Added to YB: 2024-10-10
Pitch date: 2024-10-08
NAMS [bullish]
NewAmsterdam Pharma Company N.V.
+109.98%
current return
Author Info
Vulpes’s Substack - B.S/PhD in Biology. Former analyst at biotech-specialist hedge fund. Citizen of Graham and Doddsville. Boston, MA. Sign up for the newsletter.
Company Info
NewAmsterdam Pharma Company N.V., a late-stage biopharmaceutical company, develops therapies to enhance patient care in populations with metabolic disease.
Market Cap
$4.3B
Pitch Price
$17.74
Price Target
N/A
Dividend
N/A
EV/EBITDA
-17.72
P/E
-19.65
EV/Sales
101.94
Sector
Biotechnology
Category
growth
New Amsterdam Pharma: Fifth time's a charm
NAMS: CETP inhibitor obicetrapib for cholesterol reduction. Ph3 BROOKLYN showed 41.5% LDL-C reduction. High PoS for MACE risk reduction in PREVAIL Ph3 (2026). Potential blockbuster in 25-30M patient market. Est. peak sales $3.5B, fair value >$16/share. Key catalysts: BROADWAY data (Dec '24/Jan '25), PREVAIL (mid-late '26).
Read full article (8 min)