OLMA Olema Oncology
Price Chart
Executive Summary
Olema Oncology released preclinical data showing palazestrant fully recruits the NCoR1 corepressor for complete estrogen receptor antagonism, and demonstrates synergistic anti-tumor activity when combined with OP-3136 in ER+/HER2- breast cancer models. The data support ongoing Phase 3 trials of palazestrant and the development of OP-3136 in combination therapy, though no clinical efficacy results were reported.
Actionable Insight
Traders should monitor upcoming top-line data from the Phase 3 OPERA-01 trial in fall 2026, which will be a key catalyst. While preclinical synergy is encouraging, the lack of clinical data for the OP-3136 combination means near-term upside is limited. Positive data could enhance partnership potential or valuation re-rating.
Key Facts
- Preclinical data show palazestrant recruits NCoR1, enabling complete antagonism of estrogen receptor signaling in ER+/HER2- breast cancer models.
- Combination of palazestrant and OP-3136 shows synergistic anti-tumor activity by suppressing cell-cycle and ER-driven oncogenic pathways.
- Palazestrant is in two ongoing Phase 3 trials (OPERA-01 and OPERA-02); top-line data from OPERA-01 expected in fall 2026.
- OP-3136, a KAT6 inhibitor, is in a Phase 1 trial with patient enrollment ongoing.
- Data were presented at AACR 2026, but remain preclinical — no human efficacy or safety results from combinations were disclosed.
Financial Impact
No direct financial impact disclosed; potential long-term value in combination therapy development and differentiation of palazestrant.
Risk Factors
- Preclinical results may not translate to clinical efficacy in humans.
- Delays or negative outcomes in Phase 3 trials (OPERA-01/02) could significantly impact valuation.
- Competitive landscape includes approved SERDs and next-gen endocrine therapies with clinical validation.
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3276477 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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May 26, 2026
18d ago
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8-K
| $13.55 $12.71 | ▼ −6.20% | ▼ −7.28% | $9.87 (−27.16%) |
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May 26, 2026
18d ago
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Press Release
| $13.55 $10.69 | ▼ −21.11% | ▼ −22.32% | $9.87 (−27.16%) |
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May 21, 2026
22d ago
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8-K
| $13.68 $12.71 | ▼ −7.09% | ▼ −8.75% | $9.87 (−27.85%) |
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May 21, 2026
22d ago
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Press Release
| $13.68 $12.71 | ▼ −7.09% | ▼ −8.77% | $9.87 (−27.85%) |
|
May 12, 2026
4w ago
|
8-K
| $13.97 $12.90 | ▼ −7.66% | ▼ −7.74% | $9.87 (−29.35%) |
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May 12, 2026
4w ago
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Press Release
| $13.97 $12.90 | ▼ −7.66% | ▼ −7.74% | $9.87 (−29.35%) |
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Apr 29, 2026
6w ago
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DEFA14A
| $14.41 $15.13 | ▲ +5.00% | ▲ +3.27% | $9.87 (−31.51%) |
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Apr 21, 2026
7w ago
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Press Release
| $16.24 $14.24 | ▼ −12.32% | ▼ −12.37% | $9.87 (−39.22%) |
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Apr 17, 2026
8w ago
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Press Release
| $16.58 $15.29 | ▼ −7.78% | ▼ −8.69% | $9.87 (−40.47%) |
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Mar 16, 2026
12w ago
|
Press Release
| $16.60 $13.97 | ▼ −15.84% | ▼ −13.80% | $9.87 (−40.54%) |
US Market Status
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