Reports Q1: ASCO Should Be Busy With Initial KAT6i And Full persevERA Data

研报英文原文证据摘录

Reports Q1: ASCO Should Be Busy With Initial KAT6i And Full persevERA Data

Biotechnology

Olema Pharmaceuticals

TD SECURITIES (USA) LLC EARNINGS UPDATE

May 12, 2026

Price: $14.86 (05/11/2026) Reports Q1: ASCO Should Be Busy With Initial

Price Target: NA KAT6i And Full persevERA Data

BUY (1)

ESG SCORE: 54/100

Tyler Van Buren THE TD COWEN INSIGHT

646 562 1343

At ASCO, Olema will report the initial OP-3136 (KAT6i) monotherapy data, where differentiated

tyler.vanburen@tdsecurities.com

tolerability vs. Pfizer's drug with initial activity could set up exciting combo data with pala

Sam Rollenhagen soon. The persevERA data will also be presented at ASCO, and the extent of the "numerical

212 468 7785 improvement" should help estimate the updated OPERA-02 PoS. We continue to believe pala is

samuel.rollenhagen@tdsecurities.com

a differentiated CERAN.

Nicholas Lorusso

646 562 1390 Olema Will Report Initial Phase I '3136 (KAT6i) Data At ASCO

nick.lorusso@tdsecurities.com

Olema will report initial clinical monotherapy data from OP-3136, its KAT6i, in a poster at

Greg W. Torres, Ph.D. ASCO on 5/30. The data will include breast, prostate, and lung cancer patients. The goal is

646 562 1351

to clearly define the tolerability and exposure profile with initial signs of activity. Specifically,

gregory.wiessner@tdsecurities.com

we will be focused on whether '3136 leads to lower rates of cytopenias (<40% Grade 3+

Key Data neutropenia) and dysgeusia (taste alteration; <86% all Grade) compared to Pfizer's KAT6i.

Symbol NASDAQ: OLMA '3136 does not engage KAT5 and KAT8 as significantly as Pfizer's drug, which management

Beta: 2.06 hypothesizes could support improved tolerability.

52-Week Range: $35.83-$4.01

Pfizer's KAT6i achieved a 9% ORR as a monotherapy, so expectations for '3136's monotherapy