NewAmsterdam Pharma (NAMS)
Develops oral obicetrapib for adjunct LDL-C lowering.
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Develops oral obicetrapib as an adjunct LDL-C-lowering therapy and as a fixed-dose combination with ezetimibe. The single-candidate business depends on clinical completion, regulatory approval, and Menarini's commercialization role across most of Europe.
Develops obicetrapib, an oral CETP inhibitor intended to lower LDL-C as an adjunct to statins for people at high cardiovascular risk. The program is also being developed in a fixed-dose combination with ezetimibe.
Obicetrapib is the company's only product candidate, with late-stage studies spanning standalone and combination use. Clinical completion and regulatory approval therefore shape the business.
Most European commercialization is licensed to Menarini, which is responsible for relevant EMA approvals and will commercialize approved products in the region. NewAmsterdam does not have internal capacity to market, sell, and distribute there.
Company facts
Target rangeAs of Sep 2, 2026
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jul 20, 2026 | BMO Capital | Initiate | Outperform | $58 | |
| Jul 20, 2026 | Jefferies | Reiterate | Buy | $45 | |
| Jun 30, 2026 | RBC Capital | Reiterate | Outperform | $47 | $51 |
| Feb 19, 2026 | Guggenheim | Reiterate | Buy | $45 | |
| Jan 21, 2026 | RBC Capital | Reiterate | Outperform | $47 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $633.9M · Total debt $82.0K · Total assets $704.5M · Shareholders' equity $631.4M
- Revenue
- $3.7M
- Operating income
- −$64.9M
- Net income
- −$64.1M
No dividends on record.
| Institutions213 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | ≈ 101.38% | 121.19M shares | |
| Insiders17 holders · as of Aug 25, 2026 | 23.34% | 27.91M shares | |
| Adds to | 124.72% |
119.54M company shares as of Sep 3, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 124.72%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
Frazier Life Sciences Management, L.P.Institution | 15.13% | 18.09M | 13Fas of Jun 30, 2026 |
Capital World InvestorsInstitution | 10.23% | 12.23M | 13Fas of Jun 30, 2026 |
NAP B.V. ForGrowthInsider10 percent owner | 8.91% | 10.66M | Form 4filed Jan 2, 2025 ↗ |
FMR LLCInstitution | 8.65% | 10.34M | 13Fas of Jun 30, 2026 |
Ra Capital Management, L.P.Institution | 7.99% | 9.55M | 13Fas of Jun 30, 2026 |
| See all 25 → | |||
13F — a manager's quarterly holdings · Form 4 — an insider's transaction report
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 24, 2026 | Johannes Jacob Pieter Kastelein | director, officer: Chief Scientific Officer | −125,000 | $26.91 |
| Jul 20, 2026 | Louise Frederika Kooij | officer: Chief Accounting Officer | −105,000 | $30.34 |
| Jun 22, 2026 | Louise Frederika Kooij | officer: Chief Accounting Officer | −40,000 | $30.20 |
| May 26, 2026 | Louise Frederika Kooij | officer: Chief Accounting Officer | −65,000 | $35.69 |
| Mar 11, 2026 | Louis G. Lange | director | −44,619 | $30.42 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| NewAmsterdam Pharma | $25.60 | +2.73% | $2.99B | — | — | 420.1 | −83.5% |
| Amgen | $445.00 | +0.49% | $239.00B | 27.5 | 18.9 | 6.3 | +9.7% |
| Novartis (ADR) | $162.45 | +0.01% | $308.79B | 24.5 | 17.3 | 5.6 | +0.9% |
| Regeneron | $851.82 | −0.02% | $87.78B | 21.1 | 14.1 | 5.7 | +16.7% |
| Merck | $151.14 | −0.33% | $374.52B | 121.3 | 17.6 | 5.6 | +5.1% |
| Median | 26.0 | 17.4 | 5.6 | +7.4% |