Exelixis Inc at Citi Virtual Oncology Leadership Summit Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: David Lebowitz - Citigroup Inc - Analyst : Thank you very much for that. I appreciate it. I'll unmute myself here. Certainly, cabozantinib has been backbone for the company and for quite a while and renal cell carcinoma has been a big part of that. Could you walk us through the current treatment landscape in renal cell carcinoma, talk about the role that cabo has served is currently serving and how you expect that role might evolve going forward?

Question: David Lebowitz - Citigroup Inc - Analyst : So you mentioned that, certainly, that's going to be an important topic in the next month or so, given the FDA's imminent decision. Could you run us through what was presented in the net beta in the cabinet trial to this point. And what we should take away from it as far as the potential in that particular population? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. FEBRUARY 19, 2025 / 7:00PM, EXEL.OQ - Exelixis Inc at Citi Virtual Oncology Leadership Summit

Question: David Lebowitz - Citigroup Inc - Analyst : So given how heterogeneous the population is how are they currently treated today and how you expect that might change? And as we look towards this approval, what is the opportunity actually represent? How large?

Question: David Lebowitz - Citigroup Inc - Analyst : What type of cadence could we see with the penetration and do it given how heterogeneous the market is, will it be more gradual?

Question: David Lebowitz - Citigroup Inc - Analyst : And let's jump over to prostate cancer. We do update us and tell us about the COMPACT-02 data and where things stand on that end? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. FEBRUARY 19, 2025 / 7:00PM, EXEL.OQ - Exelixis Inc at Citi Virtual Oncology Leadership Summit

Question: David Lebowitz - Citigroup Inc - Analyst : Got it. Let's jump over to zanza. I guess to start, how is it similar and how is it different from cabo?

Question: David Lebowitz - Citigroup Inc - Analyst : So we have some pivotal data coming up in the second half of the year. Could you set the stage for what we should expect from each of those studies?

Question: David Lebowitz - Citigroup Inc - Analyst : We are getting close to the end here. Last question here, a little free for all for you. What's next? What do you want to tell us about what we can expect in the future?

Question: David Lebowitz - Citigroup Inc - Analyst : Excellent. Thanks again for coming today, and we look forward to chatting again soon.