NMRAHIGH SIGNALFINANCIAL10-K

NMRA experienced severe financial deterioration with stockholders' equity plummeting 64% to $104M while total liabilities nearly tripled to $87M, indicating potential liquidity stress despite increased cash position.

The dramatic erosion of stockholders' equity combined with the tripling of liabilities suggests significant dilutive financing activities or major write-downs that have severely impacted the company's financial foundation. While cash increased 28%, the overall balance sheet deterioration raises concerns about the company's ability to fund operations without further dilutive equity raises, particularly given the continued high cash burn rate of over $200M annually.

Comparing 2026-03-30 vs 2025-03-03View on EDGAR →
FINANCIAL ANALYSIS

NMRA's financial position deteriorated significantly with stockholders' equity collapsing 64% to $104M while total liabilities surged 192% to $87M, suggesting major dilutive financing or significant write-downs occurred during the period. Despite cash increasing 28% to $183M, total assets declined 40% and operating cash flow worsened to -$206M, indicating the company consumed substantial resources while likely issuing equity at unfavorable terms. The combination of reduced R&D spending (-12%) with worsening cash burn suggests cost-cutting measures amid financial stress, creating a challenging backdrop for advancing their clinical programs.

FINANCIAL STATEMENT CHANGES
Total Liabilities
Balance Sheet
+191.5%
$29.9M$87.2M

Liabilities grew 191.5% — significant increase in debt or obligations, assess impact on financial flexibility.

Capital Expenditure
Cash Flow
-77.1%
$511K$117K

Capex reduced 77.1% — investment cycle winding down or capital discipline; may improve near-term free cash flow.

Stockholders Equity
Balance Sheet
-63.8%
$287.1M$103.9M

Equity declined sharply — large losses, buybacks, or write-downs reducing book value significantly.

Total Assets
Balance Sheet
-39.7%
$317.0M$191.0M

Total assets contracted 39.7% — asset sales, write-downs, or balance sheet optimization underway.

Current Assets
Balance Sheet
-39.3%
$314.1M$190.5M

Current assets declined 39.3% — monitor working capital adequacy and short-term liquidity.

Cash & Equivalents
Balance Sheet
+28.4%
$142.1M$182.5M

Cash grew 28.4% — improving liquidity position supports investment and shareholder returns.

Operating Cash Flow
Cash Flow
-12.8%
-$182.9M-$206.4M

Operating cash flow softened — monitor whether temporary working capital timing or structural deterioration.

R&D Expense
P&L
-12.4%
$200.9M$176.1M

R&D spending cut 12.4% — could signal cost discipline or concerning reduction in innovation investment.

LANGUAGE CHANGES
NEW — 2026-03-30
PRIOR — 2025-03-03
ADDED
Overview We are a clinical-stage biopharmaceutical company founded to confront the greatest medical challenges of our generation by bringing forward the next generation of novel therapies with brain-penetrant chemistry that offer improved treatment outcomes and quality of life for patients.
Our therapeutic pipeline currently consists of programs that target novel mechanisms of action for a broad range of underserved, prevalent diseases.
We are advancing a Phase 3 program for navacaprant, a novel once-daily oral kappa opioid receptor ( KOR ) antagonist that is being developed for the treatment of major depressive disorder ( MDD ), which we believe has the potential to provide significant advantages relative to the standard of care, if approved.
We are also advancing NMRA-511, a highly selective, novel antagonist of the vasopressin 1a receptor ( V1aR ) being developed for the treatment of agitation associated with dementia due to Alzheimer s disease ( AD ).
Beyond navacaprant and NMRA-511, Neumora is advancing NMRA-898, a novel M4 PAM with potential best in class pharmacology for the treatment of schizophrenia.
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REMOVED
Overview We are a clinical-stage biopharmaceutical company founded to confront the global brain disease crisis by taking a fundamentally different approach to the way treatments for brain diseases are developed.
We have rapidly scaled our therapeutic pipeline, which currently consists of seven neuroscience programs, including two clinical programs, that target novel mechanisms of action for a broad range of underserved neuropsychiatric disorders and neurodegenerative diseases.
Our most advanced product candidate, navacaprant (NMRA-140), is a novel once-daily oral kappa opioid receptor (KOR) antagonist that is being developed for the treatment of major depressive disorder (MDD), which we believe has the potential to provide significant advantages relative to the standard of care, if approved.
Neumora expects to report topline data from KOASTAL-3 in the first quarter of 2026 and KOASTAL-2 in the second quarter of 2026.
Our next most advanced product candidate is NMRA-511, a highly selective, novel antagonist of the vasopressin 1a receptor (V1aR) being developed for the treatment of agitation associated with dementia due to Alzheimer's disease (AD).
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