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1. Company Snapshot

1.a. Company Description

NewAmsterdam Pharma Company N.V., a clinical-stage biopharmaceutical company, focuses on improving patient care in populations with metabolic diseases.Its lead investigational candidate, obicetrapib, is a novel, selective inhibitor that targets the Cholesteryl Ester Transfer Protein (CETP), which has been clinically shown to reduce low-density lipoprotein cholesterol (LDL-C) while at the same time substantially increase high-density lipoprotein cholesterol (HDL-C).The company was founded in 2019 and is based in Naarden, the Netherlands.

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1.b. Last Insights on NAMS

NewAmsterdam Pharma Company N.V.'s recent performance was driven by several positive developments. The company's Q2 revenue jumped 49%, beating revenue estimates, with a quarterly loss of $0.15 per share, narrower than the expected loss of $0.52. The company's European marketing authorization application is on track for the second half of 2025. Additionally, NewAmsterdam presented positive data from its BROADWAY trial, demonstrating statistically significant reductions in key Alzheimer's disease biomarkers. The company also announced acceptance of marketing authorization applications for review by the European Medicine Agency for Obicetrapib.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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NewAmsterdam Pharma Company N.V. (NAMS) Presents at Citi Annual Global Healthcare Conference 2025 Transcript

Dec -03

Source: seekingalpha.com

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Franklin Resources Inc. Purchases 78,300 Shares of NewAmsterdam Pharma Company N.V. $NAMS

Dec -01

Source: defenseworld.net

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NewAmsterdam Pharma to Participate at Upcoming Investor Conferences in December

Nov -25

Source: globenewswire.com

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NewAmsterdam: Obicetrapib MAA Filings Merit Continued 'Buy' Rating

Nov -16

Source: seekingalpha.com

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Stanley Druckenmiller's Strategic Moves: Exiting Philip Morris International Inc with a -3.65% Impact

Nov -14

Source: gurufocus.com

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NewAmsterdam Pharma Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)

Nov -07

Source: globenewswire.com

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NewAmsterdam Pharma Company N.V. (NAMS) Reports Q3 Loss, Lags Revenue Estimates

Nov -05

Source: zacks.com

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NewAmsterdam Pharma Provides Corporate Update and Reports Third Quarter Financial Results

Nov -05

Source: globenewswire.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (10.43%)

6. Segments

Transformative Therapies for Cardio-metabolic Diseases

Expected Growth: 10.43%

NewAmsterdam Pharma's transformative therapies for cardio-metabolic diseases are driven by increasing prevalence of obesity and diabetes, growing demand for innovative treatments, and strong clinical trial results. The company's focus on precision medicine, gene therapy, and RNA-based approaches also contributes to its growth, as well as strategic partnerships and expanding pipeline.

7. Detailed Products

Obicetrapib

Obicetrapib is an oral, small molecule inhibitor of cholesterol ester transfer protein (CETP), a protein that facilitates the transfer of cholesterol from HDL to LDL and VLDL, thereby reducing HDL levels.

KAF156

KAF156 is an oral, small molecule inhibitor of PCSK9, a protein that regulates LDL receptor degradation, thereby reducing LDL levels.

NAP802

NAP802 is an oral, small molecule inhibitor of the apolipoprotein C-III (apoC-III) protein, which is involved in triglyceride metabolism.

8. NewAmsterdam Pharma Company N.V.'s Porter Forces

Forces Ranking

Threat Of Substitutes

NewAmsterdam Pharma Company N.V. operates in a highly competitive industry, and there are many substitutes available in the market. However, the company's strong brand recognition and customer loyalty mitigate the threat of substitutes to some extent.

Bargaining Power Of Customers

NewAmsterdam Pharma Company N.V. has a large customer base, but the bargaining power of customers is high due to the availability of alternative products and services. The company needs to focus on customer retention and loyalty programs to reduce the bargaining power of customers.

Bargaining Power Of Suppliers

NewAmsterdam Pharma Company N.V. has a diversified supplier base, and the bargaining power of suppliers is low. The company has a strong negotiating position, which enables it to secure favorable prices and terms from its suppliers.

Threat Of New Entrants

The pharmaceutical industry has high barriers to entry, including regulatory hurdles and high research and development costs. However, NewAmsterdam Pharma Company N.V. needs to continuously innovate and invest in research and development to stay ahead of potential new entrants.

Intensity Of Rivalry

The pharmaceutical industry is highly competitive, and NewAmsterdam Pharma Company N.V. faces intense rivalry from established players. The company needs to focus on differentiating its products and services to gain a competitive advantage.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 0.02%
Debt Cost 3.95%
Equity Weight 99.98%
Equity Cost 4.35%
WACC 4.35%
Leverage 0.02%

11. Quality Control: NewAmsterdam Pharma Company N.V. passed 4 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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NewAmsterdam Pharma

A-Score: 3.2/10

Value: 6.2

Growth: 4.0

Quality: 4.3

Yield: 0.0

Momentum: 4.5

Volatility: 0.3

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Growth: 4.2

Quality: 3.8

Yield: 0.0

Momentum: 4.0

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

35.26$

Current Price

35.26$

Potential

-0.00%

Expected Cash-Flows