NewAmsterdam Pharma Company (NAMS) Corporate presentation summary
Event summary combining transcript, slides, and related documents.
Corporate presentation summary
13 Mar, 2026Addressing unmet needs in cardiometabolic diseases
Obicetrapib and its combination with ezetimibe offer significant LDL-C lowering, with monotherapy reducing LDL-C by 35-40% and combination therapy by ~50% versus placebo, addressing a large population not at LDL-C goal in the US and globally.
The drug demonstrates favorable safety and tolerability in over 3,500 patients, with blinded safety data in more than 9,500 patients.
Obicetrapib also lowers Lp(a) by ~45% and shows beneficial effects on other lipid and glycemic markers, with a potential $8 billion+ global peak sales opportunity.
Comprehensive IP protection extends until mid-2043, supporting long-term commercial potential.
Recent progress and clinical milestones
Results from three Phase 3 trials (BROOKLYN, BROADWAY, TANDEM) were completed and announced, with publications in NEJM and The Lancet.
Company size doubled, with new offices in Amsterdam, Miami, and Philadelphia, and commercial/medical teams established.
Secured $729M in funding by year-end 2025 to support a potential US commercial launch.
EMA submission and full Alzheimer's data presentation occurred in 2H 2025.
Market opportunity and treatment landscape
Over 30 million US patients on lipid-lowering therapy are not at LDL-C goal, with 18 million far from goal and 6 million not on statins.
Non-statin and branded lipid-lowering therapies are experiencing high double-digit growth, with increasing payer willingness to cover appropriately priced medications.
Less than one-third of high-risk patients achieve LDL-C targets, highlighting the need for more effective therapies.
Latest events from NewAmsterdam Pharma Company
- Obicetrapib advances toward approval with robust clinical data, broadening indications, and strong commercial outlook.NAMS
Leerink Global Healthcare Conference 20269 Mar 2026 - Obicetrapib delivers strong LDL and Lp(a) lowering with broad market potential and Alzheimer's promise.NAMS
TD Cowen 46th Annual Health Care Conference3 Mar 2026 - 2025 net loss narrowed to $203.8M as clinical and regulatory progress continued; cash at $728.9M.NAMS
Q4 202518 Feb 2026 - PREVAIL and BROADWAY studies support obicetrapib's differentiated profile and commercial potential.NAMS
Guggenheim Securities Emerging Outlook: Biotech Summit 202611 Feb 2026 - Obicetrapib cut LDL-C by 41.5% at one year with strong safety in high-risk HeFH patients.NAMS
Study Update2 Feb 2026 - Obicetrapib delivers robust LDL-C and Lp(a) lowering, with major milestones expected by 2026.NAMS
Goldman Sachs 45th Annual Global Healthcare Conference1 Feb 2026 - Major phase III and CVOT data for obicetrapib expected by 2026, supporting a 2027 launch.NAMS
Jefferies 2024 Global Healthcare Conference1 Feb 2026 - Obicetrapib delivers robust LDL and Lp(a) reduction, with pivotal phase 3 results expected soon.NAMS
2024 Cantor Fitzgerald Global Healthcare Conference20 Jan 2026 - Fixed-dose combo cut LDL-C by 48.6% and Lp(a) by 63%, supporting global filings.NAMS
Study Update13 Jan 2026