NAMS NewAmsterdam Pharma Company NV

$NAMS Just hard not to think that the big dogs have the inside scoop on how this trial is going

$NAMS may have TWO major re-ratings ahead. CV: Ubeslo (obicetrapib) + Evlarco (obi+ezetimibe) are already EU-approved. PREVAIL has >9,500 pts, with interim analysis Q4’26/results expected Q1’27. A significant MACE reduction could substantially de-risk the global CV franchise and support US approval. AD: BROADWAY showed significant p-tau217 benefit in ApoE4 carriers (n=367). In ApoE4/E4 (n=29), p-tau217 was -20.48% vs placebo (p=.010), with favorable NfL, GFAP & Aβ42/40 signals. Now SPINOZA Phase 2b is prospectively testing that hypothesis: ~400 preclinical AD patients, randomized 1:1, 52 weeks, genotype-stratified, with p-tau217 primary plus multiple AD biomarkers AND PACC5 cognition. If PREVAIL confirms MACE benefit AND SPINOZA validates the AD biology/cognitive signal, NAMS could evolve from a lipid company into a CV + neurodegenerative franchise. $250–300/share is a conceivable long-term blue-sky scenario—not a current target. Current sp predictions about $51-$60 wo SPINOZA 😁 💥

$NAMS VERY INTERESTING 13D filed on 9/22/2026 by Frazier Life Sciences and related entities. You can view the 13D by going to the New Amsterdam Website, click investors and media, then click SEC Filins. Frazier Life Sciences and related entities OWN A SH- T LOAD of shares...Purchased quite a 9/8-9/18/2026...at prices ranging from $25.195 to $22.4361...LOOKS like they REALLY believe in NAMS as an investment.

NAMS major milestone: European Commission approval of BOTH obicetrapib products — Ubeslo® (obicetrapib) and Evlarco® (obicetrapib + ezetimibe). First worldwide approval for obicetrapib and validation of another once-daily oral approach to substantial LDL-C lowering. • Monotherapy: ~40% placebo-adjusted LDL-C reduction • + ezetimibe: ~50% reduction • European commercialization through Menarini • $NAMS receives low-double-digit to mid-20% royalties + potential milestones • PREVAIL remains the major test of CV outcomes Relevant to investors following oral/non-statin LDL-C therapies: $MRK $ESPR $NVS $AMGN Oral PCSK9 and CETP inhibition are moving from development into approved medicines. Next major question for $NAMS: PREVAIL.

$NAMS now i know that when a stock i want gets cheaper then thats a bonus.. as long as nothing changed...and the Lp(a) failure does mot read through to this pos... but still spooking ma as i loaded up extra at 25 and still declining...

$NAMS CEO bought 10,000 shares on the open market. Frazier Life Sciences bought 850,000 more shares. These boys have the inside scoop. Structural bull case remains intact.

$NAMS the CEO explicitly bought shares on the open market. On September 14, 2026, CEO Michael H. Davidson purchased 10,000 ordinary shares at $22.65 each, amounting to a total personal commitment of $226,500.

$NAMS Institutional investors own approximately 89.89% of NewAmsterdam Pharma’s (NAMS) outstanding stock. Because the company was backed heavily by early-stage funds, ownership trackers frequently divide this footprint between traditional institutions (holding roughly 70.2%) and Venture Capital / Private Equity firms (holding roughly 29%). The exact ownership percentages for the top major shareholders are broken down below: Holder Exact % of Ownership Shares Held As Of Date Frazier Life Sciences Management, LP 15.80% 18,938,902 Sept 18, 2026 Capital Research and Management Company 11.70% 13,954,052 June 30, 2026 FMR LLC (Fidelity) 8.65% 10,339,663 June 30, 2026 RA Capital Management, L.P. 7.99% 9,550,191 June 30, 2026 Forbion Capital Partners B.V. 7.10% 8,490,353 June 30, 2026 Deerfield Management Company, L.P. 3.57% 4,264,789 June 30, 2026 Viking Global Investors LP 3.52% 4,203,567 June 30, 2026 Bain Capital Life Sciences Investors, LLC 3.18% 3,806,566 June 30, 2026

$NAMS Top Institutional and Major Shareholders • Frazier Life Sciences Management, L.P. (including Frazier Life Sciences Public Fund) • Capital World Investors • FMR LLC (Fidelity) • RA Capital Management, L.P. • Deerfield Management Company, L.P. • Viking Global Investors Lp • Bain Capital Life Sciences Investors, LLC • Maverick Capital Ltd • Duquesne Family Office LLC • Forbion Capital Partners B.V. • Fcpm Iii Services B.v.

$NAMS they've spend over a billion already on such a niche drug,I want the drug for health and longevity, but I don't think they will be able to price this correctly.

$NAMS spotted something genuinely important. I pulled the actual SEC exhibit, and the numbers are even cleaner than they first appear. From Sep 8-18, 2026, three Frazier Life Sciences funds bought 850,000 add’l NAMS shares in the open market. From the SEC transaction table, they deployed approximately $19.22 million, at a weighted-average acquisition price of about $22.61/share. These were purchases—not option exercises or grants.The SEC filing says the source of funds for FLSPF was “WC”—working capital-additional investment capital to NAMS at current market prices. And FLSPF had been purchasing since 2024. James Topper is a NAMS director and is a Frazier managing partner. NAMS filings describe his extensive life-sciences investing history and purchased add’l 850,000 shares during September when this was known: BROADWAY, BROOKLYN, TANDEM all succeeded. CHMP positive opinion. EU approval, PREVAIL enrolled >9,500 patients w/interim analysis approaching. BOOM!💥

$NAMS SPINOZA officially kicks off. Probably very underappreciated how much this is going to help commercial uptake. SPINOZA will very likely hit primary endpoint (at least in APOE4 carriers and homozygote cohorts) and this will generate headlines. Patients are increasingly aware of their APOE4 status with availability of testing. These patients are going to want obi even before cognitive outcomes data is available, which will be years down the road. SPINOZA is testing cognition but unlikely to separate from placebo within one year, even if you assume it works (PACC seems to show ~0 decline over one year).

$NAMS wow, this is going into a free fall … I wouldn’t touch it until it reaches the lows from 2024 and 2025, around $15-16, which may be the support level.

$NAMS It appears that I will need to close this baby out. It was only a tiny position bot this morning from a GTC that I had forgot was placed. But I just don't ride 'pharma' stonks down. Yes, i know this one is different, sort of. I prune all the time those that don't produce.