Luke Shumway

Luke Shumway asked about the expected market size for non-clear cell RCC, anticipated outcomes relative to standard of care, the proportion of patients receiving specific regimens, and cabozantinib revenue attributable to non-clear cell RCC.

Answer

P.J. Haley (EVP of Commercial, Exelixis) stated that non-clear cell RCC constitutes approximately 20% of renal cell carcinoma and is a competitive, underserved, and understudied population. He highlighted STELLAR-304 as the first pivotal registrational Phase III study in this population, which could be very significant for identifying specific benefits and serving as an entry point for zanzalintinib into RCC.

Luke Shumway asked for color on the expected market size for non-clear cell RCC, expectations for outcomes relative to standard of care, visibility into the proportion of patients receiving specific regimens, and how much CABO revenue is attributable to non-clear cell.

Answer

P.J. Haley (EVP of Commercial) stated that non-clear cell RCC accounts for approximately 20% of renal cell carcinoma and is a very competitive, underserved, and understudied market. He highlighted STELLAR-304 as the first pivotal registrational Phase III study in this population, which, if positive, would be significant for identifying specific benefits. He also viewed this as an important entry point for zanzalintinib into RCC, with further expansion planned through Merck studies and other combination partners.