Question · Q3 2025
Silvan Turkin inquired about the post-ESMO feedback regarding Zanzalintinib's results and how Exelixis plans to position the product in the market. He also asked about expectations for the non-liver metastases (NLM) subgroup data from Stellar-303, the rationale for enrolling 900 patients compared to Lonsurf BEV's 500, and whether a broad label for CRC is expected with the NDA filing despite the NLM data maturing later.
Answer
Michael Morrissey, President and CEO, and PJ Haley, EVP of Commercial, highlighted positive physician feedback on Zanzalintinib's overall survival benefit, its role as an IO option in CRC where others failed, and its chemo-free nature. They noted the fragmented CRC market provides opportunity and plan to expand the GI sales team. Dana Aftab, EVP of Research and Development, clarified that the ITT population results support the broadest label for filing, and the NLM subgroup is a secondary endpoint, with filing proceeding based on the ITT data.
Ask follow-up questions
Fintool can predict
EXEL's earnings beat/miss a week before the call