NASDAQ$OLMA

Olema Pharmaceuticals Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Olema Oncology reported financial results for the third quarter ended September 30, 2024 and provided a corporate update.

Olema Oncology reported a net loss of $34.6 million for the third quarter of 2024, with cash, cash equivalents, and marketable securities totaling $214.8 million as of September 30, 2024. The company is advancing its clinical programs for palazestrant and OP-3136, with key milestones expected in the near term.

  • Presented new preclinical data for OP-3136 demonstrating anti-tumor activity and enhanced activity of palazestrant combinations.
  • New clinical data for palazestrant in combination with ribociclib to be presented at SABCS in December.
  • IND submission for OP-3136 expected before year end, with clinical study initiation in early 2025.
  • Cash, cash equivalents, and marketable securities totaled $214.8 million as of September 30, 2024.

Headline financials

Total Revenue

$0.00

Previous: $0.00
EPS (adj)

-$0.60

Previous: -$0.48-25.0%
R&D expenses

$33.2M

Previous: $49.2M-32.5%
Non-GAAP R&D expenses

$28.9M

No prior period
G&A expenses

$4.4M

Previous: $12.5M-64.8%
Non-GAAP G&A expenses

$3.05M

No prior period
Capital Expenditures

$0.00

Previous: $0.00
Net Income

-$34.6M

Previous: -$63.5M+45.5%
Operating Income

-$37.6M

Previous: -$61.7M+39.0%
Gross Profit

$0.00

Previous: -$90K+100.0%
R&D Expense

$33.2M

Previous: $19.5M+70.8%
Stock-Based Comp

$5.63M

Previous: $4.11M+37.1%

Revenue & EPS history

Olema · Revenue · Quarterly

$0

Q3 2024

Forward guidance

Olema Oncology anticipates presenting updated Phase 2 data for palazestrant in combination with ribociclib at SABCS in December 2024 and submitting the IND application for OP-3136 to the FDA before year-end, with a Phase 1 clinical study to follow in early 2025.

Tailwinds

  • Presentation of updated Phase 2 data for palazestrant in combination with ribociclib at SABCS in December 2024.
  • Planned IND submission for OP-3136 to the FDA before year-end.
  • Initiation of a Phase 1 clinical study for OP-3136 in early 2025.
  • Continued enrollment of patients in the OPERA-01 Phase 3 clinical trial of palazestrant.
  • Advancement of palazestrant through late-stage clinical trials.

Headwinds

  • No specific negative guidance mentioned in the provided text.

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 Q3 2024

Historical avgQ3 2024

-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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