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Katherine

Katherine

Research Analyst at Morgan Stanley

Rye, NY, US

Katherine Liu is an Executive Director and Equity Research Analyst at Morgan Stanley, specializing in the coverage of Chinese internet and media companies such as Alibaba, Tencent, JD.com, Meituan, Pinduoduo, and Baidu. Recognized for her analytical rigor and deep industry insight, she has been consistently ranked among top-performing analysts in her sector, with a strong track record of accurate forecasts and actionable investment calls, as noted by platforms like TipRanks where she maintains a high success rate and robust portfolio returns. Katherine began her finance career in 2010, previously holding research and analytical roles at investment firms including UBS before joining Morgan Stanley in 2018. She holds FINRA Series 7, 63, and 86/87 licenses and has been repeatedly acknowledged in Institutional Investor’s All-Asia Research Team surveys for her sector expertise.

Katherine's questions to EXELIXIS (EXEL) leadership

Question · Q3 2025

Katherine asked for more color on why Sunitinib was chosen as the control arm for the Stellar-304 study in non-clear cell renal cell carcinoma (nccRCC), considering the various histologic subtypes in this population.

Answer

Dana Aftab, EVP of Research and Development, explained that Sunitinib is a highly relevant standard of care in this setting, used extensively both ex-US and in the US, and has an overlap in target profile with Zanzalintinib, making it a suitable comparator for a pivotal Phase 3 trial.

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Question · Q3 2025

Katherine asked for more details on why Sunitinib was chosen as the control arm for the STELLAR-304 study, which evaluates Zanzalintinib in non-clear cell renal cell carcinoma, considering the diverse histologic subtypes in this patient population.

Answer

Dana Aftab, Executive Vice President of Research and Development, explained that Sunitinib is a standard of care in this setting and a highly relevant comparator, especially given its target profile overlap with Zanza. She noted its extensive use both internationally and in the U.S.

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