GlobeNewswire PharmaceuticalsCodex · 实盘不做把握 8/10不做原因:无增量信息
北京时间·🕒 发布 08-26 20:00:00·⟳ 抓取 08-26 20:02:21·⚡ 决策 08-27 05:55:35 +9h53m·61.7 天前
NewAmsterdam Pharma宣布将在ESC 2026展示obicetrapib项目数据,当前仅为会议日程预告
本次信号是会议展示安排公告,不是临床数据读出、监管审批、授权交易或商业化进展;对NAMS.US没有足够新增预期差。
📄 原文GlobeNewswire Pharmaceuticals↗ 原文
NAARDEN, The Netherlands and MIAMI, Aug. 26, 2026 (GLOBE NEWSWIRE) -- NewAmsterdam Pharma Company N.V. (Nasdaq: NAMS or…
不做 NewAmsterdam Pharma Company N.V.(NAMS.US)
不做:本次只是ESC会议展示日程预告,未披露新增临床数据、监管节点或商业化量级,缺少可交易预期差。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
NewAmsterdam Pharma在GlobeNewswire公告ESC 2026展示obicetrapib相关海报/口头报告,但正文只列会议题目和时间,未公布新的疗效、安全性、MACE结果、申报进度、订单或收入信息。对生物医药股而言,会议日程本身不足以重估资产价值,真正催化需等待具体数据披露,因此不做。
🔎 新鲜度:最早出现 2026-08-26 · 扩散 low · price-in 风险 medium ↗
消息传播链
- NewAmsterdam Pharma发布ESC 2026展示安排,未披露新增临床结果。
主要风险
- 若后续ESC现场实际披露超预期Phase 3 pooled efficacy、安全性或PREVAIL相关线索,需作为新事件重新评估。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-08-26 · 影响 weakens
当前正文没有新增疗效、安全性、监管或商业化量级,削弱做多依据。
检索:NewAmsterdam Pharma ESC 2026 obicetrapib presentation new data 原文 ↗
先例如何影响了这次决策
对本次决策的影响:先例证据不足叠加本次无新增数据,确认不对NAMS.US下单。
方向:会议日程预告类事件通常缺少可量化基本面增量,不能据此判断正向胜率。
涨幅量级:无足够高相似、锚点干净且带真实数据披露的先例可用于设定涨幅。
形态:当前事件尚未进入数据读出相位,先例不足以支持交易。
原文全文
展开原文 · 3,902 字
NAARDEN, The Netherlands and MIAMI, Aug. 26, 2026 (GLOBE NEWSWIRE) -- NewAmsterdam Pharma Company N.V. (Nasdaq: NAMS or “NewAmsterdam” or the “Company”), a late-stage, clinical biopharmaceutical company developing oral, non-statin medicines for patients at risk of cardiovascular disease (“CVD”) with elevated low-density lipoprotein cholesterol (“LDL-C”), for whom existing therapies are not sufficiently effective or well-tolerated, today announced that it will present data from its obicetrapib development program at the European Society of Cardiology (ESC) Congress 2026, taking place August 28 – 31, 2026 in Munich, Germany.
Presentation details are as follows:
Title:
Determinants of Short Term Lp(a) Variability in Phase 3 Obicetrapib Trials
Session Title:
Novel Lipid Lowering Therapies for Residual Risk
Session Number:
3579
Moderated Poster Presentation Date and Time:
Friday, August 28, 2026 at 10:15-11:00 CET
Location
: Station 2, Research Gallery Hall A1
Presenters:
John Kastelein, M.D., Ph.D., FESC, Chief Scientific Officer, NewAmsterdam Pharma
Title:
Pooled On-Treatment Lipid-Lowering Efficacy of the CETP Inhibitor Obicetrapib in Phase III Trials
Session Title:
Lipid Lowering and Cardiovascular Outcomes
Session Number:
3582
Moderated Poster Presentation Date and Time:
Sunday, August 30, 2026 at 10:15-11:00 CET
Location:
Station 2, Research Gallery Hall A1
Presenter:
Mathijs A.C. de Kleer
Title:
Extreme HDL-C Associated Increased Mortality is Explained by Confounding Due to Progressively Increasing Alcohol-Induced Multisystem Morbidity
Session Title:
Lipids and Myocardial Infarction
Session Number:
3102
Oral Presentation Date and Time:
Monday, August 31, 2026 at 12:30-12:40 CET
Location:
Science Box 5, Research Gateway Hall A1
Presenter:
Brian A. Ference, M.D., MPhil, FACC, FESC
About Obicetrapib
Obicetrapib is a novel, oral, low-dose CETP inhibitor that NewAmsterdam is developing to overcome the limitations of current LDL-lowering treatments. In each of the Company’s Phase 2 trials, ROSE2, TULIP, ROSE, and OCEAN, as well as the Company’s Phase 3 BROOKLYN, BROADWAY and TANDEM trials, evaluating obicetrapib as monotherapy or combination therapy, the Company observed statistically significant LDL-lowering combined with a side effect profile similar to that of placebo. The Company commenced the Phase 3 PREVAIL cardiovascular outcomes trial in March 2022, which is designed to assess the potential of obicetrapib to reduce occurrences of MACE. The Company completed enrollment of PREVAIL in April 2024 and randomized over 9,500 patients. Commercialization rights of obicetrapib in Europe, either as a monotherapy or as part of a fixed-dose combination with ezetimibe, have been exclusively granted to the Menarini Group, an Italy-based, leading international pharmaceutical and diagnostics company.
About NewAmsterdam
NewAmsterdam Pharma (Nasdaq: NAMS) is a late-stage biopharmaceutical company whose mission is to improve patient care in populations with metabolic diseases where currently approved therapies have not been adequate or well tolerated. We seek to fill a significant unmet need for a safe, well-tolerated and convenient LDL-lowering therapy. In multiple phase 3 trials, NewAmsterdam is investigating obicetrapib, an oral, low-dose and once-daily CETP inhibitor, alone or as a fixed-dose combination with ezetimibe, as LDL-C lowering therapies to be used as an adjunct to statin therapy for patients at risk of CVD with elevated LDL-C, for whom existing therapies are not sufficiently effective or well tolerated.
Company Contact
Matthew Philippe
P: 1-917-882-7512
matthew.philippe@newamsterdampharma.com
Media Contact
Real Chemistry on behalf of NewAmsterdam
Christian Edgington
P: 1-513-310-6410
cedgington@realchemistry.com
Investor Contact
Precision AQ on behalf of NewAmsterdam
Austin Murtagh
P: 1-212-698-8696
austin.murtagh@precisionaq.com
Presentation details are as follows:
Title:
Determinants of Short Term Lp(a) Variability in Phase 3 Obicetrapib Trials
Session Title:
Novel Lipid Lowering Therapies for Residual Risk
Session Number:
3579
Moderated Poster Presentation Date and Time:
Friday, August 28, 2026 at 10:15-11:00 CET
Location
: Station 2, Research Gallery Hall A1
Presenters:
John Kastelein, M.D., Ph.D., FESC, Chief Scientific Officer, NewAmsterdam Pharma
Title:
Pooled On-Treatment Lipid-Lowering Efficacy of the CETP Inhibitor Obicetrapib in Phase III Trials
Session Title:
Lipid Lowering and Cardiovascular Outcomes
Session Number:
3582
Moderated Poster Presentation Date and Time:
Sunday, August 30, 2026 at 10:15-11:00 CET
Location:
Station 2, Research Gallery Hall A1
Presenter:
Mathijs A.C. de Kleer
Title:
Extreme HDL-C Associated Increased Mortality is Explained by Confounding Due to Progressively Increasing Alcohol-Induced Multisystem Morbidity
Session Title:
Lipids and Myocardial Infarction
Session Number:
3102
Oral Presentation Date and Time:
Monday, August 31, 2026 at 12:30-12:40 CET
Location:
Science Box 5, Research Gateway Hall A1
Presenter:
Brian A. Ference, M.D., MPhil, FACC, FESC
About Obicetrapib
Obicetrapib is a novel, oral, low-dose CETP inhibitor that NewAmsterdam is developing to overcome the limitations of current LDL-lowering treatments. In each of the Company’s Phase 2 trials, ROSE2, TULIP, ROSE, and OCEAN, as well as the Company’s Phase 3 BROOKLYN, BROADWAY and TANDEM trials, evaluating obicetrapib as monotherapy or combination therapy, the Company observed statistically significant LDL-lowering combined with a side effect profile similar to that of placebo. The Company commenced the Phase 3 PREVAIL cardiovascular outcomes trial in March 2022, which is designed to assess the potential of obicetrapib to reduce occurrences of MACE. The Company completed enrollment of PREVAIL in April 2024 and randomized over 9,500 patients. Commercialization rights of obicetrapib in Europe, either as a monotherapy or as part of a fixed-dose combination with ezetimibe, have been exclusively granted to the Menarini Group, an Italy-based, leading international pharmaceutical and diagnostics company.
About NewAmsterdam
NewAmsterdam Pharma (Nasdaq: NAMS) is a late-stage biopharmaceutical company whose mission is to improve patient care in populations with metabolic diseases where currently approved therapies have not been adequate or well tolerated. We seek to fill a significant unmet need for a safe, well-tolerated and convenient LDL-lowering therapy. In multiple phase 3 trials, NewAmsterdam is investigating obicetrapib, an oral, low-dose and once-daily CETP inhibitor, alone or as a fixed-dose combination with ezetimibe, as LDL-C lowering therapies to be used as an adjunct to statin therapy for patients at risk of CVD with elevated LDL-C, for whom existing therapies are not sufficiently effective or well tolerated.
Company Contact
Matthew Philippe
P: 1-917-882-7512
matthew.philippe@newamsterdampharma.com
Media Contact
Real Chemistry on behalf of NewAmsterdam
Christian Edgington
P: 1-513-310-6410
cedgington@realchemistry.com
Investor Contact
Precision AQ on behalf of NewAmsterdam
Austin Murtagh
P: 1-212-698-8696
austin.murtagh@precisionaq.com
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