LRMR PRESS-RELEASE SEC Filing Analysis

Latest settled — T+5d ⚠ clustered

LRMR ▼ -8.23% at T+5d

LONG call ✗ call lost -8.23% · α vs SPY -7.51% · entry $3.89 → $3.57

Next anchor: T+20d in 2d

Currently $3.50 · -10.03% from $3.89 entry

Entry anchored
May 14, 2026
via day open

T+1d

-7.97%

call -7.97% · α -6.74%

$3.58

settled 26d ago

T+5d

-8.23%

call -8.23% · α -7.51%

$3.57

settled 20d ago

T+20d

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call — · α —

—

in 2d

T+60d

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call — · α —

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in 2mo

Price Chart

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Executive Summary

Larimar Therapeutics reported Q1 2026 EPS of -$0.31, beating consensus of -$0.57 by 45.6%, with no revenue. The company advanced its BLA for nomlabofusp toward accelerated approval, planning a rolling submission starting June 2026 with topline open-label data expected Q2 2026. Cash of $200.4M provides runway into Q2 2027, but the stock's historical T+20 performance on prior reports has been poor (avg -7.9%).

Actionable Insight

The EPS beat and BLA submission timeline are strong catalysts, but historical T+20 performance on LRMR reports is poor (avg -7.9%). Monitor topline OL data in Q2 2026 and FDA Type B meeting outcome for BLA readiness. The $200.4M cash runway reduces near-term dilution risk.

Key Facts

Q1 2026 EPS -$0.31 vs consensus -$0.57 (45.6% beat)
Net loss $29.6M vs $29.3M YoY; R&D expenses $25.0M down from $26.6M
Cash, cash equivalents and marketable securities $200.4M as of March 31, 2026
Planning rolling BLA submission for nomlabofusp starting June 2026; topline OL data expected Q2 2026
Breakthrough Therapy Designation granted by FDA in February 2026
$115M public offering completed in February 2026, net proceeds $107.6M
Projected cash runway into Q2 2027

Financial Impact

EPS beat of 45.6% vs consensus; cash position $200.4M; net loss $29.6M

epscashnet loss

Risk Factors

BLA submission and FDA approval are uncertain; regulatory delays or negative feedback could reverse gains
Historical T+20 performance on LRMR reports shows avg -7.9% return, suggesting market may not sustain bullish momentum
No revenue; pre-commercial stage with high cash burn ($29.6M/quarter)

Market Snapshot

Exchange

Nasdaq

Sector

Pharmaceutical Preparations

Analyst Consensus

94% bullish (17 analysts)

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

Document	Accession Number
PRESS-RELEASE Data (Synthetic)	press-3294760

6 reports for LRMR

T+1T+5T+20T+60

0% Hit rate 0 of 3 directional calls best @ T+1▼ −1.51%Feb 27, 2026

Filters

Reports for LRMR — sortable, filterable
	Type				Now
May 14, 2026 26d ago	8-K BULLISH ★ 7/10	$3.89 $3.57	▼ −8.23%	▼ −7.51%	$3.50 (−10.03%)
May 14, 2026 26d ago	Press Release BULLISH ★ 7/10	$3.89 $3.57	▼ −8.23%	▼ −7.51%	$3.50 (−10.03%)
Mar 19, 2026 11w ago	Press Release MIXED ★ 7/10	$4.47 $4.85	▲ +8.50%	▲ +10.71%	$3.50 (−21.70%)
Feb 27, 2026 14w ago	8-K NEUTRAL ★ 5/10	$5.31 $5.22	▼ −1.69%	▲ +0.29%	$3.50 (−34.09%)
Feb 27, 2026 14w ago	Insider Cluster BULLISH ★ 8/10	$5.31 $5.22	▼ −1.69%	▲ +0.29%	$3.50 (−34.09%)
Feb 27, 2026 14w ago	Insider Cluster BULLISH ★ 6/10	$5.31 $5.22	▼ −1.69%	▲ +0.29%	$3.50 (−34.09%)

US Market Status

Market Closed — Opens Thu (11h 19m)

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