Exelixis Inc (NAS:EXEL)
$ 56.51 -0.60 (-1.05%) Market Cap: 14.20 Bil Enterprise Value: 13.59 Bil PE Ratio: 18.77 PB Ratio: 7.40 GF Score: 92/100

Exelixis Inc at Leerink Global Healthcare Conference Transcript

Mar 10, 2026 / 02:40PM GMT
Release Date Price: $41.29 (-2.55%)
Emily Kate Shutman
Leerink - Vice President - Targeted Oncology team

Good morning, everyone. My name is Emily Shutman, I'm a Vice President here on the Targeted Oncology team at Leerink. And I'm super happy to have with me Andrew Peters, Senior Vice President of Strategy and Investor Relations at Exelixis. So thanks so much for being with us today.

Andrew Peters
Exelixis Inc - Senior Vice President of Strategy and Investor Relations

Happy to be here.

Questions & Answers

Emily Kate Shutman
Leerink - Vice President - Targeted Oncology team

Great. So yes, maybe we could start out. ASCO GU happened very recently. So I was thinking we could start with RCC and talk about some of the dynamics within the HIF-2 alpha space for RCC. The results from LITESPARK-011 for belzutifan and Lenvima and second-line RCC were just presented.

I believe it showed a PFS benefit without a Statsig benefit in survival at the time of the second interim analysis. So all that said, I'm just kind of curious to understand

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