NASDAQ$NAMS

NewAmsterdam Pharma Company NV · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

NewAmsterdam Pharma reported Q2 2025 revenue of $19.1 million and a net loss of $17.4 million.

NewAmsterdam Pharma Company N.V. reported revenue of $19.1 million for the three months ended June 30, 2025, primarily from its Menarini license agreement. The company recorded a net loss of $17.4 million and an operating loss of $35.6 million, with R&D expenses declining to $27.5 million. Cash, cash equivalents and marketable securities totaled $783.3 million at quarter end.

  • Revenue increased to $19.1 million driven by recognition of $16.1 million in Menarini development cost contributions.
  • Net loss narrowed to $17.4 million from $39.0 million in Q2 2024 due to lower R&D spend and foreign exchange gains.
  • Cash position remained strong at $563.9 million plus $219.5 million in marketable securities.
  • Positive Alzheimer's biomarker data from BROADWAY trial announced post-quarter end on July 30, 2025.

Headline financials

Total Revenue

$19.1M

Previous: $2.28M+740.1%
EPS (adj)

-$0.15

Previous: -$0.41+63.4%
R&D Expenses

$27.5M

Previous: $38.4M-28.3%
SG&A Expenses

$27.3M

Previous: $16.5M+65.5%
Net Income

-$17.4M

Previous: -$39M+55.5%
Operating Income

-$35.6M

Previous: -$52.6M+32.2%
Cash & Equivalents

$564M

Previous: $431M+30.9%
Total Assets

$815M

Previous: $447M+82.5%

Revenue & EPS history

NewAmsterdam Pharma · Revenue · Quarterly

$19.1M

Q2 2025+740.1%vs Q2 2024
Beat estimate in 6 of 8 quarters(75%)
ActualEstimate

Forward guidance

Company continues to advance obicetrapib development and prepare for potential commercialization.

Tailwinds

  • Strong cash position supports ongoing clinical and commercial activities.
  • Positive AD biomarker data from BROADWAY trial announced in July 2025.

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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