[8-K] Larimar Therapeutics, Inc. Reports Material Event

Rhea-AI Filing Summary

On 29 Jul 2025, Larimar Therapeutics (LRMR) furnished a Form 8-K (Item 2.02) to disclose preliminary liquidity for the quarter ended 30 Jun 2025. Management estimates $138.5 million in cash, cash equivalents and marketable securities at that date.

The amount is unaudited and subject to change pending completion of the Q2 closing and review process. No additional operating results, balance-sheet details, or forward guidance were included. The same figure appears in a preliminary prospectus supplement filed under Rule 424(b)(5). Because the data are “furnished” rather than “filed,” they are not subject to Exchange Act Section 18 liability.

Positive

• $138.5 million cash, cash equivalents and marketable securities disclosed, offering investors a clearer view of near-term liquidity.

Negative

• Figure is preliminary and unaudited; it may change after quarter-end close, introducing uncertainty.
• No additional financial metrics or operational updates were provided, limiting insight into cash burn or runway.

Insights

Financial Analyst

TL;DR – Disclosure offers visibility into liquidity but carries no audited assurance; overall impact neutral.

The 8-K gives investors a single point estimate: $138.5 M cash & equivalents as of 6/30/25. While useful for gauging runway in a cash-intensive biotech, the figure is preliminary and could move once the quarter is closed. No burn-rate data, trial updates, or revenue metrics were provided, limiting valuation insight. Because the number was also used in a Rule 424(b)(5) supplement, the company may be setting the table for possible capital-raising activity, but the filing itself stops short of announcing one. With no confirmed upside or downside catalyst, I view the disclosure as informational, not transformational.

Portfolio Manager

TL;DR – Cash clarity aids risk assessment; magnitude typical, so market reaction likely muted.

From a portfolio-allocation standpoint, the takeaway is liquidity adequacy: $138.5 M could fund multiple quarters of R&D. However, the lack of audited confirmation and absence of burn guidance impede precise runway modelling. The 8-K’s “furnished” status also limits legal reliance. Net effect: useful datapoint for monitoring solvency, but not enough to alter position sizing.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, DC 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): July 29, 2025

Larimar Therapeutics, Inc.

(Exact name of registrant as specified in its charter)

Delaware		001-36510		20-3857670
(State or other jurisdiction of incorporation)		(Commission File Number)		(I.R.S. Employer Identification No.)

Three Bala Plaza East, Suite 506 Bala Cynwyd, Pennsylvania		19004
(Address of principal executive offices)		(Zip Code)

Registrant’s telephone number, including area code: (844) 511-9056

(Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class		Trading Symbol(s)		Name of each exchange on which registered
Common Stock, par value $0.001 per share		LRMR		Nasdaq Global Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 Results of Operations and Financial Condition.

On July 29, 2025, Larimar Therapeutics, Inc. (the “Company”) announced in a preliminary prospectus supplement filed pursuant to Rule 424(b)(5) of the Securities Act of 1933, as amended (the “Securities Act”), that, as of June 30, 2025, the Company had approximately $138.5 million of cash, cash equivalents and marketable securities. The Company has not yet completed its quarter-end financial close processes for the quarter ended June 30, 2025. The review of the Company’s financial statements for the quarter ended June 30, 2025 is ongoing and could result in changes to this amount. This estimate of the Company’s cash, cash equivalents and marketable securities as of June 30, 2025 is preliminary, has not been audited, does not present all information necessary for an understanding of the Company’s financial condition as of June 30, 2025 and is subject to change upon completion of the Company’s financial statement closing procedures. The preliminary financial data included in this Current Report on Form 8-K has been prepared by, and is the responsibility of, the Company’s management. Additional information and disclosure would be required for a more complete understanding of the Company’s financial position and results of operations as of June 30, 2025.

The information furnished pursuant to this Item 2.02 is intended to be furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act or the Exchange Act, except as expressly set forth by specific reference in such filing.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Larimar Therapeutics, Inc.
By:		/s/ Carole S. Ben-Maimon, M.D.
Name:		Carole S. Ben-Maimon, M.D.
Title:		President and Chief Executive Officer

Date: July 29, 2025

FAQ

What cash balance did Larimar Therapeutics (LRMR) report in its 8-K?

The company estimated $138.5 million in cash, cash equivalents and marketable securities as of 30 Jun 2025.

Is the $138.5 million cash figure audited?

No. Management states the amount is preliminary and unaudited and could change after the Q2 close.

Which item of the 8-K does the disclosure fall under?

It is furnished under Item 2.02 – Results of Operations and Financial Condition.

Does the filing include earnings or revenue data?

No. The 8-K only provides the preliminary cash balance; no income statement figures were disclosed.

Why was the cash figure also included in a Rule 424(b)(5) prospectus supplement?

The company disclosed the same estimate in that supplement, typically used when registering or updating securities offerings.