Olema Pharmaceuticals Inc 2026年季度报告

(Mark One) ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF1934 For the quarterly period ended March 31, 2026OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF1934 For the transition period from _______ to _______Commission File Number: 001-39712 OLEMA PHARMACEUTICALS, INC. Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject tosuch filing requirements for the past 90 days. Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submitsuch files). Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, smaller reporting company, oran emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growthcompany” in Rule 12b‑2 of the Exchange Act. Large accelerated filer☐Non-accelerated filer☒Emerging growth company☐ Accelerated filer☐Smaller reporting company☒ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with anynew or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b‑2 of the Exchange Act). Yes☐No☒ As of May 7, 2026, the number of outstanding shares of the Registrant’s common stock was 87,347,471. This number does not include 13,594,149shares of common stock issuable upon the exercise of pre-funded warrants (which are immediately exercisable at an exercise price of $0.0001 pershare of common stock, subject to beneficial ownership limitations) (See Notes 2 and 12 to Registrant's condensed consolidated financialstatements). Table of Contents PART I-FINANCIAL INFORMATION PART I. FINANCIAL INFORMATIONItem 1. Financial Statements (unaudited)Condensed Consolidated Balance SheetsCondensed Consolidated Statements of Operations and Comprehensive LossCondensed Consolidated Statements of Stockholders’ EquityCondensed Consolidated Statements of Cash FlowsNotes to Unaudited Condensed Consolidated Financial StatementsItem 2. Management’s Discussion and Analysis of Financial Condition and Results of OperationsItem 3. Quantitative and Qualitative Disclosures About Market RiskItem 4. Controls and ProceduresPART II. OTHER INFORMATIONItem 1. Legal ProceedingsItem 1A. Risk FactorsItem 2. Unregistered Sales of Equity Securities and Use of ProceedsItem 3. Defaults Upon Senior SecuritiesItem 4. Mine Safety DisclosuresItem 5. Other InformationItem 6. Exhibits PART I – FINANCIAL INFORMATION Olema Pharmaceuticals, Inc. Condensed Consolidated Balance Sheets(Unaudited)(Amounts in thousands, except for share amounts) Olema Pharmaceuticals, Inc. Olema Pharmaceuticals, Inc. Olema Pharmaceuticals, Inc. Condensed Consolidated Statements of Cash Flows(unaudited)(Amounts in thousands) Olema Pharmaceuticals, Inc.Notes to Condensed Consolidated Financial Statements (Unaudited) 1.Nature of the Business and Basis of Presentation Olema Pharmaceuticals, Inc. (“Olema” or the “Company”) is a clinical-stage biopharmaceutical company focused on thediscovery, development, and commercialization of next-generation targeted therapies for breast cancer and beyond.The Company is advancing a pipeline of novel therapies by leveraging its deep understanding of endocrine-drivencancers, nuclear receptors, and mechanisms of acquired resistance. The Company's wholly-owned, lead productcandidate, palazestrant (OP-1250), is a novel, orally-available small molecule with dual activity as both a completeestrogen receptor ("ER") antagonist ("CERAN") and selective ER degrader ("SERD"). In addition to its lead productcandidate, Olema is developing a potent KAT6 inhibitor (OP-3136). The Company is located in San Francisco, California and was incorporated in Delaware on August 7, 2006 under thelegal name of CombiThera, Inc., and on March 25, 2009, was renamed Olema Pharmaceuticals, Inc. The Company’sprincipal operations are based in San Francisco, California, and it has operations in Cambridge, Massachusetts. OlemaOncology Australia Pty Ltd, incorporated on January 6, 2021 under the laws of Australia, and Olema OncologyInternational Limited, incorporated on December 11, 2025 under the laws of Ireland, are wholly-owned subsidiaries ofthe Company (collectively with Olema Ph