NewAmsterdam Pharma: A Mispriced Bet On A Cholesterol Revolution

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Summary

  • NewAmsterdam Pharma's obicetrapib shows promise in lipid management with successful Phase 3 trials, strong cash reserves, and a differentiated commercial strategy.
  • Despite past CETP inhibitor failures, obicetrapib's clean safety profile and efficacy position it well in the cardiovascular market.
  • The PREVAIL trial is crucial for proving obicetrapib's ability to reduce major cardiovascular events, a key to regulatory approval and market adoption.
  • NewAmsterdam's financial stability and potential $100 billion market size highlight significant upside, but market skepticism remains due to historical CETP inhibitor failures.

Atherosclerosis disease. Cholesterol in the blood vessels

iLexx/iStock via Getty Images

NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) remains under the radar but has one of the best late-stage cardiovascular pipelines in biotech. Although most attention on the market today is focused on GLP-1s and their potential impact

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