EQUITY RESEARCH MEMO

NewAmsterdam Pharma Company

Generated 6/6/2026

Executive Summary

Conviction (model self-assessment)65/100

NewAmsterdam Pharma Company (NASDAQ: NAMS) is a clinical-stage biopharmaceutical company headquartered in Amsterdam, Netherlands, focused on developing oral therapies for metabolic diseases, particularly cardiovascular conditions driven by dyslipidemia and inflammation. The company's lead asset is obicetrapib, a novel, oral, selective CETP inhibitor designed to reduce low-density lipoprotein cholesterol (LDL-C) and improve other lipid parameters. Obicetrapib is currently being evaluated in a comprehensive Phase 3 clinical program, including the BROOKLYN, TANDEM, and PREVAIL trials, targeting patients with hypercholesterolemia inadequately controlled by statins or those with mixed dyslipidemia. The company went public via a merger and has raised significant capital to advance its pipeline. NewAmsterdam's therapeutic strategy addresses a large unmet need in cardiovascular disease, a leading cause of global mortality, by offering a potential oral alternative to injectable lipid-lowering therapies like PCSK9 inhibitors.

Upcoming Catalysts (preview)

  • Q2 2026Phase 3 BROOKLYN Trial Top-Line Data for Obicetrapib75% success
  • Q4 2026Phase 3 PREVAIL Cardiovascular Outcomes Trial Interim Analysis60% success
  • Q3 2026Potential Partnership or Licensing Deal for Obicetrapib ex-U.S. Rights50% success
Locked sections
  • · Pipeline Analysis
  • · Competitive Landscape
  • · Catalyst Calendar (full 12-month)
  • · Bull Case
  • · Bear Case
  • · Counterfactual Scenarios
  • · Valuation Notes
  • · SEC Filing Highlights
  • · Insider Activity
  • · Literature Watch
  • · Patent Landscape
  • · Mechanism Cluster Map
  • · Audio Briefing (5 min)