NewAmsterdam Pharma Company (NAMS) Goldman Sachs 45th Annual Global Healthcare Conference summary

Differentiation and Mechanism of Obicetrapib

• Obicetrapib is a potent CETP inhibitor, lowering LDL by over 40% and raising HDL by 150%.

• It also lowers Lp(a), reduces diabetes risk, and decreases small LDL particles by 90%.

• Obicetrapib achieves higher LDL-C and Lp(a) reductions than prior CETP inhibitors, without blood pressure or aldosterone increases.

• Previous CETP inhibitors focused on HDL raising and had limited LDL-lowering efficacy.

• The REVEAL study with anacetrapib showed LDL lowering is key for cardiovascular outcomes.

Clinical Trial Progress and Timelines

• All trials enrolled on or ahead of schedule, including the PREVAIL outcome study with 9,500 patients.

• BROOKLYN, BROADWAY, and PREVAIL Phase 3 studies have completed enrollment.

• BROOKLYN trial (familial hypercholesterolemia) completed, data to be presented in Q3.

• BROADWAY trial (atherosclerotic cardiovascular disease) nearing completion, data expected by year-end.

• PREVAIL outcome study to read out by end of 2026.

Biomarker Expectations and Differentiation

• Obicetrapib demonstrated up to 59% LDL-C reduction with ezetimibe and 43% as monotherapy in Phase 2.

• Robust reductions across LDL, non-HDL, ApoB, LDL particles, and small particles are anticipated.

• Lp(a) lowering is more potent than prior CETP inhibitors, with up to 57% reduction in trials.

• Obicetrapib may benefit patients with mild to moderate Lp(a) elevation, a differentiator from injectables.

• Diabetes prevention is a potential added benefit, possibly observable in Phase III.