NMRA 最新10-Q变化
将 NMRA 最新的定期申报(10-K/10-Q)与上一份同类型申报逐章节对比:每个章节新增/删除的段落数与原文摘录。全部为确定性文本对比——无相似度评分、无方向判断、非投资建议。
对比:10-Q · 2026-05-07 与上一份 10-Q · 2025-11-06
| 章节 | 结果 | 新增 | 删除 | 微调 | 未变 |
|---|---|---|---|---|---|
| 管理层讨论与分析 | 文字有新增/删除 | +20 | −36 | ~18 | 40 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~3 | 3 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~2 | 0 |
| 法律诉讼 | 文字有新增/删除 | +1 | −1 | 0 | 1 |
| 风险因素 | 文字有新增/删除 | +26 | −24 | ~50 | 475 |
| 其他信息 | 文字有新增/删除 | +2 | −4 | 0 | 2 |
计数单位为段落;"新增/删除"指相对上一份文件新增/删除的文字,不含方向或好坏判断。
代表性摘录
每个章节最多 5 条、每条约 300 字符的原文摘录,直接来自两份 SEC 文件。
管理层讨论与分析
相对上期新增的文字 · 来源:10-Q · 2026-05-07
Research and development expenses decreased by $13.6 million, or 26%, to $38.6 million for the three months ended March 31, 2026, from $52.2 million for the three months ended March 31, 2025.
reduced NMRA-511 program costs of $1.4 million due to lower clinical trial costs with the completion of the Phase 1b study,
partially offset by a $1.7 million increase in preclinical research and manufacturing.
Internal and unallocated expenses decreased $10.4 million, which were primarily due to:
a decrease in other costs of $7.4 million primarily due to no activity under our research and collaboration agreements with Amgen in the current period, compared to $6.3 million in the prior period. The Amgen Collaboration Agreement automatically terminated upon its third anniversary in September 20…
相对上期删除的文字 · 来源:10-Q · 2025-11-06
Research and development expenses decreased by $20.1 million, or 33%, to $40.5 million for the three months ended September 30, 2025, from $60.6 million for the three months ended September 30, 2024.
partially offset by a $3.0 million increase in preclinical research and manufacturing.
Internal and unallocated expenses decreased $16.7 million, which were primarily due to:
a decrease in other costs of $13.5 million due to no activity under our research and collaboration agreements with Amgen in the current period, compared to $12.5 million in the prior period. The Amgen Collaboration Agreement automatically terminated upon its third anniversary in September 2024 and a…
Lower personnel-related costs of $3.2 million due to a reduction in stock based compensation expense primarily driven by lower headcount and the decreased value of stock options granted.
法律诉讼
相对上期新增的文字 · 来源:10-Q · 2026-05-07
On February 6, 2025, a purported stockholder of the Company filed a lawsuit against us, certain executive officers, and certain underwriters in the United States District Court for the Southern District of New York (Case No. 1:25-cv-01072). The complaint is a putative class action alleging violation…
相对上期删除的文字 · 来源:10-Q · 2025-11-06
On February 6, 2025, a purported stockholder of the Company filed a lawsuit against us, certain executive officers, and certain underwriters in the United States District Court for the Southern District of New York (Case No. 1:25-cv-01072). The complaint is a putative class action alleging violation…
风险因素
相对上期新增的文字 · 来源:10-Q · 2026-05-07
We have devoted a significant portion of our financial resources and efforts to building our organization, acquiring technologies and companies, executing clinical and preclinical studies, conducting research and development, identifying and developing potential
product candidates, building our precision neuroscience approach, organizing and staffing our company, business planning, establishing, maintaining and protecting our intellectual property portfolio, raising capital and providing general and administrative support for these operations. We have not c…
We are a clinical‑stage biopharmaceutical company with a limited operating history upon which you can evaluate our business and prospects. Since our inception in November 2019, we have devoted substantially all of our resources and efforts to building our organization, acquiring technologies and com…
the effect of any potential supply chain interruptions or delays, including those related to geopolitical issues;
including commercial manufacturing supply, and may require us to build a commercial organization and make substantial investment and significant marketing efforts before we generate any revenue from product sales. We are not permitted to market or promote any of our product candidates before we rece…
相对上期删除的文字 · 来源:10-Q · 2025-11-06
We have devoted a significant portion of our financial resources and efforts to building our organization, acquiring technologies and companies, executing clinical and preclinical studies, conducting research and development, identifying and developing potential product candidates, building our prec…
To become and remain profitable, we must succeed in identifying, developing, conducting successful clinical trials, obtaining regulatory approval for, and eventually commercializing, products that generate significant revenue. This will require us to be successful in a range of challenging activitie…
We are a clinical‑stage biopharmaceutical company with a limited operating history upon which you can evaluate our business and prospects. Since our inception in November 2019, we have devoted substantially all of our resources and efforts to building our organization, acquiring technologies and com…
preclinical stages of development, and we have not yet demonstrated our ability to successfully complete any late‑stage or registrational/pivotal clinical trials, obtain regulatory approvals, manufacture a commercial scale product or arrange for a third party to do so on our behalf, or conduct sales…
addressing any potential supply chain interruptions or delays;
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-05-07
The following table describes, for the three months ended March 31, 2026, each trading arrangement for the purchase or sale of Company securities adopted, modified or terminated by our directors and officers that is either (1) a contract, instruction or written plan intended to satisfy the affirmati…
(1) Trading arrangement was originally adopted August 30, 2024.
相对上期删除的文字 · 来源:10-Q · 2025-11-06
See Note 15 – Subsequent Event to our condensed consolidated financial statements included elsewhere in this Quarterly Report on Form
10-Q for information regarding the amendment to the loan and security agreement with K2 HealthVentures LLC.
The following table describes, for the three months ended September 30, 2025, each trading arrangement for the purchase or sale of Company securities adopted, modified or terminated by our directors and officers that is either (1) a contract, instruction or written plan intended to satisfy the affir…
(1) Changed the timing and price limits of sales under the trading arrangement originally adopted on April 22, 2024.
如何读 10-Q 的风险因素(第 1A 项)
10-Q 的风险因素章节有三种常见形态,本页按其一分类展示:
- 指向(pointer) — 公司仅声明"无重大变化"并指向年度 10-K 的完整风险因素;本季没有自己的风险文本可对比。
- 部分更新(partial) — 公司写明"除下述外无重大变化",只更新部分风险;摘录展示的正是本季新增的内容。
- 全文重述(restated) — 本季重新给出完整风险因素。若上一季只是"指向",则无法逐段对比,本页会将其标为"本季全文重述"。
这只是对文件结构的客观描述,不构成对风险高低的判断。
数据来自 SEC EDGAR 两份申报文件的文本级对比 · 确定性计算(无 AI 生成内容)· 仅供参考 · 非投资建议