Billionaire investor Stanley Druckenmiller holds a $98.3 million position in NewAmsterdam Pharma, targeting unmet cholesterol treatment demand.
Billionaire investor Stanley Druckenmiller has accumulated a $98,275,000 stake in NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS), a small-cap biotech developing obicetrapib, an oral cholesterol-lowering drug. The position reflects Druckenmiller’s preference for asymmetric bets with high upside potential in niche markets.
NewAmsterdam’s lead drug targets patients unable to reach LDL cholesterol targets with existing therapies like statins, addressing a significant unmet medical need. The company’s pipeline is concentrated, with obicetrapib’s success critical to its valuation. Regulatory approval could drive widespread adoption as an add-on therapy, while failure in trials would pose substantial downside risk.
TimesSquare Capital’s U.S. Small Cap Growth Strategy highlighted NAMS in its Q4 2025 investor letter, noting its focus on novel therapies for unmet needs in cardiovascular disease. The stock remains a high-risk, high-reward play in the biotech sector.