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Core Points - Exelixis is hosting its 2025 R&D Day focused on building next-generation oncology franchises [1] - The event features guest speakers who will discuss specific disease focus areas [1] - The company will make forward-looking statements regarding future developments and performance [2] Company Developments - Exelixis is emphasizing potential advancements in discovery, product development, and regulatory matters [2] - The company is exploring market and growth opportunities in the oncology sector [2] Risks and Uncertainties - Actual results may differ materially from the company's forward-looking statements due to various risks [2] - Key risk factors include product commercial success, market competition, and regulatory approval processes [2]

Exelixis (NasdaqGS:EXEL) 2025 R&D Day December 10, 2025 01:00 PM ET Company ParticipantsMichael M. Morrissey - President and CEODana T. Aftab - EVP of Research and DevelopmentAnwaar Saeed - Chief of GI OncologySusan Hubbard - EVP of Public Affairs and Investor RelationsP.J. Haley - EVP of CommercialJennifer Chan - Clinical Director of Gastrointestinal Cancer Treatment CenterToni Choueiri - Director of the Lank Center for Genitourinary OncologyOperatorWelcome to the Exelixis virtual event. Please welcome Exe ...

DECEMBER 10, 2025 Exelixis 2025 R&D Day: Building Next-generation Oncology Franchises Agenda Presenters: Susan Hubbard, EVP, Public Affairs & IR Michael M. Morrissey, Ph.D., President & CEO Dana T. Aftab, Ph.D., EVP, Research & Development PJ Haley, EVP, Commercial 2 • Strategic Overview • RCC Franchise Panel with Guest Speaker: Dr. Toni Choueiri, Dana-Farber, Harvard • CRC Franchise Panel with Guest Speaker: Dr. Anwar Saeed, UPMC Hillman • Neuroendocrine Franchise Panel with Guest Speaker: Dr. Jennifer Cha ...

It has been about a month since the last earnings report for Exelixis (EXEL) . Shares have added about 9% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Exelixis due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent drivers for Exelixis, Inc. before we dive into how investors and analysts have reacted as o ...

Group 1: Axsome Therapeutics - Axsome Therapeutics has shown strong clinical and regulatory progress, with a 63% year-over-year revenue increase to $171 million in Q3 [3][6] - The company’s main growth driver is Auvelity, approved for major depressive disorder, and it has received approval for Symbravo, a migraine medication [4][3] - Axsome estimates a potential of over $16 billion in peak sales across all its targeted indications, indicating a large addressable market [6][7] - The company has several late-stage pipeline candidates, including AXS-12 for narcolepsy, which could further enhance its growth prospects [6][8] Group 2: Exelixis - Exelixis specializes in cancer medicine, with Cabometyx as its primary product, approved for multiple indications, contributing to a 10.8% year-over-year revenue increase to $597.8 million in Q3 [9][10] - The company successfully won a lawsuit to keep generic competition for Cabometyx off the market until 2030, boosting its medium-term outlook [10] - Exelixis is developing new cancer therapies, including zanzalintinib for metastatic colorectal cancer, which has shown promise in clinical trials [12][13] - The ongoing development of new treatments and the upward sales trajectory of Cabometyx could enhance Exelixis's stock performance in the coming years [13]

Core Insights - Exelixis is a midsized commercial stage biotech company focused exclusively on oncology, navigating various challenges over the past 25 years, particularly in the last decade [3]. Company Overview - The company has a commercial story centered around CABOMETYX, alongside recent and upcoming data releases for zanzalintinib, which is a key pipeline product [2]. - Exelixis is preparing to close out 2025 and transition into 2026, indicating a strategic focus on future growth and development [2].

Exelixis FY Conference Summary Company Overview - Exelixis is a midsized commercial-stage biotech company focused exclusively on oncology, navigating the discovery, clinical, regulatory, and commercial landscape for 25 years [3][4][6] Financial Performance - Q3 2025 net product revenue reached $543 million, primarily driven by success in kidney cancer treatments [4] - Total revenues for the quarter were slightly below $600 million, with global revenues for the brand at $760 million, indicating blockbuster status [5] Product Highlights Cabometyx (Cabo) - Cabo has achieved over 40% market share in new patient starts for kidney cancer, with a 50% quarter-over-quarter growth [4][9] - The company anticipates exceeding $100 million in sales for Cabo in neuroendocrine tumors (NET) for the full year [7] - 80% of the NET prescriber population has previously used Cabo, indicating strong familiarity and confidence in the product [12] Zanzalintinib (Zanza) - Zanza is positioned as a key pipeline product, with positive data recently presented at ESMO for colorectal cancer [14][17] - The potential market opportunity for Zanza in the U.S. is estimated at $1 billion, with expectations for growth as therapies improve [18] - The company plans to initiate a post-chemo adjuvant study (STELLAR-316) early next year, targeting high-risk patients post-surgery [18][24] Strategic Initiatives - Exelixis aims to build a pipeline of franchise molecules, leveraging the success of Cabo to develop additional products [5][19] - The company is expanding its salesforce to enhance its presence in the gastrointestinal (GI) space, anticipating the launch of two drugs in successive years [9][11] - The focus is on creating value for patients and shareholders through disciplined expense management and strategic investments in marketing and sales [6][11] Market Dynamics - The competitive landscape for colorectal cancer treatments is evolving, with physicians showing interest in non-chemotherapy regimens [16][17] - Exelixis is exploring partnerships, such as with Merck for a Zanza-Belzutifan combination, to enhance its competitive positioning in renal cell carcinoma (RCC) [31][34] Future Outlook - The company is optimistic about its growth trajectory, aiming to increase its market share and expand its product offerings across various oncology indications [19][30] - Upcoming R&D day is expected to provide further insights into the company's pipeline and strategic direction [35]

Group 1 - Exelixis (EXEL) has been a subject of interest for years, with fluctuating investment sentiment between "Do Not Buy" and "Regret Not Buying" [1] - The author has a PhD in biochemistry and extensive experience in analyzing clinical trials and biotech companies, emphasizing the importance of understanding the science behind investments [1] Group 2 - The article does not provide any specific financial data or performance metrics related to Exelixis or the biotech industry [2][3]

Core Insights - Amgen Inc. reported third-quarter adjusted earnings of $5.64 per share, exceeding the Zacks Consensus Estimate of $5.00 per share, leading to a 7.8% increase in its shares [1] - Exelixis Inc. posted third-quarter adjusted earnings of $0.78 per share, surpassing the Zacks Consensus Estimate of $0.68 per share, resulting in a 6.5% surge in its shares [1] - Lumentum Holdings Inc. reported third-quarter adjusted earnings of $1.10 per share, exceeding the Zacks Consensus Estimate of $1.03 per share, causing its shares to jump by 23.6% [1] - McDonald's Corp. achieved third-quarter revenues of $7,078 million, beating the Zacks Consensus Estimate of $7,067.39 million, which led to a 2.2% rise in its shares [1]