Reading LRMR? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track LRMR free→Reading LRMR? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track LRMR free→NASDAQHealth CareBiotechnologySnapshot 2026-06-15
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
Recent financial performance is weak, and the company was unprofitable over the past year, so its earnings quality can't be assessed. Management's recent track record has been steady, but risk is elevated, and the sector backdrop is a headwind. If LRMR cuts guidance on the next call, that's a meaningful negative, as the Street tends to walk down estimates and the stock usually takes a leg lower. This read is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 0 valuation methods, at three horizons. Current price $3.59. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Not enough valuation methods to set a 12-month read yet.
TTM earnings are negative, so the read leans on sales- and cash-flow-based methods rather than P/E. This is a data condition, not a forward call.
Not enough peers to compare yet.
Self-history needs ~20 months of data.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated weak grew net income 55% of the time over the next year (vs 54% for the rest of the cohort, n=2391).
Over the trailing year it converted 0.99x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates.
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $-0.46 → $-0.38 (+17.2% / 30d). 1 raised, 0 cut, 6 covering analysts.
0 upgrades, 0 downgrades / 30d, 1 maintained. 100% of analysts rate Buy.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$300.
How much price usually moves either way.
On a bad day, this stock has moved -$747.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $4,790.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-15
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
No named catalysts to watch right now. Check back after the next earnings report.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for LRMR yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Results of Operations and Financial Condition. On May 14, 2026, Larimar Therapeutics, Inc. (the “ Company ”) announced its financial results and operational highlights for the first quarter ended March 31, 2026. A copy of the press release is being furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. The information furnished pursuant to this Item 2.02, including Exhibit 99.1 attached hereto, is intended to be furnished and shall not be deemed…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
No score history yet for this stock.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3
A side-by-side read on sector standing, valuation, and risk versus Biotechnology.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
LRMR Larimar Therapeutics, Inc. | — | — | elevated |
ABBV AbbVie | Above typical Show detailsSector percentile: 85 of 100 | fair | low |
AMGN Amgen | Above typical Show detailsSector percentile: 77 of 100 | full | moderate |
GILD Gilead Sciences | Above typical Show detailsSector percentile: 100 of 100 | fair | moderate |
VRTX Vertex Pharmaceuticals | Above typical Show detailsSector percentile: 80 of 100 | expensive | moderate |
4 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Health Care names rated stable grew net income 56% of the time over the next year (vs 52% for the rest of the cohort, n=618).
Not investment advice. As of 2026-06-15.
via XLV
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-15.
Larimar aims to submit the final modules, including the CMC module, in the second half of 2026.
Stated in 2 of last 2 quarters. The company has not yet provided specific financial metrics related to this regulatory milestone. The trajectory is consistent with management's stated timeline, but substantive delivery remains pending.
“Submission of the final modules including the CMC module expected in second half of 2026.”
“Planned BLA submission seeking accelerated approval on track for June 2026.”
Larimar plans to report topline data from its open-label study within the second quarter of 2026.
Newly stated in 2026-Q1. The company has not yet reported the topline data from the open-label study. Financials show a net income loss of $29.6M in 2026-Q1, indicating ongoing operational challenges. Progress on this priority is awaited.
“We expect to report topline data from our open-label (OL) study this quarter.”
Larimar is targeting a U.S. launch in the first half of 2027, contingent on approval.
Stated in 2 of last 2 quarters. The company continues to target a U.S. launch in the first half of 2027, pending approval. Financials show a consistent net income loss, with $29.6M in 2026-Q1, indicating limited progress towards profitability.
“Targeting first half 2027 launch, if approved.”
“U.S. launch targeted for first-half 2027, if approved.”
Results of Operations and Financial Condition. On March 19, 2026, Larimar Therapeutics, Inc. (the “ Company ”) announced its financial results and operational highlights for the fourth quarter of 2025 and for the year ended December 31, 2025. A copy of the press release is being furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. The information furnished pursuant to this Item 2.02, including Exhibit 99.1 attached hereto, is intended to be fur…
Entry into a Material Definitive Agreement. On February 25, 2026, Larimar Therapeutics, Inc. (the “ Company ”) entered into an underwriting agreement (the “ Underwriting Agreement ”) with J.P. Morgan Securities LLC and Guggenheim Securities, LLC, as representatives of the several underwriters named therein (the “ Underwriters ”), relating to the issuance and sale of an aggregate of 20,000,000 shares (the “ Firm Shares ”) of common stock, par value $0.001 per share (the “ Common Stock ”), of t…
Results of Operations and Financial Condition. On January 12, 2026, Larimar Therapeutics, Inc. (the “ Company ”) disclosed in an updated slide presentation, posted on its website, that, as of December 31, 2025, the Company had approximately $136.9 million of cash, cash equivalents and marketable securities. The Company has not yet completed its quarter-end or year-end financial close processes for the quarter and year ended December 31, 2025. This unaudited, preliminary amount has been prepar…
Unregistered Sales of Equity Securities. On January 21, 2026, Larimar Therapeutics, Inc. (the “Company”) entered into an exchange agreement (the “Exchange Agreement”) with Blue Owl Healthcare Opportunities IV Public Investments LP (the “Stockholder”), pursuant to which the Stockholder exchanged 2,500,000 shares of the Company’s common stock, par value $0.001 per share (the “Common Stock”), for 250,000 shares of Series A convertible preferred stock, a “toothless” preferred stock, par value $0.…