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NANAMS

NewAmsterdam Pharma Company N.V.

$NAMS·$3.3B·Biotechnology·Healthcare
$27.87+0.3%YTD-22.0%1Y+14.0%
Mentions · last 7 days
2026-08-15: 8 posts2026-08-16: 5 posts2026-08-17: 31 posts2026-08-18: 3 posts2026-08-19: 2 posts2026-08-20: 3 posts2026-08-21: 0 posts53-4%
Price updated 1d ago·X counts updated 1d ago
NANAMS
$NAMSNewAmsterdam Pharma Company N.V.
$27.87+0.32%53 posts-4%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $NAMS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-08-21

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

NewAmsterdam's PREVAIL interim readout is approaching — obicetrapib either works on outcomes or it doesn't.

NewAmsterdam Pharma is developing obicetrapib, an oral CETP inhibitor for lowering LDL cholesterol. The class has a difficult history, and the outcomes trial is the test that matters.

  • PREVAIL is the whole company: management has been mapping the obicetrapib strategy ahead of the interim analysis. CETP inhibitors have lowered cholesterol before without reducing cardiovascular events — PREVAIL is designed to answer that directly.
  • The financial profile is clinical-stage: revenue is negligible and lumpy at $3M last quarter, with free cash flow at -$30.6M. Losses have run $0.40 to $0.65 per share, and the Q2 print missed by 8%.
  • Management turnover is worth noting: the COO resigned effective August 14 to become CEO of another clinical-stage biotech, and a new VP Controller started August 10 replacing a departing controller. Two finance-adjacent departures in one month during a pivotal readout period.
  • The tape is compressed ahead of the event: the stock sits at 25% of its 52-week range, 16% below its 200-day average, down 22% year to date despite being up 14% over twelve months.

The PREVAIL interim analysis is the next event and effectively the only one that matters. A positive outcomes signal would validate an entire drug class and reprice a $3.3B company. A neutral or negative interim, or a decision to continue without clear benefit, is what breaks a stock whose entire value rests on one trial.

What to watch: The PREVAIL interim analysis — a positive cardiovascular outcomes signal validates the drug class and reprices a $3.3B company; a neutral or negative interim breaks a stock resting on one trial.

On the calendar: 2026-11-04 — Q3 earnings

Read the AI verdict + X sentiment for $NAMS

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What it does

Plain-English summary of the business — what they sell and how they make money.

Developing obicetrapib, an oral low-dose CETP inhibitor, to lower LDL-C in cardiovascular patients who are statin-intolerant or need further reduction.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $NAMS.

Biotechnology · Healthcare

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $NAMS

Partial — Developing obicetrapib, an oral low-dose CETP inhibitor, to lower LDL-C in cardiovascular patients who are statin-intolerant or need further reduction; partial earnings exposure to biotechnology demand dynamics through its product portfolio.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+52.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-19.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-32.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-9.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-3.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
180.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-29.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
97.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$-0.52$-0.48-7.9%
Q1 2026May 7, 2026$-0.40$-0.46+13.0%
Q4 2025Feb 18, 2026$-0.63$-0.43-45.1%
Q3 2025Nov 5, 2025$-0.61$-0.38-60.5%
Next earningsWed, Nov 4·consensus EPS $-0.50

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$3.0M+2.1%83.6%-1922%$-0.40$-30.6M
Q4 FY25$32K-99.7%-84.4%-206188%$-0.65$-41.0M
Q3 FY25$348K-98.8%100%-15846%$-0.61$-32.8M
Q2 FY25$19.1M+740.1%100%-186%$-0.15$-37.8M

Forward consensus

5-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$28.6M$2.7M – $38.2M-$1.77-$1.92 – -$1.6012
FY27$169.7M$19.4M – $483.4M-$1.35-$3.75 – $3.4211
FY28$414.9M$147.6M – $1.2B-$0.24-$2.55 – $4.5113
FY29$793.2M$174.6M – $2.5B$1.62-$0.02 – $6.0412
FY30$1.2B$254.3M – $3.6B$3.34-$0.05 – $12.446

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.25%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-8.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-15.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 80.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.115-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 20Kooij Louise FrederikaChief Accounting Officer105.0K sh$3.2MSellJun 22Kooij Louise FrederikaChief Accounting Officer40.0K sh$1.2MSellMay 26Kooij Louise FrederikaChief Accounting Officer65.0K sh$2.3MSellMar 11Louis G LangeDirector44.6K sh$1.4MSellMar 9Kastelein Johannes Jacob PieterChief Scientific Officer101.4K sh$3.1MSellMar 6Louis G LangeDirector28.2K sh$829KSellMar 6Kastelein Johannes Jacob PieterChief Scientific Officer94.1K sh$2.9MSellMar 5Kastelein Johannes Jacob PieterChief Scientific Officer104.5K sh$3.2MSellMar 2Michael H. DavidsonCEO443.7K sh$14.8MSellFeb 26Michael H. DavidsonCEO183.3K sh$6.2M
1–10 of 12
+ 11 other (10 exempts · 1 inthemoney) in window

See when $NAMS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-K/AOfficer or director change (amended)Aug 148-K/A — Item 5.02: Officer or director change
AI summary

NewAmsterdam Pharma filed Amendment No. 1 to its July 22, 2026 8-K to provide terms of separation and advisor agreements with former COO Douglas Kling, who resigned effective August 14, 2026 to become CEO of another clinical-stage biotech. The original 8-K had disclosed the resignation; this amendment adds the compensation terms. Specific financial terms are not detailed in the excerpt. Administrative amendment completing the required compensation disclosure for a prior executive departure.

3New insider — initial holdingsAug 143
AI summary

Robert William Gunning filed an initial Form 3 as VP, Controller of NewAmsterdam Pharma Company N.V., effective August 10, 2026. No securities are beneficially owned at the time of filing. Routine Section 16(a) officer filing accompanying his appointment as principal accounting officer.

8-KOfficer or director changeAug 148-K — Item 5.02: Officer or director change
AI summary

NewAmsterdam Pharma appointed Robert W. Gunning as VP, Controller and principal accounting officer effective August 10, 2026, succeeding Louise Kooij who departs August 31. Gunning comes from Altimmune (interim controller) and Y-mAbs Therapeutics (VP Finance/Controller, 2022-2026). His base salary is $375,000/year with a 30% target annual bonus prorated for 2026. Routine CFO-function backfill at a clinical-stage Dutch pharma company.

8-KOfficer or director changeJul 228-K — Item 5.02: Officer or director change
AI summary

NAMS filed an 8-K under Item 5.02 announcing the appointment of as the as duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. Additionally, Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Personnel changes at the executive or board level are typically administrative but can signal strategic shifts depending on context.

8-KOfficer or director changeJun 38-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

NewAmsterdam Pharma held its 2026 Annual General Meeting on June 2, 2026 in Amsterdam. Shareholders approved the company's new 2026 Employee Stock Purchase Plan (ESPP), authorizing up to 1,150,000 ordinary shares for issuance at a 15% discount to the lower of the market price at the beginning or end of each six-month purchase period. The meeting also addressed director re-elections and other annual business, with shareholder voting results reported under Item 5.07. NewAmsterdam is a Dutch lipid-disorders biotech developing obicetrapib, a CETP inhibitor targeting significant LDL reduction.

SC 13D/AActivist amendmentMay 14SC 13D/A
AI summary

Bain Capital Life Sciences filed Amendment No. 6 to its Schedule 13D on NewAmsterdam Pharma, reflecting updated aggregate ownership across multiple funds. The combined Bain Capital Life Sciences entities (BCLS Fund III, BCLS Opportunities III, BCLS Fund II, and BCLS II Investco) hold a combined approximate 3.4% stake in NewAmsterdam's outstanding ordinary shares, reflecting a reduction from prior levels triggered by a May 12, 2026 event. Bain Capital was a pre-IPO investor in NewAmsterdam, and its continued but reduced holding is consistent with a gradual secondary exit following the company's Nasdaq listing.

8-KOfficer or director changeApr 248-K — Item 5.02: Officer or director change
8-KPress release / Reg FDMar 28-K — Item 7.01: Press release / Reg FD
+ 12 other (3 13Gs · 2 earnings 8-Ks · 2 10-Qs · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

NewAmsterdam Pharma Company N.V. $NAMS Shares Sold by Handelsbanken Fonder ABdefenseworld.net·7d agoNewAmsterdam Pharma Company N.V. (NAMS) Analyst/Investor Day Transcriptseekingalpha.com·14d agoNewAmsterdam Pharma Maps Obicetrapib Strategy as PREVAIL Interim Nearsmarketbeat.com·18d agoNewAmsterdam Pharma Company N.V. (NAMS) Reports Q2 Loss, Lags Revenue Estimateszacks.com·18d agoNewAmsterdam Pharma Provides Corporate Update and Reports Second Quarter Financial Resultsglobenewswire.com·18d ago

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