B+
Bull case
25%
Probability
Target price
$4.00
Analysis reference price unavailable
Analysis 2026-10-15 · RankAlpha Sentiment Codex
LRMR
Larimar TherapeuticsDNasdaq / Pharmaceuticals, Biotechnology & Life Sciences
Last Price
Quote time unavailable
Current thesis
Sustained skin-frataxin increases and directional clinical improvements in the open-label study support the development rationale, while completion of the rolling BLA could advance the regulatory process. These are company-reported findings, not proof of approval or clinical benefit.
Posture
Defensive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta -13.1.
What can break
Anaphylaxis-related discontinuations and uncertainty over the safety profile in broader use. [#SEC-8K-2026-08-04]
Momentum
13
Value
41
Sentiment
51
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $2.10 · Bull $4.00 · Bear $0.90Analysis 2026-10-15; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-10-27 • Vendor: Data Vendor v1
Scores
As of 2026-10-27 • Model: HYBRID_IC_RP
AI Memo
As of 2026-10-15 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-10-27
Investment thesis
As of 2026-10-27
Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-10-27. Definitions
Supporting evidence
What
Grade D · Defensive
Confidence Medium · Net Neutral
Target $14.89
Why
Momentum13 · Δ7d -14.6
Value41 · Δ7d -0.1
Sentiment51 · Δ7d -13.1
So what
Weak posture (Net Neutral). Prioritize risk control and patience.
Confirming evidence
- • Sentiment remains the lead driver in the composite, 7D delta -13.1.
Contradictions & invalidation
- • Anaphylaxis-related discontinuations and uncertainty over the safety profile in broader use. [#SEC-8K-2026-08-04]
- • Projected cash runway into Q3 2027 leaves financing and dilution risk as development spending continues. [#PR-EARNINGS-2026-08-04]
- • Ten open-label participants experienced anaphylaxis and discontinued treatment, according to the August company exhibit.
Catalyst clock
2026-12-31
Completion of rolling nomlabofusp BLA
Lead driver: Sentiment · See AI snapshot
Momentum
13
8% active weight
Current posture
7d trendSoftening
Δ7d
-14.6
Δ21d
-31.0
Value
41
47% active weight
Current posture
7d trendFlat
Δ7d
-0.1
Δ21d
-0.3
Sentiment
51
45% active weight
Current posture
7d trendSoftening
Δ7d
-13.1
Δ21d
-16.6
Why this grade
Composite grade D. Momentum 12.7 / Value 40.6 / Sentiment 50.7
Scenario snapshot
Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-10-15. Scenario method
Most likely
B
Base case
45%
Probability
Target price
$2.10
Analysis reference price unavailable
Analysis 2026-10-15 · RankAlpha Sentiment Codex
B-
Bear case
30%
Probability
Target price
$0.90
Analysis reference price unavailable
Analysis 2026-10-15 · RankAlpha Sentiment Codex
Fundamentals (TTM)As of 2026-10-27
Fundamentals (TTM)
As of 2026-10-27
Market Cap
$248.28M
Beta
1.01
Shares Out
104.38M
P/E (TTM) · Derived
-1.1
P/S (TTM)
-
P/FCF (TTM) · Derived
-1.37
Rev YoY
-
EPS YoY
-23.2%
Gross Margin
-
Op Margin
-
Net Debt
-$132.79M
Current Ratio
4.70
As of 2026-10-27 • Updated nightlySource: Internal modelMethods & Data