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Edge12 Dec 2025
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Exelixis
Exelixis (EXEL) investor relations material
Exelixis 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary13 Jan, 2026
Strategic focus, vision, and business model
Aims to become a top 5 solid tumor oncology company with multiple blockbuster products and sustained revenue growth through 2031 and beyond.
Emphasis on building oncology franchises, particularly around cabozantinib and zanzalitinib, to maximize value for patients and shareholders.
Multi-franchise approach targets GU, GI, lung/head & neck, and gynecologic cancers, leveraging tumor expertise and maximizing R&D productivity through disciplined investment.
Generates significant free cash flow, reinvesting in pipeline and returning capital to shareholders via share repurchases.
Franchise-building strategy spans product, modality, and tumor-type dimensions to expand market share and impact.
Financial performance and guidance
Preliminary 2025 total revenues reached $2.32 billion, with net product revenues at $2.123 billion and R&D expenses around $825 million.
2026 guidance: net product revenue expected between $2.325–$2.425 billion; R&D expenses projected at $875–$925 million and SG&A at $575–$625 million.
Ended 2025 with $1.65 billion in cash.
$2.16 billion returned to shareholders since March 2023, with an ongoing $750 million repurchase program authorized in October 2025.
Guidance excludes potential contributions from zanzalitinib approval and launch.
Pipeline and clinical development
Zanzalitinib positioned as the next major oncology franchise, with seven ongoing and planned pivotal studies across RCC, CRC, NET, and meningiomas.
First U.S. regulatory filing for zanzalitinib in previously treated mCRC submitted in Q4 2025, supported by positive phase 3 data.
Cabozantinib remains the top TKI in the U.S. for RCC, with strong growth and new indications in NET.
Early pipeline includes phase 1 programs for XL309, XB010, XB628, and XB371, with potential INDs for XL557 and XB773.
STELLAR-303 trial in CRC demonstrated a successful IO combination, with further studies planned in earlier lines and combinations.
Zanza's CRC market strategy and patient focus
Exelixis' pipeline investment prioritization
STELLAR-304: Zanza's non-clear cell RCC impact
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Next Exelixis earnings date
Q4 202511 Feb, 2026
Exelixis
Next Exelixis earnings date
Q4 202511 Feb, 2026
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Frequently asked questions
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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