LRMR Larimar Therapeutics Inc

$LRMR hard to believe this we keep going down after the person they just hired it couldn’t be any more obvious that they believe they are going to get approval and go to market

$LRMR Today's PR announcement about hiring a COO suggests that the company is confident it will be submitting its application soon. Otherwise, there would be little need to bring someone on board in this role at this stage. While I don't expect today's news to have an immediate impact on the share price, it should give long-term shareholders greater confidence that the company is making meaningful progress and getting closer to the finish line.

$LRMR Harlow was at $ESPR for less than a year so hopefully he doesn't have the Esper permastink on him anymore.

$LRMR dropping on NO news. Yup, literally NO news of phase 3 first patients enrolled. If this gets delay, the rest gets delay. 4 months safety gets delayed as well. And once she confirmed delay another quarter with another quarter, this will gets hit. Not saying this is doomsday, but just saying it will probably gets lower before anything else. If need more funding, this will get dilution. CEO has delayed this for 2 years and counting. 2024 PR says filing. Go read their PR. Exciting news in 2024, and plan to file on that year! Same as now. What are we still waiting for?

$LRMR BLA announcement and 1 patient dosed is imminent. Question is, how low do we go before that?

$LRMR Re-entering the position 🔄 It’s sad that management broke their promises 😢, but I feel like the risk-reward profile is just too good at this price point. Looking at management's past behavior and the competitive landscape, I honestly expected them to break their word. For now, the most important thing for this company is 'accelerated approval.' (Collecting data on naive patients is far more critical than starting Phase 3.) If they don't update us with any new info along with the first patient dosing news, I think that will be the time to start reducing position sizes or rebalancing. That would be the moment to seriously question a company that's just mindlessly burning through all that cash before achieving 'accelerated approval.' Oh, one last thing—I occasionally see Lexeo being mentioned, and while it's a great company, if you want to make a comparison, matching it against Solid Biosciences will give you a much better understanding of the FA indication and LRMR.

$LRMR Company Role Held Year Sold Acquiring Entity Impact/Notes Esperion Therapeutics Chief Commercial Officer 2026 ARCHIMED Harlow led the commercial team through a pivotal growth year, expanding their cardiovascular portfolio before ARCHIMED completed a take-private acquisition of the firm. Melinta Therapeutics Chief Commercial Officer 2025 CorMedix Harlow built a comprehensive commercial platform that nearly doubled the company's revenue (delivering ~85% growth from 2020 to 2024), making it a highly attractive acquisition target. Additionally, earlier in his career, he served as a Director at Alpharma Inc., which was acquired by King Pharmaceuticals (and subsequently Pfizer). He was also an Executive Vice President at Recro Pharma, which underwent several restructuring phases and asset spin-offs (such as Baudax Bio) to maximize shareholder value.

$LRMR ADAGE, AIGH sold out and Millenium sold 64%, Point 72 sold 87%. Defilde, James Flynn and Blue Owl accumulated. Point 72 is a fund I follow.

$LRMR Given Larimar's Breakthrough Therapy Designation, Priority Review and Rolling submission... things could move faster than expected once the final module is submitted...

$LRMR I agree this is good news. I think it would be down more without this new hire. All my Bio's are down a LOT. This could have done better if they did what they said they would and dosed the first patient in Q3. It's either an execution problem or patients aren't that interested in the drug. I'm a member of Bio5C. Over the years, everyone there has noticed that, across hundreds of tickers, being slow to dose and slow to populate a trial directly correlates with overall success. The faster a Bio populates a trial, the more directly it correlates with drug approval.

$LRMR I mean, it's down almost exactly the same amount as the $XBI today... I added another 1000

$LRMR Larimar Therapeutics assumed with an Outperform at Leerink 11:12 AM Leerink analyst Basma Radwan assumed coverage of Larimar Therapeutics with an Outperform rating and a price target of $13, up from $12. The company's only product, nomlabofusp, is differentiated by directly addressing the underlying FXN deficiency in Friedriech's ataxias, says the analyst, who believes nomlabofusp's benefit-risk profile is "favorable" and that the current BLA package has "a credible path to accelerated approval."