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Exelixis (EXEL) investor relations material
Exelixis Guggenheim Securities 2nd Annual Healthcare Innovation Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Guggenheim Securities 2nd Annual Healthcare Innovation Conference summary10 Nov, 2025
Company overview and recent performance
Achieved $543 million in net product revenue in Q3, with total revenues nearing $600 million and global brand revenues at $760 million, driven by strong performance in kidney cancer.
NET launch for Cabo is off to a strong start, with 50% quarter-over-quarter growth and over 40% market share in new patient starts; expected to exceed $100 million in sales this year.
Seven indications are now on the label, providing a robust platform for future growth and franchise building.
Focus remains on disciplined expense management and returning cash to shareholders while expanding the oncology pipeline.
Commercial strategy and market expansion
Expanding GI salesforce to support launches in neuroendocrine tumors (NET) and potential colorectal cancer (CRC) indications, aiming to maximize market coverage.
Majority of NET prescribers have prior experience with Cabo, facilitating rapid adoption and effective patient management.
U.S. NET market estimated at $1 billion TAM, with efforts to capture significant share before loss of exclusivity in 2030.
Incremental build in marketing infrastructure is designed to be cost- and time-efficient, leveraging existing commercial strengths.
Pipeline development and clinical data
Zanzalintinib (Zanza) showed positive data in third-line CRC at ESMO, with strong physician interest in non-chemo regimens and checkpoint inhibitor combinations.
NDA submission for Zanza in CRC planned by year-end, with a $1 billion U.S. opportunity that could grow with improved therapies and pricing.
Upcoming STELLAR-316 study will target post-adjuvant CRC, addressing high-risk patients identified by molecular testing.
STELLAR-304 is the first global pivotal trial in non-clear-cell RCC, targeting 15-20% of the RCC population and aiming to provide foundational evidence for broad use.
STELLAR-311 will evaluate Zanza in NET versus everolimus, aiming to expand the franchise and synergize with existing offerings.
Cabo NET: Maximize share of $1B TAM before LOE
Zanza CRC: How to differentiate vs Lonsurf/bev?
Zanza adjuvant CRC: Why this specific setting?
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Q4 202511 Feb, 2026
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Exelixis Inc is a biotechnology company focused on developing and commercializing small molecule therapies for cancer treatment. The company engages in drug discovery, clinical development, and partnerships targeting multiple oncology indications. The company is headquartered in Alameda, California, and its shares are listed on the NASDAQ.
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