NewAmsterdam Pharma Co N.V.

NewAmsterdam Pharma Co N.V. is a clinical-stage biopharmaceutical company focused on developing oral therapies for cardiovascular disease, centered on obicetrapib and related formulations. The company is organized under Dutch law with operations and commercial planning tied to the United States and partnered European markets.

−1 001,9 %

−905,7 %

−50,6 %

7.88

7.88

— NewAmsterdam Pharma Co N.V.
%
Clinical-stage drug candidates0% Development-stage cardiovascular therapies, primarily obicetrapib and related formulations.
Licensed intellectual property70% License rights granted to Menarini for commercialization in defined territories.
Product supply30% Sale of obicetrapib tablets and active pharmaceutical ingredients to Menarini.

The company’s primary commercial counterparty is Menarini, which holds rights to commercialize obicetrapib in most...

  • Menariniprimary

    Buys license rights and product supply for commercialization in most European territories.

  • Cardiovascular physiciansprimary

    Prescribe obicetrapib if approved for patients needing additional LDL-C lowering.

  • Patients with residual LDL-C elevationprimary

    End users targeted for oral therapy after standard lipid-lowering treatment.

  • Specialty pharmacies and distributorssecondary

    May handle distribution and fulfillment outside the U.S. or in selected regions.

  • Future licensing partnersemerging

    Potential collaborators for Japan, China, and other non-core markets.

NewAmsterdam Pharma is incorporated in the Netherlands, with a registered office in Naarden and a U.S...

  • •Netherlands legal domicile and registered office
  • •United States operating base and planned commercial launch market
  • •Majority of European countries covered by Menarini rights
  • •Potential expansion into Japan and China through partners
  • •Cross-border development and supply chain coordination

The company’s strategy is to advance obicetrapib through late-stage development, seek regulatory approval, and build...

01
Complete development and regulatory path for obicetrapibshort-term

Approval is required before the company can generate meaningful product sales.

02
Build U.S. commercialization capabilityshort-term

The company intends to sell in the U.S. itself and needs sales and distribution infrastructure.

03
Expand through partnerships outside core marketsmedium-term

Partnering can extend reach while limiting the need to build local infrastructure everywhere.

04
Broaden pipeline through licensing or acquisitionmedium-term

Additional candidates can diversify the company beyond a single lead asset.

The company depends heavily on successful development and approval of a single lead asset, so clinical, regulatory, and...

critical

Clinical development failure

The company has no approved products and relies on obicetrapib's trial results.

Scope
BROADWAY and TANDEM programs
Materiality
high
high

Regulatory approval delay or denial

Revenue depends on obtaining marketing authorization before commercialization.

Scope
FDA and ex-U.S. regulators
Materiality
high
high

Commercial execution risk

The company has limited internal sales and marketing infrastructure.

Scope
U.S. launch and partner-managed territories
Materiality
high
high

Partner concentration

Menarini is the key European commercialization counterparty and supply customer.

Scope
License and supply agreements
Materiality
high
high

Intellectual property and patent risk

Future value depends on protecting obicetrapib from generic or legal challenges.

Scope
Patent term, ANDA risk, foreign patent filings
Materiality
high
high

Financing and dilution risk

The company expects continued losses and may need external capital.

Scope
Equity, debt, convertible, or collaboration funding
Materiality
high
License and collaboration revenue recognition
Affects timing of revenue recognition and deferred revenue balances
Variable consideration in supply agreement
Can cause quarter-to-quarter revenue variability
Milestone and development contributions
Can shift revenue between periods
Clinical trial accruals and estimates
Affects operating expense timing and comparability

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: 29.4.2026