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Investor Relations14 Oct 2025
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Exelixis (EXEL) investor relations material
Exelixis Bernstein Insights: Healthcare Leaders and Disruptors - 2nd Annual Healthcare Forum summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Bernstein Insights: Healthcare Leaders and Disruptors - 2nd Annual Healthcare Forum summary24 Sep, 2025
Company overview and strategic direction
Focused on oncology, with a strong franchise in kidney cancer led by cabozantinib, now approved for seven indications and recently expanded into neuroendocrine tumors.
Emphasizes building a pipeline of franchises, leveraging learnings from cabozantinib to develop new assets across modalities and indications.
Zanzalintinib is advancing in phase 3, positioned to follow cabozantinib and help manage the 2031 patent expiry.
Maintains a disciplined approach to R&D investment, capping annual spend at $1 billion to balance innovation and financial flexibility.
Prioritizes improving standard of care for cancer patients as the core driver of commercial and clinical strategy.
Portfolio management and pipeline evolution
Actively manages the transition from cabozantinib to zanzalintinib, aiming to minimize revenue disruption around the patent cliff.
Pipeline includes diverse targets, modalities, and combination approaches, with a focus on ROI and scientific merit.
Uses a data-driven, disciplined process to advance only the most promising assets into full development.
Collaborates with major industry players for clinical trials, optimizing resource allocation and maximizing commercial impact.
Recent launch of cabozantinib in neuroendocrine tumors is tracking well, with expectations for gradual market share growth.
Commercial execution and competitive positioning
Competes effectively with large pharma by leveraging a nimble, analytics-driven sales and marketing team.
Maintains a "big small company" culture, enabling rapid decision-making and adaptability.
Focuses on education and white-glove service for healthcare providers, supporting organic business growth.
Partnerships and collaborations, such as with Merck and Bristol Myers Squibb, are structured to maximize clinical value without diluting commercial rights.
Uses collaborations to share clinical trial costs and align on future standards of care.
Zanza's role in 2031 patent cliff transition
R&D investment strategy with $1B cap
NET market dynamics and Cabo launch strategy
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Q3 202528 Oct, 2025
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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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