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    Silvan Türkcan • Citizens JMP

    Silvan Türkcan's questions to Nuvation Bio Inc (NUVB) leadership

    Silvan Türkcan's questions to Nuvation Bio Inc (NUVB) leadership • Q2 2025

    Question

    Silvan Türkcan of Citizens JMP asked about early Iptrozy adoption patterns, specifically switches from checkpoint inhibitors following NCCN guideline updates. He also inquired about the high-level strategy for sacrocitinib's pivotal development in both high-grade and low-grade glioma.

    Answer

    CEO David Hung explained that while specific patient histories are hard to track, the NCCN contraindication for immunotherapy in ROS1-positive cancer is making targeted therapy the clear choice. For sacrocitinib, he highlighted its potential efficacy advantages over the approved therapy in both low-grade and high-grade glioma and confirmed that ongoing FDA discussions are focused on establishing a clear registrational path for both indications.

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    Silvan Türkcan's questions to Exelixis Inc (EXEL) leadership

    Silvan Türkcan's questions to Exelixis Inc (EXEL) leadership • Q2 2025

    Question

    Silvan Türkcan of Citizens JMP asked for commentary on the pricing dynamics for cabozantinib, particularly concerning the impact of 340B volume on reimbursement.

    Answer

    CFO Christopher Senner confirmed that the 340B segment volume increased by four percentage points, now representing over 24% of total volume. This shift to a highly discounted segment is impacting gross-to-net, which he now projects will be closer to 30% for the year.

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