NewAmsterdam Pharma Company
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NewAmsterdam Pharma Company (NAMS) investor relations material

NewAmsterdam Pharma Company Guggenheim Securities Emerging Outlook: Biotech Summit 2026 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Guggenheim Securities Emerging Outlook: Biotech Summit 2026 summary11 Feb, 2026

Study updates and timelines

  • PREVAIL and BROADWAY studies are nearly identical in design, with PREVAIL's event rate at 12 months tracking in line with BROADWAY, which showed a 21% MACE benefit.

  • An update on PREVAIL's overall timelines will be provided based on continued adjudication of events out to at least two years.

  • The design paper for PREVAIL is expected to be published this year.

  • Compliance in PREVAIL is being maintained through enhanced site visits and sharing positive LDL study results to motivate patients.

  • Adverse events in completed LDL studies were lower on drug than placebo, supporting patient retention.

Drug profile and differentiation

  • Obicetrapib, alone or with ezetimibe, enables 70%-80% of patients to reach risk-based goals with a convenient once-daily oral pill.

  • The drug shows benefits beyond LDL reduction, including up to 50% reduction in Lp(a), elimination of small LDL particles, and reduced diabetes incidence.

  • Recent data suggest a potential role in Alzheimer's disease prevention or treatment.

  • The drug is positioned as highly differentiated, targeting multiple risk factors beyond LDL-C.

  • No other drug in development matches its ability to reduce LDL particles by 80%-100%.

Market landscape and commercial strategy

  • The market opportunity is large, with at least 30 million U.S. patients not at risk-based goals despite treatment.

  • The commercial team has experience launching drugs in competitive markets and is confident in a successful launch.

  • Approval in Europe is expected this year, with U.S. regulatory timelines to be provided mid-year.

  • U.S. launch strategy is tied to having outcomes data public at launch, unlike Europe where pricing timelines differ.

  • The presence of other oral options is seen as beneficial for raising disease awareness, not as direct competition.

PREVAIL powering assumptions impact
Obicetrapib's non-LDL benefits vs oral PCSK9
Revasc contribution to PREVAIL MACE benefit
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Next NewAmsterdam Pharma Company earnings date

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Q4 202526 Feb, 2026
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Q4 202526 Feb, 2026

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Frequently asked questions

NewAmsterdam Pharma Company N.V. is a clinical-stage biopharmaceutical company based in the Netherlands, focusing on the development of oral and non-statin medicines for patients at high risk of cardiovascular disease. Its leading product candidate is obicetrapib, a next-generation, oral, and low-dose cholesteryl ester transfer protein (CETP) inhibitor, currently in various stages of clinical trials. The company's mission is aimed at improving patient care in populations with metabolic diseases where currently approved therapies have not been sufficiently successful or well tolerated, with a significant focus on creating a potent, cost-effective, and convenient LDL-lowering therapy. The company is headquartered in Naarden, the Netherlands, and its shares are listed on the Nasdaq.

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