Press Release: NewAmsterdam Pharma Reports Full Year 2025 Financial Results and Provides Corporate Update

Dow Jones
Feb 18

-- Approval decisions from EMA, UK and Switzerland regulators for obicetrapib and obicetrapib/ezetimibe fixed dose combination expected in 2H26 --

-- Phase 3 PREVAIL CVOT blinded event rate tracking in line with observed event rate in BROADWAY--

-- Topline data from RUBENS Phase 3 trial in patients with type 2 diabetes and metabolic syndrome expected by year-end 2026 --

-- $728.9 million in cash, cash equivalents and marketable securities at December 31, 2025 --

NAARDEN, the Netherlands and MIAMI, Feb. 18, 2026 (GLOBE NEWSWIRE) -- NewAmsterdam Pharma Company N.V. (Nasdaq: NAMS or "NewAmsterdam" or the "Company"), a late-stage, clinical biopharmaceutical company developing oral, non-statin medicines for patients at risk of cardiovascular disease ("CVD") with elevated low-density lipoprotein cholesterol ("LDL-C"), for whom existing therapies are not sufficiently effective or well-tolerated, today announced financial results for the full year ended December 31, 2025 and provided a corporate update.

"2025 marked a year of meaningful clinical and regulatory progress for NewAmsterdam, as we advanced our mission to bring a potentially transformative therapy with obicetrapib to cardiometabolic disease patients who continue to struggle to reach their LDL-C goals," said Michael Davidson, M.D., Chief Executive Officer of NewAmsterdam. "Marketing Authorization Applications for obicetrapib and the fixed dose combination were accepted for review by the European Medicines Agency ("EMA"), Switzerland, and United Kingdom regulators, and we anticipate a decision from each in the second half of 2026. In parallel, together with our partner Menarini, we are actively preparing for a potential commercial launch in Europe. In the United States, we continue to expand our commercial capabilities with the notable hiring of Steve Albers, former senior vice president of market access and public affairs at Novo Nordisk, who will now lead our market access and public affairs efforts, further strengthening our established team."

"At the same time, we remain focused and well positioned to execute our clinical development strategy, including the advancement of obicetrapib in our three ongoing Phase 3 trials: PREVAIL, REMBRANT and RUBENS. In December 2025, we initiated the RUBENS trial, which will evaluate obicetrapib alone and in combination with ezetimibe in patients with type 2 diabetes or metabolic syndrome that require additional lowering of LDL-C despite treatment with available therapy, with topline data expected by year-end 2026. Our PREVAIL cardiovascular outcomes trial continues to progress well, where the overall blinded MACE event rate in PREVAIL through the initial 12-months was in line with what we observed in BROADWAY. NewAmsterdam continues to operate from a position of financial strength, with cash runway expected to be sufficient to fund operations through the PREVAIL readout and, if approved, support the subsequent U.S. commercial launch. Additionally, following positive biomarker results from the Alzheimer's disease analysis in the BROADWAY trial, we plan to initiate a new clinical trial evaluating obicetrapib in early Alzheimer's disease patients this year."

Clinical Development and Regulatory Updates

NewAmsterdam is developing obicetrapib, an oral, low-dose and once-daily, highly-selective cholesteryl ester transfer protein ("CETP") inhibitor, as a monotherapy and in fixed-dose combination with ezetimibe, as the preferred LDL-C lowering therapy to be used in patients at risk of CVD for whom existing therapies are not sufficiently effective or well-tolerated.

   -- In August 2025, NewAmsterdam announced acceptance of MAAs for review by 
      the EMA for obicetrapib 10 mg monotherapy and 10 mg obicetrapib plus 10 
      mg ezetimibe FDC for patients with primary hypercholesterolemia, both 
      heterozygous familial ("HeFH") and non-familial or mixed dyslipidemia. 
      Subsequently, MAAs were also submitted to regulators in UK and 
      Switzerland and accepted for review. The MAAs were submitted by 
      NewAmsterdam's partner, A. Menarini International Licensing S.A. 
      ("Menarini"), who is responsible for communications with regulatory 
      authorities in Europe and for the commercialization and local development 
      of obicetrapib in Europe and other collaborative activities pursuant to 
      an exclusive License Agreement (the "Menarini License"). NewAmsterdam is 
      entitled to tiered double-digit percentage royalties ranging from the low 
      double-digits to mid-twenties on net sales in the European countries 
      covered by the Menarini License and up to an additional EUR833 million 
      upon the achievement of various clinical, regulatory and commercial 
      milestones. 
 
   -- In August 2025, NewAmsterdam presented pooled data from its pivotal Phase 
      3 BROADWAY and BROOKLYN trials on the impact of obicetrapib on major 
      adverse cardiovascular events at the European Society of Cardiology 
      Congress ("ESC") 2025, along with the simultaneous publication in the 
      Journal of the American College of Cardiology, highlighting obicetrapib's 
      performance across diverse lipid-lowering backgrounds observed in these 
      trials. The presentation and publication underscore the Company's 
      continued momentum in advancing obicetrapib as a differentiated oral 
      therapy for patients with elevated LDL-C. 
 
   -- In June and July 2025, NewAmsterdam announced positive data from the 
      prespecified AD biomarker analysis in the BROADWAY clinical trial and 
      presented at the 2025 Alzheimer's Association International Conference 
      ("AAIC"). The pre-specified analysis was conducted to assess the effect 
      of obicetrapib on plasma biomarkers of AD in both the full analysis set 
      and in patients carrying the apolipoprotein E4 ("ApoE4") gene, based on 
      phenotypic analysis. 
 
          -- NewAmsterdam observed statistically significant reductions in 
             p-tau217, a key biomarker of AD pathology, in both the full 
             analysis set (p<0.002, n=1,515) and in ApoE4 carriers (p=0.0215, 
             n=367), which NewAmsterdam believes support an emerging link 
             between CETP-inhibition and neurodegeneration. 
 
          -- In ApoE4/E4 carriers, the highest risk category for Alzheimer's 
             disease, obicetrapib was observed to reduce p-tau217 levels by 
             20.5%, over 12 months, compared to placebo (p=0.010, n=29). 
 
          -- In October 2025, the data was published in the Journal of 
             Prevention of Alzheimer's Disease. 

Upcoming Milestones and Ongoing Trials:

Following the successful completion and positive topline results of the Phase 3 BROADWAY, TANDEM, and BROOKLYN trials, NewAmsterdam plans to announce additional data from these trials relating to obicetrapib and the FDC of obicetrapib plus ezetimibe during 2026.

The following Phase 3 trials are currently ongoing:

   -- PREVAIL Phase 3 trial: PREVAIL is a CVOT evaluating obicetrapib in 
      patients with a history of ASCVD, whose LDL-C is not adequately 
      controlled despite being on maximally tolerated lipid-lowering therapy. 
      NewAmsterdam completed enrollment of over 9,500 patients in April 2024. 
 
   -- REMBRANDT Phase 3 trial: The REMBRANDT trial utilizes coronary computed 
      tomography angiography imaging to evaluate the effect of obicetrapib plus 
      ezetimibe FDC on coronary plaque burden. The placebo-controlled, 
      double-blind, randomized, Phase 3 trial is being conducted in adult 
      participants with high-risk ASCVD with evidence of coronary plaque who 
      are not adequately controlled by their maximally tolerated 
      lipid-modifying therapy, to assess the impact of the obicetrapib 10 mg 
      plus ezetimibe 10 mg FDC daily on coronary plaque and inflammation 
      characteristics. The trial is expected to complete enrollment of 
      approximately 300 patients in 2026. 
 
   -- RUBENS Phase 3 trial: Initiated in December 2025, the RUBENS trial will 
      evaluate obicetrapib alone or in combination with ezetimibe in patients 
      with type 2 diabetes or metabolic syndrome that require additional 
      lowering of LDL-C despite treatment with available therapy. The trial is 
      expected to enroll approximately 300 patients, with topline data expected 
      by year end 2026. 

Additionally, NewAmsterdam expects to initiate a new clinical trial evaluating obicetrapib in early Alzheimer's disease patients in 2026.

Full Year 2025 Financial Results

   -- Cash Position: As of December 31, 2025, NewAmsterdam reported cash, cash 
      equivalents and marketable securities of $728.9 million, compared to 
      $834.2 million as of December 31, 2024. The decrease was primarily driven 
      by cash outflows related to research and development costs as the Company 
      continues development of obicetrapib and spending on selling, general and 
      administrative expenses to support the Company's ongoing operations, 
      partially offset by cash inflows from the exercise of options and 
      warrants. 
 
   -- Revenue: NewAmsterdam recognized $22.5 million in revenue for the year 
      ended December 31, 2025, compared to $45.6 million in the year ended 
      December 31, 2024. The decrease in revenue related to clinical 
      development milestones pursuant to the Menarini License was partially 
      offset by an increase in the amount of revenue recognized in the current 
      period related to the development cost contributions under the Menarini 
      License. 
 
   -- Research and Development ("R&D") Expenses: R&D expenses were $141.8 
      million for the year ended December 31, 2025, compared to $151.4 million 
      in the year ended December 31, 2024. The decrease was primarily driven by 
      a decrease in clinical expenses mainly due to the completion of several 
      Phase 3 clinical trials in the second half of 2024 and cost phasing in 
      ongoing clinical trials, partially offset by increases in non-clinical 
      expenses, manufacturing expenses, personnel expenses and regulatory 
      expenses. Share-based payment expenses included within R&D expenses 
      totaled $19.6 million in the year ended December 31, 2025, compared to 
      $13.3 million in the year ended December 31, 2024. 
 
   -- Selling, General and Administrative ("SG&A") Expenses: SG&A expenses were 
      $106.4 million for the year ended December 31, 2025, compared to $70.4 
      million in the year ended December 31, 2024. This increase was primarily 
      due to increases in personnel expenses, marketing and communication 
      expenses and costs related to our intellectual property. Share-based 
      payment expenses included within SG&A expenses totaled $39.9 million in 
      the year ended December 31, 2025, compared to $20.3 million in the year 
      ended December 31, 2024. 
 
   -- Net loss: Net loss for the year ended December 31, 2025, was $203.8 
      million, compared to net loss of $241.6 million in the year ended 
      December 31, 2024. The individual components of the change are described 
      above in addition to non-cash losses related to changes in the fair value 
      of our derivative liabilities and foreign exchange gains/(losses). 

About Obicetrapib

Obicetrapib is a novel, oral, low-dose CETP inhibitor that NewAmsterdam is developing to overcome the limitations of current LDL-lowering treatments. In each of the Company's Phase 2 trials, ROSE2, TULIP, ROSE, and OCEAN, as well as the Company's Phase 3 BROOKLYN, BROADWAY and TANDEM trials, evaluating obicetrapib as monotherapy or combination therapy, the Company observed statistically significant LDL-lowering combined with a side effect profile similar to that of placebo. The Company commenced the Phase 3 PREVAIL cardiovascular outcomes trial in March 2022, which is designed to assess the potential of obicetrapib to reduce occurrences of MACE. The Company completed enrollment of PREVAIL in April 2024 and randomized over 9,500 patients. Commercialization rights of obicetrapib in Europe, either as a monotherapy or as part of a fixed-dose combination with ezetimibe, have been exclusively granted to the Menarini Group, an Italy-based, leading international pharmaceutical and diagnostics company.

About Cardiovascular Disease

Cardiovascular disease remains the leading cause of death globally, despite the availability of lipid-lowering therapies ("LLTs"). By 2050 more than 184 million U.S. adults are expected to be affected by CVD and hypertension, including 27 million with coronary heart disease and 19 million with stroke. In the United States from 2019 through 2022, CVD age-adjusted mortality rates increased by 9%, reversing the trend observed since 2010 and undoing nearly a decade of progress. Despite the availability of high-intensity statins and non-statin LLTs, LDL-C target level attainment remains low, contributing to residual cardiovascular risk, and underscoring a significant clinical need for improved therapeutic regimens. Even with 269 million LLT prescriptions written over the last 12 months, 30 million under-treated US adults are not at their risk-based LDL-C goal, of which 13 million have ASCVD. Less than 1 in 4 patients with ASCVD achieve an LDL-C goal of less than 70 mg/dL and only 10% of very high risk ASCVD patients achieve the goal below 55 mg/dL. In addition to the 30 million under-treated U.S. adults, there are 10 million patients diagnosed with elevated LDL-C who are not taking any LLTs including statins. Beyond LDL-C, additional factors are at play, such as lifestyle choices, tobacco use, and obesity, as well as inflammation, thrombosis, triglyceride levels, elevated Lp(a) levels, and type 2 diabetes.

Alzheimer's Analysis

In BROADWAY, a pre-specified analysis was designed to assess plasma biomarkers of Alzheimer's disease ("AD") in patients enrolled in the BROADWAY trial and evaluated the effects of longer duration of therapy (12 months) with a prespecified ApoE population, based on phenotypic analysis. The analysis included 1,535 patients, including 367 ApoE4 carriers (ApoE3/E4 or ApoE4/E4), whose ApoE status was able to be determined. Because this analysis was based on a subset of patients from BROADWAY (which was designed to evaluate LDL-C reductions in an ASCVD and/or HeFH population), the AD analysis was not controlled for baseline differences between the treatment and placebo populations, but statistical analyses were adjusted for baseline biomarker values and age. The absolute and percent change over 12 months in p-tau217, a key biomarker of AD pathology, was measured among patients with baseline and end of study datapoints above the lower limit of quantitation. Additional outcome measures included NFL, GFAP, p-tau181, and A<BETA>42/40 ratio absolute and percent change over 12 months. NewAmsterdam observed statistically significant lower absolute changes in p-tau217 compared to placebo over 12 months in both the full analysis set (p=0.002; n= 1,535) and in ApoE4 carriers (p=0.02; n=367) as well as favorable trends in the other AD biomarkers. Although a safety analysis was not performed in the AD analysis population, in BROADWAY obicetrapib was observed to be well-tolerated, with safety results comparable to placebo.

About NewAmsterdam

NewAmsterdam (Nasdaq: NAMS) is a late-stage biopharmaceutical company whose mission is to improve patient care in populations with metabolic diseases where currently approved therapies have not been adequate or well tolerated. We seek to fill a significant unmet need for a safe, well-tolerated and convenient LDL-lowering therapy. In multiple phase 3 trials, NewAmsterdam is investigating obicetrapib, an oral, low-dose and once-daily CETP inhibitor, alone or as a fixed-dose combination with ezetimibe, as LDL-C lowering therapies to be used as an adjunct to statin therapy for patients at risk of CVD with elevated LDL-C, for whom existing therapies are not sufficiently effective or well tolerated.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the United States Private Securities Litigation Reform Act of 1995 and are subject to the "safe harbor" provisions created thereunder. All statements that are not historical facts are hereby identified as forwarding-looking statements for this purposes and include, among others, statements relating to: expectations regarding the timing of potential approval decisions from the EMA, UK and Switzerland regulators with respect to MAAs for obicetrapib and the FDC of obicetrapib plus ezetimibe, and preparations for commercial launch, if approved; the initiation of a new clinical trial evaluating obicetrapib in early Alzheimer disease in 2026; the therapeutic potential of the Company's product candidates; the timing for commencing trials, enrolling patients and completing trials, and the timing and forums for announcing data; expected milestones and business objectives for 2026 and beyond; the Company's expectation that its cash runway will be sufficient to fund operations through the PREVAIL readout and, if approved, support the subsequent U.S. commercial launch; and other statements regarding the Company's future operations, financial performance, financial position, prospects, objectives, strategies and other future events.

These forward-looking statements are based upon management's current expectations and assumptions, and are subject to a number of risks, uncertainties and other factors that could cause actual results and events to differ materially and adversely from those indicated by such forward-looking statements including, among others: uncertainties and delays regarding the initiation, enrollment and completion of the Company's clinical trials; uncertainties regarding the outcome of the Company's clinical trials, and whether such outcomes will be adequate to support regulatory review and approval of its product candidates; whether topline, initial or preliminary results or analyses from a particular clinical trial will be predictive of the final results of that trial and whether results of early clinical trials and analyses will be indicative of the results of later clinical trials and analyses, or whether projections regarding clinical outcomes will reflect actual results in future clinical trials or clinical use of the Company's product candidates; the potential for varying interpretation of the results of clinical trials and analyses; risks related to the Company's ability to achieve its business plans, objectives and milestones, including approval of the Company's product candidates and potential commercialization; unanticipated costs and expenses impacting the Company's cash runway; the Company's ability to continue to source the raw materials for its product candidates and ensure adequate supply of product for clinical trials and, if approved, commercialization; the impact of competing product candidates on the Company's business; risks and uncertainties relating to intellectual property and regulatory exclusivities; changes in domestic and foreign business, market, financial, political, and legal conditions; and those risks, uncertainties and other factors discussed under the caption "Item 1A. Risk Factors" and elsewhere in the Company's most recent Form 10-K, Form 10-Q and other public filings with the Securities and Exchange Commission, which are available at www.sec.gov.

As a result, you should not place undue reliance on any forward-looking statements. The forward-looking statements made in this press release speak only as of the date of this press release, and the Company undertakes no obligation to update such forward-looking statements, whether as a result of new information, future developments or otherwise.

Company Contact

Matthew Philippe

P: 1-917-882-7512

matthew.philippe@newamsterdampharma.com

Media Contact

Real Chemistry on behalf of NewAmsterdam

Christian Edgington

P: 1-513-310-6410

cedgington@realchemistry.com

Investor Contact

Precision AQ on behalf of NewAmsterdam

Austin Murtagh

P: 1-212-698-8696

austin.murtagh@precisionaq.com

 
                  NewAmsterdam Pharma Company N.V. 
                     Consolidated Balance Sheet 
                                             As at December 31, 
                                              2025        2024 
                                           ----------   --------- 
(In thousands of USD) 
Assets 
Current assets: 
  Cash and cash equivalents                   490,002     771,743 
  Prepayments and other receivables            38,138      24,272 
  Employee receivables                             --       4,951 
  Marketable securities, current              146,239      62,447 
  Restricted cash                               1,321          -- 
                                            ---------   --------- 
   Total current assets                       675,700     863,413 
Marketable securities, net of current 
portion                                        92,609          -- 
Property, plant and equipment, net                383         242 
Operating right of use asset                      185         431 
Intangible assets                                 407         534 
                                            ---------   --------- 
   Total assets                               769,284     864,620 
                                            =========   ========= 
Liabilities and Shareholders' Equity 
Current liabilities: 
  Accounts payable                              8,970       4,744 
  Accrued expenses and other current 
   liabilities                                 15,422      13,608 
  Deferred revenue, current                     3,987       6,008 
  Lease liability, current                        136         246 
  Derivative earnout liability, current            --      44,798 
  Derivative warrant liabilities               57,272      37,514 
                                            ---------   --------- 
   Total current liabilities                   85,787     106,918 
Lease liability, net of current portion            66         202 
   Total liabilities                           85,853     107,120 
                                            =========   ========= 
Commitments and contingencies (Note 13) 
Shareholders' Equity: 
  Ordinary shares, EUR0.12 par value; 
   400,000,000 shares authorized; 
   114,399,326 and 108,064,340 shares 
   issued and outstanding at December 31, 
   2025 and 2024, respectively                 14,278      13,444 
  Additional paid-in capital                1,426,750   1,298,160 
  Accumulated loss                           (762,390)   (558,571) 
  Accumulated other comprehensive income        4,793       4,467 
                                            ---------   --------- 
  Total shareholders' equity                  683,431     757,500 
                                            ---------   --------- 
Total liabilities and shareholders' equity    769,284     864,620 
                                            =========   ========= 
 
 
                NewAmsterdam Pharma Company N.V. 
     Consolidated Statements of Operations and Comprehensive 
                              Loss 
                           For the year ended December 31, 
                           2025           2024        2023 
                        ----------      ---------   --------- 
(In thousands of USD, 
except per share 
amounts) 
Revenue                     22,503         45,563      14,090 
Operating expenses: 
  Research and 
   development 
   expenses                141,832        151,406     159,424 
  Selling, general and 
   administrative 
   expenses                106,354         70,446      37,633 
                         ---------      ---------   --------- 
   Total operating 
    expenses               248,186        221,852     197,057 
                         ---------      ---------   --------- 
Operating loss            (225,683)      (176,289)   (182,967) 
Other income 
(expense): 
  Interest income           27,592         16,881      11,283 
  Fair value change -- 
   earnout                   3,992        (37,010)       (266) 
  Fair value change -- 
   warrants                (22,775)       (38,583)    (10,018) 
  Foreign exchange 
   gains/(losses)           13,055         (6,598)      5,058 
                         ---------      ---------   --------- 
Loss before tax           (203,819)      (241,599)   (176,910) 
  Income tax expense 
   (benefit)                    --             (1)         27 
                         ---------      ---------   --------- 
Loss for the year         (203,819)      (241,598)   (176,937) 
Other comprehensive 
income/(loss) 
  Unrealized gain on 
   available-for-sale 
   securities, net of 
   tax                         326             45          -- 
                         ---------      ---------   --------- 
Total comprehensive 
 loss for the year, net 
 of tax                   (203,493)      (241,553)   (176,937) 
                         =========      =========   ========= 
 
 
                                 NewAmsterdam Pharma Company N.V. 
                          Consolidated Statements of Shareholders' Equity 
                                                                     Accumulated 
                                                                        other 
(In thousands of                         Additional                 comprehensive      Total 
USD, except                               Paid-In     Accumulated      income      Shareholders' 
share amounts)        Shares     Amount   Capital        Loss          (loss)         Equity 
                   ------------  ------  ----------   -----------   -------------  ------------- 
Opening balance at 
 January 1, 2023     81,559,780  10,055     555,625      (140,036)          4,422        430,066 
                    ===========  ======  ==========   ===========   =============  ============= 
  Exercise of 
   warrants             749,741      97      10,116            --              --         10,213 
  Exercise of 
   stock options        160,247      21         269            --              --            290 
  Share-based 
   compensation               -       -      24,761            --              --         24,761 
  Total loss and 
   comprehensive 
   loss for the 
   year                       -      --          --      (176,937)             --       (176,937) 
                    -----------  ------  ----------   -----------   -------------  ------------- 
As at December 31, 
 2023                82,469,768  10,173     590,771      (316,973)          4,422        288,393 
                    ===========  ======  ==========   ===========   =============  ============= 
  February 2024 
   Issuance of 
   Ordinary Shares 
   and Pre-Funded 
   Warrants, net 
   of issuance 
   costs              5,871,909     759     189,206            --              --        189,965 
  December 2024 
   Issuance of 
   Ordinary Shares 
   and Pre-Funded 
   Warrants, net 
   of issuance 
   costs             14,667,347   1,851     451,564            --              --        453,415 
  Exercise of 
   Pre-Funded 
   Warrants           2,105,248     279        (279)           --              --             -- 
  Exercise of 
   warrants           1,288,790     168      27,673            --              --         27,841 
  Exercise of 
   stock options      1,661,278     214       5,496            --              --          5,710 
  Share-based 
   compensation              --      --      33,729            --              --         33,729 
  Total loss and 
   comprehensive 
   loss for the 
   year                      --      --          --      (241,598)             45       (241,553) 
                    -----------  ------  ----------   -----------   -------------  ------------- 
As at December 31, 
 2024               108,064,340  13,444   1,298,160      (558,571)          4,467        757,500 
                    ===========  ======  ==========   ===========   =============  ============= 
  Issuance of 
   Earnout Shares     1,743,136     226      40,581            --              --         40,807 
  Exercise of 
   Pre-Funded 
   Warrants           1,293,938     162        (162)           --              --              - 
  Exercise of 
   warrants             142,477      19       4,636            --              --          4,655 
  Exercise of 
   stock options      3,012,434     408      24,129            --              --         24,537 
  Vesting of RSUs       143,001      19         (19)           --              --              - 
  Share-based 
   compensation              --      --      59,425            --              --         59,425 
  Total loss and 
   comprehensive 
   loss for the 
   year                      --      --          --      (203,819)            326       (203,493) 
                    -----------  ------  ----------   -----------   -------------  ------------- 
As at December 31, 
 2025               114,399,326  14,278   1,426,750      (762,390)          4,793        683,431 
                    ===========  ======  ==========   ===========   =============  ============= 
 
 
                NewAmsterdam Pharma Company N.V. 
              Consolidated Statements of Cash Flows 
                               For the year ended December 31, 
                                 2025        2024       2023 
                               ---------   --------   -------- 
(In thousands of USD) 
Operating activities: 
Loss for the year               (203,819)  (241,598)  (176,937) 
Non-cash adjustments to 
reconcile loss for the year 
to net cash flows: 
  Depreciation and 
   amortization                      220        113         49 
  Non-cash rent expense               --         12          6 
  Fair value change - 
   derivative earnout and 
   warrants                       18,783     75,593     10,284 
  Loss on disposal of 
  property, plant and 
  equipment                           12         --         -- 
  Foreign exchange 
   (gains)/losses                (13,055)     6,598     (5,058) 
  Amortization of 
   premium/discount on 
   available-for-sale debt 
   securities                     (1,405)      (227)        -- 
  Share-based compensation        59,425     33,619     24,572 
Changes in working capital: 
  Changes in prepayments 
   (current and non-current) 
   and other receivables         (13,280)   (17,459)     4,031 
  Changes in accounts payable      4,909    (12,948)     5,070 
  Changes in accrued expenses 
   and other current 
   liabilities                     2,448      1,686      5,470 
  Changes in deferred revenue     (2,021)    (3,953)    (8,705) 
                                --------   --------   -------- 
Net cash used in operating 
 activities                     (147,783)  (158,564)  (141,218) 
                                --------   --------   -------- 
Investing activities: 
  Purchase of property, plant 
   and equipment, including 
   internal use software            (246)      (672)       (24) 
  Maturities of marketable 
  securities                     122,063         --         -- 
  Purchases of marketable 
   securities                   (296,733)   (62,176)        -- 
                                --------   --------   -------- 
Net cash used in investing 
 activities                     (174,916)   (62,848)       (24) 
                                --------   --------   -------- 
Financing activities: 
  Proceeds from February 
  2024 offering of Ordinary 
  Shares and Pre-Funded 
  Warrants                            --    190,481         -- 
  Transaction costs on 
   February 2024 issue of 
   Ordinary Shares and 
   Pre-Funded Warrants                --       (515)        -- 
  Proceeds from December 
  2024 offering of Ordinary 
  Shares and Pre-Funded 
  Warrants                            --    455,026         -- 
  Transaction costs on 
   December 2024 issue of 
   Ordinary Shares and 
   Pre-Funded Warrants            (1,586)       (25)        -- 
  Proceeds from exercise of 
   warrants                        1,638     13,761      8,622 
  Proceeds from exercise of 
   options                        29,468      1,768        290 
  Payment of withholding taxes 
   related to net share 
   settlement of exercised 
   options                            --       (989)        -- 
                                --------   --------   -------- 
Net cash provided by financing 
 activities                       29,520    659,507      8,912 
                                --------   --------   -------- 
Net change in cash, cash 
 equivalents and restricted 
 cash                           (293,179)   438,095   (132,330) 
Foreign exchange differences      12,759     (6,802)     5,052 
Cash, cash equivalents and 
 restricted cash at the 
 beginning of the year           771,743    340,450    467,728 
                                --------   --------   -------- 
Cash, cash equivalents and 
 restricted cash at the end of 
 the year                        491,323    771,743    340,450 
                                ========   ========   ======== 
Noncash financing and 
investing activities 
  Recognition of ROU asset            --        562         -- 
  Issuance of earnout shares      40,807         --         -- 
Supplemental cash flow 
disclosures 
  Cash paid for income taxes          --          1         27 
 
Reconciliation of cash, cash 
equivalents and restricted 
cash to the Consolidated 
Balance Sheets 
  Cash and cash equivalents      490,002    771,743    340,450 
  Restricted cash                  1,321         --         -- 
                                --------   --------   -------- 
                                 491,323    771,743    340,450 
  ============================  ========   ========   ======== 
 

(END) Dow Jones Newswires

February 18, 2026 07:00 ET (12:00 GMT)

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