NAMS NewAmsterdam Pharma Company N.V. - Ordinary Shares
NASDAQ · Biotechnology · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 5, 2026
$23.20
· of 52w range
· above low
· to high
$21.0252w low
$42.2152w high
Market Cap (MRQ)
$2.73B
your badges
52W Range
$21–$42
Analyst Rating
BUY
Price Target
$50
P/E
·
ROE
·
Net Profit Margin
·
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NAMS Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$23.20
Market Cap (MRQ)
$2.73B
52W Range
$21–$42
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10-Year Performance Revenue, net income, margins and EPS trends
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | NAMS | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/B (MRQ) | 4.3 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | NAMS | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 9.0 | · | · | · |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
1.5%
Next Report
Nov 03, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 12, 2026 | $-0.52 | $-0.50 | -4.4% |
| March 31, 2026 | May 7, 2026 | $-0.40 | $-0.50 | 20.3% |
| Dec. 31, 2025 | $-0.62 | $-0.39 | -57.8% | |
| Sept. 30, 2025 | $-0.61 | $-0.40 | -51.0% | |
| June 30, 2025 | $-0.15 | $-0.50 | 70.1% | |
| March 31, 2025 | $-0.34 | $-0.50 | 31.7% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Balance Sheet
| Metric | Trend | 2025 |
|---|---|---|
| Cash & Equivalents | $490M | |
| Short-term Investments | $146M | |
| Prepaid Expense | $38M | |
| Current Assets | $676M | |
| PP&E (Net) | $383.0K | |
| Total Assets | $769M | |
| Accounts Payable | $9M | |
| Current Liabilities | $86M | |
| Capital Leases | $66.0K | |
| Total Liabilities | $86M | |
| Common Stock | $14M | |
| Retained Earnings | $-762M | |
| AOCI | $5M | |
| Stockholders' Equity | $683M | |
| Liabilities + Equity | $769M | |
| Shares Outstanding | 114,399,326 |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 |
|---|---|---|---|
| Revenue | $4M | $3M | |
| R&D Expense | $42M | $38M | |
| SG&A Expense | $27M | $23M | |
| Operating Expenses | $69M | $61M | |
| Operating Income | $-65M | $-58M | |
| Interest Income | $6M | $6M | |
| Pretax Income | $-64M | $-48M | |
| Net Income | $-64M | $-48M | |
| EPS (Basic) | $-0.52 | $-0.40 | |
| EPS (Diluted) | $-0.52 | $-0.40 | |
| Shares (Basic) | 123,370,232 | 121,716,006 | |
| Shares (Diluted) | 123,370,232 | 121,716,006 | |
| EBITDA | $-65M | $-58M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 |
|---|---|---|---|
| Cash & Equivalents | $424M | $458M | |
| Short-term Investments | $210M | $178M | |
| Prepaid Expense | $24M | $21M | |
| Current Assets | $659M | $658M | |
| PP&E (Net) | $411.0K | $379.0K | |
| Total Assets | $704M | $733M | |
| Accounts Payable | $5M | $8M | |
| Current Liabilities | $73M | $67M | |
| Capital Leases | $56.0K | · | |
| Total Liabilities | $73M | $67M | |
| Common Stock | $15M | $15M | |
| Retained Earnings | $-875M | $-811M | |
| AOCI | $4M | $4M | |
| Stockholders' Equity | $631M | $665M | |
| Liabilities + Equity | $704M | $733M | |
| Shares Outstanding | 117,651,697 | 116,641,656 |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 |
|---|---|---|---|
| D&A | $59.0K | $62.0K | |
| Stock-based Comp | $18M | $18M | |
| Other Non-cash | · | $-227.0K | |
| Operating Cash Flow | $-39M | $-31M | |
| CapEx | $80.0K | $38.0K | |
| Investing Cash Flow | $-5M | $-12M | |
| Financing Cash Flow | $11M | $11M | |
| Free Cash Flow | · | $-31M |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 |
|---|---|---|---|
| Operating Margin | -1752.6% | -1921.7% | |
| Net Margin | -1732.9% | -1593.5% | |
| Pretax Margin | -1732.9% | -1593.5% | |
| EBITDA Margin | -1752.6% | -1919.7% | |
| ROA | -8.4% | -6.2% | |
| ROE | -9.1% | -6.7% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 |
|---|---|---|---|
| Current Ratio | 9.0 | 9.8 | |
| Quick Ratio | 8.7 | 9.4 |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 |
|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 |
|---|---|---|---|
| Book Value / Share | $5.37 | $5.70 | |
| Revenue / Share | $0.03 | $0.03 | |
| Cash Flow / Share | · | $-0.25 | |
| Cash / Share | $3.61 | $3.92 | |
| EPS (TTM) | $-2.15 | $-1.78 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 |
|---|---|---|---|
| Revenue TTM | $7M | $23M | |
| Net Income TTM | $-260M | $-213M | |
| Market Cap | $3.99B | $3.73B | |
| P/E | -15.8 | -18.0 | |
| P/S | 559.9 | 165.5 | |
| P/B | 6.3 | 5.6 | |
| P / Tangible Book | 6.3 | 5.6 | |
| P / Cash Flow | · | -122.0 | |
| Earnings Yield | -6.3% | -5.6% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
No data for this statement
Not enough fundamentals data to build this statement yet.
No data for this statement
Not enough fundamentals data to build this statement yet.
No data for this statement
Not enough fundamentals data to build this statement yet.
Institutional owners (13F) 217 filers · $4.0B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
217
Value held
$4.0B
New positions
53
Exited positions
17
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 53 (+27 vs prior Q) | 17 (-20 vs prior Q) | 74 (+7 vs prior Q) | 50 (-2 vs prior Q) | -2.8M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Frazier Life Sciences Management, L.P. | $613,032,889 | 18,088,902 | 15.23% | Shares |
| Capital World Investors | $414,493,577 | 12,230,557 | 10.30% | Shares |
| FMR LLC | $350,411,179 | 10,339,663 | 8.70% | Shares |
| RA CAPITAL MANAGEMENT, L.P. | $323,655,973 | 9,550,191 | 8.04% | Shares |
| FCPM III SERVICES B.V. | $287,738,063 | 8,490,353 | 7.15% | Shares |
| DEERFIELD MANAGEMENT COMPANY, L.P. | $144,533,699 | 4,264,789 | 3.59% | Shares |
| VIKING GLOBAL INVESTORS LP | $142,458,886 | 4,203,567 | 3.54% | Shares |
| Bain Capital Life Sciences Investors, LLC | $129,004,522 | 3,806,566 | 3.20% | Shares |
| MAVERICK CAPITAL LTD | $110,745,810 | 3,267,802 | 2.75% | Shares |
| Medicxi Ventures Management (Jersey) Ltd | $74,850,776 | 2,208,639 | 1.86% | Shares |
| JANUS HENDERSON GROUP PLC | $72,253,603 | 2,258,984 | 1.79% | Shares |
| JENNISON ASSOCIATES LLC | $71,246,471 | 2,102,286 | 1.77% | Shares |
| Orbis Allan Gray Ltd | $59,227,079 | 1,747,627 | 1.47% | Shares |
| Polar Capital Holdings Plc | $58,443,915 | 1,724,518 | 1.45% | Shares |
| Capital International Investors | $58,409,246 | 1,723,495 | 1.45% | Shares |
| GOLDMAN SACHS GROUP INC | $52,357,034 | 1,544,911 | 1.30% | Shares |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $52,071,036 | 1,536,472 | 1.29% | Shares |
| Castle Hook Partners LP | $46,463,359 | 1,371,005 | 1.15% | Shares |
| AMERIPRISE FINANCIAL INC | $42,482,886 | 1,253,549 | 1.06% | Shares |
| ALLIANCEBERNSTEIN L.P. | $40,330,679 | 1,259,940 | 1.00% | Shares |
| JPMORGAN CHASE & CO | $38,373,185 | 1,132,955 | 0.95% | Shares |
| Aberdeen Group plc | $37,373,384 | 1,102,785 | 0.93% | Shares |
| BlackRock, Inc. | $36,050,487 | 1,063,750 | 0.90% | Shares |
| FRANKLIN RESOURCES INC | $33,683,835 | 993,917 | 0.84% | Shares |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $26,472,835 | 781,140 | 0.66% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $25,564,142 | 754,327 | 0.63% | Shares |
| Woodline Partners LP | $25,501,852 | 752,489 | 0.63% | Shares |
| BANK OF AMERICA CORP /DE/ | $24,925,518 | 735,483 | 0.62% | Shares |
| TimesSquare Capital Management, LLC | $24,071,136 | 751,988 | 0.60% | Shares |
| AMERICAN CENTURY COMPANIES INC | $23,208,343 | 684,813 | 0.58% | Shares |
| CITADEL ADVISORS LLC | $21,886,331 | 645,805 | 0.54% | Shares |
| Jefferies Financial Group Inc. | $20,334,000 | 600,000 | 0.51% | Put option |
| Rock Springs Capital Management LP | $19,749,194 | 582,744 | 0.49% | Shares |
| First Turn Management, LLC | $19,740,823 | 582,497 | 0.49% | Shares |
| MORGAN STANLEY | $19,514,724 | 575,825 | 0.48% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $19,269,854 | 568,600 | 0.48% | Put option |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $18,639,500 | 550,000 | 0.46% | Shares |
| Artia Global Partners LP | $17,078,391 | 503,936 | 0.42% | Shares |
| MILLENNIUM MANAGEMENT LLC | $16,999,698 | 501,614 | 0.42% | Shares |
| PERCEPTIVE ADVISORS LLC | $16,945,000 | 500,000 | 0.42% | Put option |
| Cormorant Asset Management, LP | $16,945,000 | 500,000 | 0.42% | Shares |
| JANE STREET GROUP, LLC | $16,071,858 | 474,236 | 0.40% | Shares |
| KENNEDY CAPITAL MANAGEMENT LLC | $14,280,365 | 421,374 | 0.35% | Shares |
| Bank of New York Mellon Corp | $11,973,270 | 353,298 | 0.30% | Shares |
| UBS Group AG | $11,660,363 | 344,065 | 0.29% | Shares |
| Slate Path Capital LP | $10,810,910 | 319,000 | 0.27% | Shares |
| ExodusPoint Capital Management, LP | $10,313,879 | 304,334 | 0.26% | Shares |
| Eversept Partners, LP | $9,335,712 | 275,471 | 0.23% | Shares |
| Affinity Asset Advisors, LLC | $9,319,750 | 275,000 | 0.23% | Shares |
| SEB Asset Management AB | $9,240,226 | 272,654 | 0.23% | Shares |
Activists & 5%+ owners 5 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| BCLS Fund III Investments, LP, Bain Capital Life Sciences Opportunities III, LP, Bain Capital Life Sciences Fund II, L.P., BCLS II Investco, LP, BCLS II Equity Opportunities, LP, BCIP Life Sciences Associates, LP ×6 filings | Dec. 4, 2025 | 4.70% | Amendment | · | SEC |
| Frazier Life Sciences X, L.P., Frazier Lifesciences Sponsor LLC, FHMLS X, L.P., FHMLS X, L.L.C., Frazier Life Sciences Public Fund, L.P., FHMLSP, L.P., FHMLSP, L.L.C., Frazier Life Sciences XI, L.P., FHMLS XI, L.P., FHMLS XI, L.L.C., Frazier Life Sciences XII, L.P., FHMLS XII, L.P., FHMLS XII, L.L.C., James N. Topper, Patrick J. Heron ×2 filings | Nov. 4, 2025 | 7.70% | Amendment | · | SEC |
| Forbion Capital Fund IV Cooperatief U.A., Forbion IV Management B.V., Forbion Growth Opportunities Fund I Cooperatief U.A., Forbion Growth Management B.V., ForGrowth NAP B.V. ×2 filings | Sept. 30, 2025 | 8.30% | Amendment | · | SEC |
| Forbion Capital Fund IV Coöperatief U.A., Forbion IV Management B.V., Forbion Growth Opportunities Fund I Coöperatief U.A., Forbion Growth Management B.V., ForGrowth NAP B.V. ×4 filings | Dec. 17, 2024 | · | Initial filing | · | SEC |
| Frazier Lifesciences Sponsor LLC, Frazier Life Sciences X, L.P., FHMLS X, L.P., FHMLS X, L.L.C., Frazier Life Sciences Public Fund, L.P., FHMLSP, L.P., FHMLSP, L.L.C., Frazier Life Sciences Public Overage Fund, L.P., FHMLSP Overage, L.P., FHMLSP Overage, L.L.C., Frazier Life Sciences XI, L.P., FHMLS XI, L.P., FHMLS XI, L.L.C., James N. Topper, Patrick J. Heron, Albert Cha, James Brush, Daniel Estes ×5 filings | Dec. 17, 2024 | · | Initial filing | Passive investment | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 15 insiders · 8 officers · 8 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Michael H. Davidson | Chief Executive Officer | March 2, 2026 M | 174,144 | 0 | 8 | $-25,328,350 |
| Mayur Ian Somaiya | Chief Financial Officer | Jan. 21, 2026 M | 58,382 | 0 | 6 | $-3,430,793 |
| Douglas F Kling | Chief Operating Officer | July 16, 2025 M | 44,000 | 0 | 0 | $0 |
| Louise Frederika Kooij | Chief Accounting Officer | May 26, 2026 M | 24,353 | 0 | 11 | $-12,356,307 |
| Johannes Jacob Pieter Kastelein | Chief Scientific Officer | March 9, 2026 M | 69,302 | 0 | 6 | $-10,896,367 |
| Michael F Marino III | Chief Legal Officer and Corporate Secretary | June 1, 2025 A | 55,000 | 0 | 0 | $0 |
| Juliette Berangere Audet | Chief Strategy and Business Officer | May 1, 2025 A | 15,104 | 0 | 0 | $0 |
| William A Jones JR | Chief Commercial Officer | Jan. 7, 2025 A | 43,000 | 0 | 0 | $0 |
| Louis G Lange | Director | March 11, 2026 S | 10,360 | 0 | 3 | $-2,186,180 |
| Hilde Johanna Van Der Kamp | Director | Jan. 7, 2026 A | 10,360 | 0 | 0 | $0 |
| Mark C. Mckenna | Director | Jan. 7, 2026 A | 10,360 | 0 | 0 | $0 |
| Adele M. Gulfo | Director | Jan. 7, 2026 A | 14,260 | 0 | 0 | $0 |
| John W Smither | Director | Jan. 7, 2026 A | 10,360 | 0 | 0 | $0 |
| William Lewis | Director | Jan. 7, 2026 A | 10,360 | 0 | 0 | $0 |
| James N. Topper | · | Sept. 15, 2025 P | 3,028,524 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 6 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| GURU · Global X Funds | 0.89% | 19,545 NS | July 31, 2026 | N-PORT |
| IBBQ · Invesco Exchange-Traded Fund Trust … | 0.19% | 8,467 SH | Oct. 2, 2026 | Daily |
| IBB · iShares Trust | 0.13% | 612,706 SH | Sept. 11, 2026 | Daily |
| ESML · iShares Trust | 0.04% | 51,311 SH | Sept. 11, 2026 | Daily |
| VHT · VANGUARD WORLD FUND | 0.03% | 181,674 SH | Aug. 19, 2026 | Daily |
| WSML · iShares Trust | 0.01% | 3,733 SH | Sept. 11, 2026 | Daily |
NAMS Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 23 analysts
BUY
Median target
$50.57
+118.0%
9 39.1%
Strong Buy
12 52.2%
Buy
2 8.7%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
15 analysts · 2026-10-01Mean target $50.48 +117.6%
← Below all targets
Current price $23.20
Low$37.15
Mean$50.48
High$59.77
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Source: SEC 10-Q filed Aug 5, 2026