Newamsterdam Pharma Company N.v. · NASDAQ:NAMS
Newamsterdam Pharma — Investor Presentation (August 2026)
40 slides from Newamsterdam Pharma's investor presentation, Aug 10, 2026
Slide 1: Investor Presentation
Investor Presentation as of August 10, 2026 Nasdaq: NAMS
Slide 2: Disclaimers
Disclaimers Forward Looking Statements This presentation by NewAmsterdam Pharma Company N.V. (“NewAmsterdam”, the “Company” or “we”) and any accompanying oral statements made in connection herewith (collectively, this “Presentation”) contains forward-looking statements within the meaning of the U.S.
Slide 3: Obicetrapib Could Address Significant Unmet Need in Cardiometabolic Diseases
Obicetrapib and Obicetrapib plus Ezetimibe Could Address Significant Unmet Need in Cardiometabolic Diseases $8 billion+ >3,500 pts Significant unmet need for oral LDL-C global peak sales opportunity with of favorable safety/tolerability lowering therapy as adjunct to statins 30m+ patients in the US
Slide 4: Previous Years Were a Time of Groundwork, Goals and Growth
Previous Years 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, FL,
Slide 5: Obicetrapib Could Address the ~30M Patients in US on Drug but not at Goal
Obicetrapib Could Address the ~30M Patients in US on Drug but not at Goal ~43 million ~18 million Treated primary prevention Not at goal of LDL-C patients <100mg/dl Of the ~30M treated patients not at goal, ~72 million ~19 million ~8 million ~18M were “far from Adults in US diagnosed with Treated se
Slide 6: Currently, Treatment of Hyperlipidemia is One-Dimensional
Currently, Treatment of Hyperlipidemia is One-Dimensional LDL-C ↓ Traditional LLTs 6 LDL-C, low-density lipoprotein cholesterol; LLT, lipid lower therapy
Slide 7: 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 7 Note: NODM = New onset diabetes mellitus
Slide 8: The Future of Hyperlipidemia Treatment Goes Beyond LDL-C
The Future of Hyperlipidemia Treatment Goes Beyond LDL-C Obicetrapib was observed to impact multiple risk factors, potentially leading to more comprehensive risk management across additional patient subpopulations LDL Particles Lp(a) Diabetes ApoE4 • Approximately 43 million • In the US, close to 75
Slide 9: Lipid Lowering Market Primed for Commercial Success
Lipid Lowering Market Primed for Commercial Success Observations1-4 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 aggressive treatment using Non
Slide 10: Market Dynamics: Growth of Non-Statin and Branded Market Volume Continue to Grow
Market Dynamics: Growth of Non-Statin (+19%) and Branded (+31%) Market Volume Continue to Grow Rapidly Year Over Year 1 2 3 4 Patient Population Statin TRx2 1 Lipid lowering Therapy Statin TRx 2 TRx2 Non-Statins3 TRx Branded4 TRx 270MM 30MM 8MM 2.3 % Growth 19 % 31 % 84 million 3.9 % Growth Growth G
Slide 11: Majority of ASCVD/HeFH Patients are not Achieving LDL-C Targets
Majority of ASCVD/HeFH Patients are not Achieving LDL-C Targets Primary prevention HeFH ASCVD patients with an Very high risk ASCVD patients with LDL-C target of LDL<70 or patients with an LDL-C an LDL-C target <100 mg/dL <55 mg/dL (2017-2018)2 target <55 mg/dL (2020- (2011-2017)1 2021)3 LDL-C < 100
Slide 12: CV Events Took an Alarming Turn Following Removal of LDL-C Guidelines in 2013
CV Events Took an Alarming Turn Following Removal of LDL-C Guidelines in 2013 CVD Mortality Trends for US Males and Females, 1980 to 20221 Trends in Prevalence of High LDL-C in US Adults, NHANES 1999-2018 with History of ASCVD2 100 LDL-C Goals Removed In LDL-C ≥70 mg/dL, % 2013 75 50 25 0 ~75% of AS
Slide 13: Physicians Have Limited Treatment Options to Meet Patients Needs
Physicians Have Limited Treatment Options to Meet Patients Needs Ezetimibe(1) Nexletol(2) PCSK9i(3) Obicetrapib(5) Obi + Eze (5) Approval Approved Approved Approved LDL-C data 2024 LDL-C data 2024 MACE Benefit 7% 13% 15% 21%* TBD Observed LDL-C 35-40% 49-54% 25% 17% 45-50% Reduction Oral Oral Oral O
Slide 14: Limited New Therapies on the Horizon
Limited New Therapies on the Horizon LIPFENDRA(1) AZD0780(2) Obicetrapib(3) Obi + Eze (4) (enlicitide) Phase 3 Data Readouts LDL-C data 2025 TBD LDL-C data 2024 LDL-C data 2024 (CVOT data 2029E) Phase 3 CVOT CVOT Current Phase Approved Ongoing ongoing ongoing Observed LDL-C 50-59% 35-51% 35-40% 49-5
Slide 15: Obicetrapib Program Designed to Overcome Limitations of Prior CETP Inhibitors
Obicetrapib Program Designed to Overcome Limitations of Prior CETP Inhibitors Torcetrapib(1) Dalcetrapib(2) Evacetrapib(3) Anacetrapib(4) Obicetrapib(5) Observed LDL-C reduction(6) 25% 7% 11-21% 17% 35-40% CETP inhibition 35% 30% 65% 80% 97% Dosing 60mg 600mg 100mg 100mg 10mg Blood pressure increase
Slide 16: Consistent LDL-C Reduction Observed Across Phase 2 and Phase 3 Trials
Consistent LDL-C Reduction Observed Across Our Phase 2 and Phase 3 Trials, Independent of Background Statin and/or Multiple Lipid Lowering Therapy Usage Obicetrapib 10 mg monotherapy Obicetrapib plus ezetimibe ROSE ROSE2 BROOKLYN TANDEM BROADWAY ROSE2 TANDEM 0.0% 0.0% -10.0% -10.0% % change versus p
Slide 17: LDL-C Responder Analysis at day 84
LDL-C Responder Analysis at day 84 34% of patients with >50% LDL-C reduction 33% of patients with >50% LDL-C reduction 100% 80% 60% LDL-C % change versus baseline 40% 20% 0% -20% -40% -60% -80% -100% 61% of patients with >50% LDL-C reduction 17 Note: each line represents a single patient in the obic
Slide 18: Greater Proportion of Patients in Obicetrapib Arm Achieved LDL-C Goal
Greater Proportion of Patients in Obicetrapib Arm Achieved LDL-C Goal % of patients achieving LDL-C thresholds at Day 84 % of patients achieving LDL-C thresholds at Day 84 18
Slide 19: Over 70% of Patients on Obicetrapib+Ezetimibe Achieved Less than <55 mg/dL
Over 70% of Patients on Obicetrapib+Ezetimbe Achieved Less than <55 mg/dL % of patients achieving LDL-C thresholds at Day 84 19
Slide 20: 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 21: MACE Benefit Observed Across Multiple Components After 1 Year of Treatment
MACE Benefit Observed Across Multiple Components After 1 Year of Treatment 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) First 4-point MACE – no. (%) 44 (5.2) 70 (4.2) 0.79 (0.54-1.15) Coronary heart de
Slide 22: Kaplan-Meier Curve Separates at Day 200 Driven by Attenuation of MACE-4 Events
Kaplan-Meier Curve Separates at Day 200 Driven by Attenuation of MACE-4 Events in the Obicetrapib Arm (1) Kaplan Meier Curve Landmark Analysis: Censored at 6 months 4-point MACE: CHD death, Non-fatal myocardial infarction, non-fatal stroke, coronary revascularization 22 (1) While not powered to dete
Slide 23: Explaining BROADWAY's Observed 21% MACE Reduction
Explaining BROADWAY’s Observed 21% MACE Reduction Obicetrapib’s Observed MACE Reduction 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 reduction
Slide 24: Overview of Events of Special Interest
Overview of Events of Special Interest Placebo N= 843 Obicetrapib N= 1685 n (%) n (%) AST or ALT > 3 x ULN 8 (0.9) 10 (0.6) Bilirubin > 2 x ULN 4 (0.5) 2 (0.1) CK > 5 x ULN 3 (0.4) 5 (0.3) NODM or worsening of glycemic control 338 (40.1) 592 (35.1) (p = 0.015) - AE indicating new/worse type 1 or 2 d
Slide 25: 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 26: Analysis of BROADWAY and PREVAIL Year 1 Event Rates
Analysis of BROADWAY and PREVAIL Year 1 Event Rates(1) Blinded/Blended Year 1 Event Rates 4-point MACE: CHD death, Non-fatal myocardial infarction, non-fatal stroke, coronary revascularization (1) While not powered to detect a MACE benefit, we observed positive MACE-4 data as part of our review of t
Slide 27: 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 Higher absolute LDL-C reduction expected to lead Targeting higher baseline LDL-C patients to greater MACE benefit Longer duration of fol
Slide 28: Multiple Data Readouts to Drive Future Momentum
Multiple Data Readouts to Drive Future Momentum 2022 2023 2024 2025 2026E 2027E Phase 3 BROADWAY Trial Lipid Mono Study BROADWAY Ph3 (HeFH or ASCVD; LDL-C ≥ 55 mg/dL; n=2,530) Phase 3 BROOKLYN Trial Lipid Mono Study BROOKLYN Ph3 (HeFH; LDL-C ≥ 70 mg/dL; n=354) Obicetrapib Monotherapy (obicetrapib 10
Slide 29: Obicetrapib and Alzheimer's Disease
Obicetrapib and Alzheimer’s Disease 29
Slide 30: 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 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
Slide 31: 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 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 32: 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 CVD CVD Risk Factors APOE4 AD Risk Factors 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 66% binding (VLDL) HDL-C R112 Aβ aggregation
Slide 33: 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 34: 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 AD CETP transgenic mice have lower plasma HDL-C levels CETP inhibition with evacetrapib led to cognitive improvement 2,3 and increased brain cholesterol levels1 P=0
Slide 35: Obicetrapib on Top of Max Tolerated Lipid-Modifying Therapy: Alzheimer's Biomarker Sub-study
Obicetrapib on Top of Max Tolerated Lipid-Modifying Therapy: Alzheimer’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 Crit
Slide 36: Significant Reduction in p-tau217 Progression Observed with Greater Reductions as ApoE4 Risk Factors Increase
Significant Reduction in p-tau217 Progression Over 12 Months Observed with Greater Reductions as ApoE4 Risk Factors Increase 2.84% benefit between 5.74% treatment benefit 20.5% treatment benefit in obicetrapib and placebo (P=0.025) in ApoE4 carriers (P=0.022) ApoE4 homozygotes (P=0.010) Full Analysi
Slide 37: Obicetrapib's Impact on Additional AD Biomarkers in E4/E4 Carriers
Obicetrapib’s Impact on Additional AD Biomarkers in E4/E4 Carriers NFL GFAP p-tau181 Aβ42:40 p-tau217/ p-tau217 Aβ42:40 -22.65 P=0.032 24 -20.48 20.98 20 P=0.010 -15.24 -17.31 P=0.006 16 P=0.020 12.67 Mean Percent Change, % -13.67 P=0.06 12 8.85 -7.96 8 6.82 P=0.013 4 3.16 0 -0.36 -4 -1.67 -8 -6.39
Slide 38: Intellectual Property
Intellectual Property 38
Slide 39: Comprehensive Patent Portfolio with Composition of Matter IP into 2043
Comprehensive Patent Portfolio with Composition of Matter IP into 2043 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040 2041 2042 US 7/43 COM(1) EU Proprietary form (COM) patent family 7/43 PTE US 2/34 8/39* Species Selection(2) SPC EU 2/34 8/39* Genus 8/27 (
Slide 40: Thank You
Thank You 40
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