Newamsterdam Pharma Company N.v. · NASDAQ:NAMS
Newamsterdam Pharma — Investor Day (June 2025)
97 slides from Newamsterdam Pharma's investor day presentation, Jun 11, 2025
Slide 1: Welcome to R&D Day
Welcome to R&D Day June 11, 2025
Slide 2: Disclaimer
Disclaimer Forward Looking Statements Certain statements included in this presentation (together with oral statements made in connection herewith, this “Presentation”) that are not historical facts are forward-looking statements for purposes of the safe harbor provisions under the United States Priv
Slide 3: Today's Agenda
Date: June 11, 2025 Corporate Update: Michael Davidson, MD, CEO, NewAmsterdam • Alzheimer’s Update • PREVAIL Update • Why is PREVAIL Derisked Science Update: John Kastelein, MD, PhD, FESC, CSO, NewAmsterdam • What we saw in BROADWAY (Subgroup Analysis) • Pooled/Updated MACE data Today’s • Particles
Slide 4: Previous 18 Months Were a Time of Groundwork, Goals and Growth
Previous 18 Months Were a Time of Groundwork, Goals and Growth Completed and announced Building world-class Doubled in size (~100) with Secured funding to support results for BROOKLYN, commercial and MSL new hires and offices in US Commercial launch, if BROADWAY, and functions Amsterdam, NL, Miami,
Slide 5: Obicetrapib Observed to Impact Multiple Factors Associated with Cardiometabolic Disease
Obicetrapib Observed to Impact Multiple Factors Associated with Cardiometabolic Disease LDL-C ↓ Non-HDL-C ↓ ApoB ↓ LDL-P ↓ sdLDL-C ↓ Small LDL-P ↓ Lp(a) ↓ HDL-C ↑ ApoA1 ↑ NODM ↓ Obicetrapib 5 Note: NODM = New onset diabetes mellitus
Slide 6: Alzheimer's Update
lzheimer’s Update 6
Slide 7: CETPi Bears Therapeutic Potential for Both Multi-infarct Dementia and Alzheimer's Disease
CETPi Bears Therapeutic Potential for Both Multi-infarct Dementia and lzheimer’s isease Healthy brain Multi-infarct dementia Alzheimer's disease (ischemic stroke) Post-stroke Cortical shrinking necrosis Enlarged ventricles Shrinking of hippocampus There is emerging evidence of a vascular Alzheimer’s
Slide 8: Elevated Cholesterol Levels in the Brain Precede Formation of Amyloid-Beta Plaques
Elevated Cholesterol Levels in the Brain Precede Formation of Amyloid- Beta ( β) Plaques The brain is the most cholesterol-rich organ; it contains only 2% body mass but has 20% of the body’s cholesterol During early development, oligodendrocytes synthesize large quantities of cholesterol for myelina
Slide 9: Amyloid Beta and Tau Proteins Play Significant Roles in Alzheimer's
Amyloid Beta (Aβ) and Tau Proteins Play Significant Roles in the Development and Progression of Alzheimer's Disease AD is characterized by: Aβ plaque formation inside AD brain cells Amyloid (Aβ) plaques in cerebral spinal fluid Diseased neuron Amyloid precursor is cleaved, releasing Aβ peptide Aβ pl
Slide 10: ApoE4 is a Risk Factor for Both CV and Alzheimer's Disease
poE4 is a isk Factor for Both CV and lzheimer’s isease1-5 CVD APOE4 carriers exhibit APOE4 APOE4 carriers exhibit Prevalence of APOE4 in AD Cholesterol transport Risk for CVD by 22-45% and clearance R158 Lipid LDL-C receptor + binding Lipid accumulation in brain binding HDL-C R112 (VLDL) C255 Aβ agg
Slide 11: ApoE4 is the Strongest Genetic Risk Factor for Sporadic AD
ApoE4 is the Strongest Genetic Risk Factor for Sporadic AD,1 With a Close Link to Increased pTau 217 Levels Each copy of ApoE4 is associated with increased risk for AD. Therapies are needed that can slow down or prevent disease progression, particularly in ApoE4 carriers1 Increased risk of lzheimer’
Slide 12: Plasma pTau217 is a Strong Predictor of AD Pathology
Plasma pTau217 is a Strong Predictor of AD Pathology pTau217 as a biomarker to assess AD progression pTau217 correlates with PET tangle density 100 25 AD Non-AD 80 20 Plasma pTau217, pg/mL Sensitivity, % 60 15 Plasma pTau217 (AUC=0.96) 40 10 Plasma pTau181 (AUC=0.96) AD signature cortical thickness
Slide 13: Recent News Further Validates pTau217 Levels Predict Presence of Amyloid Plaques
Recent News Further Validates pTau217 Levels Predict Presence of Amyloid Plaques in the Brain 13
Slide 14: Obicetrapib is a Potent CETP Inhibitor Being Studied to Delay or Prevent AD
Obicetrapib is a Potent CETP Inhibitor Currently Being Studied for its Potential to Delay or Prevent AD in ApoE4 Carriers Unlike anti-amyloid therapies, obicetrapib addresses upstream HDL LDL lipid dysregulation, oxidation, and inflammation that may drive AD pathogenesis X Phase 3 studies have shown
Slide 15: CETP Loss-of-Function Genotype May be Associated with Slower Memory Decline
CETP Loss-of-Function (LoF) Genotype May be Associated with Slower Memory Decline and Lower AD Risk CETP’s potential involvement in CNS cholesterol CETP LoF may be associated with lower CETP activity & a homeostasis is supported by genomic data corresponding increase in HDL levels 2 LoF CETP genes 1
Slide 16: CETP Knock-in Mice Have Increased Brain Cholesterol Levels
CETP Knock-in Mice Have Increased Brain Cholesterol Levels and CETPi Observed to Rescue Cognition in Preclinical Models of CETP-induced AD1-3 CETP transgenic mice have lower plasma HDL-C levels CETP inhibition with evacetrapib led to cognitive improvement 2,3 and increased brain cholesterol levels1
Slide 17: Obicetrapib on Top of Max Tolerated Therapy: Alzheimer's Biomarker Sub-study
Obicetrapib on Top of Max Tolerated Lipid-Modifying Therapy: lzheimer’s Biomarker Sub-study Objective: To evaluate the effect of obicetrapib on biomarkers related to Alzheimer’s Disease compared to placebo over 12-months Study design: Randomized, double-blind, placebo-controlled Main Inclusion Crite
Slide 18: What's Next for Obicetrapib and Alzheimer's Disease?
What’s Next for Obicetrapib and lzheimer’s isease? “Today’s report from NewAmsterdam is incredibly Full data to be promising and points to a future presented as an oral of powerful combination therapies that address the key presentation in a aspects of the disease from a Developing Topics variety of
Slide 19: Obicetrapib Observed to Impact Multiple Factors Associated with Cardiometabolic Disease
Obicetrapib Observed to Impact Multiple Factors Associated with Cardiometabolic Disease LDL-C ↓ Non-HDL-C ↓ ApoB ↓ LDL-P ↓ sdLDL-C ↓ Small LDL-P ↓ Lp(a) ↓ HDL-C ↑ ApoA1 ↑ NODM ↓ Obicetrapib 19 Note: NODM = New onset diabetes mellitus
Slide 20: The Future of Hyperlipidemia Treatment Goes Beyond LDL-C
The Future of Hyperlipidemia Treatment Goes Beyond LDL-C LDL-C ↓ LDL-P ↓ Non-HDL-C ↓ Small LDL-P ↓ ApoB ↓ sdLDL-C ↓ ApoE4 Lp(a) ↓ HDL-C ↑ ApoA1 ↑ NODM ↓ Obicetrapib 20 Note: NODM = New onset diabetes mellitus
Slide 21: PREVAIL Update
PREVAIL Update 21
Slide 22: BROADWAY and TANDEM Publications Outline Obicetrapib's Potential Impact
BROADWAY and TANDEM Publications Outline Obicetrapib’s Potential Impact on LDL-C and Beyond “We already have other effective LDL-C and ApoB lowering non-statins, so I am particularly impressed with the impact on small LDL-P, Lp(a) and NODM which is unique to obicetrapib.” – Cardiologist, Massachuset
Slide 23: PREVAIL Designed to Apply Lessons Learned from Previous CVOTs
PREVAIL Designed to Apply Lessons Learned from Previous CVOTs to educe isk and emonstrate Obicetrapib’s Full Benefit Greater LDL-C lowering activity anticipated Higher absolute LDL-C reduction expected to lead to Targeting higher baseline LDL-C patients greater MACE benefit Longer duration of follow
Slide 24: BROADWAY Designed to be a Predictor of PREVAIL
BROADWAY Designed to be a Predictor of PREVAIL 1º endpoint – week 12 N = 2532 LDL-C endpoint N = 9541 Obicetrapib 10 mg (2:1 randomization) 13-months Obicetrapib 10 mg (1:1 randomization) Placebo Placebo 13-months 54-months Key Inclusion Criteria Key Inclusion Criteria • ASCVD or HeFH • LDL-C≥ 100 m
Slide 25: Similar Patient Demographics Between BROADWAY and PREVAIL
Similar Patient Demographics Between BROADWAY and PREVAIL Placebo Obicetrapib 10 mg All N=844 N=1686 N=9541 Mean Age (years) 65.3 65.4 65.0 <65 years 360 (42.7) 706 (41.9) 4266 (44.7) 65 to 74 years 352 (41.7) 683 (40.5) 3732 (39.1) 75+ years 132 (15.6) 297 (17.6) 1543 (16.2) Sex (F) n (%) 280 (33.2
Slide 26: Similar Patient Demographics Between BROADWAY and PREVAIL (Cont'd)
Similar Patient emographics Between B O W and P EV IL (Cont’d) Placebo Obicetrapib 10 mg All N=844 N=1686 N=9541 Height (cm) 170.1 169.9 169.9 Weight (kg) 86.3 85.2 86.3 BMI (mean) 29.7 29.4 29.8 < 25 kg/m² 162 (19.2) 352 (20.9) 1573 (16.5) 25 - 30 kg/m² 334 (39.6) 657 (39.0) 3906 (40.9) > 30 kg/m²
Slide 27: PREVAIL Selection of 4-Point MACE
PREVAIL Selection of 4-Point MACE General concepts for using a composite endpoint for regulatory filing: • Composite endpoints are used to aggregate events with a similar etiology in a way to increase the power of the study to be able to detect a statistically significant difference for the treatmen
Slide 28: Obicetrapib and Cardiovascular Events
Obicetrapib and Cardiovascular Events 28
Slide 29: Exploratory Endpoint: Major Adverse Cardiovascular Events (MACE)
Exploratory Endpoint: Major Adverse Cardiovascular Events (MACE) BROADWAY MACE Data(1) Placebo Obicetrapib Hazard Ratio 95% CI N = 844 N= 1686 All-cause mortality – no. (%) 12 (1.4) 19 (1.1) 0.83 (0.40-1.71) Coronary heart death – no. (%) 5 (0.6) 8 (0.5) 0.80 (0.26-2.44) First 4-point MACE – no. (%)
Slide 30: Consistent Trend in MACE Across Multiple Components
Consistent Trend in MACE Across Multiple Components Pooled MACE Components BROADWAY BROOKLYN Pooled Cardiovascular events – no. (%) Obicetrapib Placebo Obicetrapib Placebo Obicetrapib Placebo Death from CHD, nonfatal MI, 70 (4.2) 44 (5.2) 5 (2.1) 5 (4.2) 75 (3.9) 49 (5.1) stroke, or coronary revascu
Slide 31: Kaplan-Meier Curve Separates at Day 200
Kaplan-Meier Curve Separates at Day 200 Driven by Attenuation of Events in the Obicetrapib Arm Kaplan Meier Curve Landmark Analysis: Censored at 6 months 4-point MACE: CHD death, Non-fatal myocardial infarction, non-fatal stroke, coronary revascularization Note: While not powered to detect a MACE be
Slide 32: Explaining BROADWAY's Observed 21% MACE Reduction
Explaining B O W ’s Observed 21% M CE Reduction Obicetrapib’s Observed M CE Reduction Based on the CTT line, the expectation for a 33% reduction in LDL-C from placebo would be a 9% 12% Additional Reduction MACE reduction, after 12 months 21% The observed reduction was 21% after 12 months What is dri
Slide 33: Residual LDL Particle Risk
Residual LDL Particle Risk 33
Slide 34: LDL-P Believed to be One of the Most Robust Predictors of Cardiovascular Risk
LDL-P Believed to be One of the Most Robust Predictors of Cardiovascular Risk • Small dense LDL particles are more likely to be trapped in arterial wall than larger-sized LDL particles • High LDL-P levels typically signify that a patient has a Low LDL-P confers a lower risk higher proportion of smal
Slide 35: LDL Particles are a Strong Predictor of Risk
LDL Particles are a Strong Predictor of Risk 35 Cole, TG et al. Association of Apolipoprotein B and Nuclear Magnetic Resonance Spectroscopy–Derived LDL Particle Number with Outcomes in 25 Clinical Studies: Assessment by the AACC Lipoprotein and Vascular Diseases Division Working Group on Best Practi
Slide 36: Obicetrapib Preferentially Reduces Small LDL Particles
Obicetrapib Preferentially Reduces Small LDL Particles Pooled BROADWAY BROOKLYN TANDEM Parameter (n=2538) (n=2041) (n=239) (n=182) Baseline LDL-P (nmol/L) 988.9 923.8 1224.9 1195.4 Baseline small LDL-P 662.2 647.4 680.8 792.2 Percent reduction LDL-P 40.1% 36.3% 52.5% 60.1% Percent reduction small LD
Slide 37: Changes in LDL-P Associated with Increased Risk
Changes in LDL-P Associated with Increased Risk A one standard deviation increase in LDL-P is associated with a 28% increase in cardiovascular events Study name n events weight Risk [95% CI] Cromwell et al 2007 3066 431 37.38% 1.28 [1.17, 1.40] Otvos et al 2011 6814 319 25.18% 1.35 [1.21, 1.51] Otvo
Slide 38: As Particle Numbers Rise, Risk Increases
As Particle Numbers Rise, Risk Increases Obicetrapib has greater benefit on smaller particles Cumulative incidence of MACE* in the placebo group Cumulative incidence of MACE* in the placebo group by baseline total LDL-P, ITT population spline P=0.14 by baseline Total LDL-P, ITT population spline P=0
Slide 39: LDL-P Contributors to MACE
LDL-P Contributors to MACE Obicetrapib’s Observed MACE Reduction Methods of Estimating MACE Reduction 1 Treatment of particles has been associated with a 6-8% additional MACE reduction in high-risk 6% Additional Reduction individuals above LDL-C alone 2 Based on the observed LDL-P reduction in BROAD
Slide 40: Residual Lp(a) Risk
Residual Lp(a) Risk 40
Slide 41: Lp(a) Concentrations Have Been Associated with Risk of ASCVD
Lp(a) Concentrations Have Been Associated with Risk of ASCVD Lp(a) percentile groups Lp(a) levels Even with high prevalence, there are currently no Blue shaded area (<65 nmol/L): 1st-50th 0-41 nmol/L 4000 US Recommendation represents pharmacologic therapies approved for reducing Lp(a) negligible ris
Slide 42: Increased Risk Begins at Lp(a) Levels as Low as 40 nmol/L
Increased Risk Begins at Lp(a) Levels as Low as 40 nmol/L Association of Lp(a) percentile group with the primary Composite endpoint of major adverse cardiovascular event for individuals with composite outcome, ASCVD patients and without baseline ASCVD A 42 Source: Berman, A, Biery, D, Besser, S. et
Slide 43: Significant Risk for ASCVD Patients Between 50 and 150 nmol/L
Significant Risk for ASCVD Patients Between 50 nmol/L and 150 nmol/L Restricted cubic spine modeling the association of continuous lipoprotein(a) levels on the primary composite outcome (myocardial infarction, ischemic stroke, coronary revascularization, cardiovascular mortality) among individuals w
Slide 44: Lp(a) Reduction of 45% in Key Patient Population
Lp(a) Reduction of 45% in Key Patient Population Pooled BROADWAY BROOKLYN TANDEM Parameter (n=2538) (n=2041) (n=315) (n=182) Baseline Lp(a) 42.7 (12.3, 171.4) 42.6 (12.2, 170.1) 45.0 (14.1, 178.5) 38.9 (11.2, 187.2) Percent change Lp(a) Baseline Lp(a) ≥50 nmol/L -22.5 (-25.7, -19.3) -21.4 (-24.9, -1
Slide 45: Pooled BROADWAY, BROOKLYN, and TANDEM Effects on Lp(a)
Pooled BROADWAY, BROOKLYN, and TANDEM effects on Lp(a) Percentage Lp(a) reduction Absolute Lp(a) Reduction Baseline Lp(a) Level Baseline Lp(a) Level ≥50 nmol/L 50 to <150 nmol/L ≥50 nmol/L 50 to <150 nmol/L -5 Median change, nmol/L Median percent change -10 -20 -22.5 -35 -25 -50 -44.8% -35.0 -40 -37
Slide 46: Mediation Analysis Predicts 26% of MACE Reduction from Lp(a)
Mediation Analysis Predicts 26% of MACE Reduction from Lp(a) in BROADWAY Multivariate Mediation of OBI MACE Reduction 40% A mediation analysis was performed to identify the proportion of the observed 26.1% Mediation of MACE, % 21% reduction in cardiovascular events potentially attributable to Lp(a)
Slide 47: Lp(a) Contributors to MACE
Lp(a) Contributors to MACE Obicetrapib’s Observed MACE Reduction Methods of Estimating MACE Reduction Based on observational studies a 100 nmol/L 1 reduction in the Lp(a) should equate to a 22% MACE reduction 7% Additional Reduction • In BROADWAY we see an ~35 nmol/L reduction, predicting 8% reducti
Slide 48: Cumulative Effect
Cumulative Effect 48
Slide 49: The Future of Hyperlipidemia Treatment Goes Beyond LDL-C
The Future of Hyperlipidemia Treatment Goes Beyond LDL-C LDL-C ↓ LDL-P ↓ Non-HDL-C ↓ Small LDL-P ↓ ApoB ↓ sdLDL-C ↓ ApoE4 Lp(a) ↓ HDL-C ↑ ApoA1 ↑ NODM ↓ Obicetrapib 49 Note: NODM = New onset diabetes mellitus
Slide 50: Explaining BROADWAY's Observed 21% MACE Reduction
Explaining B O W ’s Observed 21% M CE Reduction Obicetrapib’s Observed M CE eduction Methods of Estimating MACE Reduction 1% Based on the CTT line, the expectation for a 33% Additional Reduction reduction in LDL-C from placebo would be a 9% MACE reduction, after 12 months 5% Lp(a) LDL-P potentially
Slide 51: LDL-C Reduction Alone Supports 20% Estimated MACE Benefit in PREVAIL
LDL-C Reduction Alone Supports 20% Estimated MACE Benefit in PREVAIL LDL-C reduction Estimated LDL-C placebo adjusted MACE Benefit 35% 25.0% 15.3% 27.5% 16.9% 30% 30.0% 18.4% 32.5% 19.9% 25% 35.0% 21.5% 37.5% 23.0% MACE Reduction 20% 40.0% 24.5% 42.5% 26.1% 15% 45.0% 27.6% 47.5% 29.2% 50.0% 30.7% 10
Slide 52: Residual Diabetes Risk
Residual Diabetes Risk 52
Slide 53: CETP Inhibition Demonstrates Potential to Improve β Cell Function
CETP Inhibition Demonstrates Potential to Improve β Cell Function CETP inhibitor High HDL levels protect β cells by1: High HDL levels also promote1,3: Blocking CETP • Combating cellular lipid accumulation • Insulin secretion from β cells increases HDL levels2 • Reducing ER stress • Glucose uptake in
Slide 54: Increases in HDL-C Reduce the Risk of Developing Type 2 Diabetes
Increases in HDL-C Reduce the Risk of Developing Type 2 Diabetes • Dose-response relationship observed between HDL-C and the risk of new-onset diabetes • Multivariate predictive models show robust negative correlation between HDL-C and risk of future T2DM incidence • 25-year follow-up data also show
Slide 55: Statins Caused a Dose-dependent Increase in New Diagnosis of Type-2 Diabetes
Statins Caused a Dose-dependent Increase in New Diagnosis of Type-2 Diabetes Irrespective of Age, Sex, BMI and Blood Sugar Levels High-intensity statin regimen resulted in a 36% increased risk of new-onset diabetes Events (% per annum) Observed-expected Statin Placebo o-e Var (o-e) Rate ratio (CI) F
Slide 56: Obicetrapib 10 mg Reduced HbA1c Among Patients Without Diabetes
Obicetrapib 10 mg Reduced HbA1c Among Patients Without Diabetes and Demonstrated a Consistent Trend Toward Lower Risk of NoD in Patients with both Normoglycemia and Prediabetes at Baseline ~70% of patients were on high intensity statins 56 Source: National Lipid Association Conference 2025 (data on
Slide 57: CETP Inhibition Has the Potential to Reverse Diabetes Risk
CETP Inhibition Has the Potential to Reverse Diabetes Risk, Potentially Ameliorating Key Concerns About High Dose Statins This is consistent with the effects seen in other CETP trials that have shown 17% reduction in new onset diabetes (HR=0.83, CI 0.77-0.90) Study name ILLUMINATE Dal-OUTCOMES In th
Slide 58: T2D/Metabolic Syndrome Study - RUBENS
T2D/Metabolic Syndrome Study - RUBENS Objective: To evaluate the effect of obicetrapib and the FDC on LDL-C in patients with T2D / Met Syn Study design: Randomized, double-blind, placebo-controlled Main Inclusion Criteria: Obi 10mg (n=100) Safety FU • ≥ 18 years • T2D / Metabolic Syndrome • LDL ≥ 10
Slide 59: Commercial Update
@a« Commercial Update ~ “Co ~~
Slide 60: Setting the Stage for Obicetrapib's Transformational Launch
Setting the Stage for Obicetrapib's Transformational Launch 1. 2. 3. 4. Market Differentiated HCP Commercial Opportunity Product Preference Launch 60
Slide 61: Setting the Stage for Obicetrapib's Transformational Launch
Setting the Stage for Obicetrapib's Transformational Launch 2. 3. 4. 1. Differentiated HCP Commercial Market Product Preference Launch Opportunity 61
Slide 62: Tailwinds are Making Lipid Lowering Space More Conducive to Commercial Success
Tailwinds are Making Lipid Lowering Space More Conducive to Commercial Success Observations Key Takeaways 1 We have seen LLT market growth each year for the Very large opportunity – even small amounts of last 5 years penetration can result in significant financial success 2 Shift towards more aggres
Slide 63: Resulting in Continued Growth and Acceleration of Brand Use
Resulting in Continued Growth and Acceleration of Brand Use 1 Lipid lowering Therapy TRx4 2 Lipid lowering Therapy TRx1 3 Non-statin2 TRx 4 Branded3 TRx 260MM 3.7% 20.2% 6M Growth 72 million1 20.0MM Growth 31.9% Growth 5M Adults in US diagnosed 250MM 2.4% 17.2% Growth Growth with hypercholesterolemi
Slide 64: Guidelines are Being Updated for More Aggressive Intervention
Guidelines are Being Updated for More Aggressive Intervention Guidance for very high-risk ASCVD patients: 2018 2019 2020 2021 2022 2023 2024 2025 LDL-C threshold of 70 mg/dL for the LDL-C threshold of 55 mg/dL for the LDL-C threshold of 55 mg/dL for the addition of nonstatin therapy among addition o
Slide 65: U.S. Regulators are Recognizing Unmet Need in LDL-C Lowering
U.S. Regulators are Recognizing Unmet Need in LDL-C Lowering and Acting to Address It Language in LLT labels has evolved in recent years, reducing access restrictions and setting the stage for expanded use for treatments beyond statins Indication / usage updates1,2,3 Previous: Updated: “Adjunct to d
Slide 66: Critical Factors Improving Branded Market Dynamics
Critical Factors Improving Branded Market Dynamics ACCESS PROMOTION PRESCRIBERS Changes in payer reimbursement Increased product promotion and Widening prescriber target beyond has seen significant increases in omnichannel brand marketing has specialists is expanding base to approval rates and decre
Slide 67: … and Leading to Accelerated Growth
… and Leading to ccelerated Growth Accelerating growth is evidence of the demand for additional options in the LLT space Repatha® volume continues to double every 2 years 4.5 2024 worldwide revenue of 4.0 2X GROWTH $2.2 Billion 3.5 TRx Volume (Millions) 3.0 US revenues of 2.5 $1.1 Billion 2X GROWTH
Slide 68: Industry Agrees that the Outlook is Bullish
Industry Agrees that the Outlook is Bullish Merck1 Astra Zeneca2 Turning to MK-0616[…] So you provide the same efficacy, similar efficacy to the injectables in a way that is “We believe that AZD0780 has the simple… So again, significant potential to be a $5 billion-plus asset patient population[…] a
Slide 69: Setting the Stage for Obicetrapib's Transformational Launch
Setting the Stage for Obicetrapib's Transformational Launch 1. 3. 4. Market 2. HCP Commercial Opportunity Differentiated Preference Launch Product 69
Slide 70: Evidence Supporting Obicetrapib's Portfolio is Grounded in Outcomes-Driven Clinical Program
Evidence Supporting the Potential of Obicetrapib’s Portfolio is Grounded in Comprehensive, Outcomes-Driven Clinical Program 1 2 Obicetrapib & Obicetrapib + Ezetimibe PHASE 2 PHASE 3 TULIP ROSE JAPAN BROOKLYN TANDEM PREVAIL* REMBRANDT* ROSE2 BROADWAY VINCENT* RUBENS* 70 *In Progress
Slide 71: Currently, Treatment of Hyperlipidemia is One-Dimensional
Currently, Treatment of Hyperlipidemia is One-Dimensional LDL-C ↓ Obicetrapib ApoA, apolipoprotein A; ApoB, apolipoprotein B; HDL-C, high-density lipoprotein cholesterol; LDL-C, low-density lipoprotein cholesterol; LDL-P, low-density 71 lipoprotein particle concentration; Lp(a), lipoprotein (a); NOD
Slide 72: The Future of Hyperlipidemia Treatment Goes Beyond LDL-C
The Future of Hyperlipidemia Treatment Goes Beyond LDL-C LDL-C ↓ LDL-P ↓ Non-HDL-C ↓ Obicetrapib was observed to Small LDL-P ↓ ApoB ↓ impact multiple factors sdLDL-C ↓ associated with MACE, ApoE4 Lp(a) ↓ providing more comprehensive risk management across additional patient HDL-C ↑ subpopulations NO
Slide 73: Small LDL-P Particle Concentration
Small LDL-P Particle Concentration • Approximately 43 million LDL-C ↓ patients with hyperlipidemia LDL-P ↓ Non-HDL-C ↓ exhibit elevated levels of LDL-P of > 1300 nmol/L* Small LDL-P ↓ ApoB ↓ sdLDL-C ↓ • Prevalence is even higher in individuals with type 2 Lp(a) ↓ diabetes^ ApoE4 • Presence of LDL-P
Slide 74: Elevated Lp(a) Levels
Elevated Lp(a) Levels LDL-C ↓ LDL-P ↓ Non-HDL-C ↓ Small LDL-P ↓ ApoB ↓ • In the US, close to 75 million patients have an sdLDL-C ↓ elevated Lp(a) score of > 100-125 nmol/L** ^^ ApoE4 Lp(a) ↓ • An estimated 14.3 million of these patients also have hypercholesterolemia HDL-C ↑ NODM ↓ ApoA1 ↑ Obicetrap
Slide 75: New-onset Diabetes Mellitus
New-onset Diabetes Mellitus LDL-C ↓ LDL-P ↓ Non-HDL-C ↓ • 27.9 million Small LDL-P ↓ ApoB ↓ hyperlipidemia patients sdLDL-C ↓ are estimated to have concomitant diabetes* ApoE4 Lp(a) ↓ • In addition, there are an estimated 27.2 million^ individuals with hyperlipidemia that are pre-diabetic HDL-C ↑ NO
Slide 76: ApoE4 Carriers
ApoE4 Carriers LDL-C ↓ LDL-P ↓ Non-HDL-C ↓ • ApoE4 is the strongest Small LDL-P ↓ ApoB ↓ genetic risk factor for sdLDL-C ↓ late-onset AD1-5 ApoE4 Lp(a) ↓ • Approximately 20 million patients with hyperlipidemia are at increased risk for AD • Prevalence of ApoE4 in HDL-C ↑ AD is up to 66%1-5 NODM ↓ Ap
Slide 77: No Other Asset Provides the Comprehensive Observed Benefits of Obicetrapib and Obi-Eze
No Other Asset Provides the Comprehensive Observed Benefits of Obicetrapib and Obi-Eze to Address Cardiometabolic Risk CARD AND PCP BEMPEDOIC PCSK9i ORAL EZETIMIBE OBICETRAPIB OBI-EZE* TREATMENT PRIORITIES ACID (injectable) PCSK9 MACE at Launch • • • • • ≥ 30% LDL-C Reduction • • • • ApoA1 (≥ 30% in
Slide 78: Setting the Stage for Obicetrapib's Transformational Launch
Setting the Stage for Obicetrapib's Transformational Launch 1. 2. 4. Market Differentiated 3. Commercial Opportunity Product HCP Launch Preference 78
Slide 79: What Are Customers Saying About Obicetrapib, Obi-Eze and MK-0616?
What Are Customers Saying About Obicetrapib, Obi-Eze and MK-0616? How likely are you to Rx obicetrapib and obi-eze in the first 6 months after they become available? OBICETRAPIB 26% 26% 16% 21% 4% 5% 3 out of 4 HCP’s OBI-EZE indicate a propensity to 29% prescribe Obi & Obi-Eze 27% 5% 4% 17% 17% with
Slide 80: Obicetrapib and Obi-Eze Perform Statistically Better than MK-0616
Obicetrapib and Obi-Eze Perform Statistically Better then MK-0616 on Several Key Attributes Product X (Obi) Product Attribute Performance (Average 1-7 Performance Rating) Product Y (Obi/EZE) 1 Product Z (MK-0616) Obi-Eze portfolio is seen 7 as on par with MK-0616 in 3 Importance terms of LDL-C Obi &
Slide 81: Attributes Key to Differentiation in Tomorrow's Market
ttributes that May Not ank Highly in Today’s Market Will be Considered Key Components of ifferentiation in Tomorrow’s Market Product X (Obi) Product Attribute Performance (Average 1-7 Performance Rating) Product Y (Obi/EZE) Product Z (MK-0616) 7 1 Importance MOA is the only attribute in which MK-061
Slide 82: Positioned to Become the First Choice Add-on Therapy to Statins
With a Differentiated LDL-C+ Profile, Obicetrapib is Positioned to Become the First Choice Add-on Therapy to Statins The Patient Journey 1 2 3 Ezetimibe Obicetrapib Or Nexletol/ Statins Not at LDL-C goal and Not at LDL-C goal Nexlizet Obi-Eze Or PCSK9 Standard of care ALL IN ONE: Balancing: Oral
Slide 83: Setting the Stage for Obicetrapib's Transformational Launch
Setting the Stage for Obicetrapib's Transformational Launch 1. 2. 3. Market Differentiated HCP 4. Opportunity Product Preference Commercial Launch 83
Slide 84: Demand Studies Support Obicetrapib and Obi-Eze as a Preferred Add-on LLT
Demand Studies Support Obicetrapib and Obi-Eze as a Preferred Add-on LLT Over MK-0616 and AZD0780 1.7x 1.3x 70% Demand 1x more demand for the Obicetrapib franchise MK-0616 AZD0780 Obicetrapib Franchise Magnolia March 2025 HCP Demand Study, US: N=252 HCP Quantitative Respondents. AZD0780 target produ
Slide 85: Preferential Demand for Obicetrapib Franchise Across Global Markets
Preferential Demand for Obicetrapib Franchise Across Global Markets Preference transcends diverse cultures, treatment preferences and healthcare systems 2.6x 2.8x 1.7x 1.8x 1.8x Demand 1.3x 1x 1x 1x MK-0616 AZD0780 Obicetrapib Franchise MK-0616 AZD0780 Obicetrapib MK-0616 AZD0780 Obicetrapib Franchi
Slide 86: Obicetrapib's Blockbuster Potential
Obicetrapib’s Blockbuster Potential Market Opportunity Large market with significant unmet need, recognized to be a multi-billion-dollar opportunity by potential new entrants 1 Differentiated Product Unique clinical profile with potential to redefine efficacy as LDL-C+ (added benefit of LDL-P, Lp(a)
Slide 87: Obicetrapib's Blockbuster Potential: $8 Billion+
Obicetrapib’s Blockbuster Potential Market Opportunity Large market with significant unmet need, recognized to be a multi- billion-dollar opportunity by potential 1 new entrants Differentiated Product $8 Billion+ Unique clinical profile with potential to redefine HCP Preference potential worldwide 3
Slide 88: Access Not Expected to be a Barrier to Success
Access Not Expected to be a Barrier to Success “Control” of branded LLT space has led to broad coverage of PCSK9s and 1 Primary & Secondary BA (Commercial/ PartD) Payer Research 2 Evidence suggests plans have also reduced PA restrictions on branded LLTs • 3 US Payer Advisory Boards Obicetrapib is an
Slide 89: The Stage is Set for Obicetrapib's Transformational Launch
The Stage is Set for Obicetrapib’s Transformational Launch The Obicetrapib and Obi/Eze launch aims to surpass current branded LLT growth trends with enhanced demand in a receptive and dynamic market Market opportunity continues to expand in a receptive environment Differentiated product provides mea
Slide 90: The Stage is Set for Obicetrapib's Transformational Launch
The Stage is Set for Obicetrapib’s Transformational Launch The Obicetrapib and Obi/Eze launch aims to surpass current branded LLT growth trends with enhanced demand in a receptive and dynamic market Market opportunity continues to expand in a receptive environment B Anticipated obicetrapib accelerat
Slide 91: Lives Changed by Obicetrapib
OUR END GAME Lives Changed by Obicetrapib PATIENT AGE: 59 SEX: Female MEDICAL High LDL-C, High Lp(a), “Having heart disease weighs on me HISTORY: Elevated CAC score, Adopted, unknown family history every day. I feel like I am a walking time MEDICATIONS: statin bomb, waiting for it to be my turn to L
Slide 92: Closing
Closing “AK, @4 - OS
Slide 93: The Future of Hyperlipidemia Treatment Goes Beyond LDL-C
The Future of Hyperlipidemia Treatment Goes Beyond LDL-C LDL-C ↓ LDL-P ↓ Non-HDL-C ↓ Small LDL-P ↓ ApoB ↓ sdLDL-C ↓ ApoE4 Lp(a) ↓ HDL-C ↑ ApoA1 ↑ NODM ↓ Obicetrapib 93 Note: NODM = New onset diabetes mellitus
Slide 94: The NewAmsterdam Value Proposition
The NewAmsterdam Value Proposition Clinical Expertise: Differentiated Target Unmet Need: Experienced Leadership Data driven clinical Product Profile: Significant need for a potent, and Team: development increases Phase 2 data convenient, well-tolerated low- Expanding team comprised of probability of
Slide 95: Our Mission is Clear and Simple
Our Mission is Clear and Simple At NewAmsterdam Pharma, we are advancing a new era of life-saving treatment for cardiovascular disease and other lipid-related conditions. By prioritizing patients with high unmet needs and those who are underserved by current therapies, we are working toward a realit
Slide 96: Q&A
Q&A 96
Slide 97: Thank You
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