NewAmsterdam Pharma Company N.V. (NAMS) Analyst/Investor Day Transcript

SA Transcripts 161.67K Followers Follow NewAmsterdam Pharma Company N.V. ( NAMS ) Analyst/Investor Day August 5, 2026 9:00 AM EDT Company Participants Matthew Philippe - Executive VP & Head of Investor Relations Michael Davidson - CEO, President & Executive Director Johannes Jacob Kastelein - Founder, Chief Scientific Officer, Member of Executive Board & Director William Jones - Chief Commercial Officer Mayur Somaiya - Chief Financial Officer Serina Fischer Conference Call Participants Tyler Van Buren - TD Cowen, Research Division Steven Seedhouse - Cantor Fitzgerald & Co., Research Division Leonid Timashev - RBC Capital Markets, Research Division Roanna Clarissa Ruiz - Leerink Partners LLC, Research Division Matthew Phipps - William Blair & Company L.L.C., Research Division Srikripa Devarakonda - Truist Securities, Inc., Research Division Yanan Zhu - Wells Fargo Securities, LLC, Research Division Presentation Matthew Philippe Executive VP & Head of Investor Relations All right. Good morning, everybody. Thank you for joining us today for our Annual Investor Day. I'm pleased to have Michael Davidson, our CEO; John Kastelein, our Chief Scientific Officer; and BJ Jones, our Chief Commercial Officer, here with us today speaking, along with many members of our team. Ian Somaiya will also be available for questions afterwards for the presentation. Before we get started, the fun part, we will be making forward-looking statements today. I would advise everyone to please read our forward-looking statement page, either here in the room or also available online at this time. As we mentioned, today we'll have Michael being going through a general corporate update and introduction. We'll have John presenting the science, then we'll go back to Michael for an update on PREVAIL as well as some of the updates on AD, and then BJ will be going through commercial. At this time, I'd like to have Michael come up and join us. Michael? Michael Davidson CEO, President & Executive Director Thank you, Matt, and thanks, everyone, for being here. We're very