Form 8-K

8-K — Alamar Biosciences, Inc.

Accession: 0001193125-26-342378

Filed: 2026-08-10

Period: 2026-08-10

CIK: 0002104204

SIC: 3826 (LABORATORY ANALYTICAL INSTRUMENTS)

Item: Results of Operations and Financial Condition

Item: Financial Statements and Exhibits

Documents

8-K — ck0002104204-20260810.htm (Primary)

EX-99.1 (ck0002104204-ex99_1.htm)

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Filename: ck0002104204-20260810.htm · Sequence: 1

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false000210420400021042042026-08-102026-08-10

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 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): August 10, 2026

Alamar Biosciences, Inc.

(Exact name of Registrant as Specified in Its Charter)

Delaware

001-43235

36-4899036

(State or Other Jurisdiction

of Incorporation)

(Commission File Number)

(IRS Employer

Identification No.)

47071 Bayside Parkway

Fremont, California

94538

(Address of Principal Executive Offices)

(Zip Code)

Registrant’s Telephone Number, Including Area Code: (510) 626-9888

N/A

(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 $0.0001 per share

ALMR

The Nasdaq Stock Market LLC

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 August 10, 2026, Alamar Biosciences, Inc. (the “Company”) issued a press release announcing its financial results for the quarter ended June 30, 2026. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.

All of the information furnished in this Item 2.02 and Exhibit 99.1 of this Current Report on Form 8-K 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, and shall not be incorporated by reference in any filing made by the Company under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.

Item 9.01 Financial Statements and Exhibits.

Exhibit

number

Description

99.1

Press Release dated August 10, 2026

104

Cover Page Interactive Data File (embedded within the Inline XBRL document)

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.

Alamar Biosciences, Inc.

Date: August 10, 2026

By:

/s/ Justin McAnear

Justin McAnear

Chief Financial Officer

(Principal Financial Officer and Principal Accounting Officer)

EX-99.1

Filename: ck0002104204-ex99_1.htm · Sequence: 2

EX-99.1

Exhibit 99.1

Alamar Biosciences Reports Second Quarter 2026 Financial Results and Provides 2026 Revenue Guidance

FREMONT, Calif.--August 10, 2026 (GLOBE NEWSWIRE)—Alamar Biosciences, Inc. (Nasdaq: ALMR), a leader in precision proteomics dedicated to enabling the earliest detection of disease, today reported financial results for the quarter ended June 30, 2026.

Recent Highlights

•

Generated $29.4 million of total revenue for the second quarter of 2026, an increase of 82% as compared to the corresponding period of 2025

•

Launched the first commercial multiplexed blood-based immunoassay for eMTBR-tau, available in our NULISAseq™ Neuro 220 Panel and through our Technology Access Program, enabling scalable, non-invasive measurement of tau tangle burden

•

Expanded strategic partnership with the Alzheimer's Disease Data Initiative and Gates Ventures to deliver a combined dataset of more than 140,000 samples

•

Launched the NULISAseq™ Immune 340 Panel, our broadest multiplexed immune profiling solution for translational research and drug development

•

Providing full-year 2026 revenue guidance of $116 million to $120 million, representing growth of 59% at the midpoint of the range as compared to 2025

"We delivered a strong second quarter with consumable revenue growing nearly 150% year-over-year," said Yuling Luo, PhD, founder, CEO, and chair of Alamar Biosciences. "With the recent launches of eMTBR-tau and the Immune 340 Panel strengthening our content menu and extending into new disease areas, we believe we are well-positioned to sustain momentum into the coming quarters."

Second Quarter 2026 Financial Results

Revenue was $29.4 million for the second quarter of 2026, an 82% increase from $16.2 million for the corresponding prior-year period. Instrument revenue grew 35% to $7.8 million, from $5.8 million for the corresponding prior-year period, driven primarily by continued growth in new instrument placements. Consumable revenue grew 147% to $15.5 million, from $6.3 million for the corresponding prior-year period, driven primarily by strong demand for multiplex panels. Services and other revenue grew 49% to $6.2 million, from $4.1 million for the corresponding prior-year period.

Gross margin was 60% for the second quarter of 2026, as compared to 53% for the corresponding prior-year period. The increase in gross margin was primarily driven by manufacturing efficiencies for consumables and a favorable shift in mix toward high-margin consumables.

Operating expenses were $31.2 million for the second quarter of 2026, an 89% increase from $16.5 million for the corresponding prior-year period. The year-over-year increase in operating expenses was primarily related to planned investments in headcount, infrastructure and R&D capabilities as well as incremental public company costs.

Operating loss was $13.5 million for the second quarter of 2026, as compared to an operating loss of $7.9 million for the corresponding prior-year period. This includes $3.3 million of stock-based compensation for the second quarter of 2026, as compared to $0.7 million for the second quarter of 2025.

Net loss was $13.2 million for the second quarter of 2026 and higher than the $7.0 million net loss in the corresponding prior-year period.

Cash, cash equivalents, short-term investments and restricted cash were $256.3 million as of June 30, 2026.

2026 Guidance

Alamar Biosciences expects full year 2026 revenue to be in the range of $116 million to $120 million, representing growth of 59% at the midpoint of the range compared to full year 2025.

Webcast Information

Alamar Biosciences will host a conference call to discuss the second quarter 2026 financial results after market close on Monday, August 10, 2026 at 1:30 pm Pacific Time / 4:30 pm Eastern Time. A webcast of the conference call can be accessed at https://investors.alamarbio.com/.

About Alamar Biosciences, Inc.

Alamar is a commercial-stage proteomics company establishing a gold standard in protein detection and analysis. Leveraging our proprietary NULISA™ technology and the ARGO™ HT System, our platform is designed to detect protein biomarkers at extremely low concentrations in blood with ultra-high sensitivity, high specificity, flexible multiplexing, broad dynamic range and seamless automation. We refer to this combination of features as “Precision Proteomics,” and believe it fills a critical gap in the field of advanced proteomics, helping researchers unlock the full spectrum of protein biomarkers across disease states. Learn more at alamarbio.com.

Forward Looking Statements

This press release contains forward-looking statements, including statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These statements may be identified by words such as "aims," "anticipates," "believes," "could," "estimates," "expects," "forecasts," "intends," "may," "plans," "possible," "potential," "seeks," "will" and variations of these words or similar expressions that are intended to identify forward-looking statements. Any such statements in this press release that are not statements of historical fact may be deemed to be forward-looking statements. These forward-looking statements include, without limitation, statements regarding Alamar Biosciences’ estimates for the full year 2026, its financial outlook, future plans and prospects, its ability to accelerate adoption of its platform and establish a new gold standard in protein detection and analysis, its anticipated sustained momentum in revenue growth from the recent launches of eMTBR-tau and the Immune 340 Panel, and Alamar Biosciences’ ability to grow its business. Any forward-looking statements in this press release are based on Alamar Biosciences’ current expectations, estimates and projections only as of the date of this release and are subject to a number of risks and uncertainties that could cause actual results to differ materially and adversely from those set forth in or implied by such forward-looking statements. Readers are cautioned that actual results could differ materially from those expressed or implied in Alamar Biosciences’ forward-looking statements due to a variety of risks and uncertainties, which include, without limitation, risks and uncertainties related to intense competition in the proteomics market, exposure to legal proceedings, regulatory inquiries and other legal matters, failure to develop new assays or instruments, dependence on researchers who rely heavily on government funding, reductions in spending by research and academic institutions, the potential for products to be subject to more onerous regulation by the FDA or other regulatory requirements, the complexity of manufacturing Alamar Biosciences’ instruments and consumables, failure to obtain marketing authorizations for future products that are intended for clinical or diagnostic use, Alamar Biosciences’ ability to protect its intellectual property and other risks and uncertainties described in Alamar Biosciences’ filings with the Securities and Exchange Commission (SEC), including those described from time to time under the caption “Risk Factors” and elsewhere in Alamar Biosciences’ filings with the SEC, including its Quarterly Report on Form 10-Q filed with the SEC on May 8, 2026. Alamar Biosciences explicitly disclaims any obligation to update any forward-looking statements except to the extent required by law.

Investor contact:

investors@alamarbio.com

Media contact:

media@alamarbio.com

Alamar Biosciences, Inc.

Condensed Consolidated Statements of Operations

(Unaudited, in thousands, except share and per share data)

Three Months Ended June 30,

Six Months Ended June 30,

2026

2025

2026

2025

Revenue:

Product revenue

23,269

12,040

44,610

21,209

Service and other revenue

6,158

4,122

10,852

8,044

Total revenue(1)

29,427

16,162

55,462

29,253

Cost of revenue:

Cost of product revenue(2)

9,858

6,489

19,668

11,860

Cost of service and other revenue(2)

1,851

1,092

3,619

2,423

Total cost of revenue

11,709

7,581

23,287

14,283

Gross profit

17,718

8,581

32,175

14,970

Operating expenses:

Research and development(2)

13,817

8,895

26,834

17,197

Selling, general and administrative(2)

17,433

7,605

31,220

14,245

Total operating expenses

31,250

16,500

58,054

31,442

Loss from operations

(13,532

)

(7,919

)

(25,879

)

(16,472

)

Interest income, net

1,875

630

2,414

1,416

Interest expense

(224

)

(48

)

(447

)

(94

)

Loss on remeasurement of convertible notes

(1,377

)

—

(9,971

)

—

Other (expense) income, net

(34

)

314

(270

)

468

Net loss before income tax

(13,292

)

(7,023

)

(34,153

)

(14,682

)

Provision for (benefit from) income taxes

(93

)

—

371

—

Net loss

(13,199

)

(7,023

)

(34,524

)

(14,682

)

Net loss per share, basic and diluted

(0.22

)

(0.62

)

(0.97

)

(1.30

)

Weighted-average common shares outstanding, basic and diluted

58,665,055

11,409,556

35,589,492

11,334,630

(1)

The following table represents revenue by source for the periods indicated:

Three Months Ended June 30,

Six Months Ended June 30,

(in thousands)

2026

2025

2026

2025

Instruments

7,788

5,773

15,169

9,919

Consumables

15,481

6,267

29,441

11,290

Services

6,158

4,122

10,852

7,794

Other revenue

—

250

Total

29,427

16,162

55,462

29,253

(2)

Includes stock-based compensation expense as follows:

Three Months Ended June 30,

Six Months Ended June 30,

(in thousands)

2026

2025

2026

2025

Cost of product revenue

Cost of service and other revenue

Research and development

838

262

1,230

491

Selling, general and administrative

2,339

399

3,378

768

Total stock-based compensation expense

3,280

680

4,747

1,299

Alamar Biosciences, Inc.

Condensed Consolidated Balance Sheets

(Unaudited, in thousands)

June 30,

2026

December 31,

2025

ASSETS

Current Assets

Cash and cash equivalents

132,969

30,002

Short-term investments

117,083

—

Accounts receivable

20,344

12,753

Inventory

45,409

38,482

Prepaid expenses and other current assets

15,577

13,468

Total current assets

331,382

94,705

Restricted cash

6,254

4,907

Property and equipment, net

13,358

10,498

Operating lease right-of-use assets

35,798

26,130

Capitalized software, net

1,605

1,988

Other assets—noncurrent

2,578

1,764

Total assets

390,975

139,992

LIABILITIES, CONVERTIBLE PREFERRED STOCK AND STOCKHOLDERS' EQUITY (DEFICIT)

Current Liabilities

Accounts payable

13,790

5,872

Accrued and other current liabilities

11,893

15,759

Short-term operating lease liabilities

2,277

2,099

Total current liabilities

27,960

23,730

Long-term operating lease liabilities

39,182

29,564

Warrant liabilities

—

247

Term debt

9,947

9,810

Other noncurrent liabilities

1,029

599

Total liabilities

78,118

63,950

Convertible preferred stock

—

234,996

Stockholders’ equity (deficit)

Founders preferred stock

—

Common stock

Additional paid-in capital

516,288

9,892

Accumulated other comprehensive loss

(139

)

(72

)

Accumulated deficit

(203,299

)

(168,775

)

Total stockholders’ equity (deficit)

312,857

(158,954

)

Total liabilities, convertible preferred stock and stockholders' equity (deficit)

390,975

139,992

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