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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Exelixis (EXEL) investor relations material
Exelixis R&D Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.R&D Day 2025 summary10 Dec, 2025
Pipeline overview and program updates
Focus on building multi-compound, multi-franchise oncology platforms, prioritizing GU, GI, RCC, CRC, NET, and neuroendocrine tumor types, aiming for multiple blockbuster products and sustained revenue growth through 2031 and beyond.
Achieved over 30% growth in net product revenues from FY 2023 to FY 2025, with projections of ~$2.10–$2.15B in FY 2025.
CABOMETYX continues to drive growth with new approvals in neuroendocrine tumors, pNET, and epNET, expanding its label and market reach.
Zanzalitinib (zanza) is positioned as the next franchise molecule, with positive STELLAR-303 results and NDA submitted; multiple pivotal trials are ongoing or planned in RCC, CRC, NET, and meningioma.
Early-stage pipeline includes IND candidates XB010, XB628, XB371, and development candidates XB773 and XL557, targeting novel mechanisms and tumor types, with INDs expected in 2026.
Clinical trial data and development milestones
STELLAR-303 phase III trial in 3L+ CRC met its primary endpoint, supporting NDA submission for zanzalitinib plus atezolizumab.
STELLAR-304 is the first randomized phase III in non-clear cell RCC, with topline readout expected mid-2026.
LITESPARK-033 (zanzalitinib + belzutifan) will address 1L post-adjuvant RCC, with trial initiation in December 2025 and enrollment of over 900 patients.
STELLAR-311 phase II/III trial compares zanzalitinib to everolimus in advanced neuroendocrine tumors, targeting earlier lines of therapy.
XL557 (oral SSTR2 agonist) and XB773 (DLL3 ADC) are advancing in NET and neuroendocrine carcinomas, with INDs expected in 2026.
R&D strategy and innovation priorities
Emphasis on franchise-building across compounds, modalities (small molecules, biologics, ADCs, bispecifics), and tumor types, with disciplined investment and focus on technical and strategic success factors.
Strategic prioritization and capital allocation to maximize success and value for patients and shareholders.
Commitment to first-in-class and best-in-class innovation, including molecular glue degraders for KRAS and novel bispecific immunotherapies.
Expanding immunotherapy reach in MSS CRC and developing tailored approaches for aggressive disease.
Zanza's differentiated profile impact on market share?
Early pipeline: Key criteria for advancing assets?
Balance core franchise growth vs. new tumor areas?
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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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