Newamsterdam Pharma Company N.v. · NASDAQ:NAMS
Newamsterdam Pharma — Investor Day (August 2026)
143 slides from Newamsterdam Pharma's investor day presentation, Aug 5, 2026
Slide 1: Welcome to Investor Day
Welcome to Investor Day August 5, 2026
Slide 2: Disclaimer
Disclaimer 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 to
Slide 3: Agenda
Date: August 5, 2026 Corporate Update: Michael Davidson, MD, CEO, NewAmsterdam • Introduction • General Corporate Update Science Update: John Kastelein, MD, PhD, FESC, CSO, NewAmsterdam • Biomarker predictors of MACE and REVEAL • Potential Benefits of HDL • REMBRANDT • RUBENS Agenda • CETP and Alzhe
Slide 4: Corporate Update
Corporate Update 4
Slide 5: Our Mission is Clear and Simple
Our Mission is Clear and Simple Our mission is to build a new standard of care for people living with cardiometabolic disease by challenging convention with courage, translating deep biological insight into meaningful patient impact, and delivering with rigor, precision and purpose. This is how NewA
Slide 6: Moving Forward, Still Looking Ahead
Moving Forward, Still Looking Ahead AGE 76 » MALE e« CVD, DIABETES & (44 HYPERTENSION © FHx CVD & DIABETES MEDICATIONS: STATIN, EZE oh SWIMMER AND BIKER | got a wake-up call early in life that | needed RETIRED ENTERTAINER to take better care of myself. My family history didn’t do me any favors, so,
Slide 7: The NewAmsterdam Value Proposition
The NewAmsterdam Value Proposition Clinical Expertise: Data driven clinical development increases probability of success Differentiated Target Product Profile: Phase 3 data demonstrates obicetrapib’s potential impact on multiple CVD risk factors Unmet Need: Significant need for a potent, convenient,
Slide 8: 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 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: Positive CHMP Opinion Supports Potential Approval in Europe
Positive CHMP Opinion Supports Potential Approval in Europe • Committee for Medicinal Products for Human Positive CHMP opinion received in July 2026 based Use ("CHMP") of the European Medicines on robust data from the Phase 3 BROADWAY, Agency (“EMA”) adopted positive opinion BROOKLYN and TANDEM tria
Slide 11: Science Update
Science Update 11
Slide 12: Observed Effects of Obicetrapib on MACE Biomarkers
Observed Effects of Obicetrapib on MACE Biomarkers 12
Slide 13: Obicetrapib Delivers Comprehensive Lipid Modulation Through CETP Inhibition
Obicetrapib Delivers Comprehensive Lipid Modulation Through CETP Inhibition LDL-C ↓ Non–HDL-C ↓ sdLDL-C ↓ oxLDL ↓ Small LDL-P ↓ Total LDL-P ↓ ApoE ↑ ApoB ↓ in CLM Through E4 Carriers Lp(a) ↓ CETP Inhibition HDL-C ↑ ApoA1 ↑ ApoA1, apolipoprotein A1; ApoE, apolipoprotein E; ASCVD, atherosclerotic card
Slide 14: What do Prior CETP Inhibitor Trials Tell Us About Lipoprotein Changes and MACE Reduction?
What do Prior CETP Inhibitor Trials Tell Us About Lipoprotein Changes and MACE Reduction? 14
Slide 15: Limitations of Prior CETP Inhibitor CVOTs
Limitations of Prior CETP Inhibitor CVOTs SAFETY We believe that all prior CETPi were developed with a misguided TORCETRAPIB1 OFF-TARGET TOXICITY, focus on HDL increase (rather than LDL decrease) as the primary Suffered from drug-specific INCREASED BLOOD PRESSURE, MoA for CVD risk reduction, leading
Slide 16: REVEAL: The Largest CETP Inhibitor Outcomes Trial
REVEAL: The Largest CETP Inhibitor Outcomes Trial 30,449 1 17% 1 75-80% patients with ASCVD LDL-C reduction CETP inhibition Largest CVOT ever conducted1 With anacetrapib 100 mg/day on top with 100 mg dose2 of intensive statin therapy led to (1 tertile is ~PREVAIL-sized) (Obicetrapib demonstrates 98%
Slide 17: What Did We Observe In REVEAL?
What Did We Observe In REVEAL? Mean Lipid Difference Anacetrapib Placebo Rate ratio (95%CI) Baseline (mg/dL) (N=15,225) (N=15,224) Nominal Trend P characteristic Non-HDL- P Value Value HDL-C Number of participants with events (%) C LDL-C (mg/dL) <54 43 -11 527 (10.5) 558 (11.0) 0.96 (0.85-1.08) 0.50
Slide 18: In REVEAL, Modest CETP and LDL-C Reduction Delivered a 17% reduction in MACE
In REVEAL, Modest CETP and LDL-C Reduction in 10,000 Patients with Baseline non-HDL in the Range of PREVAIL Delivered a 17% reduction in MACE 18
Slide 19: What Have We Observed with Obicetrapib and the FDC Compared to Anacetrapib?
What Have We Observed with Obicetrapib and the FDC Compared to Anacetrapib? 19
Slide 20: Most Recent Analysis of Obicetrapib Phase 3 Data
Most Recent Analysis of Obicetrapib Phase 3 Data 20
Slide 21: PK-Confirmed On-Treatment Effectiveness of Obicetrapib in Pooled Analysis
PK-Confirmed, Placebo Controlled, On-Treatment Effectiveness of Obicetrapib in Pooled Analysis of BROOKLYN, BROADWAY, and TANDEM LDL-C HDL-C 0 160 148.4% 140.7% 140 Difference in mean change, % Difference in mean change, % -10 120 100 -20 80 -30 60 40 -40 -41.1% 20 -43.5% -50 0 Week 4 Week 12 Week 4
Slide 22: PK-Confirmed On-Treatment Effectiveness of Obicetrapib-Ezetimibe FDC in TANDEM
PK-Confirmed, Placebo Controlled, On-Treatment Effectiveness of the Obicetrapib-Ezetimibe Fixed-Dose Combination in Analysis of TANDEM LDL-C HDL-C 0 160 140 135.8% -10 131.8% Difference in mean change, % Difference in mean change, % 120 -20 100 -30 80 -40 60 -50 40 -60 20 -60.7% -63.5% -70 0 Week 4
Slide 23: Obicetrapib Observed to Lower LDL-C More Than Twice as much as Anacetrapib
Obicetrapib Observed to Lower LDL-C More Than Twice as much as Anacetrapib Note: This comparison is based on an indirect treatment comparison; no head-to-head clinical trials were conducted. Results should be interpreted with caution due to inherent limitations in cross-trial comparisons. 23
Slide 24: Additional Evidence for CETP as a Target for Reduction of ASCVD Risk
Besides the REVEAL Study, What Is the Additional Evidence for CETP as a Target for Reduction of ASCVD Risk? 24
Slide 25: Individuals with 50% Lower CETP Activity Show Lower Risk of CV Events
In Press: Individuals with 50% Lower CETP Activity Show Lower Risk of CV Events CETP protein-truncating variant carriers had a CETP protein-truncating variants were associated lower probability of cumulative CV events with lower risk of any atherosclerotic event† compared with controls* Cases Hazard
Slide 26: Why Is the Hazard Ratio for Events So Large with Only a 50% Reduction in CETP?
Why Is the Hazard Ratio for Events So Large in Patients with Only a 50% Reduction in CETP? Does HDL, Besides Lp(a) and Small LDL Particles, Help Reduce MACE Independently of These Atherogenic Lipoproteins? 26
Slide 27: Are Genetics Supportive of Clinical Data?
Let's Look at Genetic Background First: Are Genetics Supportive of Clinical Data? 27
Slide 28: When Did We Discover That Humans with Low CETP Activity Do Better?
When Did We Discover That Humans with Low CETP Activity Do Better Than The Rest of Us? 28
Slide 29: CETP Loss of Function and the Ashkenazi Jewish Longevity Project
CETP Loss of Function and the Ashkenazi Jewish Longevity Project CETP, cholesteryl ester transfer protein. 29
Slide 30: Low CETP Activity Gene Variant Associated with Exceptional Longevity
The Low CETP Activity Gene Variant Is Associated with Exceptional Longevity and the Healthy Aging Phenotype CETP I405V genotype and lipoprotein characteristic and plasma CETP levels in families with exceptional longevity vs control P value Variable CETP I405V Genotype VV CETP I405V Genotype II (VV v
Slide 31: Individuals with No CETP Activity at All
Where Do We Find Individuals with No CETP Activity at All and Do They Live Longer Too? 31
Slide 32: CETP Deficiency Is Common in Regions With Endemic Schistosomiasis
CETP Deficiency Resulting in High HDL-C Levels Is Common in Regions With Endemic Schistosomiasis and May Confer Protection Yakutes 16.2% CETP deficiency,* resulting in high HDL-C levels, is common in populations from regions with endemic schistosomiasis Koreans Chinese 9.2%-12.0% Japanese 3.3%-10.8%
Slide 33: What Do These Individuals Look Like?
What Do These Individuals Look Like Besides Having Protection Against Parasites? 33
Slide 34: Characteristics of Individuals With CETP Deficiency
Characteristics of Individuals With CETP Deficiency Lipid Profiles1 Exceptional Longevity2 Lower ASCVD Risk3 • >100% increase in HDL in individuals homozygous CETP protein-truncating • 40% decreases in LDL- for the I405V allele variant carriers have a C and ApoB (associated with lower lower probabil
Slide 35: What is the consequence of such elevated HDL-C levels?
What is the consequence of such elevated HDL-C levels? 35
Slide 36: Extremely High Levels of HDL-C Are Very Uncommon in the General Population
Extremely High Levels of HDL-C* Are Very Uncommon in the General Population Distribution of HDL-C (mg/dL) 3 Men Women 2 Among 207,741 men in the Percentage Median: 47.9 mg/dL Median: 60.2 mg/dL UK Biobank, 428 (0.5%) had (IQR: 41-56 mg/dL) (IQR: 51-70 mg/dL) HDL-C levels >100 mg/dL 1 Among 239,129 w
Slide 37: Participants With Extremely High HDL-C Had Progressively Higher Alcohol Use
Participants With Extremely High HDL-C Had Progressively Higher Alcohol Use There Is a Stepwise Increase in Alcohol Consumption and Alcohol-Related Comorbidities Among Participants Who Have HDL-C Levels Above 90 mg/dL Men Women Ref HDL 90-100 HDL 100-110 HDL 110-140 HDL > 140 Ref HDL 90-100 HDL 100-
Slide 38: Mortality Associated with High HDL-C May Be Explained by Alcohol
The Mortality Associated with High HDL-C in Observational Studies May Be Explained by Alcohol-Induced Multisystem Disease 38
Slide 39: HDL-C Levels and Decreased Cumulative Lifetime Risk for MACE and Mortality
In Fact: HDL-C Levels May be Associated With Decreased Cumulative Lifetime Risk for MACE and All Cause Mortality UK Biobank Participants: N=447,651; 29,876 Major Cardiovascular Events; UK Biobank Participants: N=447,651; 31,215 Deaths (any fatal event); includes both events (and age at event) occurr
Slide 40: What is the Safety of a 100% Increase in HDL-C?
What is the Safety of a 100% Increase in HDL-C ? 40
Slide 41: Safety of HDL Increases Observed with Anacetrapib in REVEAL
Safety of HDL Increases With CETP Inhibition Were Observed With Anacetrapib in the REVEAL Trial HR Type of Event with 95% CI Fatal Events Cancer Death 1.00 [0.86, 1.16] Infection Death 1.03 [0.78, 1.37] Any Non-Cardiovascular Death 1.02 [0.91, 1.14] Heterogeneity: I2 = 0.00%, H2 = 1.00 1.01 [0.93, 1
Slide 42: Obicetrapib Clinical Trials Update: Going with the Evidence
Obicetrapib Clinical Trials Update: Going with the Evidence 42
Slide 43: Obicetrapib Clinical Pipeline Update
Obicetrapib Clinical Pipeline Update Obicetrapib is being studied in three clinical trials that are designed to demonstrate benefits beyond LDL-C lowering Phase 3 study to evaluate Phase 3 CCTA study to Phase 2b study to evaluate the effect of obicetrapib + evaluate the effect of the effect of obice
Slide 44: REMBRANDT: Impact of FDC on Coronary Plaque Burden
REMBRANDT: Impact of Obicetrapib + Ezetimibe FDC on Coronary Plaque Burden 44
Slide 45: Obicetrapib + Ezetimibe FDC Delivers PCSK9i-Like LDL-C Lowering
Obicetrapib + Ezetimibe FDC Delivers PCSK9i – Like* LDL-C Lowering Without Compromising Safety Obicetrapib + Ezetimibe FDC Demonstrates Robust Obicetrapib + Ezetimibe FDC Reductions in LDL-C Is Well Tolerated 0 Placebo Adjusted Mean Any AE Serious AE change in LDL-C (%) -10 -20 FDC: Obi + Eze 51% 3%
Slide 46: PREVAIL Will Settle Efficacy and Safety — But What About the Plaque?
PREVAIL Will Settle Efficacy and Safety — But What About the Plaque? ? The Plaque Question The decisive efficacy & safety read-out How do atherosclerotic plaques behave following treatment with obicetrapib + OBICETRAPIB MONOTHERAPY ezetimibe FDC? OBICETRAPIB + EZETIMIBE FDC PREVAIL delivers the deci
Slide 47: How Does Obicetrapib + Ezetimibe Perform in a Humanized Mouse Model?
How Does Obicetrapib + Ezetimibe Perform in a Humanized Mouse Model? 47
Slide 48: Obicetrapib plus Ezetimibe Decreases Non-HDL Cholesterol in Mouse Model
Obicetrapib plus Ezetimibe Robustly Decreases Non-HDL Cholesterol in Humanized Mouse Model Non-HDL-C levels Total non-HDL-C exposure 20 ** § 400 * Non-HDL cholesterol (nM) Non-HDL cholesterol exposure 16 # *** * 300 -24% (mmol/L *weeks) 12 * -56% 8 200 ** -79% *** 4 100 0 0 4 8 12 16 20 24 28 Time (
Slide 49: How Did Atherosclerotic Plaques Respond to These Changes in Lipids?
How Did Atherosclerotic Plaques Respond to These Changes in Lipids? 49
Slide 50: Atherosclerotic Lesions Remain Main Contributor to Risk for Heart Attack and Stroke
Atherosclerotic Lesions Remain Main Contributor to Risk for Heart Attack and Stroke Type I – Early fatty streak Type II – Regular fatty streak Type III – Mild plaque Up to 10 foam cells in the intima Over 10 foam cells present in the intima Extension of foam cells into the media with presence of a f
Slide 51: Obicetrapib plus Ezetimibe Decreased Severe Lesions in Aortic Root by 98%
Obicetrapib plus Ezetimibe Decreased Surface Area of Severe Lesions in the Aortic Root by 98% Lesion Area Lesion Severity 200 Atherosclerotic lesion area per cross-section (*1000 µm2) *** 150 -50% * 100 -90% 50 *** -98% *** 0 Control Obicetrapib Ezetimibe Obicetrapib + Ezetimibe *P<0.05. **P<0.01. *
Slide 52: Now Back to Humans
Now Back to Humans …. 52
Slide 53: Over 70% of Patients on Obicetrapib + Ezetimibe Achieved LDL-C <55 mg/dL
Over 70% of Patients on Obicetrapib + Ezetimbe Achieved LDL-C <55 mg/dL % of patients achieving LDL-C thresholds at Day 84 Source: Data on file. LDL-C, low-density lipoprotein cholesterol. 53
Slide 54: PK-Confirmed LDL-C Goal Attainment Was High
PK-Confirmed On-Treatment LDL-C Goal Attainment Was High For Obicetrapib Monotherapy and Obicetrapib + Ezetimibe FDC Obicetrapib + Ezetimibe FDC vs Placebo 100 Obicetrapib + ezetimibe FDC Placebo Percent achieving LDL-C goal at week 12, % 90 84.8% 82.6% 80 70 60 50 40 30 20.4% 20 10 7.1% 0 LDL-C Goa
Slide 55: REMBRANDT
REMBRANDT = J, a be i) ~ 55
Slide 56: Effect of FDC on Coronary Plaque Characteristics
Effect of FDC Obicetrapib/Ezetimibe on Top of Maximally Tolerated Lipid-Modifying Therapy on Coronary Plaque Characteristics in Participants with or at High Risk for ASCVD Main inclusion criteria Rationale: Despite reducing the progression of coronary atherosclerosis, statin therapy • Age > 45 years
Slide 57: REMBRANDT: CT Angiography Study Design Goals
REMBRANDT: CT Angiography Study Designed to Demonstrate Obicetrapib + Ezetimibe FDC’s Anti-Atherosclerotic Show LDL-C reduction yields benefit on Increased utilization of CTA for 1 underlying atherosclerosis diagnosis of cardiovascular disease Demonstrate FDC regresses coronary plaque Positive tract
Slide 58: Recent FDA Approval of New CCTA Imaging Technology
Recent FDA Approval of New CCTA Imaging Technology “CaRi-Heart has received U.S. FDA De Novo authorization, becoming the first and only technology authorized in the U.S. to detect and quantify coronary inflammation from routine coronary CT angiography (CCTA).” 58
Slide 59: REMBRANDT Is Fully Enrolled and Tracking to a Readout
REMBRANDT Is Fully Enrolled and Tracking to a Readout1,2 ENROLLMENT COMPLETE 323 50 18 mo 2027 patients enrolled (vs. double-blind treatment estimated trial sites across 7 countries ~300 target) period per patient completion First Patient Randomized Trial Completion May 2024 YE2027 Est. Last Patient
Slide 60: From Plaque to Small LDL Particles and Diabetes
From Plaque to Small LDL Particles and Diabetes 60
Slide 61: CETP Inhibition Has the Potential to Reverse Diabetes Risk
CETP Inhibition Has the Potential to Reverse Diabetes Risk, Potentially Addressing Patient Concerns About High Dose Statins This is consistent with the benefits observed in other CETP trials that have shown 17% reduction in new onset diabetes (HR=0.83, CI 0.77-0.90) Study name ILLUMINATE In the pool
Slide 62: RUBENS: LDL-C and Small Dense Particle Lowering in Metabolic Syndrome/T2D
RUBENS: LDL-C and Small Dense Particle Lowering in Patients With Metabolic Syndrome/T2D 62
Slide 63: LDL-C Lowering in Obesity, Metabolic Syndrome and T2D: The Sweet Spot
LDL-C Lowering in Patients with Obesity, Metabolic Syndrome, and Type 2 Diabetes: The Sweet Spot for Obicetrapib Shared patient population: patients with obesity, metabolic syndrome, and T2D are frequently prescribed statins Statins cut both ways: statins increase diabetes risk and preferentially re
Slide 64: How Might Obicetrapib Reduce Diabetes Risk?
How Might Obicetrapib Reduce Diabetes Risk? 64
Slide 65: Increase in HDL-C Observed to Reduce Risk of Developing Type 2 Diabetes
Increase in HDL-C Observed to Reduce 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 al
Slide 66: Science Behind Obicetrapib's Impact on Small LDL Particles
What Is the Science Behind Obicetrapib’s Impact on Small LDL Particles? 66
Slide 67: Insulin Resistance-Induced Dyslipidemia and sdLDL
Insulin Resistance-Induced Dyslipidemia is Characterized by Increased sdLDL, Which are More Atherogenic Due to Multiple Mechanisms 1. Reduced LDL receptor clearance → longer plasma circulation time IbLDL 1 2. Stronger 2 proteoglycan sdLDL binding → increased 3 arterial ROS retention Oxidized LDL Ath
Slide 68: Statins Decrease Large LDL-P to a Greater Extent Than Small LDL-P
Statins Decrease Large LDL-P Concentration to a Greater Extent Than Small LDL-P Lipoprotein Measurements After 12 Months of Treatment* 10 2.7 Percentage change from baseline to 12 months 0 -4.2 -2.6 -10 -5.3 -20 Rosuvastatin treatment -22† altered the LDL lipoprotein -30 subclass distribution, resul
Slide 69: Consistent ~90% Reduction in Small LDL Particles with Obicetrapib
Consistent ~90% Reduction in Small LDL Particles Observed with Obicetrapib in a Pooled Analysis Overall No Diabetes Diabetes 0 LS mean change from baseline, % -20 -40 -60 -80 -86.5 -90.3 P<0.0001 -100 P<0.0001 -95.5 P<0.0001 LDL, low-density lipoprotein; LS, least squares. Davidson MH et al. Circula
Slide 70: RUBENS Designed to Test LDL-C Lowering in Diabetic Patients
RUBENS Designed to Test the LDL-C Lowering Effects of Obicetrapib and Obicetrapib + Ezetimibe FDC in Diabetic Patient Population 70
Slide 71: T2D/Metabolic Syndrome Study
T2D/Metabolic Syndrome Study 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 ≥ 100 mg/dL •
Slide 72: RUBENS Designed to Provide Insight into LDL-C and Small Particle Lowering
RUBENS Is Designed to Provide Insight into LDL-C and Small Particle Lowering in the Diabetic Population without ASCVD Large, underserved population: Show obicetrapib and FDC robustly lower LDL-C T2D/metabolic syndrome patients 1 in T2D/metabolic syndrome patients not at LDL-C goal despite statin the
Slide 73: Moving from the Heart to the Brain
Moving from the Heart to the Brain… 73
Slide 74: What is the Link Between Cholesterol, CETP, and AD?
What is the Link Between Cholesterol, CETP, and AD? 74
Slide 75: Elevated Brain Cholesterol Precedes 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 76: 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 77: CETP Loss-of-Function Genotype and 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 data1 corresponding increase in HDL levels2 Incidence of Dem
Slide 78: What Plasma Biomarkers Best Detect Early AD Pathology?
What Plasma Biomarkers Best Detect Early AD Pathology? 78
Slide 79: Plasma p-tau217 as a Predictive Biomarker
Evidence Supports Plasma p-tau217 as a Predictive Biomarker of Amyloid PET, Which Is Predictive of Cognitive Decline Plasma p-tau217 Amyloid and Tau PET Cognitive Decline predicts predicts Higher plasma p-tau217 is associated with • Higher Aβ PET burden is associated faster Aβ and tau accumulation o
Slide 80: What Did we Discover in the BROADWAY Data?
What Did we Discover in the BROADWAY Data? 80
Slide 81: Patients With ASCVD Carry Undiagnosed AD Pathology
Patients With ASCVD Carry Undiagnosed AD Pathology, as Measured by p-tau217 Levels1-3 Baseline p-tau217 by APOE Status3 100 15% 90 19% 20% 31% 73.3% of E4/E4 33% 80 18% 40% homozygotes had In the BROADWAY 70 abnormally high Participants, % 22% AD Biomarker 38% p-tau217 60 (>0.42 pg/mL) Substudy of 1
Slide 82: Does Obicetrapib Impact AD Biomarkers in APOE4 Carriers?
Does Obicetrapib Impact AD Biomarkers in Asymptomatic APOE4 Carriers? 82
Slide 83: Significant Reduction in p-tau217 Progression
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 84: PREVAIL: Improving Probability for Success
PREVAIL: Improving Probability for Success 84
Slide 85: Setting Up PREVAIL for Success
Setting Up PREVAIL for Success TODAY • Public Company • Guideline Updates • CHMP Recommendation How has our knowledge • $683M in cash MATURED? BROADWAY • 21% Observed Reduction in MACE PREVAIL Initiated 2021 • Private Company • Limited Funding 2021 2022 2023 2024 2025 2026 85
Slide 86: PREVAIL Designed to Apply Lessons Learned from Previous CVOTs
PREVAIL Designed to Apply Lessons Learned from Previous CVOTs to 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 follow up Maximizes
Slide 87: Changes in MACE-3/MACE-4 Definitions
Changes in MACE-3/MACE-4 in-line with CTT Definition and Focused on LDL-C Modifiable Endpoints MACE-4 Total Revascularization MACE-4 Urgent Revascularization Removal of: • Heart failure death • Hemorrhagic stroke Addition of: MACE-3 MACE-3 • Total revascularization Coronary Heart Death Cardiovascula
Slide 88: PREVAIL Probability of Success and Study Power Increased
PREVAIL Probability of Success and Study Power Increased PREVAIL at Initiation At Interim Analysis At end of 2027 Estimated Study Completion YE 2026/1Q 2027 YE 2026/1Q 2027 YE 2027 Primary Event Number ~950 >950 >>950 Median Follow Up ~3.5 years ~3.5 years ~4.5 years Minimum Follow Up ~2.5 years ~2.
Slide 89: Kaplan-Meier Curve Separates at Day 200
Kaplan-Meier Curve Separates at Day 200 Driven by Attenuation of MACE- 4 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 While not powered to detect a MACE-
Slide 90: MACE Benefit Observed Across Multiple Components After 1 Year
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 91: Stroke Benefit Typically Delayed; Contributing in Later Years
Stroke Benefit Typically Delayed; Contributing in Later Years Year/Outcome Events (% p.a.) RR (CI) per 1 mmol/L reduction in LDL–C Statin / more Control / less YEAR 0–1 Major coronary event 1441 (1.7) 1727 (2.1) 0.84 (0.76 – 0.92) Coronary revascularization 1886 (2.3) 2150 (2.6) 0.88 (0.80 – 0.97) S
Slide 92: LDL-C Studies Generally Predictive of CVOT Outcomes
LDL-C Studies: Generally Shown to be Predictive of CVOT Outcomes Concordance results for lipid lowering drugs evaluated Sample Size MACE EVENTS (1st occurrence) CVOT¹ MACE HR (95% CI) Drug % Event Concordance N-active drug N-comparator Events-Drug Events-Comparator % Event Rate-Drug Non-CVOT MACE RR
Slide 93: 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 94: BROADWAY and PREVAIL Year 1 Event Rates
BROADWAY and PREVAIL Year 1 Event Rates - Showing Similar MACE Rates in the Study Populations 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
Slide 95: PREVAIL Baseline Risk vs Comparator Trials, Blinded Event Rates Trending Lower
PREVAIL has a higher or comparable baseline risk vs comparator trials but blinded event rates are trending lower PREVAIL Blinded Rates vs Contemporary Secondary Prevention CVOT Placebo Rates (2017–2025) Median Calc. MACE-4 Calc. MACE-3 Trial Year Follow Up Age LDL (mg/dL)3 Diabetes Prior MI Event Ra
Slide 96: Event Rates in CVOT Trials Stable When Adjusting for Baseline LDL-C
Analysis Suggests Event Rates in CVOT Trials Have Remained Stable When Adjusting for Baseline LDL-C; Impact of Drop-In’s Minimal Has standard of care been reducing event rates? What effect could drops-in have? -31% 3.6% 10,000 patients 2.5% 2.6% 1% drop-in rate = 100 patients 4.5% event rate = 13.5
Slide 97: Treatment Effect Believed to be Likely Explanation for Lower Event Rates
Treatment Effect Believed to be Likely Explanation for Lower Event Rates Oversight of a Trial Patient Population Execution Factor & Background of Care PREVAIL observed Drop in/dropouts in the low single event accumulation Missing events or Drop digit percentages, similar is consistent Improving stan
Slide 98: PREVAIL Design Changes Increase Probability of Success
PREVAIL Design Changes Increase Probability of Success Increased number of events at interim and end of study Encouraging blinded event trends believed to be driven by treatment effect, and not explained by standard of care or drop-ins CVOT precedents and blinded data suggest a potential benefit con
Slide 99: SPINOZA
SPINOZA 99
Slide 100: A Future Worth Getting Ahead Of
A Future Worth Getting Ahead Of AGE 55 • FEMALE • APOE4 HOMOZYGOTE • FHx ALZHEIMER'S MEDICATIONS: STATIN • TRIATHLETE & MOUNTAINEER • A D V O C AT E “ PhD, BIOTECH EXECUTIVE I watched Alzheimer’s take so much from both my mother and now my father. Living with two copies of APOE4, I can’t help but fe
Slide 101: Obicetrapib Is the Only Therapy Targeting Upstream Lipid Metabolism for AD Prevention
Obicetrapib Is the Only Therapy Targeting Upstream Lipid Metabolism for AD Prevention AK152 AAV2-BDNF ALN-5288 AV-1959D ADEL-Y01 BIIB080 AV-1959R CM383 AV-1980R BCG vaccine DUVAX ION269 LX1001 LY3954068 CpG1018 NIO752 PMN310 Mivelsiran Targeted Pathophysiological Process LY4006895 Probiotics AADvac1
Slide 102: Alzheimer's Disease Redefined as a Biological Process
Alzheimer’s Disease is Being Redefined as a Biological Process That Begins 20 Years Before Cognitive Decline Tau PET (cortical) NfL pTau-217 and MTBR-tau243 t-Tau pTau-205 Relative change from baseline pTau231 Brain-derived Tau pTau-181 GFAP Amyloid PET sTREM2 MRI volumetrics FDG PET Aβ42 and Aβ42/4
Slide 103: Higher Plasma p-tau217 Associated With Greater Risk of Cognitive Impairment
Higher Plasma p-tau217 Levels Are Associated With Greater Risk of Progression to Cognitive Impairment in Unimpaired Adults* Survival Free of Cognitive Impairment Over High and Very High Levels of p-tau217 Are Associated With Time, by Baseline Plasma p-tau217 Group the Greatest Risk of Progression Re
Slide 104: SPINOZA
—— SPINOZA ~ Ne 104
Slide 105: Commercial Update
Commercial Update 105
Slide 106: Agenda
Agenda • US Launch Preparations • European Launch Update 106
Slide 107: US Launch Preparations
US Launch Preparations Market Product Company 107
Slide 108: Preparing The Market
Preparing The Market Market Product Company 108
Slide 109: Patient Satisfaction With Current Therapies Is Low
Market Patient Satisfaction With Current Therapies Is Low Lack of Efficacy "It seems like no matter what I do, it goes up every year, a couple of points. It is an uphill 2 out of 3 Patients battle with a boulder I can't seem to push." are not fully satisfied with their hypercholesterolemia - Patient
Slide 110: Unmet Need Is Driving Increased Innovation
Unmet Need Is Driving Increased Innovation Multiple companies are advancing LDL-C, Lp(a), and combination programs, reinforcing broad recognition that the LLT market continues to need new patient solutions VISIBLE INDUSTRY COMMITMENT LDL-C / PCSK9 Lp(a) Combination / FDC 7 companies with listed LLT
Slide 111: Market Dynamics: Growth of Non-Statin and Branded Volume
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 112: Recent Updates to Guidelines Advocate for More Aggressive Intervention
Market Recent Updates to Guidelines Advocate for More Aggressive Intervention Guidance for patients with very high-risk ASCVD receiving maximally tolerated statin therapy 2018 2019 2020 2021 2022 2023 2024 2025 2026 NEW! LDL-C threshold of 55 mg/dL Formal LDL-C goal of LDL-C threshold of 70 mg/dL fo
Slide 113: More Patients Treated and Greater Focus On Goal Attainment
Market Resulting In More Patients Treated and Greater Focus On Goal Attainment 1 2 Patients on Lipid lowering Therapy1 Patients on high intensity2 or add-on therapies 42.0MM 19MM 41.0MM +1.7 MM (4.3%) Patients on multiple therapies or MTS 44.0% 40.0MM 18MM Penetration (% of all patients) +2.1 MM 41.
Slide 114: Leading to Accelerated Brand Growth
Market … Leading to Accelerated Brand Growth Accelerating growth is evidence of the demand for additional options in the LLT space Repatha® volume continues to be on track to double every 2 years 6.0 2025 worldwide revenue of $3 Billion 35% GROWTH Oct 2018: 60% Price 5.0 Reduction to $5,850 WAC TRx
Slide 115: Preparing The Product
Preparing The Product Market Product Company 115
Slide 116: Obicetrapib's Portfolio Grounded in Outcomes-Driven Clinical Program
Evidence Supporting the Potential of Obicetrapib’s Portfolio is Grounded Product 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* *In Progress 116
Slide 117: Obi Delivers What LDL-Only Therapies Were Never Designed to Offer
Product Obi Delivers What LDL-Only Therapies Were Never Designed to Offer Obi/ Obi-Eze redefines what physicians expect by addressing a broader set of lipid risk markers beyond LDL-C alone CURRENT LLT PARADIGM FUTURE LLT PARADIGM Statins, Ezetimibe, Obi: Has the potential to impact LDL-C, Lp(a), and
Slide 118: Obi Redefines Post-Statin Therapy For >60 Million Patients Not At Goal
Obi Redefines Post-Statin Therapy For >60 Million Patients Not At Goal, Supported by a Differentiated LDL-C+ Profile ~84M Large & Growing Patient Opportunity HLD/ASCVD Patients STATIN THERAPY: Standard of care ~63M STATIN THERAPY Oral Generic – payer requirement Treated Patients Broad treated
Slide 119: What Are Customers Saying About Obi and Obi-Eze?
Product What Are Customers Saying About Obi and Obi-Eze? How likely are you to Rx obi and obi-eze in the first 6 months after they become available? Broad Efficacy* 24% “None of them can do what this medication can do, OBICETRAPIB which is target the apoprotein B, the non-HDL, and the lipoprotein(a)
Slide 120: Preparing The Company
Preparing The Company Market Product Company 120
Slide 121: Launch Success Requires A Great Asset, But Talent Is the Key
Launch Success Requires A Great Asset, But Talent Is the Key To Company Unlocking Market Opportunity NewAmsterdam Pharma Launch Leadership Team BJ Jones Steven Albers Michael Austwick Chris Deluzio Serina Fischer Debra Horner Andy Hsieh Sanjay Keshav Chief Commercial Officer Executive Vice President
Slide 122: Already Deployed: Medical Affairs Education
Company Already Deployed: Medical Affairs Education Investment in Obicetrapib’s scientific platform, engagement with the clinical community, and building value evidence are underway 1 2 3 4 PUBLICATIONS VALUE EVIDENCE FIELD MEDICAL CONGRESSES 122
Slide 123: In Market | Publications
Company In Market | Publications Most Influential Journals in Cardiovascular Medicine, Reaching Hundreds of Millions of Readers ” # of Peer 1 BROOKLYN (Nature Med) 356 PUBLICATIONS Reviewed >25 million downloads/year Total Citations Publications BROADWAY AD Biomarker Substudy (JPAD) 9 citations JOUR
Slide 124: In Market | Value Evidence
Company In Market | Value Evidence Health economic value narrative grounded in clinical benefit and economic value 2 Milestones completed VALUE EVIDENCE Phase 3 RWE unmet need and (BROADWAY/TANDEM) and US value dossier resource use Phase 2 (ROSE) CEAs 2026 NLA posters and ISPOR 2024 and 2026 JME pub
Slide 125: In Market | Field Medical
Company In Market | Field Medical Built to engage institutions, leaders, and decision-makers shaping cardiovascular practice 3 1 FIELD MEDICAL Deployed MSL team has over 260 years of combined medical affairs experience! AT THE INSTITUTION WITH PAYER MEDICAL 1,700+ Engaged with the academic medical c
Slide 126: In Market | Congress Presence
Company In Market | Congress Presence Scientific dialogue spanning North America, Europe, and Asia 4 1 CARDIOVASCULAR SOCIETIES 2024 17 presentations ACC AHA ESC ASPC CONGRESSES American College American Heart European Society American Society for 2025 of Cardiology Association of Cardiology Prevent
Slide 127: Coming Soon | Branded Launch!
Company Coming Soon | Branded Launch! Prescribers NAMS is a customer- centric organization focused on bringing Pharmacists Patients transformational therapy and a seamless experience to each of its key customer groups Provider Systems Payers (IDNs, GPOs & Hospitals) 127
Slide 128: Agenda
Agenda • US Launch Preparations • European Launch Update 128
Slide 129: Obicetrapib: Positive CHMP Opinion Received
129 Obicetrapib Positive CHMP Opinion Received ’ yy DD PGE EET
Slide 130: EU Lipid Lowering Therapy Market is Large and Growing Rapidly
Market EU Lipid Lowering Therapy Market is Large and Growing Rapidly 1 2 3 Statin Lipid lowering TRx2 2: 30-Day TRx1 Therapy Non-Statins3 : 30-Day TRx1 Branded4 : 30-Day TRx1 1.05 B 7.3% 14MM 25% Growth Growth 50% 200MM Growth 1.00 B 12MM 30% 8.3% Growth Growth 10MM 0.95 B 150MM 70% 30% Growth Growt
Slide 131: Early Demand for Obicetrapib Franchise Across EU5 Markets
Early Demand for Obicetrapib Franchise Across EU5 Markets Likelihood to Rx Obi/ Obi-Eze to At Least One Patient in the First 6 months After They Become Available (7-point likelihood to Rx scale; % HCPs selecting 6 or 7) 59% 53% 41% 43% 43% 36% 35% 37% 35% 26% Obi Obi/EZE Obi Obi/EZE Obi Obi/EZE Obi
Slide 132: EU Regulatory and Launch Timeline
EU Regulatory and Launch Timeline 2Q26 3Q26 4Q26 CHMP Opinion Anticipated EMA Approval Anticipated Menarini Launch in UK and Germany 132
Slide 133: Menarini: Well-positioned to Launch Obi
Menarini: Well-positioned to Launch Obi Driven by a Strong EU5 . CV Heritage, Leading Share of Voice, and Significant Local Presence EU4 + UK GPs Cardiologists Internists 1 SoV 11.2% 1 SoV 10.6% 1 SoV 8.5% TOP CORPORATIONS SOV% TOP CORPORATIONS SOV% TOP CORPORATIONS SOV% 2 AstraZeneca 5.3% 2 Novarti
Slide 134: Summary: If Approved, Obi/Obi-Eze Can Redefine Post-Statin Treatment
Summary: If Approved, Obi/ Obi-Eze Can Redefine Post-Statin Treatment By Getting Patients to LDL-C Goal, While Mitigating Residual Lipid Risk Significant unmet need is driving innovation in the cardiometabolic space. >60M addressable market for Obi franchise in US alone (~21M untreated/ ~40M not at
Slide 135: Concluding Remarks
Concluding Remarks 135
Slide 136: 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 137: The NewAmsterdam Value Proposition
The NewAmsterdam Value Proposition Clinical Expertise: Data driven clinical development increases probability of success Differentiated Target Product Profile: Phase 3 data demonstrates obicetrapib’s potential impact on multiple CVD risk factors Unmet Need: Significant need for a potent, convenient,
Slide 138: What to Expect in Next 12-18 Months
What to Expect in Next 12-18 Months with Potential Milestones Hitting as Momentum Continues to Build RUBENS Phase 3 PREVAIL CVOT REMBRANDT Phase 3 SPINOZA Phase 2b trial LDL-C, Lp(a), Safety, in Type 2 Interim Analysis NCPV, LDL-C, Lp(a), Safety Alzheimer’s Disease Diabetics Enrollment Complete Tail
Slide 139: Q&A
Q&A 139
Slide 140: Thank You
NewAmsterdam Pharma tk
Slide 141: Appendix: Prior CVOT Baseline Characteristics
Appendix: Prior CVOT Baseline Characteristics Source: Internal analysis | 1. Sayed et al. International Journal of Cardiology 406 (2024) 132074 2.McGuire et al. N Engl J Med 2025;392:2001-12. 3.Lincoff et al. N Engl J Med 2023;389:2221-32. 4. Sabatine et al. N Engl J Med 2017;376:1713-22. 5. 141 Sch
Slide 142: Appendix: Prior CVOT Baseline Characteristics
Appendix: Prior CVOT Baseline Characteristics Source: Internal analysis | 1. Sayed et al. International Journal of Cardiology 406 (2024) 132074 2.McGuire et al. N Engl J Med 2025;392:2001-12. 3.Lincoff et al. N Engl J Med 2023;389:2221-32. 4. Sabatine et al. N Engl J Med 2017;376:1713-22. 5. 142 Sch
Slide 143: Appendix: Prior CVOT Baseline Characteristics
Appendix: Prior CVOT Baseline Characteristics Source: Internal analysis | 1. Sayed et al. International Journal of Cardiology 406 (2024) 132074 2.McGuire et al. N Engl J Med 2025;392:2001-12. 3.Lincoff et al. N Engl J Med 2023;389:2221-32. 4. Sabatine et al. N Engl J Med 2017;376:1713-22. 5. 143 Sch
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