Analyst Highlights MACE-4 Endpoint in PREVAIL Study Could Be a Game Changer for NAMS

Simply Wall St
  • Earlier this week, a Jefferies analyst reiterated a positive outlook on NewAmsterdam Pharma, highlighting the company's pursuit of a broader FDA label through the PREVAIL study using the MACE-4 endpoint for obicetrapib.
  • The analyst emphasized that obicetrapib's unique position in the cardiovascular market could influence NewAmsterdam's future competitive advantages.
  • We'll explore how the clinical validity of the MACE-4 endpoint shapes the investment narrative for NewAmsterdam Pharma's growth potential.

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What Is NewAmsterdam Pharma's Investment Narrative?

To be a shareholder in NewAmsterdam Pharma, you have to believe in the company's ability to turn significant progress in clinical trials into real commercial advantages, particularly with obicetrapib. The latest bullish analyst update from Jefferies keeps momentum alive, putting a spotlight on potential regulatory catalysts like a broader FDA label if the PREVAIL trial using the MACE-4 endpoint pans out. This adds emphasis to upcoming clinical milestones and regulatory news as key short-term drivers. While positive clinical and earnings momentum has lifted the shares recently, the continued net losses, high valuation metrics, and frequent board changes remain sizeable challenges. Even with growing revenue and pipeline successes, the company is not expected to reach profitability soon. The recent news is helpful for sentiment but likely doesn’t change the need for clinical success as the main near-term catalyst.
On the other hand, high net losses and a still-unproven commercial story could hold the company back.

NewAmsterdam Pharma's shares have been on the rise but are still potentially undervalued. Find out how large the opportunity might be.

Exploring Other Perspectives

NAMS Earnings & Revenue Growth as at Jul 2025
The Simply Wall St Community shows two independent views on NewAmsterdam's fair value, both above US$41.67 and reaching over US$48.10. However, many are focused on the risk that further net losses could weigh on the shares despite a promising clinical pipeline. Your outlook may differ from others in the community, so it’s worth considering several perspectives as you form your own view.

Explore 2 other fair value estimates on NewAmsterdam Pharma - why the stock might be worth over 2x more than the current price!

Build Your Own NewAmsterdam Pharma Narrative

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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