LIMNHIGH SIGNALFINANCIAL10-Q

LIMN shows severe financial deterioration with net losses increasing 851% while cash position remains critically low at $724K.

The company's financial condition has dramatically worsened, with operating losses expanding 51% and net losses ballooning from $214K to $2.0M over just three months. Despite some balance sheet improvements from debt reduction, the company maintains an accumulated deficit exceeding $30M and appears to be burning through its limited cash reserves rapidly.

Comparing 2025-11-14 vs 2025-10-06View on EDGAR →
FINANCIAL ANALYSIS

LIMN experienced severe financial deterioration with net losses exploding 851% to $2.0M and operating losses expanding 51% to $2.1M, while R&D expenses increased 15%. Although the balance sheet shows apparent improvement with stockholders' equity rising 81% and total liabilities declining 72%, this appears largely due to debt restructuring rather than operational improvements, as total assets still contracted 30% and current assets fell 33%. The overall picture signals a company in financial distress with accelerating losses, minimal cash reserves of $724K, and a massive accumulated deficit exceeding $30M.

FINANCIAL STATEMENT CHANGES
Net Income
P&L
-851.1%
-$214K-$2.0M

Net income declined 851.1% — review whether driven by operations, interest costs, or non-recurring items.

Stockholders Equity
Balance Sheet
+81.3%
-$8.8M-$1.6M

Equity base grew 81.3% — retained earnings accumulation or equity issuance strengthening the balance sheet.

Current Liabilities
Balance Sheet
-72.8%
$10.5M$2.9M

Current liabilities reduced — improved short-term financial position and working capital health.

Total Liabilities
Balance Sheet
-72.1%
$10.7M$3.0M

Liabilities reduced 72.1% — deleveraging improves balance sheet strength and financial flexibility.

Operating Income
P&L
-50.7%
-$1.4M-$2.1M

Operating income deteriorated sharply — investigate whether driven by one-time charges or structural cost issues.

Current Assets
Balance Sheet
-32.5%
$1.8M$1.2M

Current assets declined 32.5% — monitor working capital adequacy and short-term liquidity.

Total Assets
Balance Sheet
-29.7%
$1.9M$1.3M

Total assets contracted 29.7% — asset sales, write-downs, or balance sheet optimization underway.

R&D Expense
P&L
+15.3%
$2.3M$2.7M

R&D investment increased 15.3% — signals commitment to future product development, though near-term margin impact.

LANGUAGE CHANGES
NEW — 2025-11-14
PRIOR — 2025-10-06
ADDED
On July 1, 2025, the Company issued the shares to the underwriters, which on July 1, 2025 had a fair value of $ 7,245,000 .
The deficiency letter had no immediate effect on the listing of the Company s common stock, and its common stock continued to trade on Nasdaq under the symbol LIMN .
On October 6, 2025, the Company filed its Form 10-Q for the period ended June 30, 2025 and the matter was closed.
As of September 30, 2025, the Company had $ 724,502 of cash in its bank accounts.
The Company has an accumulated deficit of $ 30,702,806 as of September 30, 2025.
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REMOVED
Employer Identification No.) 6 Centerpointe Drive #625 , La Palma , CA 90623 (Address of principal executive offices, including zip code) ( 213 ) 273-5453 (Registrant s telephone number, including area code) Liminatus Pharma, Inc.
(SUCCESSOR TO IRIS PARENT HOLDING CORP.) NOTES TO UNAUDITED CONDENSED CONSOLIDATED FINANCIAL STATEMENTS Note 1.
As of June 30, 2025, the shares remained unissued and the value of the Company s liability for the unissued shares is $ 7,805,000 , recorded in Deferred underwriting fee common stock payable on the accompanying unaudited condensed consolidated balance sheet.
On July 1, 2025, the Company issued the shares to the underwriters.
The Company has an accumulated deficit of $ 28,879,455 as of June 30, 2025.
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