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Larimar Therapeutics, Inc. (LRMR)
NASDAQ:LRMR
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Larimar Therapeutics (LRMR) AI Stock Analysis

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LRMR

Larimar Therapeutics

(NASDAQ:LRMR)

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Neutral 57 (OpenAI - 5.2)
Rating:57Neutral
Price Target:
$4.50
▼(-6.25% Downside)
Action:Reiterated
Date:07/11/26
The score is held back primarily by weak financial performance—no revenue, sharply larger losses, and high/accelerating cash burn—despite low leverage. Offsetting this, the technical setup is strong with price above major moving averages and positive momentum, and corporate events provide meaningful regulatory/clinical upside, tempered by dilution risk from expanded authorized shares. Valuation remains constrained by negative earnings and no indicated dividend yield.
Positive Factors
Regulatory progress - rolling BLA
A rolling BLA submission with FDA alignment on a surrogate endpoint materially shortens regulatory timelines and de-risks the approval pathway. This increases the probability of earlier market access for nomlabofusp and strengthens the company's strategic optionality with partners over the next several quarters.
Negative Factors
High cash burn & widening losses
Sustained, accelerating cash burn and growing losses erode financial flexibility and force recurring capital raises. Over a multi-quarter horizon this increases execution risk, can slow program timelines if funding gaps emerge, and amplifies dilution pressure for shareholders and strategic partners.
Read all positive and negative factors
Positive Factors
Negative Factors
Regulatory progress - rolling BLA
A rolling BLA submission with FDA alignment on a surrogate endpoint materially shortens regulatory timelines and de-risks the approval pathway. This increases the probability of earlier market access for nomlabofusp and strengthens the company's strategic optionality with partners over the next several quarters.
Read all positive factors

Larimar Therapeutics (LRMR) vs. SPDR S&P 500 ETF (SPY)

Larimar Therapeutics Business Overview & Revenue Model

Company Description
Headquartered in Bala Cynwyd, Pennsylvania, Larimar Therapeutics, Inc. operates as a clinical-stage biotechnology firm. Its core mission involves crafting therapies for rare diseases, leveraging a distinctive cell-penetrating peptide technology pl...
How the Company Makes Money
As a clinical-stage biotechnology company without approved commercial products, Larimar Therapeutics primarily generates revenue, when applicable, from collaboration and license arrangements (e.g., upfront payments, milestone payments tied to deve...

Larimar Therapeutics Financial Statement Overview

Summary
Pre-revenue profile with materially worsening losses (TTM net loss about -$166.0M) and accelerating cash burn (TTM operating/free cash flow about -$131.3M) increases ongoing funding risk. Balance sheet leverage is low (total debt about $3.8M; debt-to-equity ~0.02), but deeply negative returns and high cash consumption keep overall financial quality weak.
Income Statement
12
Very Negative
Balance Sheet
58
Neutral
Cash Flow
28
Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue0.000.000.000.000.000.00
Gross Profit0.000.000.000.000.000.00
EBITDA-165.68M-165.32M-80.29M-36.64M-35.04M-50.31M
Net Income-166.00M-165.67M-80.60M-36.95M-35.35M-50.64M
Balance Sheet
Total Assets208.51M145.84M200.22M95.94M126.41M78.67M
Cash, Cash Equivalents and Short-Term Investments200.38M136.85M183.45M86.79M118.43M70.10M
Total Debt3.78M4.07M5.12M5.55M5.41M6.00M
Total Liabilities50.48M67.76M28.41M14.21M15.50M14.25M
Stockholders Equity158.03M78.08M171.81M81.72M110.90M64.41M
Cash Flow
Free Cash Flow-131.32M-113.29M-71.28M-33.62M-27.67M-42.44M
Operating Cash Flow-131.28M-113.20M-70.76M-33.46M-27.57M-42.10M
Investing Cash Flow114.86M100.31M-85.39M33.35M-90.96M24.17M
Financing Cash Flow173.20M65.09M161.88M30.00K75.26M19.89M

Larimar Therapeutics Technical Analysis

Technical Analysis Sentiment
Positive
Last Price4.80
Price Trends
50DMA
3.62
Positive
100DMA
4.14
Positive
200DMA
3.95
Positive
Market Momentum
MACD
0.06
Negative
RSI
66.81
Neutral
STOCH
88.50
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For LRMR, the sentiment is Positive. The current price of 4.8 is above the 20-day moving average (MA) of 3.54, above the 50-day MA of 3.62, and above the 200-day MA of 3.95, indicating a bullish trend. The MACD of 0.06 indicates Negative momentum. The RSI at 66.81 is Neutral, neither overbought nor oversold. The STOCH value of 88.50 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LRMR.

Larimar Therapeutics Risk Analysis

Larimar Therapeutics disclosed 84 risk factors in its most recent earnings report. Larimar Therapeutics reported the most risks in the "Tech & Innovation" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Larimar Therapeutics Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
57
Neutral
$429.04M-2.03-134.14%-39.31%
56
Neutral
$724.64M-9.63-60.42%26.28%
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
51
Neutral
$743.29M7.87-54.39%
48
Neutral
$352.87M-4.9885.78%20.08%14.06%
47
Neutral
$383.66M-1.54-61.41%8.16%-434.76%
42
Neutral
$305.72M-1.26-181.70%17.61%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
LRMR
Larimar Therapeutics
4.28
0.90
26.63%
OMER
Omeros
10.28
6.63
181.64%
VNDA
Vanda
6.24
1.50
31.65%
FHTX
Foghorn Therapeutics
5.95
0.55
10.19%
CADL
Candel Therapeutics
9.49
3.68
63.34%
NMRA
Neumora Therapeutics, Inc.
1.68
0.39
30.23%

Larimar Therapeutics Corporate Events

Business Operations and StrategyProduct-Related AnnouncementsRegulatory Filings and Compliance
Larimar Advances Nomlabofusp BLA Toward Accelerated Approval
Positive
Jun 29, 2026
On June 29, 2026, Larimar Therapeutics reported that it has submitted the first module of a rolling Biologics License Application to the U.S. Food and Drug Administration, seeking accelerated approval of its investigational therapy nomlabofusp for...
Business Operations and StrategyExecutive/Board ChangesShareholder Meetings
Larimar Shareholders Approve Governance and Capital Structure Changes
Positive
May 19, 2026
On May 19, 2026, Larimar Therapeutics, Inc. held its 2026 Annual Meeting of Stockholders virtually, where shareholders elected Class III directors Frank Thomas, Carole S. Ben-Maimon, M.D., and Joseph Truitt to serve until the 2029 annual meeting a...
Business Operations and StrategyFinancial DisclosuresPrivate Placements and FinancingRegulatory Filings and Compliance
Larimar Details Q1 Results and Nomlabofusp Regulatory Progress
Positive
May 14, 2026
On May 14, 2026, Larimar Therapeutics reported first-quarter 2026 results and detailed regulatory and clinical progress for nomlabofusp in Friedreich’s ataxia. The company highlighted its intention to begin a rolling biologics license applic...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 11, 2026