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Sean

Research Analyst at Oppenheimer & Co. Inc.

Woodbury, NY, US

Sean Minnihan is the Managing Director and Head of Financial Technology Investment Banking at Oppenheimer & Co. Inc., specializing in advising on M&A and capital-raising in the fintech sector. Over his 25-year career, he has handled prominent transactions involving companies such as Rev Worldwide, NetSpend, Majesco, Thoma Bravo, TSYS, Transfirst, Concord EFS, and First Data, with deals ranging from $729 million to over $7 billion, and is recognized for his expertise in driving successful outcomes for clients worldwide. Minnihan joined Oppenheimer in 2023, bringing experience from advising on major fintech deals across North America, Europe, Asia-Pacific, and Latin America, following academic achievements including a bachelor’s degree in economics, a master’s in international economics and finance from Brandeis University, and additional study at the London School of Economics. He is known for delivering strategic advice and capital solutions to leading fintech firms, supported by deep sector knowledge and a robust track record of closing high-impact deals.

Sean's questions to EXELIXIS (EXEL) leadership

Question · Q3 2025

Sean asked about the potential impact of several bispecific programs being developed in first-line colorectal cancer (CRC) on the later-line uptake of Atezolizumab plus Zanzalintinib, and sought clarification on why the Stellar-303 filing couldn't have been earlier.

Answer

Michael Morrissey, President and CEO, stated that it's difficult to comment on the impact of emerging bispecifics without pivotal trial data. He clarified that the Stellar-303 filing was delayed because no new NDAs or BLAs are being filed while the government is closed, and Exelixis hopes to file as soon as it reopens.

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Question · Q3 2025

Sean asked about the potential impact of emerging bispecific programs in first-line colorectal cancer on the later-line uptake of Atezolizumab plus Zanzalintinib. He also sought clarification on why the STELLAR-303 trial could not be filed earlier, despite positive ITT population results.

Answer

Michael Morrissey, President and CEO, stated that the company is currently unable to file new NDAs due to the government shutdown, but intends to file as soon as it reopens. Regarding bispecifics, he noted that it's difficult to comment on their market impact without pivotal trial data, emphasizing that data drives the process and Exelixis will continue to advance its own data.

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