OP-1250 is a small molecule commercialized by Olema Pharmaceuticals, with a leading Phase II program in Metastatic Breast Cancer. According to Globaldata, it is involved in 9 clinical trials, of which 4 are ongoing, and 5 are planned. GlobalData uses proprietary data and analytics to provide a complete picture of OP-1250’s valuation in its risk-adjusted NPV model (rNPV). Buy the model here.

The revenue for OP-1250 is expected to reach an annual total of $75 mn by 2036 in the US based off GlobalData’s Expiry Model. The drug’s revenue forecasts along with estimated costs are used to measure the value of an investment opportunity in that drug, otherwise known as net present value (NPV). Applying the drug’s phase transition success rate to remaining R&D costs and likelihood of approval (LoA) to sales related costs provides a risk-adjusted NPV model (rNPV). The rNPV model is a more conservative valuation measure that accounts for the risk of a drug in clinical development failing to progress.

OP-1250 Overview

OP-1250 is under development for the treatment of metastatic HR positive and HER2 negative breast cancer, endometrial cancer, ER positive and HER2 positive breast cancer and gynaecological malignancies. It is administered by oral route in the form of pill. The drug candidate is a selective estrogen receptor degrader (SERD) and acts by targeting estrogen receptor (ESR).

Olema Pharmaceuticals Overview

Olema Pharmaceuticals (Olema Oncology) is a biotechnology company that focuses on discovery, development, and marketing of targeted treatment options for cancers in women. It is investigating its lead product candidate, OP-1250 in Phase 1/2 clinical trial to treat human epidermal growth factor receptor 2-negative (HER2-) and recurrent, metastatic or locally advanced ER-positive (ER+) breast cancer. The company is also evaluating OP-1250, a estrogen receptor (ER) antagonist (CERAN) and a selective ER degrader (SERD) in collaboration with Pfizer and Novartis HER2- metastatic breast cancer. Olema Oncology is headquartered in San Francisco, California, the United States.

The operating loss of the company was US$71.5 million in FY2021, compared to an operating loss of US$21.5 million in FY2020. The net loss of the company was US$71.1 million in FY2021, compared to a net loss of US$22.1 million in FY2020.

For a complete picture of OP-1250’s valuation, buy the drug’s risk-adjusted NPV model (rNPV) here.


GlobalData, the leading provider of industry intelligence, provided the underlying data, research, and analysis used to produce this article.

To create this model, GlobalData takes into account factors including patent law, known and projected regulatory approval processes, cash flows, drug margins and company expenses. Combining these data points with GlobalData’s world class analysis creates high value models that companies can use to help in evaluation processes for each drug or company.

The rNPV method integrates the probability of a drug reaching a clinical stage into the cash flow at that time, which provides a more accurate valuation, as it considers the probability that the drug never makes it through the clinical pathway to commercialization. GlobalData’s rNPV model uses proprietary likelihood of approval (LoA) and phase transition success rate (PTSR) data for the indication in the highest development stage, which can be found on GlobalData’s Pharmaceutical Intelligence Center.