NewAmsterdam Pharma's Cholesterol Drug To See Blockbuster Sales, Bullish Analyst Sees Massive Upside
NewAmsterdam Pharma's Cholesterol Drug To See Blockbuster Sales, Bullish Analyst Sees Massive Upside
Needham has initiated coverage on NewAmsterdam Pharma Company N.V (NASDAQ:NAMS), a clinical-stage biopharma developing obicetrapib, an orally-dosed CETP inhibitor for lowering cholesterol.
Needham已开始对NewAmsterdam Pharma Company N.V（纳斯达克：NAMS）进行覆盖，这是一家临床阶段的生物制药公司，开发口服CETP抑制剂obicetrapib，用于降低胆固醇。
In July, NewAmsterdam Pharma released topline data from the Phase 3 BROOKLYN trial, the first of four studies in NewAmsterdam's pivotal clinical development program, to evaluate obicetrapib in adult patients with heterozygous familial hypercholesterolemia whose LDL-C is not adequately controlled, despite being on maximally tolerated lipid-lowering therapy.
7月，NewAmsterdam Pharma发布了第3期BROOKLYN试验的高端数据，这是NewAmsterdam关键临床开发计划中的四项研究之一，用于评估obicetrapib在接受最大可耐受的降脂治疗但其LDL-C水平仍未得到充分控制的成年家族性高胆固醇血症（heterozygous familial hypercholesterolemia）患者。
The study achieved the primary endpoint of LS mean reduction of in LDL-C on top of maximally tolerated lipid-modifying therapies at day 84 with a statistically significant reduction sustained at day 365.
该研究在84天内实现了LDL-C的LS平均减少，且在最大可耐受的脂质调节疗法基础上，该减少在365天内保持，并且有统计学显著性减少。
Also Read: Analyst Confident In NewAmsterdam Pharma's Cholesterol Drug Despite Mixed Reactions To Study Results.
还阅读：尽管对研究结果反应褒贬不一，分析师对NewAmsterdam Pharma的胆固醇药物表现持乐观态度。
Obicetrapib lowered LDL-C by 36.3% on day 84 and 41.5% on day 365, compared to the placebo. The observed reductions in other biomarkers met statistical significance.
相比安慰剂，obicetrapib在第84天降低了36.3%的LDL-C，在第365天降低了41.5%。其他生物标志物的观察到的减少达到了统计学显著性。
Needham highlights that Obicetrapib stands out from previous CETP inhibitors due to its lack of associated issues.
Needham指出，Obicetrapib与以往的CETP抑制剂不同之处在于其没有相关问题。
The upcoming phase 3 trial results, expected in Q4 2024 and Q1 2025, could validate Obicetrapib's significant LDL-C reduction and favorable safety profile, potentially reducing the risk of major adverse cardiovascular events (MACE) by over 15% in the PREVAIL CVOT trial, with results anticipated in the second half of 2026.
预计2024年第四季度和2025年第一季度发布的即将到来的第3期试验结果可能证实Obicetrapib显著降低LDL-C和有利的安全性特征，有望在2026年下半年预期的PREVAIL CVOt试验中将主要不良心血管事件（MACE）的风险降低15%以上。
The analyst initiates with a Buy rating and a price target of $36.
分析师开始给予买入评级，价格目标为36美元。
If successful, Needham expects Obicetrapib to generate blockbuster sales of over $2 billion by targeting around 30 million patients.
如果成功，尼德汉姆预计Obicetrapib将通过针对约3000万患者而带来超过20亿美元的畅销业绩。
In June 2024, NewAmsterdam announced a new US patent for Obicetrapib, protecting the drug until July 2043.
2024年6月，新阿姆斯特丹宣布了一项新的美国专利，以保护Obicetrapib药物直到2043年7月。
The company ended the second quarter with a cash position of $430.7 million.
公司第二季度以4,3070万美元的现金地位结束。
Price Action: NAMS stock is up 0.12% at $16.69 at the last check Wednesday.
价格变动：NAMS股票上涨0.12%，报16.69美元，截至本周三最后一次查询。
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