NAMS

$26.90-$1.16 (-4.17%)live

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Held by

portfolios on TandT

Bookmarked by

users

Avg position size

—

of holders' portfolios

13F filers

institutions

Market cap

$3.3B

120M shares

52-week range

$23.05 – $42.21

20% from low

Sector

PHARMACEUTICAL PREPARATIONS

Exchange

NASDAQ

Change+$16.32

Analyst estimates (consensus)

Year	Est. revenue	Growth	Est. EPS	EPS range	Fwd P/E	# Analysts
2026	$30M	+11.7%	$-1.83	$-1.98–$-1.64	—	10
2027	$157M	+419.1%	$-1.51	$-4.20–$3.83	—	9
2028	$402M	+157.1%	$-0.35	$-2.98–$5.28	—	9
2029	$778M	+93.3%	$1.50	$-0.02–$5.59	17.9×	3

Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep

Earnings surprises

Beat consensus in 3 of the last 8 reported quarters

Reported	Est. EPS	Actual	Surprise
2026-08-05	$-0.48	$-0.52	-7.9%
2026-05-07	$-0.46	$-0.40	+13.0%
2026-02-18	$-0.43	$-0.63	-45.1%
2025-11-05	$-0.38	$-0.41	-7.9%
2025-08-06	$-0.52	$-0.15	+71.2%
2025-05-08	$-0.45	$-0.49	-8.9%
2025-02-26	$-0.48	$-0.95	-97.9%
2024-11-06	$-0.48

DCF fair valuemodel estimate

Intrinsic value

$3.57

Price

$26.90

Implied downside

-87%

Peer comparison

Symbol	Price	Today	Mkt cap	P/E
NAMSNewAmsterdam Pharma Company N.V.	$26.94	-3.20%	$3.1B	—
ACLXArcellx, Inc.	$115.07	+0.02%	$6.7B	—
AKROAkero Therapeutics, Inc.	$54.65	+0.00%	$4.5B	—
CGONCG Oncology Inc.	$74.81	-2.83%	$6.6B	—
CRNXCrinetics Pharmaceuticals, Inc.	$84.44	-0.02%

NewAmsterdam Pharma Company N.V. Ordinary Shares

NewAmsterdam Pharma Co NV is a late-stage biopharmaceutical company with a mission to improve patient care in populations with metabolic diseases where currently approved therapies have not been adequate or well tolerated. Its product, obicetrapib, is a next-generation, oral, low-dose CETP inhibitor that is developed to potentially overcome the limitations of current LDL-C lowering treatments. The Company has one reportable segment, which comprises the discovery, development, and commercialization of transformative therapies for cardio-metabolic diseases.

www.newamsterdampharma.com

Employees: 100
IPO / List date: Nov 23, 2022
HQ: NARRDEN, P7

Held by traders on TradeandTell

No one on the platform currently holds NAMS.

Super investors & insiders

Institutions holding (13F)

No tracked institution reports a position in NAMS as of their last filing.

Insider activity (SEC Form 4)

Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.

Insider activity (SEC Form 4)

Recent trades on TradeandTell

No one on the platform has traded NAMS yet.

$NAMS chatter on StockTwits

Chau N.@cubie19h
$WYFI $NBIS oh wait its get betters😆 $QS baggie eh. so u got qs WRONG WYFI WRONG $CBRS WRONG. $NAMS WRONG bruh, when cubie teaches u fkng learn. with ur track record , no wonder u cant learn😂🤣. Cant teach stupid indeed😆
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Happy Trader@newfguyBullishAug 7
$NAMS watched all 3 hours of investor day presentation. EU launch end of 26/early 27. US NDA w FDA first half 27. patience will be rewarded
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Happy Trader@newfguyBullishAug 6
$NAMS 1.65M shares traded today
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Mason@masonatAug 5
$NAMS Investor day disappointing for me. Didn't really provide me with any new information. Was hoping to be more confident in interim after today but they didn't provide any additional data to help there. Certainly worth a listen for those newer to the company though.
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dRisk@d_riskAug 5
$NAMS - NewAmsterdam Pharma Company N.V - 10Q - Updated Risk Factors NAMS now flags added risks from Medicaid cuts and work requirements under OBBBA that could hurt future product sales, potential MFN-style pricing pressure from earlier launches in low-price markets, and possible new U.S. tariffs on foreign-made drug ingredients after a national security review. #PharmaceuticalIndustry #MedicaidRisks #PricingPressure #U.S.Tariffs #RegulatoryCompliance 🟢 Added 🟠 Removed https://d-risk.ai/NAMS/10-Q/2026-08-05
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Finlay2@Finlay2Aug 5
$NAMS Woah. Investor day must not be going to hot
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Finlay2@Finlay2Aug 3
$NAMS continues to tank on no news. Puzzling
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Will P@profitsforallJul 31
$NAMS Is there a more active NAMS discussion group
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Happy Trader@newfguyBullishJul 30
$NAMS sell me your shares
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Happy Trader@newfguyBullishJul 29
$NAMS Merck oral PCSK9 drug: $315/month, $10.50 a tablet, needs 6-8 hours fasting and no food for 30 mins after dose. Has different mechanism of action than injectable PCSK9 so can't assume same CV outcomes as injectable. CV outcome trial doesn't report till 2029. Obicetrapib better on so many counts and has real potential for Alzheimer's indication in future. Adding to position
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Eddie Garcia@Eddyg987Jul 29
$NAMS what price will this drug sell at? such a niche when it comes to cholesterol, but I want this drug ASAP as I believe it's a longevity drug and great for apoe4 Alzheimer's prevention.
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Happy Trader@newfguyBullishJul 28
$NAMS weakness on low volume. another good entry point. EU approval near term catalyst. Merck drug approval may have contributed to recent price decline
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azv134@azv134BullishJul 28
@CH_Expat started position in $NAMS. Looks very promising
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Rainer Zufall@CH_ExpatJul 28
Okay guys, new prime candidates for starters (at lower valuations of course) are $NAMS -$NRIX - $IMTX - $CLDX and CELC. Than we have some others, but far away from my entry points. IDYA and MLYS unchanged.
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Bobs Uncle@8869scyBullishJul 25
$NAMS heavy mid 20s puts for August, not one but now two top executives leaving in August, and heavy continuous insider selling with zero buying has kept me from adding more. I am bullish but can't ignore the above.
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