NASDAQ$OLMA

Olema Pharmaceuticals Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Olema Oncology reported first quarter financial results and provided a corporate update.

Olema Oncology reported a net loss of $23.0 million for the first quarter ended March 31, 2022. The company's cash, cash equivalents, and marketable securities totaled $267.9 million as of March 31, 2022, which is expected to fund operations into 2024.

  • Phase 1/2 trial of OP-1250 continues to enroll patients, with selection of Recommended Phase 2 Dose expected in Q2 2022.
  • Phase 1b combination study with palbociclib is ongoing, with additional combination trials planned for the second half of 2022.
  • The company expects to present updated monotherapy and initial combination data in 2022.
  • Cash, cash equivalents, and marketable securities totaled $267.9 million as of March 31, 2022, sufficient to fund operations into 2024.

Headline financials

EPS (adj)

-$0.58

Previous: -$0.39-48.7%
Capital Expenditures

$30K

Previous: $420K-92.9%
Free Cash Flow

-$17.9M

Previous: -$11.5M-55.9%
Net Income

-$23M

Previous: -$15.3M-49.9%
Operating Income

-$23.3M

Previous: -$15.5M-50.5%
Cash & Equivalents

$268M

Previous: $327M-18.1%
Total Assets

$277M

Previous: $331M-16.3%
Stock-Based Comp

$4.97M

Previous: $3.21M+54.8%

Revenue & EPS history

Olema · Revenue · Quarterly

$0

Q3 2025

Forward guidance

Olema Oncology anticipates several milestones and initiatives in the near term, including selecting the Recommended Phase 2 Dose for OP-1250, initiating additional Phase 1b combination studies, and presenting updated clinical data.

Tailwinds

  • Select the Recommended Phase 2 Dose (RP2D) for OP-1250 in the second quarter of 2022, followed by initiation of the Phase 2 portion of the trial.
  • Phase 2 will include enrollment across three cohorts: patients with measurable disease (N=50), patients with non-measurable disease (N=15) and patients with CNS metastasis (N=15).
  • Initiate additional Phase 1b combination studies with CDK4/6 and PI3Kα inhibitors in 2022.
  • Initiate Phase 1b study of OP-1250 in patients with ER+/HER2+ breast cancer and CNS metastases in the second half of 2022.
  • Present updated monotherapy and initial combination data for OP-1250.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

-0.1%

Avg return

Earnings day

-2.4%

Avg return

5 days after

+7.5%

Avg return

30 days after

52%

12 / 23 earnings

Positive

+17.0%

Q4 2021

Best reaction

-28.5%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-3.2%-7.7%-29.4%
Q3 2025+4.1%+0.6%+267.4%
Q2 2025+16.0%+20.6%+75.1%
Q1 2025+2.1%+9.6%-11.0%
Q4 2024-8.5%+4.3%+6.8%
Q3 2024-9.7%-27.9%-47.2%
Q1 2024-12.5%-18.0%+16.8%
Q4 2023-6.6%-11.2%-15.8%
Q3 2023-7.6%-7.4%-29.2%
Q2 2023+15.3%+14.0%+24.7%
Q1 2023+1.1%+6.1%-0.3%
Q4 2022+0.0%+0.3%-15.4%
Q3 2022-7.2%+5.6%-22.5%
Q2 2022-28.5%-29.4%-23.1%
Q1 2022-1.3%-3.1%+79.4%
Q4 2019+17.0%-2.2%-5.9%
Q4 2021+17.0%-2.2%-5.9%
Q3 2021+1.1%-1.9%-61.9%
Q3 2020+1.1%-1.9%-61.9%
Q2 2020+3.4%+1.9%+11.2%
Q2 2021+3.4%+1.9%+11.2%
Q1 2021+11.9%+14.8%+35.8%
Q4 2020-10.2%-23.2%-27.2%
Q1 2020

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