NewAmsterdam Pharma Company (NAMS) Bank of America Global Healthcare Conference 2026 summary

Clinical program highlights

• Phase III studies show 35–40% LDL reduction with monotherapy and about 50% with combination therapy, plus significant Lp(a) and HDL improvements, and early Alzheimer's signal to be explored in phase II-B.

• Recent blinded outcome study data show continued decrease in event rates at two years, prompting an interim analysis by year-end, with results expected in Q1 next year.

• Two opportunities exist for a positive outcome in the PREVAIL trial, potentially unlocking blockbuster potential.

Market landscape and differentiation

• Tens of millions of patients fail to reach LDL-C goals, with evolving guidelines making targets stricter and expanding the addressable market.

• Product offers best-in-class efficacy and safety, oral administration, and broad benefits across LDL, Lp(a), diabetes, and small particles, differentiating it from competitors.

• Market growth is driven by increased branded drug utilization and new oral PCSK9 launches, which are seen as expanding rather than threatening the opportunity.

Competitive positioning and regulatory strategy

• Combination data (e.g., TANDEM study) show most patients reach new LDL goals, with harmonized labels and guideline changes supporting broad use if outcome studies succeed.

• Filing timing is driven by the need for positive outcomes data to secure broad label and payer access in the U.S., with interim PREVAIL results expected Q1 next year.

• If interim analysis is inconclusive, trial will continue to year-end, increasing event count and statistical power, further de-risking the outcome.