Market Cap 3.79B
Revenue (ttm) 22.50M
Net Income (ttm) -203.82M
EPS (ttm) N/A
PE Ratio 0.00
Forward PE N/A
Profit Margin -905.87%
Debt to Equity Ratio 0.00
Volume 725,300
Avg Vol 780,656
Day's Range N/A - N/A
Shares Out 114.98M
Stochastic %K 91%
Beta 0.13
Analysts Strong Sell
Price Target $49.92

Company Profile

NewAmsterdam Pharma Company N.V., a late-stage biopharmaceutical company, develops therapies to enhance patient care in populations with cardiometabolic disease. It is developing Obicetrapib, an oral low-dose cholesteryl ester transfer protein (CETP) inhibitor, that is in various clinical trials as a monotherapy and a combination therapy with ezetimibe for lowering LDL-C for cardiovascular diseases. The company also develops Obicetrapib which is in Phase 2a clinical trial for Alzheimer's disease...

Industry: Biotechnology
Sector: Healthcare
Phone: 31 35 206 2971
Address:
Gooimeer 2-35, Naarden, Netherlands
masonat
masonat Apr. 3 at 1:34 PM
$NAMS Pooled safety analysis for obicetrapib published. Believe it or not, I think obi has a real shot at demonstrating statistically significant **better safety than placebo** (the first LLT ever?) in PREVAIL. https://www.sciencedirect.com/science/article/pii/S2666667726001418?via%3Dihub
1 · Reply
TrendEdgeLogan
TrendEdgeLogan Mar. 31 at 5:21 PM
$GH $KYMR $IMNM $NAMS $SOPH OCS PVLA ZYM SRZN ^^ best of the best healthcare / biotech names right now
0 · Reply
HAGAKURE
HAGAKURE Mar. 31 at 4:04 PM
$NAMS no revenues, no earnings … nothing here !!! Why such value ???
0 · Reply
masonat
masonat Mar. 31 at 11:51 AM
$NAMS This AI gives prevail just 37% probability of success. Always good to read the bear case to test your thesis. https://warpspeed.sh/forecast/exp-nams
1 · Reply
masonat
masonat Mar. 29 at 12:55 PM
$NAMS "What justifies a 3.5B valuation?" Have you ever been in a stock that's been bought out? I've had three just in the last four months (and I generally only hold 5-7 positions at a time). TERN: 6.7B BO with no revenue, P3 trials not even started yet. VTYX: 1.2B BO no revenue, no P3 trials initiated or even planned. CDTX: 9.2B BO with no revenue and no P3 results yet. Plenty more examples that I wasn't involved in. That's how this works. Pharma buys attractive assets for premium valuations, usually before they even get approved. If obicetrapib CVOT has good results, this will be a very high value target.
0 · Reply
Phasedrei
Phasedrei Mar. 29 at 8:06 AM
$NAMS Part 2 9. Starting in November 2027, with a very large clinical trial, then 1 pill (triple therapy) as a game-changer—the required bioequivalence studies for both (Rosu and Ator) have already been completed All of this would really give me pause OBI is not a miracle drug, and even that wouldn’t sell itself! Hmmm, I keep asking myself: What in God’s name justifies a $3.5 billion valuation for NAMS? What happens here if the inflated expectations aren’t met? I wouldn’t feel good about this! But maybe the few board participants here are only interested in the science and aren’t here for the investment.
1 · Reply
Phasedrei
Phasedrei Mar. 29 at 8:02 AM
$NAMS Obicetrapib works! But let’s summarize a few facts: 1. Currently, there are no long-term MACE 4 endpoint data—proof must first be provided that OBI also leads to an acceptable and significant reduction in cardiovascular events. Long-term: that’s all that matters! No CETP inhibitor has impressively achieved this before 2. No approval in the U.S. yet—expected by the end of 2027 3. Hardly any significant licensing revenue after approval in Germany by BC in the first year, due to a lack of GBA negotiations and health insurance discounts 4. No proprietary distribution structure or 5. No BA partner to date 6. No health insurance acceptance 7. No guideline recommendation in the foreseeable future 8. Already facing strong competition from widely accepted (statins or ezetimibe) and continuously growing (BA or PcsK9) therapies;
0 · Reply
Phasedrei
Phasedrei Mar. 28 at 5:35 PM
$NAMS Okay, a 12% risk reduction after 7 years Hmm, I'm really looking forward to the PEVAIL data Without MACE data, you're just flying blind By the way: Triple pill (Ator/Rosu + Ezetemib + Bempedoic acid) coming in November 2027 60–70% LDL reduction and massive hsCRP reduction; and those are in the guidelines and have been negotiated with health insurers next guideline update in 5–6 years I’m curious to see who will market Obicetrapib in the US Translated with DeepL.com (free version)
1 · Reply
masonat
masonat Mar. 28 at 12:14 PM
$NAMS Anacetrapib increased HDL 100%+ Longer follow-up showed *more* benefit, not less. Of course, the MACE benefit was largely driven by LDL, but the high HDL didn't have any negative impact.
0 · Reply
Phasedrei
Phasedrei Mar. 28 at 10:33 AM
$NAMS When can we expect the long-term data from the endpoint study? Annual data aren’t very meaningful; I am very curious to see the effects of an approximately 130% increase in HDL in long-term follow-up; HDL levels above 100 could have a pro-inflammatory effect and negatively outweigh other benefits of the substance; these results have also only emerged later in long-term follow-up for all other CETP inhibitors. what about anti-inflammatory effects? LPa—the slight reduction is a nice side effect, but you don’t get approval for that, and for LPa there will be other, very effective approaches in the foreseeable future: e.g., pelacarsen Translated with DeepL.com (free version)
0 · Reply
Latest News on NAMS
NewAmsterdam: Obicetrapib MAA Filings Merit Continued 'Buy' Rating

Nov 16, 2025, 10:30 AM EST - 5 months ago

NewAmsterdam: Obicetrapib MAA Filings Merit Continued 'Buy' Rating


NewAmsterdam Pharma to Host R&D Day on June 11, 2025

Jun 5, 2025, 8:00 AM EDT - 10 months ago

NewAmsterdam Pharma to Host R&D Day on June 11, 2025


Why Is NewAmsterdam Pharma Stock Trading Higher On Tuesday?

Dec 10, 2024, 11:14 AM EST - 1 year ago

Why Is NewAmsterdam Pharma Stock Trading Higher On Tuesday?


masonat
masonat Apr. 3 at 1:34 PM
$NAMS Pooled safety analysis for obicetrapib published. Believe it or not, I think obi has a real shot at demonstrating statistically significant **better safety than placebo** (the first LLT ever?) in PREVAIL. https://www.sciencedirect.com/science/article/pii/S2666667726001418?via%3Dihub
1 · Reply
TrendEdgeLogan
TrendEdgeLogan Mar. 31 at 5:21 PM
$GH $KYMR $IMNM $NAMS $SOPH OCS PVLA ZYM SRZN ^^ best of the best healthcare / biotech names right now
0 · Reply
HAGAKURE
HAGAKURE Mar. 31 at 4:04 PM
$NAMS no revenues, no earnings … nothing here !!! Why such value ???
0 · Reply
masonat
masonat Mar. 31 at 11:51 AM
$NAMS This AI gives prevail just 37% probability of success. Always good to read the bear case to test your thesis. https://warpspeed.sh/forecast/exp-nams
1 · Reply
masonat
masonat Mar. 29 at 12:55 PM
$NAMS "What justifies a 3.5B valuation?" Have you ever been in a stock that's been bought out? I've had three just in the last four months (and I generally only hold 5-7 positions at a time). TERN: 6.7B BO with no revenue, P3 trials not even started yet. VTYX: 1.2B BO no revenue, no P3 trials initiated or even planned. CDTX: 9.2B BO with no revenue and no P3 results yet. Plenty more examples that I wasn't involved in. That's how this works. Pharma buys attractive assets for premium valuations, usually before they even get approved. If obicetrapib CVOT has good results, this will be a very high value target.
0 · Reply
Phasedrei
Phasedrei Mar. 29 at 8:06 AM
$NAMS Part 2 9. Starting in November 2027, with a very large clinical trial, then 1 pill (triple therapy) as a game-changer—the required bioequivalence studies for both (Rosu and Ator) have already been completed All of this would really give me pause OBI is not a miracle drug, and even that wouldn’t sell itself! Hmmm, I keep asking myself: What in God’s name justifies a $3.5 billion valuation for NAMS? What happens here if the inflated expectations aren’t met? I wouldn’t feel good about this! But maybe the few board participants here are only interested in the science and aren’t here for the investment.
1 · Reply
Phasedrei
Phasedrei Mar. 29 at 8:02 AM
$NAMS Obicetrapib works! But let’s summarize a few facts: 1. Currently, there are no long-term MACE 4 endpoint data—proof must first be provided that OBI also leads to an acceptable and significant reduction in cardiovascular events. Long-term: that’s all that matters! No CETP inhibitor has impressively achieved this before 2. No approval in the U.S. yet—expected by the end of 2027 3. Hardly any significant licensing revenue after approval in Germany by BC in the first year, due to a lack of GBA negotiations and health insurance discounts 4. No proprietary distribution structure or 5. No BA partner to date 6. No health insurance acceptance 7. No guideline recommendation in the foreseeable future 8. Already facing strong competition from widely accepted (statins or ezetimibe) and continuously growing (BA or PcsK9) therapies;
0 · Reply
Phasedrei
Phasedrei Mar. 28 at 5:35 PM
$NAMS Okay, a 12% risk reduction after 7 years Hmm, I'm really looking forward to the PEVAIL data Without MACE data, you're just flying blind By the way: Triple pill (Ator/Rosu + Ezetemib + Bempedoic acid) coming in November 2027 60–70% LDL reduction and massive hsCRP reduction; and those are in the guidelines and have been negotiated with health insurers next guideline update in 5–6 years I’m curious to see who will market Obicetrapib in the US Translated with DeepL.com (free version)
1 · Reply
masonat
masonat Mar. 28 at 12:14 PM
$NAMS Anacetrapib increased HDL 100%+ Longer follow-up showed *more* benefit, not less. Of course, the MACE benefit was largely driven by LDL, but the high HDL didn't have any negative impact.
0 · Reply
Phasedrei
Phasedrei Mar. 28 at 10:33 AM
$NAMS When can we expect the long-term data from the endpoint study? Annual data aren’t very meaningful; I am very curious to see the effects of an approximately 130% increase in HDL in long-term follow-up; HDL levels above 100 could have a pro-inflammatory effect and negatively outweigh other benefits of the substance; these results have also only emerged later in long-term follow-up for all other CETP inhibitors. what about anti-inflammatory effects? LPa—the slight reduction is a nice side effect, but you don’t get approval for that, and for LPa there will be other, very effective approaches in the foreseeable future: e.g., pelacarsen Translated with DeepL.com (free version)
0 · Reply
masonat
masonat Mar. 26 at 2:12 AM
$NAMS Caveats with very different trial populations, but this might be a bigger differentiator than I was giving it credit for?
0 · Reply
newfguy
newfguy Mar. 25 at 10:25 PM
$NAMS MRK acquisition of Terns refocusing market on Pharma M&A candidates. bullish for NAMS
0 · Reply
masonat
masonat Mar. 25 at 6:15 PM
$NAMS Finally published on the renal benefit that was observed in Broadway and Brooklyn.
1 · Reply
masonat
masonat Mar. 25 at 2:35 PM
$NAMS If obicetrapib shows 20%+ MACE benefit (or even 15%+, honestly), you really have to wonder why anyone would choose anything over obi. In combination, sure. But if you only have to choose one?
1 · Reply
newfguy
newfguy Mar. 23 at 6:49 PM
$NAMS oversold
1 · Reply
Finlay2
Finlay2 Mar. 16 at 5:47 PM
$NAMS The Peter Attia Drive podcast just dropped a 50 minute special episode all about Obicetrapib. Recommend giving it a listen. Let me know your thoughts
4 · Reply
augie0030
augie0030 Mar. 14 at 12:42 AM
$ESPR shorts should move on to $NAMS now that the esperion short thesis is no longer a viable play and we are launching to the moon
0 · Reply
wRsYUeX
wRsYUeX Mar. 13 at 10:15 PM
$ESPR If we had a top tier CEO with credibility with Research Analysts and Institutional Shareholders, at minimum, we would have similar valuation as $NAMS. The Board of Directors is stacked with former colleagues and appointees of Sheldung. We all know who they are an they know what disservice they are doing to ESPR Shareholders.
1 · Reply
kemah
kemah Mar. 13 at 6:02 PM
$ESPR $NAMS New Amsterdam Pharma sits at a $3.5B market cap — 7× larger than $ESPR. They have no approved drug, no revenue, and are still in trials. Meanwhile $ESPR has an approved product and sales… yet trades at a fraction of the valuation. 7× the value for a company selling nothing. Let that sink in.
2 · Reply
masonat
masonat Mar. 9 at 1:18 PM
$NAMS Watch out for the SPINOZA trial 👀 That's about all the additional details so far 🤷🏻
0 · Reply
outlawinvestor1
outlawinvestor1 Mar. 9 at 1:00 PM
$NAMS ceo hinting that ada + mace data may not be that great with $MRK's enlicitide. keep an eye out for this data drop.
2 · Reply
newfguy
newfguy Mar. 6 at 4:43 PM
$NAMS volume down today. thank you weak hands!
0 · Reply