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    Silvan Türkcan

    Senior Research Analyst at Citizens JMP

    Silvan Türkcan is a Senior Research Analyst at Citizens JMP Securities LLC, specializing in equity research within the biotechnology and pharmaceutical sectors, with deep experience analyzing high-growth public companies. He has covered companies such as Nuvation Bio Inc and Exelixis Inc, actively participating in earnings calls and providing detailed investment insights with a strong research focus. Previously, Türkcan was an equity research analyst at UBS and Oppenheimer & Co. Inc, following his work as co-founder at xbird, a medical AI company, and research roles in oncology and cancer biology at Stanford University and Institut Pasteur. Türkcan holds a PhD in Biophysics from École Polytechnique, a Master's in Engineering Physics from the Technical University of Munich, and his professional credentials include extensive scientific training and direct expertise in healthcare equities.

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

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

    Question

    Silvan Türkcan inquired if the company has observed patients switching from checkpoint inhibitors to Iptrozy following the NCCN guideline changes. He also asked for the high-level strategic thinking behind the pivotal trial plans for sacrocitinib in both high-grade and low-grade glioma.

    Answer

    CEO Dr. David Hung explained that while specific patient data is hard to track, the NCCN guidelines now contraindicate immunotherapy in ROS1-positive lung cancer, making a ROS1 inhibitor the clear clinical choice. For sacrocitinib, he highlighted its potential advantages over the competitor in both low-grade (higher ORR) and high-grade (durable CRs) glioma, noting that ongoing FDA discussions are focused on establishing registrational pathways for both indications.

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

    Question

    Silvan Türkcan inquired if the company has observed patients switching from checkpoint inhibitors to frontline Iptrozy following the NCCN guideline changes. He also asked for the company's high-level strategy for sacrocitinib's pivotal plans in high-grade and low-grade glioma.

    Answer

    David Hung, Founder, President & CEO, responded that while specific switching data is hard to track, there is broad recognition that a ROS1 agent is the appropriate therapy, with IO now being contraindicated. Regarding sacrocitinib, he emphasized the goal of designing registrational trials for both high- and low-grade glioma, highlighting the drug's superior response rates in early data, and noted that trial designs will be finalized after concluding FDA discussions.

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    Silvan Türkcan's questions to EXELIXIS (EXEL) leadership

    Silvan Türkcan's questions to EXELIXIS (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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