NewAmsterdam Pharma (NAMS) reported second quarter revenue of $3.7 million and a net loss of $64.1 million for the quarter ended June 30, 2026. The company said it held $678.3 million in cash, cash equivalents and marketable securities at quarter end.
The company also provided updates on obicetrapib, including a positive CHMP opinion recommending marketing authorization in Europe for obicetrapib and the obicetrapib plus ezetimibe fixed-dose combination. NewAmsterdam said a PREVAIL interim analysis is planned for 4Q2026, with results expected in 1Q2027, and RUBENS topline data are expected by year-end 2026.
- Revenue was $3.7 million for the quarter ended June 30, 2026, compared with $19.1 million a year earlier.
- Net loss was $64.1 million, compared with a net loss of $17.4 million in the same period in 2025.
- R&D expenses were $41.7 million, up from $27.5 million a year earlier.
- SG&A expenses were $26.9 million, compared with $27.3 million a year earlier.
- Cash, cash equivalents and marketable securities totaled $678.3 million as of June 30, 2026.
$NAMSW Hedge Fund Activity
We have seen 1 institutional investors add shares of $NAMSW stock to their portfolio, and 1 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VESTCOR INC removed 2,966 shares (-30.8%) from their portfolio in Q1 2026, for an estimated $59,438
- WOLVERINE ASSET MANAGEMENT LLC added 2,127 shares (+inf%) to their portfolio in Q1 2026, for an estimated $42,625
- RA CAPITAL MANAGEMENT, L.P. added 0 shares (+0.0%) to their portfolio in Q1 2026, for an estimated $0
- UBS GROUP AG added 0 shares (+0.0%) to their portfolio in Q1 2026, for an estimated $0
- AFFINITY ASSET ADVISORS, LLC added 0 shares (+0.0%) to their portfolio in Q1 2026, for an estimated $0
- BAIN CAPITAL LIFE SCIENCES INVESTORS, LLC added 0 shares (+0.0%) to their portfolio in Q1 2026, for an estimated $0
- FRAZIER LIFE SCIENCES MANAGEMENT, L.P. added 0 shares (+0.0%) to their portfolio in Q1 2026, for an estimated $0
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
