Newamsterdam Pharma Company N.v. · NASDAQ:NAMS
Newamsterdam Pharma — Investor Day (June 2025)
96 slides from Newamsterdam Pharma's investor day presentation, Jun 11, 2025
Slide 1: Welcome to R&D Day June 11, 2025
Welcome to R&D Day June 11, 2025
Slide 2: Disclaimer: Forward Looking Statements
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
Today’s Agenda 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 Particles Driving MACE Lp(a) Drivin
Slide 4: Previous 18 Months Were a Time of Groundwork, Goals and Growth
Secured funding to support US Commercial launch, if approved, with cash at 1Q25 of ~$810M Previous 18 Months Were a Time of Groundwork, Goals and Growth Published BROADWAY in NEJM Published TANDEM in The Lancet Announced Alzheimer’s topline Full AD data to be presented at AAIC Building world-class c
Slide 5: Obicetrapib Observed to Impact Multiple Factors Associated with Cardiometabolic Disease
Obicetrapib Observed to Impact Multiple Factors Associated with Cardiometabolic Disease Note: NODM = New onset diabetes mellitus Lp(a) ↓ LDL-P ↓ Small LDL-P ↓ NODM ↓ HDL-C ↑ ApoA1 ↑ LDL-C ↓ Non-HDL-C ↓ ApoB ↓ sdLDL-C ↓ Obicetrapib
Slide 6: Alzheimer's Update
Alzheimer’s Update
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 Alzheimer’s Disease Alzheimer's disease Healthy brain Alzheimer’s disease results in the generalized degeneration of the brain, with over 50M people affected WW and an economic burden of >$1 trillion (2) There is emerging evidence
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 (Aβ) Plaques During early development, oligodendrocytes synthesize large quantities of cholesterol for myelination In adults, when myelination is complete, glial cells and, to a lesser extent, neurons account for the steady
Slide 9: Amyloid Beta and Tau Proteins Play Significant Roles in Alzheimer's Disease
Amyloid Beta (Aβ) and Tau Proteins Play Significant Roles in the Development and Progression of Alzheimer's Disease Amyloid (Aβ) plaques in cerebral spinal fluid Neurofibrillary tangles inside neurons Diseased neuron Disintegrating microtubules Tau particles (pTau; e.g., pTau 217, pTau 181) These si
Slide 10: ApoE4 is a Risk Factor for Both CVD and Alzheimer's Disease
ApoE4 is a Risk Factor for Both CVD and Alzheimer’s Disease1-5 % of population with this genotype APOE2/E3 11% APOE3/E3 61% APOE2/E2 0.5% APOE4/E2 = 2% APOE4/E3 = 24% APOE4/E4 = 2% Cholesterol transport and clearance Lipid accumulation in brain Aβ aggregation Total Cholesterol HDL-C receptor + bindi
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 P<0.0001 APOE 2/2 2/3 3/3 2/4 3/4 4/4 Age (years) 0.25 0.50 1.00 Plasma pTau217, pg/mL 0.75 80 55 60 65 70 75 85 Noncarrier Carrier APOE4 status AAD, Alzheimer’s disease; APOE, apolipoprotein
Slide 12: Plasma pTau217 is a Strong Predictor of AD Pathology
Plasma pTau217 is a Strong Predictor of AD Pathology Specificity, % 0 20 100 Sensitivity, % 80 20 100 80 60 40 0 60 40 Plasma pTau217 (AUC=0.96) Plasma pTau181 (AUC=0.96) AD signature cortical thickness (AUC=0.78) Hippocampal volumes (AUC=0.74) Plasma NfL (AUC=0.50) pTau217 as a biomarker to assess
Slide 13: Recent News Further Validates pTau217 Levels Predict Amyloid Plaques
Recent News Further Validates pTau217 Levels Predict Presence of Amyloid Plaques in the Brain
Slide 14: Obicetrapib is a Potent CETP Inhibitor Studied to Delay or Prevent AD in ApoE4 Carriers
Obicetrapib is a Potent CETP Inhibitor Currently Being Studied for its Potential to Delay or Prevent AD in ApoE4 Carriers HDL LDL X Obicetrapib RATIONALE Obicetrapib offers a mechanistically distinct approach that targets upstream lipid dysregulation vs downstream pathology AD, Alzheimer’s disease;
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 Source :JAMA, January 13, 2010—Vol 303, No. 2 2 LoF CETP genes 1 LoF CETP gene Normal CETP CETP’s potential involvement in CNS cholesterol homeostasis is supported by genomic data CETP LoF may be asso
Slide 16: CETP Knock-in Mice Have Increased Brain Cholesterol Levels
+ HDL correlation - LDL correlation NOR score (%) p=0.015 r2=0.5837 p=0.0365 r2=-0.4042 Plasma HDL (mmol/L) 3 2 1 0 0 20 40 60 80 100 NOR score (%) 2.5 1.5 1.0 0 0 20 40 60 80 100 0.5 2.0 Plasma LDL (mmol/L) Control diet 1% cholesterol diet WT CETP CETP transgenic mice have lower plasma HDL-C levels
Slide 17: Obicetrapib on Top of Max Tolerated Lipid-Modifying Therapy: Alzheimer's Biomarker Sub-study
Safety FU Safety FU Obicetrapib on Top of Max Tolerated Lipid-Modifying Therapy: Alzheimer’s Biomarker Sub-study Placebo (n=800) Objective: To evaluate the effect of obicetrapib on biomarkers related to Alzheimer’s Disease compared to placebo over 12-months Visit: Days: 1 -28 to -1 6 270 2 1 4 84 3
Slide 18: What's Next for Obicetrapib and Alzheimer's Disease?
What’s Next for Obicetrapib and Alzheimer’s Disease? Full data to be presented as an oral presentation in a Developing Topics session At the 2025 Alzheimer’s Association International Conference “Today’s report from NewAmsterdam is incredibly promising and points to a future of powerful combination
Slide 19: Obicetrapib Observed to Impact Multiple Factors Associated with Cardiometabolic Disease
Obicetrapib Observed to Impact Multiple Factors Associated with Cardiometabolic Disease Note: NODM = New onset diabetes mellitus Lp(a) ↓ LDL-P ↓ Small LDL-P ↓ NODM ↓ HDL-C ↑ ApoA1 ↑ LDL-C ↓ Non-HDL-C ↓ ApoB ↓ sdLDL-C ↓ Obicetrapib
Slide 20: The Future of Hyperlipidemia Treatment Goes Beyond LDL-C
The Future of Hyperlipidemia Treatment Goes Beyond LDL-C Note: NODM = New onset diabetes mellitus ApoE4 LDL-P ↓ Small LDL-P ↓ NODM ↓ HDL-C ↑ ApoA1 ↑ LDL-C ↓ Non-HDL-C ↓ ApoB ↓ sdLDL-C ↓ Lp(a) ↓ Obicetrapib
Slide 21: PREVAIL Update
PREVAIL Update
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 Reduce Risk and Demonstrate Obicetrapib’s Full Benefit Greater LDL-C lowering activity anticipated Targeting higher baseline LDL-C patients Higher absolute LDL-C reduction expected to lead to greater MACE benefit Longer duration of fol
Slide 24: BROADWAY Designed to be a Predictor of PREVAIL
BROADWAY Designed to be a Predictor of PREVAIL Key Inclusion Criteria 13-months Placebo Obicetrapib 10 mg (2:1 randomization) N = 2532 13-months 1º endpoint – week 12 Baseline Lipids Baseline Lipid Modifying Therapy Any statin: 91% High intensity statin: 65% Ezetimibe: 26% PCSK9i: 4% SGLT2i: 11% GLP
Slide 25: Similar Patient Demographics Between BROADWAY and PREVAIL
Similar Patient Demographics Between BROADWAY and PREVAIL Placebo N=844 Obicetrapib 10 mg N=1686 All 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 Demographics Between BROADWAY and PREVAIL (Cont’d) Placebo N=844 Obicetrapib 10 mg N=1686 All 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
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 treatment
Slide 28: Obicetrapib and Cardiovascular Events
Obicetrapib and Cardiovascular Events
Slide 29: Exploratory Endpoint: Major Adverse Cardiovascular Events (MACE)
Exploratory Endpoint: Major Adverse Cardiovascular Events (MACE) Placebo N = 844 Obicetrapib N= 1686 Hazard Ratio 95% CI 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. (%) 44 (5.2) 70 (4.2) 0.7
Slide 30: Consistent Trend in MACE Across Multiple Components
Consistent Trend in MACE Across Multiple Components BROADWAY BROOKLYN Pooled Cardiovascular events – no. (%) Obicetrapib Placebo Obicetrapib Placebo Obicetrapib Placebo Death from CHD, nonfatal MI, stroke, or coronary revascularization 70 (4.2) 44 (5.2) 5 (2.1) 5 (4.2) 75 (3.9) 49 (5.1) Death from C
Slide 31: Kaplan-Meier Curve Separates Driven by Attenuation of Events in the Obicetrapib Arm
Kaplan-Meier Curve Separates at Day 200 Driven by Attenuation of Events in the Obicetrapib Arm 4-point MACE: CHD death, Non-fatal myocardial infarction, non-fatal stroke, coronary revascularization Note: While not powered to detect a MACE benefit, we observed positive MACE data as part of our review
Slide 32: Explaining BROADWAY's Observed 21% MACE Reduction
Explaining BROADWAY’s Observed 21% MACE Reduction Based on the CTT line, the expectation for a 33% reduction in LDL-C from placebo would be a 9% MACE reduction, after 12 months The observed reduction was 21% after 12 months What is driving this greater than expected observed reduction? LDL-C Alone A
Slide 33: Residual LDL Particle Risk
Residual LDL Particle Risk
Slide 34: Small Dense LDL Particles Are More Likely to Be Trapped in Arterial Wall
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 higher proportion of small dense LDL particles vs. larger-sized LDL particles High LDL-P, Low LDL-C (n = 282) High LDL-P, High LDL-C (n =
Slide 35: LDL Particles are a Strong Predictor of Risk
LDL Particles are a Strong Predictor of Risk 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 Practices
Slide 36: Obicetrapib Preferentially Reduces Small LDL Particles
Obicetrapib Preferentially Reduces Small LDL Particles Note: BROADWAY at Day 365, BROOKLYN at day 180, TANDEM at day 84. All percent reductions placebo adjusted Parameter Pooled (n=2538) BROADWAY (n=2041) BROOKLYN (n=239) TANDEM (n=182) Baseline LDL-P (nmol/L) 988.9 923.8 1224.9 1195.4 Baseline smal
Slide 37: Changes in LDL-P Associated with Increased Risk
Changes in LDL-P Associated with Increased Risk Study name Cromwell et al 2007 Otvos et al 2011 Otvos et al 2006 Lawler et al 2017 Fixed-Effects Model HR (95% CI) 0.75 1.50 2.00 A one standard deviation increase in LDL-P is associated with a 28% increase in cardiovascular events 1.00 1.75 Hsia et al
Slide 38: As Particle Numbers Rise, Risk Increases
As Particle Numbers Rise, Risk Increases *CDC Death + NFMI + Stroke + Coronary Revasc *CDC Death + NFMI + Stroke + Coronary Revasc Obicetrapib has greater benefit on smaller particles Cumulative incidence of MACE* in the placebo group by baseline total LDL-P, ITT population spline P=0.14 Cumulative
Slide 39: LDL-P Contributors to MACE
LDL-P Contributors to MACE Source: Folse et al. Athero 2014, Quseda et al, Atherosclerosis 35 (2023) 165-177, Data on file Treatment of particles has been associated with a 6-8% additional MACE reduction in high-risk individuals above LDL-C alone Based on the observed LDL-P reduction in BROADWAY, we
Slide 40: Residual Lp(a) Risk
Residual Lp(a) Risk
Slide 41: Lp(a) Concentrations Have Been Associated with Risk of ASCVD
Lp(a) Concentrations Have Been Associated with Risk of ASCVD Lp(a) distribution in general population extrapolated from the graph Prevalence 20% 10% 5% 1% <0.1% Lp(a) levels 60 mg/dL 90 mg/dL 116 mg/dL 180 mg/dL 245 mg/dL Number (US) 64,000,000 32,000,000 16,000,000 3,200,000 320,000 Number (EU) 150
Slide 42: Increased Risk Begins at Low Lp(a) Levels
Increased Risk Begins at Lp(a) Levels as Low as 40 nmol/L Source: Berman, A, Biery, D, Besser, S. et al. Lipoprotein(a) and Major Adverse Cardiovascular Events in Patients With or Without Baseline Atherosclerotic Cardiovascular Disease. JACC. 2024 Mar, 83 (9) 873–886. Association of Lp(a) percentile
Slide 43: Significant Risk for ASCVD Patients Across Lp(a) Levels
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 Parameter Pooled (n=2538) BROADWAY (n=2041) BROOKLYN (n=315) TANDEM (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) ≥50 nmol/L 50 to <150 nmol/L Baseline Lp(a) Level Median percent change Median change, nmol/L ≥50 nmol/L 50 to <150 nmol/L Baseline Lp(a) Level Percentage Lp(a) reduction Absolute Lp(a) Reduction
Slide 46: Mediation Analysis Predicts 26% of MACE Reduction from Lp(a) in BROADWAY
Mediation Analysis Predicts 26% of MACE Reduction from Lp(a) in BROADWAY Multivariate Mediation of OBI MACE Reduction A mediation analysis was performed to identify the proportion of the observed 21% reduction in cardiovascular events potentially attributable to Lp(a) Based on the analysis, we predi
Slide 47: Lp(a) Contributors to MACE
Lp(a) Contributors to MACE LDL-C Alone Lp(a) 9% 5% 21% 7% Based on observational studies a 100 nmol/L reduction in the Lp(a) should equate to a 22% MACE reduction In BROADWAY we see an ~35 nmol/L reduction, predicting 8% reduction in risk of MACE at two years or a 4% reduction at one year Mediation
Slide 48: Cumulative Effect
Cumulative Effect
Slide 49: The Future of Hyperlipidemia Treatment Goes Beyond LDL-C
The Future of Hyperlipidemia Treatment Goes Beyond LDL-C Note: NODM = New onset diabetes mellitus ApoE4 LDL-P ↓ Small LDL-P ↓ NODM ↓ HDL-C ↑ ApoA1 ↑ LDL-C ↓ Non-HDL-C ↓ ApoB ↓ sdLDL-C ↓ Lp(a) ↓ Obicetrapib
Slide 50: Explaining BROADWAY's Observed 21% MACE Reduction
Explaining BROADWAY’s Observed 21% MACE Reduction Based on the CTT line, the expectation for a 33% reduction in LDL-C from placebo would be a 9% MACE reduction, after 12 months LDL-P potentially provides 6-7% additional MACE reduction, mainly driven by small LDL-P Lp(a) potentially provides an addit
Slide 51: LDL-C Reduction Alone Supports 20% Estimated MACE Benefit in PREVAIL
LDL-C Reduction Alone Supports 20% Estimated MACE Benefit in PREVAIL Note: Actual results may differ from hypothetical calculation. Assumes PREVAIL basline of 103 mg/dL LDL-C Source: Cholesterol Treatment Trialists Collaboration. Lancet. 2010 376:1670-81 Circulation. 2021;144:e564–e593 17065: Obicet
Slide 52: See noes
See noes Oar? 20 ts @65° RK DDAY 52 cee
Slide 53: CETP Inhibition Demonstrates Potential to Improve β Cell Function
CETP Inhibition Demonstrates Potential to Improve β Cell Function Blocking CETP increases HDL levels2 High HDL levels protect β cells by1: Combating cellular lipid accumulation Reducing ER stress Preventing apoptosis High HDL levels also promote1,3: Insulin secretion from β cells Glucose uptake in p
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 that
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 Events (% per annum) Observed-expected Statin (n=9935) Placebo (n=9895) o-e Var (o-e) Rate ratio (CI) Favors statin Favors placebo High-intensity statin Diabetes-related
Slide 56: Obicetrapib 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 Source: National Lipid Association Conference 2025 (data on fil
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 Study name ILLUMINATE Dal-OUTCOMES ACCELERATE REVEAL Random-Effects Model HR (95% CI) 0.55 0.82 1.2 This is consistent with the effects seen in other CETP trials that have shown
Slide 58: T2D/Metabolic Syndrome Study - RUBENS
Safety FU Safety FU T2D/Metabolic Syndrome Study - RUBENS Placebo (n=100) Labs, PK Safety Labs, PK Safety Labs, PK Safety Obi 10 mg / EZE 10mg (n=100) Patients (n=300) T2D / Met Syn Guideline recommended LLT Safety FU Safety FU Obi 10mg (n=100) Main Inclusion Criteria: Clinical ASCVD HoFH Uncontroll
Slide 59: Commercial Update
Commercial Update r is, CO
Slide 60: Setting the Stage for Obicetrapib's Transformational Launch
Setting the Stage for Obicetrapib's Transformational Launch 1. Market Opportunity 2. Differentiated Product 3. HCP Preference 4. Commercial Launch
Slide 61: Setting the Stage for Obicetrapib's Transformational Launch: Market Opportunity
Setting the Stage for Obicetrapib's Transformational Launch 2. Differentiated Product 3. HCP Preference 4. Commercial Launch 1. Market Opportunity
Slide 62: Tailwinds are Making Lipid Lowering Space More Conducive to Commercial Success
Tailwinds are Making Lipid Lowering Space More Conducive to Commercial Success 1 Very large opportunity – even small amounts of penetration can result in significant financial success We have seen LLT market growth each year for the last 5 years 2 Non-statin growth continues in the high double digit
Slide 63: Resulting in Continued Growth and Acceleration of Brand Use
Resulting in Continued Growth and Acceleration of Brand Use Source: Based on third party prescription data on file 1. All Lipid Lowering therapies: Statins, Ezetimibe and combinations; PCSK9 and BPA; 2. Non-Statins : Ezetimibe and combinations; PCSK9 and BPA; 3. Branded: PCSK9 and BPA; 4. Merative M
Slide 64: Guidelines are Being Updated for More Aggressive Intervention
Guidelines are Being Updated for More Aggressive Intervention 2019 2020 2021 2022 LDL-C threshold of 55 mg/dL for the addition of nonstatin therapy among patients receiving maximally tolerated statin therapy2 2018 LDL-C threshold of 70 mg/dL for the addition of nonstatin therapy among patients recei
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
2015-2018 Repatha® approval rate: 54.1%1 2022 Repatha® approval rate: 87.5%1 Repatha® PCP writer base grew 31% adding almost 24,000 new PCP writers in the last 12 months Critical Factors Improving Branded Market Dynamics ACCESS Changes in payer reimbursement has seen significant increases in approva
Slide 67: ... and Leading to Accelerated Growth
… and Leading to Accelerated Growth 2024 worldwide revenue of $2.2 Billion US revenues of $1.1 Billion WW PCSK9 class is approaching $4 Billion Approx. 5 Years to 1MM Rx’s / Year Approx. 2 Years to 2MM Rx’s / Year Approx. 2 Years to 4MM Rx’s / Year 1 2 3 2X GROWTH Repatha® volume continues to double
Slide 68: Industry Agrees that the Outlook is Bullish
Industry Agrees that the Outlook is Bullish “We believe that AZD0780 has the potential to be a $5 billion-plus asset and an important option for patients who urgently need novel approaches to improve their outcomes.” Sharon Barr, EVP Astra Zeneca - BioPharmaceuticals R&D Astra Zeneca2 Merck1 Turning
Slide 69: Setting the Stage for Obicetrapib's Transformational Launch: Differentiated Product
Setting the Stage for Obicetrapib's Transformational Launch 1. Market Opportunity 3. HCP Preference 4. Commercial Launch 2. Differentiated Product
Slide 70: Obicetrapib Portfolio Grounded in Comprehensive Clinical Program
Obicetrapib Obicetrapib + Ezetimibe Evidence Supporting the Potential of Obicetrapib’s Portfolio is Grounded in Comprehensive, Outcomes-Driven Clinical Program BROADWAY TANDEM BROOKLYN PREVAIL* ROSE ROSE2 JAPAN PHASE 2 PHASE 3 TULIP REMBRANDT* VINCENT* 1 2 *In Progress & RUBENS*
Slide 71: Currently, Treatment of Hyperlipidemia is One-Dimensional
Currently, Treatment of Hyperlipidemia is One-Dimensional ApoA, apolipoprotein A; ApoB, apolipoprotein B; HDL-C, high-density lipoprotein cholesterol; LDL-C, low-density lipoprotein cholesterol; LDL-P, low-density lipoprotein particle concentration; Lp(a), lipoprotein (a); NODM, new-onset diabetes m
Slide 72: The Future of Hyperlipidemia Treatment Goes Beyond LDL-C
Obicetrapib was observed to impact multiple factors associated with MACE, providing more comprehensive risk management across additional patient subpopulations The Future of Hyperlipidemia Treatment Goes Beyond LDL-C ApoE4 LDL-P ↓ Small LDL-P ↓ NODM ↓ HDL-C ↑ ApoA1 ↑ LDL-C ↓ Non-HDL-C ↓ ApoB ↓ sdLDL
Slide 73: Small LDL-P Particle Concentration
Small LDL-P Particle Concentration ApoE4 LDL-P ↓ Small LDL-P ↓ NODM ↓ HDL-C ↑ ApoA1 ↑ LDL-C ↓ Non-HDL-C ↓ ApoB ↓ sdLDL-C ↓ Lp(a) ↓ Obicetrapib * Source: Toth, Peter P. et al. Atherosclerosis. Volume 235, Issue 2, 585 - 591. ^Hoogeveen RC, Gaubatz JW, Sun W, Dodge RC, Crosby JR, Jiang J, Couper D, Vi
Slide 74: Elevated Lp(a) Levels
Elevated Lp(a) Levels Note: NODM = New onset diabetes mellitus ApoE4 LDL-P ↓ Small LDL-P ↓ NODM ↓ HDL-C ↑ ApoA1 ↑ LDL-C ↓ Non-HDL-C ↓ ApoB ↓ sdLDL-C ↓ Lp(a) ↓ Obicetrapib ** Tsimikas et al. J Am Coll Cardiol. 2022; 80: 934-946 ^^ Shapiro, M et al. Journal of Clinical Lipidology, Volume 19, Issue 1,
Slide 75: New-onset Diabetes Mellitus
New-onset Diabetes Mellitus Note: NODM = New onset diabetes mellitus ApoE4 LDL-P ↓ Small LDL-P ↓ NODM ↓ HDL-C ↑ ApoA1 ↑ LDL-C ↓ Non-HDL-C ↓ ApoB ↓ sdLDL-C ↓ Lp(a) ↓ Obicetrapib * Ray K, et al. European Journal of Preventive Cardiology (2021) 28, 1279–1289. ^ Footnote: Prediabetes was defined as fast
Slide 76: ApoE4 Carriers
ApoE4 Carriers ApoE4 LDL-P ↓ Small LDL-P ↓ NODM ↓ HDL-C ↑ ApoA1 ↑ LDL-C ↓ Non-HDL-C ↓ ApoB ↓ sdLDL-C ↓ Lp(a) ↓ Obicetrapib Aβ, amyloid β; AD, Alzheimer’s disease; Apo, apolipoprotein; CVD, cardiovascular disese; HDL-C, high density lipoprotein cholesterol; LDL-C, low density lipoprotein cholesterol;
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 The bempedoic acid component of NEXLIZET is indicated: To reduce the risk of myocardial infarction and coronary revascularization in adults who are unable to take recommended statin
Slide 78: Setting the Stage for Obicetrapib's Transformational Launch: HCP Preference
Setting the Stage for Obicetrapib's Transformational Launch 1. Market Opportunity 2. Differentiated Product 4. Commercial Launch 3. HCP Preference
Slide 79: 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? What Are Customers Saying About Obicetrapib, Obi-Eze and MK-0616? Magnolia March 2025 HCP Demand Study, N=252 HCP Quantitative Respondents. Obicetrapib and obi-eze target product profile described as
Slide 80: Obicetrapib and Obi-Eze Perform Statistically Better than MK-0616 on Key Attributes
LDL-C reduction Affordable Cardiovascular (CV) death risk reduction Has a dosing schedule patients will accept Ease of dosing (e.g., dosing frequency, limited pill burden, effect of food, etc.) Lack of muscle related side effects Lack of long-term safety concerns based on clinical data Side effect p
Slide 81: Attributes Not Ranked Highly Today Will Be Key Differentiators Tomorrow
Attributes that May Not Rank Highly in Today’s Market Will be Considered Key Components of Differentiation in Tomorrow’s Market Magnolia March 2025 HCP Demand Study, N=252 HCP Quantitative Respondents. Target product profiles summarized on previous slides. Please indicate how well [Product X, Y, Z]
Slide 82: Obicetrapib 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 Statins 1 Why? Ezetimibe Or Nexletol/ Nexlizet Or PCSK9 3 Standard of care Oral Generic – payer requirement The Patient Journey Not at LDL-C goal Not at LDL-C goal Obicetrapib and Obi
Slide 83: Setting the Stage for Obicetrapib's Transformational Launch: Commercial Launch
Setting the Stage for Obicetrapib's Transformational Launch 1. Market Opportunity 2. Differentiated Product 3. HCP Preference 4. Commercial Launch
Slide 84: Demand Studies Support Obicetrapib and Obi-Eze as Preferred Add-on LLT
Demand Studies Support Obicetrapib and Obi-Eze as a Preferred Add-on LLT Over MK-0616 and AZD0780 70% 1x Demand MK-0616 1.3x AZD0780 1.7x Obicetrapib Franchise Magnolia March 2025 HCP Demand Study, US: N=252 HCP Quantitative Respondents. AZD0780 target product profile described as an oral PCSK-9 inh
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 Demand 1x MK-0616 1.3x AZD0780 1.7x Obicetrapib Franchise Source: Magnolia March 2025 HCP Demand Study, US: N=252 HCP Quantitative Respondents; Jap
Slide 86: Obicetrapib's Blockbuster Potential Market Opportunity
Obicetrapib’s Blockbuster Potential 2 3 1 Market Opportunity Large market with significant unmet need, recognized to be a multi-billion-dollar opportunity by potential new entrants HCP Preference Surveyed HCP’s strongly prefer Obicetrapib and Obi-Eze over competitive product profiles(1) Differentiat
Slide 87: Obicetrapib's Blockbuster Potential: $8 Billion+ Worldwide Market Opportunity
Obicetrapib’s Blockbuster Potential $8 Billion+ potential worldwide market opportunity 2 3 1 Market Opportunity Large market with significant unmet need, recognized to be a multi-billion-dollar opportunity by potential new entrants HCP Preference Surveyed HCP’s strongly prefer Obicetrapib and Obi-Ez
Slide 88: Access Not Expected to be a Barrier to Success
Access Not Expected to be a Barrier to Success 3 US Payer Advisory Boards >40 Direct Payer Engagement Discussions 2023 Payer & Office Manager Research Secondary Analytics including payer coverage policies Primary & Secondary Payer Research “Control” of branded LLT space has led to broad coverage of
Slide 89: The Stage is Set for Obicetrapib's Transformational Launch
The Stage is Set for Obicetrapib’s Transformational Launch Market opportunity continues to expand in a receptive environment Differentiated product provides meaningful benefit beyond LDL-C HCP preference strongly favors obicetrapib franchise in surveyed HCPs (1) Commercial launch aims to revolutioni
Slide 90: Lives Changed by Obicetrapib
PATIENT AGE: 59 SEX: Female MEDICAL HISTORY: High LDL-C, High Lp(a), Elevated CAC score, Adopted, unknown family history MEDICATIONS: statin LIFESTYLE: Working professional, moderately active OCCUPATION: CFO OUR END GAME Lives Changed by Obicetrapib “Having heart disease weighs on me every day. I fe
Slide 91: Closing
Closing
Slide 92: The Future of Hyperlipidemia Treatment Goes Beyond LDL-C
The Future of Hyperlipidemia Treatment Goes Beyond LDL-C Note: NODM = New onset diabetes mellitus ApoE4 LDL-P ↓ Small LDL-P ↓ NODM ↓ HDL-C ↑ ApoA1 ↑ LDL-C ↓ Non-HDL-C ↓ ApoB ↓ sdLDL-C ↓ Lp(a) ↓ Obicetrapib
Slide 93: The NewAmsterdam Value Proposition
The NewAmsterdam Value Proposition Clinical Expertise: Data driven clinical development increases probability of success Unmet Need: Significant need for a potent, convenient, well-tolerated low-dose oral therapy Strong Balance Sheet: Cash sufficient to fund ongoing trials and support US commercial
Slide 94: 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 95: Q&A
Q&A
Slide 96: Thank You
u NewAmsterdam Pharma > "© Thank Yo y/o)