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NAMS
LONGINSIDER SELLNEWAMSTERDAM PHARMA COMPANY
Funds
3
Score
4.50
vs SPY
-11.1%
Stock return (since Q-end)
+5.2%
SPY return (since Q-end)
+16.3%
Current price
$33.68
News Summary
PositiveNewAmsterdam Pharma reported Q1 2026 results with $707.3M in cash reserves and a maturing pipeline anchored by obicetrapib Phase 3 trials (PREVAIL, REMBRANDT, RUBENS), with regulatory decisions expected in 2H 2026 and potential Q4 2026 launches by partner Menarini. Analyst revenue forecasts were upgraded ~14% post-earnings, and positive Alzheimer's biomarker data from BROADWAY support pipeline breadth, though the company remains pre-commercial with $48.4M quarterly losses.
Funds Buying (3)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | QoQ | Status |
|---|---|---|---|---|---|---|
| Viking Global | Andreas Halvorsen | 4.2M | +4.2M | $134.6B | — | NEW |
| Maverick Capital | Lee Ainslie | 2.2M | +2.2M | $70.0B | — | NEW |
| Duquesne Family Office | Stanley Druckenmiller | 3.1M | +3.1M | $98M | — | NEW |
Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter.
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed |
|---|---|---|---|---|---|---|
| Kooij Louise Frederika | Chief Accounting Officer | SELL | 65K | $35.69 | $2.32M | 2026-05-26 |