EXELExelixis, Inc.
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Quality strong, no red flags, undemanding price, growing in the filings, the market undecided.
Exelixis, Inc. (Exelixis, we, our or us) is an oncology company innovating next-generation medicines and regimens at the forefront of cancer care. We have produced four marketed pharmaceutical products, two of which are formulations of our flagship molecule, cabozantinib, and we are steadily advancing and evolving our product pipeline portfolio, including our lead clinical asset, zanzalintinib, currently under review by the U.S. Food and Drug Administration (FDA) for the treatment of certain forms of colorectal cancer (CRC), as well as the focus of an extensive late-stage clinical development program in other indications.
In the company’s own words · 10-K filed Feb 10, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Exelixis, Inc. (EXEL) reported revenue of $629M in Q2 2026 (quarter ended Jul 3, 2026), up 11% from the same quarter a year earlier. That came with a gross margin of 97% and net income of $212M (34% of revenue). For the full year FY2025, revenue was $2.32B (+7.0% year on year) and net income $783M. Its largest product in Q2 2026 was Product Gross at $813M, 87% of the disclosed total, well ahead of License at 6.4%. The next results filing is expected around Nov 3, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Sep 11, 2026Today, Exelixis, Inc. (Exelixis) announced that on September 10, 2026, the U.S. Food and Drug Administration (FDA) notified Exelixis that it had extended the review period for Exelixis’ new drug application (NDA) for zanzalintinib, in combination with atezolizumab, for the treatment of patients with metastatic …Other event · Form 8-K
- Aug 31, 2026On August 31, 2026, Exelixis, inc. (Exelixis) announced that the U.S. Court of Appeals for the Federal Circuit (Court of Appeals) issued a decision in Exelixis, Inc. v.Other event · Form 8-K
- Aug 5, 2026SVP, Strategy & Investor Relations.Earnings release · press release
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Jun 2026 · $930.6MThe company’s own SEC segment disclosure.
- Product Gross$812.8M87%
- License$59.8M6%
- Collaboration$55.7M6%
- Cometriq$2.4M0%
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