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Andy Shea

Vice President and equity research analyst at William Blair

Andy Shea is a Vice President and equity research analyst at William Blair, specializing in the coverage of enterprise software and cloud technology companies. He follows a portfolio of public software firms including names such as Salesforce, ServiceNow, Workday, and Atlassian, delivering research and investment recommendations that have contributed to strong analyst rankings and high investor engagement. Andy began his finance career after earning his undergraduate degree from a top university, spent several years at a boutique investment firm, and joined William Blair in the early 2020s, progressing from associate to his current VP role. He holds FINRA Series 7, 63, and 86/87 licenses and is recognized for offering insightful, data-driven analyses on growth tech, with notable mentions in industry publications and a performance track record marked by category-leading call accuracy.

Andy Shea's questions to EXELIXIS (EXEL) leadership

Question · Q3 2025

Andy Shea inquired about Exelixis' strategy for navigating potential cannibalization between Cabozantinib and Zanzalintinib in the neuroendocrine tumor (NET) population, particularly as Cabozantinib entrenches in earlier line settings.

Answer

PJ Haley, EVP of Commercial, stated that the Zanzalintinib study in NETs is designed to position it competitively and upfront, but that is far down the road. In the near term, there is significant room for Cabozantinib in NETs to become a key player, given its strong launch and demand growth.

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Question · Q3 2025

Andy Shea inquired about Exelixis' strategy to manage potential cannibalization between Cabozantinib and Zanzalintinib in the neuroendocrine tumor (NET) population, especially as Cabozantinib establishes itself in earlier treatment lines.

Answer

PJ Haley, Executive Vice President of Commercial, expressed satisfaction with the Cabozantinib NET launch, noting strong demand growth and broad utilization. He stated that Zanza's NET study is designed for competitive positioning upfront but is 'far down the road,' emphasizing the significant near-term growth opportunity for Cabozantinib in NETs.

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