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Larimar Therapeutics

LRMR Rare disease Lead: NDA Submitted ★ Read the deep dive → 5 Biotech Distilled articles ↓ 20 filings & releases ↓ Cash $92.7M (Jun 30, 2026) ↓ 5 verdicts ↓ 2 timing quotes ↓
Neurology Protein

Market cap $248M 103.9M shares (10-Q, Aug 2, 2026) × $2.39 close Nov 6, 2026

Most recent annual filing: 2026-03-15

Catalyst timeline

3 trackedQuarter catalyst calendar →
  1. nomlabofusp filing2H 2026nomlabofusp filing, 2H 2026, material
  2. fill-and-finish manufacturing update2H 2026/1H 2027fill-and-finish manufacturing update, 2H 2026/1H 2027, routine
  3. corporate financing2H 2026/1H 2027corporate financing, 2H 2026/1H 2027, routine

Bar width shows how precise the guidance is — a pin is a stated date, a wide band a six-month window. Deeper blue means more of the thesis rides on the event; it is not a view on the stock.

Pipeline (1 active programs)

Technology platforms

CPP

Cell penetrating peptide (CPP) technology platform enabling therapeutic molecules to cross cell membranes and reach intracellular targets, including mitochondria; focused on rare and orphan diseases characterized by deficiencies in or alterations of intracellular content or activity

intracellular delivery platform

Intracellular delivery platform used to design fusion proteins targeting rare diseases characterized by deficiencies in intracellular bioactive compounds

Capital (as filed)

Cash
$92.7M cash and cash equivalents · Jun 30, 2026 (10-Q)
Short-term investments
$63.6M Jun 30, 2026
Operating cash flow
−$44.0M quarter Mar 31, 2026 → Jun 30, 2026, year-to-date difference (10-Q)
As stated in coverage
$156M cash, runway into the third quarter of 2027 per the update of Aug 4, 2026 — the company's own words as read there, not the filed figure

Cash, investments and operating cash flow are the company's own XBRL facts as filed with the SEC, each shown with its period end and tag. As-stated figures come from the company's own words as read in Biotech Distilled coverage, dated, and routinely count securities and planned financing that a balance sheet does not. Offering rows are the SEC cover pages as filed. Not investment advice. Figures as of Nov 7, 2026.

Biotech Distilled coverage (5)

Articles open on Substack. Some are subscriber-only; those marked ★ Distilled Pro are for Distilled Pro members.

Verdict history (5 calls)

Every verdict Biotech Distilled has published on Larimar Therapeutics, oldest first — the full history, never a selection. How calls are scored: the track record.

  1. 2026-01-11 Watch Larimar Therapeutics (LRMR): Scientific Deep Dive for Nomlabofusp and Pipeline Products Science is real and regulatory path is promising, but anaphylaxis safety risk requires confirmation that the titration protocol works before committing capital.
  2. 2026-02-28 Buy core UPDATE: Larimar (LRMR) - The FDA Blinks, Larimar Squeezes, and the Dilution Gap Closes FDA Breakthrough Therapy Designation effectively removes the tail-risk of a clinical hold on safety, and the $107M raise closes the dilution gap, giving a clear FDA-endorsed path to June 2026 BLA filing.
  3. 2026-03-21 Buy core UPDATE: Larimar (LRMR) - The $63 Million Tell The $63M commercial-scale manufacturing spend confirms management believes BLA filing and approval are probable, and the dilution gap is closed with $244.5M pro forma cash.
  4. 2026-06-30 Buy core UPDATE: Larimar (LRMR) - The BLA Clock Starts Module 1 of the rolling BLA is filed, FDA explicitly endorsed the surrogate endpoint, naïve-patient anaphylaxis rate collapsed to ~9% under titration protocol, and 18-month efficacy data strengthened the disease-modifying narrative; stock at $3.20 is a window not a warning.
  5. 2026-08-05 Hold core UPDATE: Larimar (LRMR) - The Form 483 Buried in the 10-Q Science and timelines remain intact but a Form 483 at the fill-and-finish manufacturer raises meaningful timeline-slip risk; the easy dislocation is gone at $4.11 and existing holders should hold rather than chase while awaiting financing and 483 resolution.

Every verdict Biotech Distilled has published on this company, in order, with the post it came from — the full history, never a selection. Position figures are the same ones shown on /track-record, computed by the same method. Editorial opinion, not investment advice.

Timing, in the company's words (2 quotes from 2 filings)

Sentences quoted verbatim from the company's SEC filings, newest filing first. Each sits under the filing it appeared in; the "matched to" tag names the calendar row it was read for.

Timing sentences quoted from the company's own SEC filings, each under the filing it appeared in. The 'matched to' tag is the calendar row the sentence was read for; the filing is the source. Not investment advice.

Filings & releases (20)

SEC filings from EDGAR and press releases captured from the company's investor-relations site, newest first. Releases captured from Apr 30, 2026; filings from March 2026. Summaries come from the BD update that read the document; "BD extracted" counts point at the pipeline table above. All companies →

5 more filings (13G holder notices, S-8, proxy material, SEC correspondence …)