NASDAQ$NAMS

NewAmsterdam Pharma Company NV · Q2 2024 earnings

Q2 2024 earnings · · Before market open · Investor relations

Briefing

NewAmsterdam Pharma reported a net loss of $39.0 million for the second quarter of 2024.

The company recognized $2.3 million in revenue during the quarter, primarily from its license agreement with Menarini. Operating expenses totaled $54.9 million, driven by research and development costs of $38.4 million and selling, general and administrative expenses of $16.5 million. Cash and cash equivalents stood at $430.7 million as of June 30, 2024.

  • Revenue increased to $2.3 million from $1.7 million in Q2 2023 due to higher recognition of deferred revenue from the Menarini License.
  • Net loss widened slightly to $39.0 million compared to $38.3 million in the prior-year quarter.
  • Research and development expenses rose 12% year-over-year to $38.4 million, reflecting ongoing Phase 3 clinical trials.
  • Cash position strengthened to $430.7 million following the February 2024 equity offering and warrant exercises.

Headline financials

Total Revenue

$2.28M

Previous: $1.72M+32.7%
EPS (adj)

-$0.41

Previous: -$0.47+12.8%
Interest Income

$4.87M

No prior period
Fair Value Change - Earnout & Warrants

$9.69M

No prior period
R&D Expenses

$38.4M

No prior period
SG&A Expenses

$16.5M

No prior period
Capital Expenditures

-$209K

No prior period
Net Income

-$39M

Previous: -$35.1M-11.2%
Operating Income

-$52.6M

Previous: -$38.9M-35.0%
Cash & Equivalents

$431M

No prior period
Total Assets

$447M

No prior period
R&D Expense

$38.4M

No prior period
Stock-Based Comp

$8.29M

Previous: $5.56M+49.2%

Revenue & EPS history

NewAmsterdam Pharma · Revenue · Quarterly

$2.28M

Q2 2024+32.7%vs Q2 2023
Beat estimate in 6 of 8 quarters(75%)
ActualEstimate

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 17 quarterly earnings reports

Historical avg

+1.2%

Avg return

Earnings day

+3.0%

Avg return

5 days after

-0.6%

Avg return

30 days after

61%

11 / 18 earnings

Positive

+18.2%

Q3 2024

Best reaction

-9.6%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2024
Q2 2025+8.7%
Q1 2026+1.2%+25.4%+1.5%
Q4 2025-3.0%+2.6%-17.9%
Q3 2025+4.3%+6.7%-3.5%
Q1 2025+1.2%-8.3%-3.2%
Q4 2024+10.2%+13.4%+21.7%
Q3 2024+18.2%+28.4%-4.2%
Q1 2024-9.6%-12.1%-7.8%
Q2 2023-5.7%-4.9%-2.4%
Q4 2023-5.7%-4.9%-2.4%
Q1 2023+0.3%+2.0%-0.9%
Q4 2022+2.1%+1.7%+7.4%
Q3 2022-0.1%+0.1%+0.8%
Q2 2022+0.1%+0.1%+0.4%
Q1 2022+0.0%+0.1%+0.3%
Q3 2021-0.3%+0.2%-0.1%
Q2 2021+0.2%+0.2%-1.2%
Q1 2021+0.1%+0.2%+1.0%
Q4 2020
Q3 2020
Q2 2020
Q1 2020

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