Andy Shay's questions to Exelixis Inc (EXEL) leadership • Q4 2024
Question
Andy Shay asked about the ADC modality, specifically what learnings from the XB002 program are being applied to XB371 and whether the two ADCs share the same antibody component.
Answer
Chief Scientific Officer Dana Aftab confirmed that XB371 uses the same anti-tissue factor antibody as XB002 but features a different payload (a topoisomerase inhibitor). He highlighted the antibody's differentiated epitope, which avoids blood clotting issues, and the strategic value of advancing an ADC in colorectal cancer to build upon the company's GI franchise.