adssx
#101
Their November corporate presentation that we’ve already discussed also has interesting slides about AD:
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Obicetrapib might soon be part of the preventive neurology regimen @DrFraser!
4 Likes
I’ll keep an eye on this one and see if there is further data.
When I see something new, I always look at is this available and if so at what cost?
I see from DCChemicals.com 250 mg for $1200 and 1000 mg for $2600. So $26 per day.
Not ready to jump on this yet.
4 Likes
AnUser
#103
Website is updated with new design and content, for new people:
The one year — apparently final — results of the BROOKLYN Phase 3 trial are even better than the interim data:
Phase 3 BROOKLYN Trial Results
The BROOKLYN trial met its primary endpoint, achieving an LS mean reduction of 36.3% (p < 0.0001) compared to placebo at day 84, which was sustained at day 365 with an LS mean LDL-C reduction of 41.5% (p < 0.0001). Secondary efficacy endpoints, including lipoprotein(a) (“Lp(a)”), which was 45.9% (p<0.0001) compared to placebo at day 84 and 54.3% (p=0.16) at day 365, apolipoprotein B (“ApoB”), high-density lipoprotein cholesterol (“HDL-C”) and non-HDL-C met statistical significance and results were consistent with data reported from NewAmsterdam’s prior clinical trials. The p-value for the LS mean for all secondary endpoints compared to placebo was <0.0001 following 84 days of treatment with obicetrapib.
Obicetrapib was observed to be well tolerated, with safety results comparable to placebo and no increase in blood pressure. The treatment discontinuation rate for the obicetrapib arm was 7.6% versus 14.4% for placebo. Adverse events of special interest are summarized in the table below.
8 Likes
The news keeps getting better. I can’t wait for the generic to arrive! 
2 Likes
adssx
#106
Hopefully approval soon! Otherwise we’ll have to wait for the MACE results.
3 Likes
adssx
#107
New Amsterdam Pharma stock: -3% today, -4% over the past 5 days. So the market was expecting even better results from BROOKLYN?! (Stock still +101% YTD so all good )
2 Likes
Neo
#108
How did it do compared to comparable companies?
The overall biotech index is down a bit too over the last 5-7 days, and this company should have a bigger beta
We need relative movement of a comparable set of companies to make a conclusion of whether it was macro or sector dynamics or actually New Amsterdam specific drivers
3-4% movement fort this type of company can just be noise
4 Likes
adssx
#109
You’re right, we need to compare that to the industry (pharma), the country (Netherlands), companies of similar size (small cap), etc. It’s just that I expected a big jump in price and nothing happened. But the trial results were probably already priced in anyway.
2 Likes
Actually, no. That’s not how stocks work. On good, but expected results, the stock will almost always go down. Why? Because players who bought the stock cheaper are looking to cash out. The results come out. Now you cash out, because what are you waiting for? The results were expected. If the results were unexpectadly better, then yes, the stock might go up, because people buy more as it looks like the company is delivering better than expected, so the stock is undervalued, time to buy more and cash out later, after further growth.
The results here mean that the stock players had their expectations met. Now, time to cash out, so yes, the stock goes down - a bit. If unexpectadly bad results, stock goes down drastically.
5 Likes
Buy the rumor. Sell the news.
1 Like
adssx
#112
New results: NewAmsterdam Pharma Announces Positive Topline Data from Pivotal Phase 3 TANDEM Clinical Trial Evaluating the Fixed-Dose Combination of Obicetrapib 10 mg and Ezetimibe 10 mg in Patients with ASCVD or ASCVD Risk Factors and/or HeFH
Obicetrapib and ezetimibe fixed-dose combination observed to lower LDL-C by approximately 50% at day 84, compared to placebo, with over 70% of patients achieving LDL-C levels below 55 mg/dL
Data supports global regulatory filings of the obicetrapib 10 mg and ezetimibe 10 mg fixed-dose combination
Observed to be well tolerated with safety results in line with prior studies
Next step in a few weeks: BROADWAY phase 3 results with apoE phenotype and Alzheimer’s biomarkers.
4 Likes
amuser
#113
Big if true -
In animal models, obicetrapib+ezetimibe ‘wipes out ASCVD’, or at least non-calcified plaque.
You can hear New Amsterdam make this statement just after 51:00 into the presentation:
https://edge.media-server.com/mmc/p/4ixrb6fx/
REMBRANDT trial appears be recruiting now for testing this. Reports out in 2027, but I would think anecdotes will surface once obicetrapib becomes available next year.
Not new news to others perhaps, but first I’ve heard it.
5 Likes
amuser
#114
At about 1:26:58 into the video, Kastelein says it costs $36/year (at max number of expected patients?) to make obicetrapib.
So it sounds unlikely to have anywhere near PCSK9i-type pricing.
2 Likes
adssx
#115
That’s not how pharma pricing works. It costs $5 to make Ozempic and it’s sold for $1000.
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As much as this agent (obicetrapib) sounds to be a hopeful addition to the tools for lipid management, for most people the issue isn’t lack of options to treat their condition, it is cost, lack of access and physicians who aren’t happy watching poor lipids until the individual gets symptomatic disease, and then suddenly, administering aggressive lipid management after the damage occurs.
The other issue is lack of ongoing care post events (or pre-events) with treatment (more than needing a new drug) is lack of long term taking of the medication. Up to 75% of treated patients will discontinue treatment within 12 months. Some of this will be patient issues, but the other is the discussion with the physician making the patient understand why this is recommended, goals, and need for continuous therapy and monitoring.
Peter Attia does a good job discussing lipids over his many podcasts on lipids, ApoE, AD - I learn a lot through his coverage in this area.
4 Likes
amuser
#117
I said nothing about ‘how pharma pricing works’.
It’s John Kastelein that made a point of mentioning the $36 number, but yeah, I’m sure glad he has you to set him straight as to ‘how pharma pricing works’.
adssx
#118
Why are you angry and rude?
Kastelein mentioned the cost of production. Unfortunately, this is not related to the cost of the sale. My answer was to “So it sounds unlikely to have anywhere near PCSK9i-type pricing.” Unfortunately, again, due to the disconnect in pharma between the cost of production and the cost of sale: we don’t know.
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Neo
#119
@adssx i think @amuser might have a point based on that I believe New Amsterdam several times have commented that the price is going to be reasonable, not that crazy
Having a top guy connected to the company say how cheap it is to make is also not typical pharma style and might lend some credibility to that they mot price it too crazy high.
Time will tell, but normal pharmacy do not signal the way New Amsterdam has in my understanding - they might on the margin, but not like that
5 Likes
Neo
#120
I kind of agree with “most”, but at the same time and importantly:
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this might be better and even great for neuro protection
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Lp(a) gets cut in a BIG way by this and this med will likely be available before (and cheaper) that the Lp(a) focused drugs
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has some longevity support if I remember in a way that is more compelling than most other Apo B down meds
So for health optimizers and longevity biohackers this may be better that the tools already available
And def so for the 20-30 percent, higher in some groups, with high Lp(a)
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