors [1]. - Michael Yee from UBS also assigned a Buy rating with the same price target of $48, citing a more favorable outlook for the biotech segment following a challenging period [2].

Company Overview - Olema is focused on transforming the standard of care for patients with ER-positive, HER2-negative breast cancer, which represents a significant unmet medical need [2] - Breast cancer is the most common cancer diagnosis in women globally and the second leading cause of cancer death, with ER-positive, HER2-negative breast cancer accounting for 70% of cases [2] Lead Program - The lead program of Olema is palazestrant, a complete estrogen receptor antagonist, which serves as the backbone therapy for ER-positive HER2-negative breast cancer [3] - Endocrine therapy is administered in every line of treatment until chemotherapy is necessary, with the goal of delaying chemotherapy as long as possible [3] Clinical Trials - Palazestrant is currently in two Phase III trials: one as a monotherapy in the second and third-line setting, with results expected in the fall, and another in combination with ribociclib in the first-line setting [4]

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Olema Pharmaceuticals (NasdaqGS:OLMA) 2026 Conference February 11, 2026 10:00 AM ET Company ParticipantsSean Bohen - CEOModeratorThanks, everyone, for continuing to join us. My name is Brad Canino. Happy to be sharing the stage with Sean Bohen, CEO of Olema. Sean, thank you so much for joining us.Sean BohenThank you, Brad.ModeratorMaybe a quick intro to the company would be helpful. You also did have an executive change recently, so maybe speak on that and how you're preparing the company for the next stage ...

Core Viewpoint - Olema Pharmaceuticals announces the departure of Chief Operating and Financial Officer Shane Kovacs, effective January 30, 2026, to pursue new opportunities, while he will continue consulting until August 1, 2026 [1][2]. Company Overview - Olema Pharmaceuticals, also known as Olema Oncology, is a clinical-stage biopharmaceutical company focused on developing targeted therapies for breast cancer and other conditions [1][3]. - The company is advancing a pipeline of novel therapies, including its lead product candidate, palazestrant (OP-1250), which is currently in two Phase 3 clinical trials [3]. - Olema is also developing OP-3136, a potent lysine acetyltransferase 6 (KAT6) inhibitor, which is in a Phase 1 clinical study [3]. - The company is headquartered in San Francisco and has operations in Cambridge, Massachusetts [3]. Leadership Transition - Shane Kovacs has been with Olema since 2020 and has played a significant role in the company's growth and development, particularly in leading the late-stage clinical development of palazestrant and building a strong finance team [2]. - Sean P. Bohen, the President and CEO, has taken on the role of interim Principal Financial Officer while the search for a new Chief Financial Officer begins immediately [2].

Core Viewpoint - Olema Pharmaceuticals, Inc. (NASDAQ:OLMA) is identified as a promising small-cap stock with significant growth potential, particularly due to its drug Palazestrant, which targets ER+/HER2- breast cancer [1][2]. Group 1: Analyst Ratings and Price Targets - Sam Slutsky from LifeSci Capital has reiterated a Buy rating on Olema Pharmaceuticals and raised the price target from $39 to $45 [1]. - Kelsey Goodwin from Piper Sandler also maintained a Buy rating with a price target of $40 [1]. Group 2: Drug Development and Market Potential - The bullish rating from Piper Sandler is primarily based on the capabilities of Palazestrant, which is expected to be a best-in-class treatment for ER+/HER2- breast cancer due to its complete ER antagonism and degradation ability [2]. - Olema Pharmaceuticals is planning multiple phase 3 trials for Palazestrant in 2026, which could further enhance the stock's value [3]. - The company anticipates launching Palazestrant by next year, indicating a strong focus on developing treatments for breast cancer and other serious diseases [3].