NewAmsterdam PharmaNAMS
Market Cap: $1.43B
About: NewAmsterdam Pharma Co NV is a late-stage biopharmaceutical company with a mission to improve patient care in populations with metabolic diseases where currently approved therapies have not been adequate or well tolerated. Its product, obicetrapib, is a next-generation, oral, low-dose CETP inhibitor that is developed to potentially overcome the limitations of current LDL-C lowering treatments.
Employees: 57
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
140% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 10
76% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 17
18% more funds holding
Funds holding: 76 [Q1] → 90 (+14) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 5 [Q1] → 5 (+0) [Q2]
1.0% less ownership
Funds ownership: 81.02% [Q1] → 80.02% (-1.0%) [Q2]
19% less capital invested
Capital invested by funds: $1.71B [Q1] → $1.38B (-$327M) [Q2]
72% less call options, than puts
Call options by funds: $17K | Put options by funds: $61K
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
RBC Capital Leonid Timashev 44% 1-year accuracy 14 / 32 met price target | 95%upside $31 | Outperform Reiterated | 5 Sept 2024 |
Needham Serge Belanger 50% 1-year accuracy 58 / 115 met price target | 127%upside $36 | Buy Initiated | 28 Aug 2024 |
RBC Capital Leonid Timashev 44% 1-year accuracy 14 / 32 met price target | 95%upside $31 | Outperform Reiterated | 30 Jul 2024 |
Financial journalist opinion
Based on 3 articles about NAMS published over the past 30 days