GET DAILY SIGNALSNewAmsterdam Pharma (NAMS) Posts Sharp Q3 Revenue Growth and Secures First Obicetrapib Approval in Europe
Key Takeaways
- NewAmsterdam Pharma reported third-quarter 2026 revenue of $19.16 million, up sharply from roughly $0.35 million a year earlier and well above the consensus estimate of about $7.9 million.
- Net loss narrowed to $17.39 million, or $0.14 per share, compared with a $72.01 million loss, or $0.61 per share, in the prior-year quarter.
- The European Commission granted approval for Ubeslo® (obicetrapib monotherapy) and Evlarco® (obicetrapib plus ezetimibe), the first regulatory approval of obicetrapib worldwide.
- Operating loss improved to $44.19 million from $55.14 million a year ago, while research and development expenses rose to $39.36 million.
- You can find more details about NAMS's Major News, Today's Price Move, Price Targets, and Forecast on dedicated pages.
- For broader market ideas, explore Trending AI Robots to discover AI-driven trading strategies across the market.
Earnings Context and Why It Matters
NewAmsterdam Pharma is a late-stage biopharmaceutical company developing oral, non-statin therapies for patients with cardiometabolic disease. Its lead asset, obicetrapib, is a cholesteryl ester transfer protein (CETP) inhibitor designed to lower low-density lipoprotein cholesterol (LDL-C, or "bad" cholesterol). Because the company is still building toward commercialization, quarterly results are often read less for profitability than for clinical progress, regulatory milestones, and cash runway. This quarter carried added weight: it arrived alongside the company's first-ever regulatory approval in Europe, making the update a pivotal checkpoint for both the obicetrapib program and investor confidence in the company's commercial path. I also checked this using Tickeron’s AI Screener to see how the stock compares to others in the industry.
Reported Results
For the third quarter ended September 30, 2026, NewAmsterdam Pharma reported revenue of $19.16 million, compared with $0.35 million in the same period a year ago and ahead of the consensus estimate of roughly $7.9 million. Net loss for the quarter was $17.39 million, or $0.14 per share on a basic and diluted basis, versus a net loss of $72.01 million, or $0.61 per share, a year earlier. The loss per share was also narrower than the analyst consensus of about $0.49 per share.
Operating loss improved to $44.19 million from $55.14 million a year ago. Research and development expenses increased to $39.36 million from $30.97 million, reflecting continued investment in the obicetrapib program, while selling, general, and administrative expenses declined to $24.00 million from $24.52 million. For the nine months ended September 30, 2026, revenue totaled $25.91 million, up from $22.47 million a year earlier.
On the regulatory front, the company announced European Commission approval of Ubeslo® (obicetrapib monotherapy) and Evlarco® (obicetrapib plus ezetimibe fixed-dose combination), representing the first approval of obicetrapib anywhere in the world.
Market Reaction and Investor Sentiment
Shares of NewAmsterdam Pharma (NAMS) moved higher following the report, rising roughly 4% in the session as investors weighed the revenue beat and the landmark European approval against the company's still-ongoing losses. The reaction reflected a focus on the regulatory milestone and improving top-line trajectory rather than near-term profitability. Sentiment heading into the print had been cautious after recent quarters, making the combination of a revenue beat and a first approval a notable positive. Still, investor attention remains balanced by the company's continued spending and the binary nature of upcoming clinical data readouts.
Forward Outlook and Key Factors to Monitor
Following this quarter, investors will likely focus on the commercialization launch of Ubeslo® and Evlarco® in Europe, which represents NewAmsterdam Pharma's first opportunity to convert regulatory approval into product revenue. Execution on pricing, reimbursement, and market access will be closely watched as early signals of commercial traction.
A second key catalyst is the interim analysis of the PREVAIL cardiovascular outcomes trial (CVOT), expected in the fourth quarter of 2026. This data readout has the potential to meaningfully shape the clinical and commercial outlook for obicetrapib and is widely viewed as a major, high-impact event for the stock.
Investors should also monitor research and development spending, which continues to rise as the company advances additional trials such as the SPINOZA Phase 2b study, as well as the company's cash position and ability to fund its pipeline. The balance between expanding the clinical program and managing operating losses will remain a central theme for the quarters ahead.
Using Tickeron’s AI Screener for Deeper Insights
In preparing this analysis, I turned to Tickeron’s AI Screener to quickly filter comparable names in the biopharma space and cross-check technical patterns against fundamentals. The tool helped surface relevant peers and highlight how NAMS stacks up on volatility and recent performance metrics, giving me an additional data point alongside the earnings release. It is a practical way to streamline research without replacing traditional due diligence.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
Contributor
Sergey Savastiouk, Ph.D. has a degree in Applied Mathematics from Moscow University and has extensive experience as an entrepreneur, investor, manager, and mathematician. His professional expertise is in applied mathematics, mathematical modeling, system and pattern analysis, and software and hardware system integration. He has served as the CEO of several hi-tech start-up companies and nonprofit organizations, which has given him proven capabilities in business strategy for high-tech start-up companies, market assessment, company formation, team building, product development, marketing, and sales. He has published numerous articles in journals and magazines on related fields. As a retail investor, he spent 15 years developing his proprietary trading and quantitative algorithms (now Tickeron’s A.I.), which brought him significant returns in trading the stock market. His current work and goal in founding Tickeron is to bring professional, sophisticated stock market analysis capabilities to retail investors via an easy-to-use interface.
NAMS's Indicator enters downward trend
The Aroon Indicator for NAMS entered a downward trend on November 03, 2026. Tickeron's A.I.dvisor identified a pattern where the AroonDown red line was above 70 while the AroonUp green line was below 30 for three straight days. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options. A.I.dvisor looked at 175 similar instances where the Aroon Indicator formed such a pattern. In 142 of the 175 cases the stock moved lower. This puts the odds of a downward move at 81%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on November 02, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on NAMS as a result. In 57 of 95 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 60%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where NAMS declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 78%.
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where NAMS's RSI Oscillator exited the oversold zone, 22 of 27 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 81%.
The Stochastic Oscillator is in the oversold zone. Keep an eye out for a move up in the foreseeable future.
The Moving Average Convergence Divergence (MACD) for NAMS just turned positive on October 27, 2026. Looking at past instances where NAMS's MACD turned positive, the stock continued to rise in 39 of 58 cases over the following month. The odds of a continued upward trend are 67%.
Following a +7.89% 3-day Advance, the price is estimated to grow further. Considering data from situations where NAMS advanced for three days, in 201 of 249 cases, the price rose further within the following month. The odds of a continued upward trend are 81%.
NAMS may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 15 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 32 (best 1 - 100 worst) indicates that the company is slightly undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (3.767) is normal, around the industry mean (3.051). P/E Ratio (-9.213) is within average values for comparable stocks, (-0.872). Projected Growth (PEG Ratio) (0.000) is also within normal values, averaging (9.059). Dividend Yield (0.000) settles around the average of (125.677) among similar stocks. P/S Ratio (357.143) is also within normal values, averaging (439.647).
The Tickeron Profit vs. Risk Rating rating for this company is 68 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. NAMS’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 93, placing this stock better than average.
The Tickeron Price Growth Rating for this company is 80 (best 1 - 100 worst), indicating slightly worse than average price growth. NAMS’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 97 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
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Industry Biotechnology