NAMS

A week ago, NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) came out with a strong set of quarterly numbers that could potentially lead to a re-rate of the stock. Results clearly exceeded expectations, with a substantial revenue beat leading to smaller losses in what looks like a definite win for investors. Revenues were US$3.0m and the statutory loss per share was US$0.39, smaller than the analysts had forecast. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. After the latest results, the 14 analysts covering NewAmsterdam Pharma are now predicting revenues of US$29.3m in 2026. If met, this would reflect a huge 30% improvement in revenue compared to the last 12 months. Losses are expected to hold steady at around US$1.83. Before this earnings announcement, the analysts had been modelling revenues of US$25.6m and losses of US$1.94 per share in 2026. So there's been quite a change-up of views after the recent consensus updates, with the analysts making a sizeable increase to their revenue forecasts while also reducing the estimated loss as the business grows towards breakeven. Check out our latest analysis for NewAmsterdam Pharma Despite these upgrades,the analysts have not made any major changes to their price target of US$49.81, implying that their latest estimates don't have a long term impact on what they think the stock is worth. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. The most optimistic NewAmsterdam Pharma analyst has a price target of US$60.14 per share, while the most pessimistic values it at US$38.03. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation. These estimates are interesting, but it can be useful to paint some more broad strok...

– Decisions on regulatory approval from EMA, UK, and Switzerland for obicetrapib and obicetrapib/ezetimibe fixed-dose combination expected in 2H26, and based on the outcomes, with potential launches by Menarini in 4Q26 in Germany and the UK – – PREVAIL interim analysis planned for 4Q2026 with result expected in 1Q2027 – – Completed enrollment in REMBRANDT; Topline data from RUBENS Phase 3 expected by year-end 2026 – – Presented new analyses of Phase 3 BROOKLYN and BROADWAY studies at the American College of Cardiology Annual Scientific Session (ACC) and simultaneously published in the American Journal of Preventative Cardiology– – $707.3 million in cash, cash equivalents and marketable securities at March 31, 2026 – – Management to host PREVAIL update call today at 8:00 AM ET – NAARDEN, the Netherlands and MIAMI, May 07, 2026 (GLOBE NEWSWIRE) -- NewAmsterdam Pharma Company N.V. (Nasdaq: NAMS or “NewAmsterdam” or the “Company”), a late-stage, clinical biopharmaceutical company developing oral, non-statin medicines for patients at risk of cardiovascular disease (“CVD”) with elevated low-density lipoprotein cholesterol (“LDL-C”), for whom existing therapies are not sufficiently effective or well-tolerated, today announced financial results for the quarter ended March 31, 2026 and provided a corporate update. “Our clinical execution remains strong. We have completed enrollment in REMBRANDT and continue to advance PREVAIL and RUBENS — three Phase 3 trials that underscore the breadth and maturity of our development program,” said Michael Davidson, M.D., Chief Executive Officer of NewAmsterdam Pharma. “We are excited following an initial blinded review of PREVAIL data after the two-year anniversary of enrollment completion — which showed a Year 1 overall MACE event rate consistent with BROADWAY and a Year 1-to-Year 2 overall MACE event rate lower than expected — and we have decided to conduct an interim analysis in the fourth quarter of 2026. This timing coincides with the minimum 2.5-year follow-up for the trial. We are optimistic about the interim analysis and expect to report the result of the analysis in the first quarter of 2027. Should the trial not stop for efficacy at that time, we anticipate completion by the end of 2027. We will provide further details at our annual Investor Day on August 5, 2026.” Clinical Development Updates NewAmsterdam is developing o...

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. NewAmsterdam Pharma (NAMS) has drawn fresh attention after appearing among billionaire Stan Druckenmiller’s preferred small and mid cap names, with institutional interest centering on obicetrapib’s Phase 3 LDL C lowering results. See our latest analysis for NewAmsterdam Pharma. NewAmsterdam Pharma’s share price has moved to US$34.01, with a 10.53% 1 month share price return and a 3.66% 7 day gain. The 1 year total shareholder return of 114.44% suggests strong longer term momentum, despite a 5% 3 month share price pullback as investors weigh obicetrapib’s Phase 3 data and rising hedge fund interest. If the obicetrapib story has caught your attention, it may be worth scanning other cardiometabolic and healthcare names through our healthcare AI stock ideas via the 34 healthcare AI stocks. With NewAmsterdam sitting at US$34.01, a 44% gap to the average analyst price target and a value score of 4 hint at potential mispricing. The key question is whether this represents a genuine opportunity or a market that is already pricing in future growth. NewAmsterdam Pharma trades on a P/B of 5.7x compared with 2.2x for the wider US biotech industry, so the share price is positioned at a premium to sector book value benchmarks. The P/B ratio compares the market value of the company with the accounting value of its net assets. This is a common way to frame valuation for loss making or early stage biopharma names where earnings are not yet a useful anchor. For NewAmsterdam, a 5.7x P/B implies investors are willing to pay more for each dollar of equity than the average biotech peer, despite the company being unprofitable and reporting a loss of $203.82m on revenue of $22.50m. This premium sits alongside a DCF view that the shares are trading at a 74.7% discount to an estimated fair value of $134.68, and a price that is below the average analyst target of $48.99. Taken together, these reference points indicate that the market and intrinsic value models are not aligned. Compared with the industry, the 5.7x P/B stands well above the 2.2x average for US biotechs. However, it is close to the peer group average of 5.8x cited in the data. That combination points to a stock that screens expensive versus the broader...

In February 2026, NewAmsterdam Pharma reported full-year 2025 sales of US$22.50 million and a net loss of US$203.82 million, while also filing an omnibus shelf registration to offer 5,719,966 common shares. At the same time, analysts highlighted management’s confidence in the late-stage obicetrapib program and a potentially accelerated European launch pathway, reinforcing interest in the company’s cardiovascular pipeline. We’ll now examine how management’s confidence in obicetrapib’s Phase 3 progress shapes NewAmsterdam Pharma’s investment narrative following this earnings update. Uncover the next big thing with 32 elite penny stocks that balance risk and reward. For NewAmsterdam Pharma, being a shareholder largely comes down to believing obicetrapib can move from an expensive late-stage program into a real commercial franchise. The latest numbers underline how early that bet still is: 2025 sales were just US$22.50 million against a net loss of US$203.82 million, reminding investors that the story is driven by trials, not revenue. The concurrent omnibus shelf registration for 5,719,966 shares adds a fresh layer to the near term: it reinforces that management is preparing to fund the push through key Phase 3 milestones, but also raises the prospect of future dilution on top of a strong multi-year share price run. With analysts framing PREVAIL, RUBENS and REMBRANDT as the key catalysts, this earnings update changes relatively little on the science side, but it sharpens the financing and execution risks around those same timelines. However, investors should also weigh how potential dilution and ongoing losses interact with this late-stage pipeline focus. NewAmsterdam Pharma's shares have been on the rise but are still potentially undervalued. Find out how large the opportunity might be. Three Simply Wall St Community fair value views span from about US$48 to a very large upper estimate, underscoring how far apart individual expectations sit. Against that backdrop, the recent earnings-driven spotlight on cash burn, dilution risk and clinical milestones gives readers plenty of reasons to explore several contrasting viewpoints before deciding how obicetrapib’s next steps might influence NewAmsterdam Pharma’s longer term performance. Explore 3 other fair value estimates on NewAmsterdam Pharma - why the stock might be a potential multi-bagger! Disagree with this ass...

-- Approval decisions from EMA, UK and Switzerland regulators for obicetrapib and obicetrapib/ezetimibe fixed dose combination expected in 2H26 -- -- Phase 3 PREVAIL CVOT blinded event rate tracking in line with observed event rate in BROADWAY-- -- Topline data from RUBENS Phase 3 trial in patients with type 2 diabetes and metabolic syndrome expected by year-end 2026 -- -- $728.9 million in cash, cash equivalents and marketable securities at December 31, 2025 -- NAARDEN, the Netherlands and MIAMI, Feb. 18, 2026 (GLOBE NEWSWIRE) -- NewAmsterdam Pharma Company N.V. (Nasdaq: NAMS or “NewAmsterdam” or the “Company”), a late-stage, clinical biopharmaceutical company developing oral, non-statin medicines for patients at risk of cardiovascular disease (“CVD”) with elevated low-density lipoprotein cholesterol (“LDL-C”), for whom existing therapies are not sufficiently effective or well-tolerated, today announced financial results for the full year ended December 31, 2025 and provided a corporate update. “2025 marked a year of meaningful clinical and regulatory progress for NewAmsterdam, as we advanced our mission to bring a potentially transformative therapy with obicetrapib to cardiometabolic disease patients who continue to struggle to reach their LDL-C goals,” said Michael Davidson, M.D., Chief Executive Officer of NewAmsterdam. “Marketing Authorization Applications for obicetrapib and the fixed dose combination were accepted for review by the European Medicines Agency (“EMA”), Switzerland, and United Kingdom regulators, and we anticipate a decision from each in the second half of 2026. In parallel, together with our partner Menarini, we are actively preparing for a potential commercial launch in Europe. In the United States, we continue to expand our commercial capabilities with the notable hiring of Steve Albers, former senior vice president of market access and public affairs at Novo Nordisk, who will now lead our market access and public affairs efforts, further strengthening our established team.” “At the same time, we remain focused and well positioned to execute our clinical development strategy, including the advancement of obicetrapib in our three ongoing Phase 3 trials: PREVAIL, REMBRANT and RUBENS. In December 2025, we initiated the RUBENS trial, which will evaluate obicetrapib alone and in combination with ezetimibe in patients with type 2 diabetes or...

– Marketing Authorization Applications for obicetrapib and FDC of obicetrapib plus ezetimibe accepted for review by European Medicines Agency – – BROOKLYN and BROADWAY pooled MACE analysis published in the Journal of the American College of Cardiology, while the BROADWAY pre-specified Alzheimer’s substudy was published in the Journal of Prevention of Alzheimer's Disease – – $756.0 million in cash, cash equivalents and marketable securities at September 30, 2025 – NAARDEN, the Netherlands and MIAMI, Nov. 05, 2025 (GLOBE NEWSWIRE) -- NewAmsterdam Pharma Company N.V. (Nasdaq: NAMS or “NewAmsterdam” or the “Company”), a late-stage, clinical biopharmaceutical company developing oral, non-statin medicines for patients at risk of cardiovascular disease (“CVD”) with elevated low-density lipoprotein cholesterol (“LDL-C”), for whom existing therapies are not sufficiently effective or well-tolerated, today announced financial results for the quarter ended September 30, 2025 and provided a corporate update. “We remain acutely focused on our mission to deliver obicetrapib, as a novel, well-tolerated, and conveniently administered therapy for millions of patients with cardiometabolic disease who continue to struggle to reach their LDL-C goals,” said Michael Davidson, M.D., Chief Executive Officer of NewAmsterdam. “In the third quarter, we achieved a significant regulatory milestone with the European Medicines Agency’s (“EMA”) acceptance for review of the marketing authorization applications (“MAAs”), by our partner Menarini, for both obicetrapib monotherapy and the fixed-dose combination (“FDC”) with ezetimibe. These submissions, supported by data from our pivotal BROADWAY, BROOKLYN and TANDEM trials, represent an important step toward bringing obicetrapib to patients across Europe.” “In parallel, we continue to advance our broader clinical development strategy, including PREVAIL, our ongoing cardiovascular outcomes trial (“CVOT”), and REMBRANDT, our Phase 3 imaging trial,” continued Dr. Davidson. “We are also making meaningful progress building our global infrastructure to support the potential launch of obicetrapib, if approved. As we engage with the investment and medical communities through upcoming conference and medical meetings, we look forward to sharing new pooled efficacy and safety data and to further highlighting our strategic vision for obicetrapib as a diffe...

Wall Street expects a year-over-year decline in earnings on lower revenues when NewAmsterdam Pharma Company N.V. (NAMS) reports results for the quarter ended September 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand, if they miss, the stock may move lower. While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. This company is expected to post quarterly loss of $0.38 per share in its upcoming report, which represents a year-over-year change of -111.1%. Revenues are expected to be $3.88 million, down 86.7% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 6.95% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A...

Explore NewAmsterdam Pharma's Fair Values from the Community and select yours NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) investors will be delighted, with the company turning in some strong numbers with its latest results. The results were impressive, with revenues of US$19m exceeding analyst forecasts by 965%, and statutory losses of US$0.15 were likewise much smaller than the analysts had forecast. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. Taking into account the latest results, the current consensus, from the 13 analysts covering NewAmsterdam Pharma, is for revenues of US$31.2m in 2025. This implies a stressful 51% reduction in NewAmsterdam Pharma's revenue over the past 12 months. Losses are supposed to decline, shrinking 10% from last year to US$1.32. Before this latest report, the consensus had been expecting revenues of US$19.1m and US$1.81 per share in losses. We can see there's definitely been a change in sentiment in this update, with the analysts administering a sizeable upgrade to this year's revenue estimates, while at the same time reducing their loss estimates. View our latest analysis for NewAmsterdam Pharma Despite these upgrades,the analysts have not made any major changes to their price target of US$41.26, implying that their latest estimates don't have a long term impact on what they think the stock is worth. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. There are some variant perceptions on NewAmsterdam Pharma, with the most bullish analyst valuing it at US$52.07 and the most bearish at US$27.03 per share. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business. Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. Over the...

Explore NewAmsterdam Pharma's Fair Values from the Community and select yours Revenue: US$19.1m (up by US$16.9m from 2Q 2024). Net loss: US$17.4m (loss narrowed by 56% from 2Q 2024). US$0.15 loss per share (improved from US$0.41 loss in 2Q 2024). This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. All figures shown in the chart above are for the trailing 12 month (TTM) period Looking ahead, revenue is forecast to grow 57% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Biotechs industry in the US. Performance of the American Biotechs industry. The company's shares are up 8.3% from a week ago. It's still necessary to consider the ever-present spectre of investment risk. We've identified 2 warning signs with NewAmsterdam Pharma, and understanding them should be part of your investment process. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

–European marketing authorization application on track in 2H25 – – PREVAIL Phase 3 CVOT remains on track – – Late Breaking BROADWAY and TANDEM data presented at EAS 2025 and simultaneously published in The New England Journal of Medicine (BROADWAY) and The Lancet (TANDEM) – – BROADWAY Alzheimer’s disease analysis presented at AAIC 2025 showed obicetrapib significantly reduced plasma p-tau217 levels versus placebo in both the full analysis set and in ApoE4 carriers, over 12 months, with favorable trends observed in additional Alzheimer’s biomarkers – NAARDEN, The Netherlands and MIAMI, Aug. 06, 2025 (GLOBE NEWSWIRE) -- NewAmsterdam Pharma Company N.V. (Nasdaq: NAMS or “NewAmsterdam” or the “Company”), a late-stage, clinical biopharmaceutical company developing oral, non-statin medicines for patients at risk of cardiovascular disease (“CVD”) with elevated low-density lipoprotein cholesterol (“LDL-C”), for whom existing therapies are not sufficiently effective or well-tolerated, today announced financial results for the quarter ended June 30, 2025 and provided a corporate update. “Fueled by strong momentum in the first half of 2025, obicetrapib is rapidly advancing towards patients worldwide, potentially addressing the urgent need for additional cardiovascular disease treatment options,” said Michael Davidson, M.D., Chief Executive Officer of NewAmsterdam. “We continue to see compelling data from our Phase 3 studies, not only reinforcing obicetrapib’s observed lipoprotein modifying properties including robust LDL-C reduction but also suggesting a potential role in reducing neurodegenerative risk. Most recently, we announced positive data from a prespecified Alzheimer’s disease (“AD”) biomarker analysis in the BROADWAY trial. Over a 12-month period, key plasma markers associated with Alzheimer’s pathology were observed to be lower in patients with atherosclerotic cardiovascular disease (“ASCVD”) who received obicetrapib compared to those who received placebo. These findings point to the possibility that obicetrapib may address the converging pathways of cardiovascular and neurovascular disease with a single, oral therapy.” “We are also expanding our clinical program with the launch of the Phase 3 RUBENS trial planned for later this year, which will evaluate obicetrapib in combination with ezetimibe in patients with type 2 diabetes and metabolic syndrome that req...

Revenue: US$2.98m (up 113% from 1Q 2024). Net loss: US$39.5m (loss narrowed by 58% from 1Q 2024). US$0.34 loss per share (improved from US$1.06 loss in 1Q 2024). AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. All figures shown in the chart above are for the trailing 12 month (TTM) period Looking ahead, revenue is forecast to grow 59% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Biotechs industry in the US. Performance of the American Biotechs industry. The company's shares are down 8.3% from a week ago. What about risks? Every company has them, and we've spotted 2 warning signs for NewAmsterdam Pharma you should know about. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

– EMA submission expected in 2H25 by partner Menarini – – PREVAIL Phase 3 CVOT remains on track – -- BROADWAY and TANDEM results presented at EAS with simultaneous publications in the New England Journal of Medicine and The Lancet, respectively -- -- Company to host R&D day on June 11th, 2025 in New York City -- –$808.5 million in cash, cash equivalents and marketable securities at March 31, 2025 – NAARDEN, The Netherlands and MIAMI, May 08, 2025 (GLOBE NEWSWIRE) -- NewAmsterdam Pharma Company N.V. (Nasdaq: NAMS or “NewAmsterdam,” “we,” or the “Company”), a late-stage, clinical biopharmaceutical company developing oral, non-statin medicines for patients at risk of cardiovascular disease (“CVD”) with elevated low-density lipoprotein cholesterol (“LDL-C”), for whom existing therapies are not sufficiently effective or well-tolerated, today announced financial results for the quarter ended March 31, 2025 and provided a corporate update. "Our first quarter was marked by continued clinical execution and investment in our commercial organization to support the potential launch of obicetrapib,” said Michael Davidson, M.D., Chief Executive Officer of NewAmsterdam. “With over $800 million in cash, cash equivalents and marketable securities on our balance sheet, we believe we are well positioned to drive near- and long-term value for our stakeholders, as we move closer to delivering novel, once-daily, low dose, oral therapies to address the significant global unmet need for safe and effective LDL-C lowering therapies.” Dr. Davidson continued, “In addition, the data recently presented at EAS and published in the New England Journal of Medicine and The Lancet highlight obicetrapib’s differentiated product profile for the potential treatment of lipid management, and we are eager to continue to share additional data from our three pivotal Phase 3 trials, particularly regarding obicetrapib’s impact on major adverse cardiac events (“MACE”), at prominent medical conferences and journal publications. We are also progressing with regulatory interactions, including an expected EMA submission in the second half of the year by our partner Menarini. This commercial and clinical progress, combined with our financial strength provides a foundation for future growth as we look to address the needs of many more patients living with dyslipidemia.” Clinical Development Updates NewAmsterd...