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Silvan Turkin

Research Analyst at Citizens

Silvan Turkin is an equity research analyst at Citizens Bank with a specialization in covering select sectors, though detailed information about his exact coverage universe, track record, and performance metrics is not publicly available. His research typically focuses on public company analysis and industry trends relevant to Citizens' institutional clients. While his comprehensive career background, previous employers, and quantifiable ranking details are not accessible in public records, he is associated with regulatory credentials required for analysts, such as FINRA registration and applicable securities licenses. Notable achievements, major recognitions, or rankings for Turkin have not been documented in publicly available sources.

Silvan Turkin's questions to EXELIXIS (EXEL) leadership

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.

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Question · Q3 2025

Silvan Turkin asked about the post-ESMO feedback on Zanzalintinib results and how it aligns with the planned market positioning for the product.

Answer

Michael Morrissey, President and CEO, initiated the response, with PJ Haley, Executive Vice President of Commercial, detailing positive market research indicating strong physician interest in the overall survival benefit, the introduction of an IO in a major tumor type where it previously failed, and the chemo-free option. He noted the fragmented third-line plus market and anticipated taking share from all competitors, also mentioning plans to expand the GI sales team to prepare for Zanza's launch.

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