NEWAMSTERDAM PHARMA CO N.V.
NAMS evidence brief
What we can confirm
What it means
What to watch
Prepared research question
What matters most for NAMS—catalysts, financial risk and supporting evidence?
Traceable citations · Unknowns marked
BioSniper AI · NAMS
NewAmsterdam Pharma is a clinical-stage biopharmaceutical company focused on developing obicetrapib, a novel oral CETP inhibitor for cardiometabolic diseases, with Phase 3 trials underway and a cash position of $424.2M as of June 30, 2026.
Key risk: Clinical trial failure risk
BioSniper Score
Based on 6 of 6 signals
Market Cap
$3.10B
Cash Runway
48.3 moLead Asset
obicetrapib (Phase 1)Next Catalyst
Phase3_Topline · Feb 1, 2028Financial data as of Jun 30, 2026.
Tracking 1 pipeline candidate · 7 clinical trials · 2 catalysts for NEWAMSTERDAM PHARMA CO N.V..
NewAmsterdam Pharma is a clinical-stage biopharmaceutical company focused on developing obicetrapib, a novel oral CETP inhibitor for cardiometabolic diseases, with Phase 3 trials underway and a cash position of $424.2M as of June 30, 2026.
- Cash and equivalents of $424.2M as of June 30, 2026 [sec].
- Total revenue of $3.7M and net loss of $64.1M for the quarter ended June 30, 2026 [sec].
- Accumulated deficit of $762.4M as of December 31, 2025 [sec_mda].
- Phase 3 topline results for obicetrapib in atherosclerotic disease expected in February 2028 and June 2028 [catalyst_timeline].
What works
- Cash runway appears sufficient for at least 12 months from the latest filing date, reducing near-term financing risk [sec_mda].
- Obicetrapib targets a large unmet need in cardiometabolic disease with a novel oral mechanism (CETP inhibition) [sec_mda].
- The company has successfully completed several Phase 3 trials, indicating clinical execution capability [sec_mda].
What to weigh
- The company has never been profitable and expects to continue incurring significant losses [sec_mda].
- Accumulated deficit of $762.4M as of December 31, 2025 reflects substantial historical cash burn [sec_mda].
- Regulatory and commercial outcomes for obicetrapib remain uncertain, with no approved product to date [sec].
- Dependence on obicetrapib as the sole product candidate creates single-asset risk [sec_mda].
From the filings
Quoted directly from source documents.
The company had an accumulated deficit of $762.4M as of December 31, 2025.
“As of December 31, 2025, we had an accumulated loss of $762.4 million.”
SEC MD&A · February 18, 2026
Catalyst timeline
- 2028-02-01 · Phase 3 Topline: A Placebo-controlled, Double-blind, Randomized, Phase 3 Study to Evaluate the Effect of Obicetrapib/ — Topline results from a Phase 3 study of obicetrapib in atherosclerotic disease will be a key efficacy and safety readout.
- 2028-06-01 · Phase 3 Topline: A Placebo-Controlled, Double-Blind, Randomized, Phase 3 Study to Evaluate the Effect of Obicetrapib — Topline results from another Phase 3 study of obicetrapib will provide additional pivotal data for potential regulatory filings.
Risks & what to watch (4)›
Key risks
- Clinical trial failure risk — Uncertainty regarding outcomes of ongoing clinical trials for obicetrapib [sec].
- Single-asset dependency — Almost all resources dedicated to obicetrapib; no approved product [sec_mda].
- Regulatory and commercialization hurdles — Risks associated with obtaining regulatory approval and commercializing obicetrapib [sec].
- Financing and dilution risk — May require additional capital; equity offerings would dilute shareholders [sec_mda].
What to watch
- Phase 3 topline data for obicetrapib in atherosclerotic disease expected February 2028 [catalyst_timeline].
- Phase 3 topline data for obicetrapib in another indication expected June 2028 [catalyst_timeline].
- Cash burn rate and any changes in cash runway as reported in future SEC filings [sec_mda].
- Regulatory interactions with FDA and EMA regarding obicetrapib approval pathway [sec].
Sources: SEC filings · SEC MD&A · Generated August 26, 2026 · How we verify sources →
Run NEWAMSTERDAM PHARMA CO N.V. through your own thesis
Use the pipeline, catalyst, financial, FDA, and market facts on this page as inputs to a protocol you control.
Your protocol can:
- Turn available NEWAMSTERDAM PHARMA CO N.V. facts into screen rules or deeper checks
- Show cited findings, blockers, and unresolved evidence together
- Save the logic and rerun it as the company evidence changes
Evidence & data
Score breakdownBased on 6 of 6 signals · derived from public data
48.3 months
D/E 0.12 · 0% dilution
Lead: Phase 1
1 candidate
2 upcoming, next in ~520d
0 buys · 12 sells (180d)
Runway
Catalysts
Pipeline
Regulatory
Financials
Institutional Holdings
Source: SEC Form 13F · as of Mar 2026Institutional holders
167
Total value held
$2.82B
| Holder | Shares | Value |
|---|---|---|
| ra capital management, l.p. | 9,550,191 | $305.7M |
| fcpm iii services b.v. | 9,198,900 | $294.5M |
| fmr llc | 8,765,811 | $280.6M |
| wellington management group llp | 5,115,818 | $163.8M |
| janus henderson group plc | 4,517,968 | $144.5M |
| deerfield management company, l.p. | 4,264,789 | $136.5M |
| viking global investors lp | 4,203,567 | $134.6M |
| polar capital holdings plc | 2,831,607 | $90.6M |
| jennison associates llc | 2,750,403 | $88.0M |
| medicxi ventures management (jersey) ltd | 2,674,182 | $85.6M |
Showing top 10 of 167 institutional holders of NEWAMSTERDAM PHARMA CO N.V.. Open the full 13F history after sign-in.
Short Interest
as of Apr 19, 2026- % of float
- 8.3%
- Days to cover
- 8.6
- Shares short
- 8,047,048
- Daily short volume
- -
Short percent of float and days-to-cover reflect reported short positioning. Daily short volume is the exchange-reported short share of a single day's trading volume and is noisier. See the most-shorted biotech ranking →
NAMS short interestGovernance
Frequently asked questions
What is the AI investment thesis for NEWAMSTERDAM PHARMA CO N.V.?
NewAmsterdam Pharma is a clinical-stage biopharmaceutical company focused on developing obicetrapib, a novel oral CETP inhibitor for cardiometabolic diseases, with Phase 3 trials underway and a cash position of $424.2M as of June 30, 2026.
What is NEWAMSTERDAM PHARMA CO N.V.'s lead drug candidate?
NEWAMSTERDAM PHARMA CO N.V.'s most advanced tracked candidate is obicetrapib (Phase 1) for Dyslipidemias; Healthy Volunteers; Antioxidant Absorption.
What is NEWAMSTERDAM PHARMA CO N.V.'s next catalyst?
NEWAMSTERDAM PHARMA CO N.V.'s next tracked catalyst is a Phase3_Topline event — "Phase 3 Topline: A Placebo-controlled, Double-blind, Randomized, Phase 3 Study to Evaluate the Effect of Obicetrapib/" — expected February 1, 2028.
Who is the CEO of NEWAMSTERDAM PHARMA CO N.V.?
Dr. Michael Harvey Davidson FACC, Facp., M.D. is the chief executive officer of NEWAMSTERDAM PHARMA CO N.V. (NAMS).
Where is NEWAMSTERDAM PHARMA CO N.V. headquartered?
NEWAMSTERDAM PHARMA CO N.V. (NAMS) is headquartered in Naarden, Netherlands.
The AI overview and BioSniper Score are neutral, data-derived signals built from public SEC filings, ClinicalTrials.gov and FDA records — not investment advice.