OLMA Olema Pharmaceuticals, Inc.

BULLISH Impact: 6/10 8-K
Horizon weeks Filed May 26, 2026 Processed 14d 22h ago SEC 0001193125-26-237832
8-K context-dependent: Items 7.01, 8.01
Latest settled — T+5d
OLMA ▼ -6.20% at T+5d
LONG call ✗ call lost -6.20% · α vs SPY -7.28% · entry $13.55 → $12.71
Next anchor: T+20d in 14d
Last close $9.96 (close Jun 8) · -26.49% from $13.55 entry
Entry anchored
May 26, 06:45 AM ET
via Databento tick
T+1d
-4.72%
call -4.72% · α -4.74%
$12.91
settled 14d ago
T+5d
-6.20%
call -6.20% · α -7.28%
$12.71
settled 8d ago
T+20d
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Executive Summary

Olema Pharmaceuticals announced a clinical trial collaboration and supply agreement with Bayer to evaluate its novel KAT6 inhibitor, OP-3136, in combination with Bayer's NUBEQA (darolutamide) in a Phase 1b/2 study for metastatic castration-resistant prostate cancer (mCRPC). The study is expected to initiate in H2 2026, with Bayer supplying darolutamide and Olema leading the study. Olema retains full global commercial and marketing rights to OP-3136. This is the first clinical collaboration for OP-3136, providing validation and potential expansion into a new indication beyond breast cancer.

Actionable Insight

This collaboration with Bayer provides external validation for OP-3136 and expands its potential into prostate cancer, a large market. The upcoming ASCO data readout on May 30, 2026, for the Phase 1 monotherapy study is a key near-term catalyst. Monitor for initial safety and efficacy data from the Phase 1 study, which will inform the probability of success for the broader OP-3136 program.

Key Facts

  • Olema entered a clinical trial collaboration and supply agreement with Bayer to evaluate OP-3136 (KAT6 inhibitor) in combination with NUBEQA (darolutamide) in mCRPC.
  • Phase 1b/2 study will enroll approximately 36 patients with mCRPC; expected to initiate in H2 2026.
  • Bayer will supply darolutamide; Olema will lead the study and retain full global commercial and marketing rights to OP-3136.
  • This is the first clinical collaboration for OP-3136, which is currently in a Phase 1 monotherapy study and being evaluated in combination with fulvestrant and palazestrant in ER+/HER2- metastatic breast cancer.
  • Initial clinical data from the Phase 1 study of OP-3136 will be presented at ASCO on May 30, 2026.

Financial Impact

No financial terms disclosed; Bayer supplies drug, Olema retains full commercial rights to OP-3136.

pipeline valuecommercial rights

Risk Factors

  • Phase 1b/2 study is early-stage and may not demonstrate sufficient efficacy or safety.
  • No financial terms disclosed; the collaboration does not provide immediate funding or milestone payments.
  • OP-3136 is still in early clinical development; the ASCO data may be mixed or underwhelming.

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations
Analyst Consensus
89% bullish (19 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-237832
Document: olma-ex99_1.htm0001193125-26-237832
Document: 0001193125-26-237832-index-headers.html0001193125-26-237832
Document: 0001193125-26-237832-index.html0001193125-26-237832
Document: 0001193125-26-237832.txt0001193125-26-237832
10 reports for OLMA
Performance horizon

Track record builds as more directional reports settle.

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Type Now
May 26, 2026
14d ago
8-K
BULLISH ★ 6/10
$13.55 $12.71▼ −6.20%▼ −7.28%$9.96 (−26.49%)
May 26, 2026
14d ago
Press Release
NEUTRAL ★ 4/10
$13.55 $10.69▼ −21.11%▼ −22.32%$9.96 (−26.49%)
May 21, 2026
19d ago
8-K
BULLISH ★ 6/10
$13.68 $12.71▼ −7.09%▼ −8.75%$9.96 (−27.19%)
May 21, 2026
19d ago
Press Release
BULLISH ★ 6/10
$13.68 $12.71▼ −7.09%▼ −8.77%$9.96 (−27.19%)
May 12, 2026
28d ago
8-K
NEUTRAL ★ 4/10
$13.97 $12.90▼ −7.66%▼ −7.74%$9.96 (−28.70%)
May 12, 2026
28d ago
Press Release
NEUTRAL ★ 5/10
$13.97 $12.90▼ −7.66%▼ −7.74%$9.96 (−28.70%)
Apr 29, 2026
5w ago
DEFA14A
NEUTRAL ★ 2/10
$14.41 $15.13▲ +5.00%▲ +3.27%$9.96 (−30.88%)
Apr 21, 2026
7w ago
Press Release
NEUTRAL ★ 4/10
$16.24 $14.24▼ −12.32%▼ −12.37%$9.96 (−38.67%)
Apr 17, 2026
7w ago
Press Release
MIXED ★ 5/10
$16.58 $15.29▼ −7.78%▼ −8.69%$9.96 (−39.93%)
Mar 16, 2026
12w ago
Press Release
NEUTRAL ★ 5/10
$16.60 $13.97▼ −15.84%▼ −13.80%$9.96 (−40.00%)
Showing 10 of 10

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