NAMS
NewAmsterdam Pharma Co N.V.
Next earnings Aug 4, 2026 (before open) · consensus $-0.50 EPS, $1.70M rev
Last earnings +12.5% on 2026-05-07
$32.79
▲ +0.47%$32.79▲ +80.14%
over 1Y
L $17.96EODHDH $41.45
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today+0.5%
1W+8.2%
1M-9.6%
3M+5.2%
YTD-7.3%
1Y+79.3%
Hold
Conviction
Horizon
Medium (3–12mo)
Street · 22 analysts
Strong Buy
Late-stage CETP story with positive Phase 3 readouts and EMA filing — but pre-revenue, cash-burning, and priced for approval.
NewAmsterdam is a single-asset, clinical-stage cardiometabolic company whose entire equity value rests on obicetrapib, an oral CETP inhibitor for LDL-C lowering. The MD&A confirms the program has cleared meaningful de-risking events: BROADWAY and BROOKLYN (obicetrapib monotherapy on top of statins) and TANDEM (obicetrapib + ezetimibe FDC) each met primary and secondary endpoints with statistically significant LDL-C reductions, and BROADWAY showed an exploratory 21% MACE reduction that the ongoing Phase 3 PREVAIL CVOT is designed to reconfirm. The EMA accepted the file for review in August 2025, and Menarini holds ex-US commercialization rights — a real partner validating the asset. That is why the market caps NAMS at $3.75B against just $22.5M of FY2025 revenue (P/S 166.7x): the price is not about the income statement, it is a probability-weighted bet on approval and uptake into a 30M-patient under-treated US ASCVD population that prefers oral over injectable therapy.
Sources: SEC EDGAR (CIK 0001936258, latest 10-Q filed 2026-05-07) · EODHD · analysis by claude-code · as of 6/25/2026, 1:17:01 PM.
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