NewAmsterdam Pharma Company N.V. (NAMS)

In the past six months, NAMS stock has increased by 135.38%, reaching $37.71 as of November 20, 2025. Key events include Q2 revenue exceeding estimates due to partnership milestone payments, acceptance of Marketing Authorization Applications by the European Medicine Agency for obicetrapib, and positive data from the Broadway trial for Alzheimer's disease. Several analysts have maintained "Buy" or "Outperform" ratings for NAMS, with price targets ranging from $39.00 to $52.00.

Information regarding the demand seasonality for NewAmsterdam Pharma Co. NV's products and services is not readily available. As a clinical-stage biopharmaceutical company, its current revenue is primarily derived from research partnerships and milestone payments rather than direct product sales. Future demand seasonality would likely be influenced by factors typical of the pharmaceutical industry, such as disease prevalence, treatment cycles, and competitive landscape, rather than seasonal consumer trends.

NewAmsterdam Pharma Co. NV (NAMS) is a clinical-stage biopharmaceutical company focused on developing oral therapies for cardiometabolic diseases, aiming to improve patient care where existing treatments are inadequate. Their primary product candidate, obicetrapib, is undergoing clinical trials as a monotherapy and in combination with ezetimibe for lowering LDL-C, and is also in a Phase 2a trial for Alzheimer's disease. NAMS generates revenue through licensing agreements and collaborative research, with future product sales anticipated upon regulatory approval.

NewAmsterdam Pharma Co. NV is headquartered in Naarden, the Netherlands, and collaborates with academic and industry partners. They have established an oral solid dosage form suite at Piramal's facility in Sellersville, Pennsylvania, USA, for obicetrapib and ezetimibe production, indicating a manufacturing presence in the United States. Piramal's Ahmedabad PPDS, India site played a crucial role in product development, and its Pithampur, India site provides dual sourcing support.

NewAmsterdam Pharma's brand reputation has been largely positive due to progress in clinical trials and favorable analyst coverage. Positive data from the Broadway clinical trial for Alzheimer's disease, acceptance of Marketing Authorization Applications by the European Medicine Agency for obicetrapib, and strategic partnerships have contributed to this. However, occasional earnings misses, dilution of shares, and insider selling could be perceived negatively.

NewAmsterdam Pharma Co. NV is primarily owned by institutional shareholders (106.34%), followed by company insiders (35.81%), with retail investors holding a negligible percentage. As of September 30, 2025, NAMS has 162 institutional owners and shareholders holding a total of 121,110,623 shares. Major institutional owners include Frazier Life Sciences Management, L.P., Bain Capital Life Sciences Investors, LLC, and RA Capital Management, L.P. The largest individual insider shareholder is James N. Topper.