hospitalphysician
Posted - 53 minutes from now
@newfguy Exactly. Quite literally, $NAMS is in a class by itself. Most patients can take obiceptrapib and meet their LDL goal. When you look at the extra benefits on diabetes, Alzheimerβs, LPa, HDL, small particles, for most lipid patients, this should be the drug of choice. I just hope that the safety profile remains comparable to placebo. Given the CETP class history, the biggest risk here is whether any side effects are seen.
newfguy
Posted - 4 hours ago
$NAMS Imagine the acquisition value of NAMS when more competitors realize obicetrapib will evaporate the market for injectable PCSK9 drugs
IN0V8
Posted - 5 hours ago
$NAMS Opportunity Leerink Partners raises PT to $45 from $42
newfguy
Posted - 6 hours ago
$NAMS strong confident presentation at Jeffries Conference in London this morning. Yesterday's uninformed selloff was a gift
G101SPM
Posted - 7 hours ago
$NAMS $20.28 bid. SELL/TAKE PROFIT on compromised SPM tag as auxiliary subset "EM" (enterprise model) failed to confirm rating score. *DAC (dollar average cost) (2) $17.675. * Click SEARCH (magnifying glass) icon on our landing page to review the postings.
G101SPM
Posted - 7 hours ago
HEAD'S UP. PLAN TO LIQUIDATE LONG POSITION ON $NAMS.
donatflorida
Posted - 9 hours ago
$NAMS back to the 15s
newfguy
Posted - 21 hours ago
$NAMS comical to read financial analysts' take on biostatistics and clinical trial results. Experts such as CEO Davidson and CSO Kastelein were patient in responding to questions from the peanut gallery
masonat
Posted - 22 hours ago
$NAMS Tandem thoughts:
Honestly surprised the stock moved as much as it did. I figured there'd be little movement regardless of the results because at the end of the day it's a small 12 week study that was simply designed to show that a fixed-dose combination of obi and eze is safe and effective. And...it showed exactly that.
Topline results looked a little underwhelming but a closer look showed obi performed exactly as expected. Lp(a) looked fantastic again. They observed a synergistic effect between obi and eze yet again, whereas eze on top of statins/BA is simply additive. Not sure what the sell-off was about but guessing it was either a "sell the news" event or people comparing headline numbers to poorly calibrated expectations.
Obi as an FDC lowers LDL as much as anything on the market and may have a much better safety profile than any oral option. Ultimately the CVOT data will determine where this goes, but hopefully Broadway gives us some momentum in the meantime.
G101SPM
Posted - 1 day ago
$NAMS $20.09 bid. *DAC (dollar average cost) (2) $17.675 last $18.50 (11.20.24) UPDATE: Shares crashed today after / experimental cholesterol treatment lowered "bad" LDL by 50%. The performance should have "rocketed" the stock at least 25%/ but "no!" So what's the deal? The company's combination of drugs called obicetrapib and ezetimibe reduced LDL cholesterol by an average 52.2% after 84 days. At the median, the reduction was 54%. William Blair analyst Matt Phipps says the results generally line up with investors' expectations. But they fell short of a midstage study called Rose 2 where the two drugs led to an average 59% reduction in LDL cholesterol. According to street noise, 'they' expected NewAmsterdam's fixed-dose combination, or FDC, to lead to a 65% reduction in LDL cholesterol. Bottom line: FDA will approve 50% performance since the best statins is less effective and with more side-effects.
newfguy
Posted - 1 day ago
$NAMS love panic selling. gift to put sellers
Luckiest_Man_Alive
Posted - 1 day ago
$NAMS
Luckiest_Man_Alive
Posted - 1 day ago
$NAMS OK! I am getting In. Wish me luck πππππππ
7οΈβ£7οΈβ£7οΈβ£
πππππππ
(do not follow, I am here to lose money)
Barbell_Investment_Ideas
Posted - 1 day ago
$NAMS I'm still here cause I bought a few k Spac warrants (pre merger announcement), I don't have a clue about biotechs or pharma plays in general ... but I do M&A for a living ... and this smells like a juicy buyout candidate ... the acquirer need some certainty re the still necessary p3/4 outcomes data ... but most likely rather 85% than 100% certainty
Barbell_Investment_Ideas
Posted - 1 day ago
$NAMS last time it started down close to 40%, just to be positive for the day at around lunch time π
Jakeipedia
Posted - 1 day ago
$NAMS itβs always so tempting to book profits when Iβm netted around 12 and the sell off is ferocious β¦ then I think wtf drug looks solid. Market is frustrating sometimes
newfguy
Posted - 1 day ago
$NAMS same selloff has happened with prior study results. consistently excellent results of Phase 3 trials.
newfguy
Posted - 1 day ago
$NAMS BTFD
Pianomemo
Posted - 1 day ago
$NAMS Multibillion dollar drug + more indications or kombinations possible
Tomthefirst
Posted - 1 day ago
$NAMS and Steven is out
djohnson591
Posted - 1 day ago
It will take $NAMS 3 to 4 years to get to where $ESPR is right now and they will probably only get approved for Secondary Prevention. Statins and BA are the only approved primary prevention drugs on the market (70m TAM), this is why management mentioned that they'll be mainly focused on this segment in the future. All other drugs have to deal with the leftovers in Secondary Prevention (30m TAM). Just wait until a BP get's their hands on BA in the US market! It'll be game over for most other alternatives.
masonat
Posted - 1 day ago
$NAMS lp(a) reduction looks even better than what we saw in Brooklyn.
OpenOutcrier
Posted - 1 day ago
$NAMS (-21.4% pre) NewAmsterdam Pharma stock falls on trial data - SA https://ooc.bz/l/48781
Lucid__Dreamer
Posted - 1 day ago
$NAMS So when is next dilution? You know - since they donβt have meaningful revenue yet?
Way overvalued at moment. Further to fall.
Lucid__Dreamer
Posted - 1 day ago
$ESPR $NAMS Reminderβ¦
C_H
Posted - 1 day ago
$NAMS unfamiliar with the nuances of this drug that the street isnβt liking. I own $ESPR which is a non statin LDL lowering med with CV indication. Always like to check on competition. Thanks
masonat
Posted - 1 day ago
$NAMS tandem results a bit underwhelming. I don't mind a nice price drop because I wasn't buying more at $20+ and am planning to hold until CVOT (or buyout).
G101SPM
Posted - 1 day ago
* CORRECTION AS TO PRIOR DATE BUY. $NAMS $18.50 ask. BUY/ADD TO LONG POSITION carries SPM 88.01 tag to $45.00 in midterm DAC (dollar average cost) (2) $17.675 last $16.85 (8.27.24). * Click SEARCH (magnifying glass) icon on our landing page to review the postings.
jfsiman
Posted - 1 day ago
$NAMS stock down on good data. Priced in.
G101SPM
Posted - 1 day ago
$NAMS $18.50 ask. BUY/ADD TO LONG POSITION carries SPM 88.01 tag to $45.00 in midterm DAC (dollar average cost) (2) $17.675 last $16.85 (8.37.24).