NewAmsterdam Pharma Company N.V.

NasdaqGM:NAMS Stock Report

Market Cap: US$3.9b

NewAmsterdam Pharma Management

Management criteria checks 2/4

NewAmsterdam Pharma's CEO is Michael Davidson, appointed in Aug 2020, has a tenure of 5.75 years. total yearly compensation is $13.64M, comprised of 4.7% salary and 95.3% bonuses, including company stock and options. directly owns 0.25% of the company’s shares, worth $10.50M. The average tenure of the management team and the board of directors is 2.9 years and 3.3 years respectively.

Key information

Michael Davidson

Chief executive officer

US$13.6m

Total compensation

CEO salary percentage4.74%
CEO tenure5.8yrs
CEO ownership0.3%
Management average tenure2.9yrs
Board average tenure3.3yrs

Recent management updates

Analysis Article May 29

Shareholders Will Probably Not Have Any Issues With NewAmsterdam Pharma Company N.V.'s (NASDAQ:NAMS) CEO Compensation

Key Insights NewAmsterdam Pharma's Annual General Meeting to take place on 4th of June Total pay for CEO Michael...

Recent updates

Analysis Article May 13

Industry Analysts Just Made A Substantial Upgrade To Their NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) Revenue Forecasts

Celebrations may be in order for NewAmsterdam Pharma Company N.V. ( NASDAQ:NAMS ) shareholders, with the analysts...
Seeking Alpha Apr 16

NewAmsterdam Pharma: Cholesterol-Lowering Player Is A Risk-On Buy Today

Summary NewAmsterdam Pharma is advancing obicetrapib, an oral CETP inhibitor, targeting unmet LDL-C lowering needs in cardiovascular disease patients. Obicetrapib met primary and secondary endpoints in three Phase 3 trials, with significant LDL-C reductions and favorable safety, supporting regulatory filings in Europe and the US. NAMS anticipates regulatory decisions in Europe in H2 2026, with US NDA likely post-PREVAIL CVOT data; commercial preparations and partnerships are underway. With $729m cash and multiple ongoing studies, NAMS faces single-asset risk but holds significant upside from potential multi-indication approvals and European royalty streams. Read the full article on Seeking Alpha
Analysis Article Dec 24

We're Hopeful That NewAmsterdam Pharma (NASDAQ:NAMS) Will Use Its Cash Wisely

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Analysis Article Aug 18

Rainbows and Unicorns: NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) Analysts Just Became A Lot More Optimistic

NewAmsterdam Pharma Company N.V. ( NASDAQ:NAMS ) shareholders will have a reason to smile today, with the analysts...
Analysis Article Jun 10

NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) Analysts Just Trimmed Their Revenue Forecasts By 14%

The analysts covering NewAmsterdam Pharma Company N.V. ( NASDAQ:NAMS ) delivered a dose of negativity to shareholders...
Analysis Article May 29

Shareholders Will Probably Not Have Any Issues With NewAmsterdam Pharma Company N.V.'s (NASDAQ:NAMS) CEO Compensation

Key Insights NewAmsterdam Pharma's Annual General Meeting to take place on 4th of June Total pay for CEO Michael...
Analysis Article May 13

Analysts Have Been Trimming Their NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) Price Target After Its Latest Report

NewAmsterdam Pharma Company N.V. ( NASDAQ:NAMS ) shareholders are probably feeling a little disappointed, since its...
Seeking Alpha Mar 01

NewAmsterdam Pharma: Significant Upside Possible In Case Of Approval Of Obicetrapib

Summary New Amsterdam Pharma's obicetrapib shows promise as a best-in-class CETP inhibitor, successfully lowering LDL-C in Phase 3 trials, with potential for significant market impact. The company plans to file for European approval in 2025, with ongoing trials potentially confirming additional cardiovascular benefits. Despite competition, obicetrapib's oral administration and lack of side effects position it favorably against injectable PCSK9 inhibitors. Valuation models suggest significant upside potential, with market capitalization possibly reaching $6.78 billion to $21.69 billion upon successful commercialization. Read the full article on Seeking Alpha
Analysis Article Feb 27

Companies Like NewAmsterdam Pharma (NASDAQ:NAMS) Are In A Position To Invest In Growth

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Seeking Alpha Oct 04

Obicetrapib Positions NewAmsterdam Pharma For Significant Market Growth In Cardiovascular Therapies

Summary NewAmsterdam Pharma's Obicetrapib, a CETP inhibitor, shows promise in reducing LDL-C, addressing unmet cardiovascular needs, and has favorable Phase 3 trial results. Obicetrapib's potential regulatory filing by 2025 and its competitive edge over similar drugs position NAMS for significant market share in cardiovascular therapies. This drug significantly reduced LDL-C in Phase 3 trials, outperforming similar therapies. It also seems highly effective at lowering Lp(a). NAMS has a strong cash position, no debt, and a promising pipeline, making it a compelling investment despite inherent biotech risks. Read the full article on Seeking Alpha
Analysis Article Oct 01

Will NewAmsterdam Pharma (NASDAQ:NAMS) Spend Its Cash Wisely?

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
Analysis Article Mar 03

NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) Just Reported Full-Year Earnings And Analysts Are Lifting Their Estimates

The annual results for NewAmsterdam Pharma Company N.V. ( NASDAQ:NAMS ) were released last week, making it a good time...

CEO Compensation Analysis

How has Michael Davidson's remuneration changed compared to NewAmsterdam Pharma's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

-US$213m

Dec 31 2025US$14mUS$646k

-US$204m

Sep 30 2025n/an/a

-US$221m

Jun 30 2025n/an/a

-US$166m

Mar 31 2025n/an/a

-US$187m

Dec 31 2024US$6mUS$621k

-US$242m

Sep 30 2024n/an/a

-US$199m

Jun 30 2024n/an/a

-US$229m

Mar 31 2024n/an/a

-US$229m

Dec 31 2023US$6mUS$569k

-US$177m

Compensation vs Market: Michael's total compensation ($USD13.64M) is above average for companies of similar size in the US market ($USD7.00M).

Compensation vs Earnings: Michael's compensation has increased whilst the company is unprofitable.


CEO

Michael Davidson (69 yo)

5.8yrs
Tenure
US$13,641,854
Compensation

Dr. Michael Harvey Davidson, M.D., FACC., FNLA, serves as Director at Nanophoria S.R.L. since January 2024. Dr. Davidson is a Co-Founder and Chief Scientific Officer of TROFI NUTRITIONALS, INC. He serves a...


Leadership Team

NamePositionTenureCompensationOwnership
Michael Davidson
CEO, President & Executive Director5.8yrsUS$13.64m0.25%
$ 10.0m
Johannes Jacob Kastelein
Founder6.3yrsUS$4.81m0.064%
$ 2.5m
Mayur Somaiya
Chief Financial Officer2.6yrsUS$4.70m0.0065%
$ 254.4k
Douglas Kling
Chief Operating Officer5.2yrsUS$5.44m0.0075%
$ 296.5k
Louise Kooij
Chief Accounting Officer2.6yrsUS$2.24m0.0020%
$ 79.1k
Matthew Philippe
Executive VP & Head of Investor Relations3.1yrsno datano data
Michael Marino
Chief Legal Officer & Corporate Secretary1yrno datano data
Chris Deluzio
Executive Vice President of Sales Enterprise Operations2.7yrsno datano data
Maryellen McQuade
Chief People Officer1.3yrsno datano data
Juliette Audet
Chief Strategy & Business Officer2.1yrsUS$3.26m0.00094%
$ 37.0k
Marc Ditmarsch
Chief Development Officer3.8yrsno datano data
Sheng Cui
Chief Manufacturing Officer5.1yrsno datano data
2.9yrs
Average Tenure
51.5yo
Average Age

Experienced Management: NAMS's management team is considered experienced (2.9 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Michael Davidson
CEO, President & Executive Director3.5yrsUS$13.64m0.25%
$ 10.0m
Johannes Jacob Kastelein
Founder6.3yrsUS$4.81m0.064%
$ 2.5m
Louis Lange
Independent Non-Executive Director3.5yrsUS$673.92k0.0020%
$ 78.0k
Christie Ballantyne
Member of Clinical Advisory Boardno datano datano data
William Lewis
Independent Chairman of Board of Directors2.3yrsUS$693.92k0.0020%
$ 78.0k
John Smither
Independent Director3.3yrsUS$676.42k0.0020%
$ 78.0k
Mark McKenna
Independent Non-Executive Vice Chairman1.8yrsUS$663.92k0.0020%
$ 78.0k
Wouter Sebastian Joustra
Independent Non-Executive Director1.8yrsUS$43.00kno data
Brian Ference
Member of Clinical Advisory Boardno datano datano data
Kausik Ray
Member of Clinical Advisory Boardno datano datano data
Ann Navar
Member of Clinical Advisory Boardno datano datano data
Stephen Nicholls
Member of Clinical Advisory Boardno datano datano data
3.3yrs
Average Tenure
69yo
Average Age

Experienced Board: NAMS's board of directors are considered experienced (3.3 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/31 01:52
End of Day Share Price 2026/05/29 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

NewAmsterdam Pharma Company N.V. is covered by 19 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Steven SeedhouseCantor Fitzgerald & Co.
Geoffrey MeachamCitigroup Inc
Asad HaiderGoldman Sachs