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    Andy Shay

    Research Analyst at William Blair & Company

    Andy Shay is an Associate at William Blair & Company, with expertise in equity research and portfolio management, specializing in coverage of diverse U.S. equities and market sectors. He previously served as an analyst and portfolio manager at US Bancorp Asset Management from 2004 to 2006, and as an analyst at Gabelli Woodland, demonstrating a strong track record in investment analysis and asset management. Shay has contributed to William Blair's success by supporting fund management through rigorous market research and analytical models. He holds professional securities licenses with FINRA registration, reflecting his credentials in investment advisory and securities operations.

    Andy Shay's questions to EXELIXIS (EXEL) leadership

    Andy Shay's questions to EXELIXIS (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.

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