Financial PositionThe company reported a strong cash position of $834.2M, which is believed to amply fund operations through the CVOT top-line in 2H26 and drive launch prep for obi in the US.
Regulatory DevelopmentsA new executive order could extend small molecule exclusivity from 9 to 13 years, aligning it with biologics, which would particularly benefit NAMS by delaying Medicare price negotiations.
Strategic InterestNAMS could see significant strategic interest from pharma in the future, driven by factors like patent exclusivity until 2043 and potential for mass market combinations.