NewAmsterdam Pharma (NASDAQ:NAMS) Issues Earnings Results

NewAmsterdam Pharma (NASDAQ:NAMS) released its earnings results on Wednesday. The company reported ($0.52) earnings per share for the quarter, missing the consensus estimate of ($0.47) by ($0.05), FiscalAI reports. The business had revenue of $3.70 million for the quarter, compared to the consensus estimate of $1.88 million. NewAmsterdam Pharma had a negative net margin of 943.23% and a negative return on equity of 26.49%.

Here are the key takeaways from NewAmsterdam Pharma’s conference call:

• European regulatory progress: Obicetrapib received a positive CHMP recommendation, with EMA approval and Menarini-led launches in the U.K. and Germany anticipated by late Q4 2026.
• PREVAIL remains the central catalyst. Management said blinded event rates are tracking favorably against BROADWAY and that an interim analysis could occur in Q1 2027, while retaining the option to continue the trial through the end of 2027 to maximize statistical power.
• The company highlighted broad lipid effects beyond LDL reduction, including more than 40% LDL lowering with obicetrapib monotherapy, roughly 60% with the ezetimibe fixed-dose combination, substantial HDL increases, and reductions in Lp(a) and small LDL particles. These claims remain dependent on ongoing outcomes validation.
• Commercial preparations are accelerating amid a growing lipid-treatment market, expanded treatment guidelines, and a large undertreated patient population. NewAmsterdam said it has more than $678 million in cash and has expanded its commercial and medical-affairs leadership ahead of potential launches.
• The company is advancing additional programs, including RUBENS in patients with diabetes and metabolic syndrome, REMBRANDT for plaque imaging with the fixed-dose combination, and SPINOZA to evaluate Alzheimer’s-related biomarkers in APOE4 carriers. These programs could broaden differentiation but remain investigational and are not yet established clinical benefits.

NewAmsterdam Pharma Stock Performance

Shares of NASDAQ:NAMS traded down $0.02 on Wednesday, hitting $27.53. The company’s stock had a trading volume of 1,362,654 shares, compared to its average volume of 1,027,806. The company has a market capitalization of $3.22 billion, a price-to-earnings ratio of -15.37 and a beta of 0.10. NewAmsterdam Pharma has a 12 month low of $21.23 and a 12 month high of $42.21. The stock’s 50-day moving average is $31.82 and its two-hundred day moving average is $32.59.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on NAMS shares. Wall Street Zen upgraded shares of NewAmsterdam Pharma from a “sell” rating to a “hold” rating in a research report on Saturday, May 9th. BMO Capital Markets started coverage on shares of NewAmsterdam Pharma in a research note on Monday, July 20th. They set an “outperform” rating and a $58.00 price objective on the stock. Weiss Ratings reissued a “sell (d-)” rating on shares of NewAmsterdam Pharma in a report on Friday, July 17th. Jefferies Financial Group reissued a “buy” rating and issued a $45.00 target price on shares of NewAmsterdam Pharma in a report on Monday, July 20th. Finally, Royal Bank Of Canada lifted their target price on NewAmsterdam Pharma from $47.00 to $51.00 and gave the company an “outperform” rating in a research note on Tuesday, June 30th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $49.42.

Insider Buying and Selling at NewAmsterdam Pharma

In related news, CAO Louise Frederika Kooij sold 105,000 shares of the company’s stock in a transaction dated Monday, July 20th. The shares were sold at an average price of $30.34, for a total value of $3,185,700.00. Following the completion of the sale, the chief accounting officer owned 24,353 shares of the company’s stock, valued at $738,870.02. This represents a 81.17% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Insiders have sold 210,000 shares of company stock worth $6,713,550 in the last quarter. 12.74% of the stock is owned by insiders.

Institutional Trading of NewAmsterdam Pharma

A number of hedge funds and other institutional investors have recently made changes to their positions in NAMS. Wellington Management Group LLP raised its position in shares of NewAmsterdam Pharma by 21.0% during the 3rd quarter. Wellington Management Group LLP now owns 4,020,126 shares of the company’s stock worth $114,332,000 after buying an additional 697,129 shares in the last quarter. Adage Capital Partners GP L.L.C. raised its holdings in NewAmsterdam Pharma by 54.5% during the second quarter. Adage Capital Partners GP L.L.C. now owns 3,013,009 shares of the company’s stock worth $54,566,000 after purchasing an additional 1,062,359 shares in the last quarter. Polar Capital Holdings Plc lifted its position in NewAmsterdam Pharma by 15.6% in the third quarter. Polar Capital Holdings Plc now owns 2,911,634 shares of the company’s stock worth $82,807,000 after purchasing an additional 393,855 shares during the period. Janus Henderson Group PLC boosted its stake in NewAmsterdam Pharma by 10.6% during the 4th quarter. Janus Henderson Group PLC now owns 2,341,723 shares of the company’s stock valued at $82,300,000 after purchasing an additional 224,648 shares in the last quarter. Finally, Alliancebernstein L.P. boosted its stake in NewAmsterdam Pharma by 4.0% during the 2nd quarter. Alliancebernstein L.P. now owns 2,331,583 shares of the company’s stock valued at $42,225,000 after purchasing an additional 89,630 shares in the last quarter. 89.89% of the stock is currently owned by institutional investors.

About NewAmsterdam Pharma

NewAmsterdam Pharma, Inc is a clinical‐stage biopharmaceutical company focused on discovering and developing novel small‐molecule therapies for cardiometabolic diseases. The company’s research efforts are aimed at addressing key unmet needs in metabolic syndrome, obesity and type 2 diabetes by modulating pathways involved in glucose regulation, energy homeostasis and lipid metabolism.

The company’s development pipeline features multiple small‐molecule candidates at various stages of preclinical and clinical evaluation.