Newamsterdam Pharma Company N.v. · NASDAQ:NAMS
Newamsterdam Pharma — Investor Presentation (March 2026)
38 slides from Newamsterdam Pharma's investor presentation, Mar 2, 2026
Slide 1: Investor Presentation as of March 2, 2026
Investor Presentation as of March 2, 2026 Nasdaq: NAMS
Slide 2: Disclaimers: Forward Looking Statements
Disclaimers Forward Looking Statements This presentation and the accompanying oral statements made in connection herewith (collectively, this “Presentation”) contains forward-looking statements within the meaning of the United States Private Securities Litigation Reform Act of 1995 and are subject t
Slide 3: Obicetrapib Could Address Significant Unmet Need in Cardiometabolic Diseases
of favorable safety/tolerability data comparable to placebo. Blinded data in >9,500 patients Obicetrapib and Obicetrapib plus Ezetimibe Could Address Significant Unmet Need in Cardiometabolic Diseases Source: Company data for obicetrapib 10mg monotherapy, *Pooled data includes BROOKLYN, TANDEM, BROA
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 YE2025 of ~$729M* 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 was presented at AAIC on July 30 Building w
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 US Branded Lipid Lowering Market Potential key factors limiting penetration include product limitations and market access hurdles: Low prescriber enthusiasm for existing TPPs Payors restrict access Of the ~30M treated patients
Slide 6: Currently, Treatment of Hyperlipidemia is One-Dimensional
Currently, Treatment of Hyperlipidemia is One-Dimensional LDL-C, low-density lipoprotein cholesterol; LLT, lipid lower therapy LDL-C ↓ Traditional LLTs
Slide 7: 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 8: Source references
* 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, Virani SS, Kathiresan S, Boerwinkle E, Ballantyne CM. Small dense low-density lipoprotein-cholesterol concentrations predict risk for coronary he
Slide 9: 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 10: Continued Growth and Acceleration of Brand Use
Source: IQVIA NPA 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 Marketscan Claims Linked with Lab Data, 2019 - 2022, 12 months continuous data for each patient (6
Slide 11: Majority of ASCVD/HeFH Patients are not Achieving LDL-C Targets
Majority of ASCVD/HeFH Patients are not Achieving LDL-C Targets 10% achieved LDL-C <55 mg/dL 10% 24% ~1/4 achieved LDL-C <70 mg/dL 29% <1/3 achieved LDL-C <100 mg/dL ASCVD=atherosclerotic cardiovascular disease; HeFH=heterozygous familial hypercholesterolemia; LDL-C=low-density lipoprotein-cholester
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 1. Martin SS, Aday AW, Allen NB, et al. 2025 Heart Disease and Stroke Statistics: A Report of US and Global Data From the American Heart Association. Circulation. doi: https://doi.org/10.1161/cir.0000000000001303 | 2. Yumi
Slide 13: Physicians Have Limited Treatment Options to Meet Patients Needs
Physicians Have Limited Treatment Options to Meet Patients Needs Approved Approved Approved Approval 15% 13% 7% MACE Benefit 17% 25% Observed LDL-C Reduction Injectable (mAb) Oral (small molecule) Administration 140-150mg 180mg 10mg Dosing No No No Food Effect Safe, injection site reactions Tendon r
Slide 14: Limited New Therapies on the Horizon
Limited New Therapies on the Horizon Phase 3 Data Readouts Current Phase Observed LDL-C Reduction Administration Dosing Food Effect Safety & Tolerability Available and investigational treatment options have limitations Lp(a) Lowering Note: The above data do not represent head-to-head comparisons. Ac
Slide 15: Obicetrapib Program Designed to Overcome Limitations of Prior CETP Inhibitors
Obicetrapib Program Designed to Overcome Limitations of Prior CETP Inhibitors Note: The above trials and data do not represent head-to-head comparisons. Actual results may differ from expectations. Sources: 1. Barter et al. NEJM.2007; 2. Schwartz et al. NEJM.2012; 3. Lincoff et al. NEJM.2017 4. Bowm
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 Note: ROSE at week 8, ROSE2, BROOKLYN, BROADWAY, and TANDEM as of week 12. High intensity statin use 100% in Phase 2
Slide 17: LDL-C Responder Analysis at Day 84
LDL-C Responder Analysis at day 84 34% of patients with >50% LDL-C reduction Note: each line represents a single patient in the obicetrapib 10 mg arm, five patients increase more than 100% in the BROADWAY study. TANDEM data for the FDC of obicetrapib and ezetimibe 33% of patients with >50% LDL-C red
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
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
Slide 20: 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.
Slide 21: Kaplan-Meier Curve Separates at Day 180
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 (1) While not powered to detect a MACE benefit, we observed positive MACE data as part of our review o
Slide 22: 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 reduction potentially provides 6-7% additional MACE reduction Lp(a) reduction potentially provides an additional 5% M
Slide 23: Overview of Events of Special Interest
Overview of Events of Special Interest Placebo N= 843 n (%) Obicetrapib N= 1685 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) - AE indicating new/worse type 1 or 2 diabetes 30 (
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: 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 26: Clinical Trial Timeline 2022-2027E
2022 2023 2024 2025 2026E 2027E Phase 3 BROADWAY Trial Lipid Mono Study (HeFH or ASCVD; LDL-C ≥ 55 mg/dL; n=2,530) Phase 3 BROOKLYN Trial Lipid Mono Study (HeFH; LDL-C ≥ 70 mg/dL; n=354) Phase 3 CVOT PREVAIL Trial (ASCVD; LDL-C ≥ 55 mg/dL; n=9,541) Phase 3 RUBENS Trial Type 2 Diabetes / Metabolic Sy
Slide 27: Obicetrapib and Alzheimer's Disease
Obicetrapib and Alzheimer’s Disease
Slide 28: 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 29: 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 30: 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 31: 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 32: 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 33: Alzheimer's Biomarker Sub-study Design
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 34: Significant Reduction in p-tau217 Progression Over Months
Significant Reduction in p-tau217 Progression Over 12 Months Observed with Greater Reductions as ApoE4 Risk Factors Increase Full Analysis Set* (n=1535) 2.84% benefit between obicetrapib and placebo (P=0.025) ApoE4 Carriers* (n=367) 5.74% treatment benefit in ApoE4 carriers (P=0.022) *Results reflec
Slide 35: Obicetrapib's Impact on Additional AD Biomarkers in E4/E4 Carriers
Obicetrapib’s Impact on Additional AD Biomarkers in E4/E4 Carriers Aβ, amyloid beta; AD, Alzheimer’s disease; GFAP, glial fibrillary acidic protein; NFL, neurofilament light chain; p-tau, phosphorylated tau. Davidson MH et al. 2025. Journal of Prevention of Alzheimer's Disease -7.96 P=0.013 -13.67 P
Slide 36: Intellectual Property
Intellectual Property
Slide 37: Comprehensive Patent Portfolio with Composition of Matter IP into 2043
Comprehensive Patent Portfolio with Composition of Matter IP into 2043 Note: Regulatory approval and exclusivity dates are illustrative and shown for information purposes only; actual results may differ. Filled colors = granted patents & dotted lines = pending patents; one patent only to be selected
Slide 38: Thank You
Thank You
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