Earnings summaries and quarterly performance for EXELIXIS.
Executive leadership at EXELIXIS.
Michael M. Morrissey
Detailed
President and Chief Executive Officer
CEO
BH
Brenda Hefti
Detailed
General Counsel
CJ
Christopher J. Senner
Detailed
Executive Vice President and Chief Financial Officer
DT
Dana T. Aftab
Detailed
Executive Vice President, Research and Development
PJ
Patrick J. Haley
Detailed
Executive Vice President, Commercial
Board of directors at EXELIXIS.
DE
David E. Johnson
Detailed
Independent Director
GP
George Poste
Detailed
Independent Director
JL
Jack L. Wyszomierski
Detailed
Independent Director
JA
Julie Anne Smith
Detailed
Independent Director
MC
Maria C. Freire
Detailed
Independent Director
MC
Mary C. Beckerle
Detailed
Independent Director
RL
Robert L. Oliver, Jr.
Detailed
Independent Director
SG
S. Gail Eckhardt
Detailed
Independent Director
SP
Stelios Papadopoulos
Detailed
Independent Chair of the Board
TJ
Tomas J. Heyman
Detailed
Independent Director
Research analysts who have asked questions during EXELIXIS earnings calls.
Asthika Goonewardene
Truist Securities
8 questions for EXEL
Also covers: ALLO, AUTL, BNTX +9 more
AV
Ashwani Verma
UBS Group AG
7 questions for EXEL
Also covers: ACAD, ALKS, ALVO +14 more
Jason Gerberry
Bank of America Merrill Lynch
6 questions for EXEL
Also covers: ALKS, AMPH, ARWR +23 more
Michael Schmidt
Guggenheim Securities
6 questions for EXEL
Also covers: ADAP, ADCT, ARVN +20 more
SL
Sudan Loganathan
Stephens Inc.
6 questions for EXEL
Also covers: ADCT, ARVN, BPMC +6 more
YW
Yaron Werber
TD Cowen
6 questions for EXEL
Also covers: ALEC, AMGN, ARGX +15 more
Akash Tewari
Jefferies
5 questions for EXEL
Also covers: ALKS, APLS, ARGX +15 more
Sean Laaman
Morgan Stanley & Co.
5 questions for EXEL
Also covers: ACAD, ARGX, AXSM +8 more
ST
Silvan Tuerkcan
Citizens JMP
5 questions for EXEL
Also covers: CLLS, MGNX, NTLA +2 more
Leonid Timashev
RBC Capital Markets
4 questions for EXEL
Also covers: ADCT, ALKS, AXSM +10 more
PL
Peter Lawson
Barclays PLC
4 questions for EXEL
Also covers: ADAP, ARVN, BPMC +15 more
SW
Stephen Willey
Stifel
4 questions for EXEL
Also covers: ABCL, ABEO, CGEN +9 more
Anastasia Parafestas
Jefferies
3 questions for EXEL
Also covers: ALKS
AH
Andy Hsieh
William Blair & Company
3 questions for EXEL
Also covers: ALT, BYSI, CRDF +8 more
DL
David Lebowitz
Citigroup Inc.
3 questions for EXEL
Also covers: ALNY, ARWR, ASND +11 more
Eva Fortea-Verdejo
Wells Fargo Securities
3 questions for EXEL
Also covers: KNSA, KYMR, RCUS
Gregory Renza
RBC Capital Markets
3 questions for EXEL
Also covers: ACAD, ADCT, AGIO +12 more
Jay Olson
Oppenheimer & Co. Inc.
3 questions for EXEL
Also covers: ACAD, AMGN, BIIB +23 more
SW
Stephen Willey
Stifel Financial Corp.
3 questions for EXEL
Also covers: ABCL, CELC, CGEN +11 more
Andrew Berens
Leerink Partners
2 questions for EXEL
Also covers: AGIO, ARVN, BGNE +6 more
AS
Andy Shea
William Blair
2 questions for EXEL
CM
Chi Meng Fong
BofA Securities
2 questions for EXEL
Also covers: BHC, BYSI, GUTS +2 more
CL
Christopher Lu
SVB Leerink
2 questions for EXEL
Also covers: HOOK
Derek Archila
Wells Fargo
2 questions for EXEL
Also covers: APLS, ARGX, ARVN +11 more
KP
Kalpit Patel
B. Riley Securities
2 questions for EXEL
Also covers: ASND, DERM, FBRX +8 more
Karishma Raghuram
Goldman Sachs
2 questions for EXEL
Also covers: ALKS, LNTH, RVNC
Katherine
Morgan Stanley
2 questions for EXEL
Also covers: ULCC
LS
Luke Shumway
BMO Capital Markets
2 questions for EXEL
PC
Paul Choi
Goldman Sachs
2 questions for EXEL
Also covers: AMRN, ARVN, ASND +13 more
S
Sarah
TD Cowen
2 questions for EXEL
Also covers: ARVN, NVAX, VVV +1 more
S
Sean
Oppenheimer & Co. Inc.
2 questions for EXEL
Also covers: RXRX
ST
Silvan Turkin
Citizens
2 questions for EXEL
TH
Tsan-Yu Hsieh
William Blair & Company
2 questions for EXEL
Also covers: AVIR, CRDF, FGEN +6 more
AS
Andy Shah
William Blair & Company
1 question for EXEL
Also covers: ALT, CRDF
AN
Anish Nikhanj
RBC Capital Markets
1 question for EXEL
Also covers: APTO, CRMD, FULC +6 more
AV
Ash Verma
UBS
1 question for EXEL
Also covers: ACAD, ALVO, AVDL +8 more
Cheng Li
Oppenheimer & Co. Inc.
1 question for EXEL
Also covers: EDIT, INO, NKTR +3 more
CS
Chris Shibutani
Goldman Sachs Group, Inc.
1 question for EXEL
Also covers: ABBV, ALKS, BMY +11 more
ED
Etzer Darout
BMO Capital Markets
1 question for EXEL
Also covers: ARVN, CTMX, GMAB +7 more
JC
Joseph Catanzaro
Wolfe Research, LLC
1 question for EXEL
Also covers: AADI, CPRX, CRDF +8 more
R
Rosie
Guggenheim
1 question for EXEL
SL
Sudan Loganison
Stephens
1 question for EXEL
Recent press releases and 8-K filings for EXEL.
Exelixis Reports Strong FY 2025 Results and FDA Acceptance for Zanzalintinib NDA
EXEL
Earnings
Product Launch
New Projects/Investments
- Exelixis reported strong results for fiscal year 2025, with U.S. net product revenues from its cabozantinib franchise reaching $2.1 billion.
- The FDA accepted the company's New Drug Application (NDA) for zanzalintinib in combination with atezolizumab for previously treated metastatic colorectal cancer.
- Exelixis has a target FDA action date of December 2026 for zanzalintinib, which could establish a second major oncology franchise.
4 days ago
Exelixis Reports Q4 and Full-Year 2025 Financials, Provides 2026 Guidance, and Notes Zanzalintinib NDA Acceptance
EXEL
Earnings
Guidance Update
Share Buyback
- Exelixis reported FY 2025 Global Net Product Revenues (NPR) of $2.886 billion and U.S. NPR growth of 17% year-over-year to $2.123 billion.
- For Q4 2025, the company achieved total revenues of $598.7 million, GAAP net income of $244.5 million, and GAAP diluted earnings per share of $0.88.
- The FDA accepted the New Drug Application (NDA) for zanzalintinib in 3L+ colorectal cancer, with a Prescription Drug User Fee Act (PDUFA) target action date of December 3, 2026.
- Exelixis provided FY 2026 financial guidance, projecting total revenues between $2.525 billion and $2.625 billion and net product revenues between $2.325 billion and $2.425 billion, which does not include any potential zanzalintinib revenues.
- The company repurchased $264.5 million of stock in Q4 2025 and plans to complete an ongoing $750 million stock repurchase program by year-end 2026.
Feb 10, 2026, 10:00 PM
Exelixis Reports Strong Q4 and Full Year 2025 Results, Advances Zanzalintinib as Next Franchise
EXEL
Earnings
Share Buyback
Product Launch
- Exelixis reported total revenues of $599 million for Q4 2025 and saw its US CABO franchise net product revenues grow 17% to $2.12 billion for the full year 2025.
- The company repurchased $954 million of common stock in fiscal year 2025 and has $590 million remaining under its current authorization, which it is committed to completing in 2026.
- Exelixis is advancing zanzalintinib (ZANZA) as its next potential oncology franchise, with the NDA for the ZANZA-ATEZO combination in third-line-plus CRC recently accepted and top-line results for STELLAR-304 anticipated around mid-2026.
- To support growth, the company has expanded its GI sales team to enhance the CABOMETYX neuroendocrine tumor opportunity and prepare for the potential launch of zanzalintinib in colorectal cancer.
Feb 10, 2026, 10:00 PM
Exelixis Reports Strong Q4 and Full Year 2025 Results, Highlights Zanzalintinib NDA Acceptance
EXEL
Earnings
Product Launch
Share Buyback
- Exelixis reported total revenues of approximately $599 million and GAAP net income of approximately $244.5 million for the fourth quarter of 2025. Diluted GAAP earnings per share were $0.88, and non-GAAP diluted earnings per share were $0.94.
- For the full year 2025, US CABO franchise net product revenues grew 17% to approximately $2.12 billion compared to full year 2024, with global CABO franchise net product revenues reaching $2.89 billion.
- The company's new drug application (NDA) for zanzalintinib (ZANZA) in combination with atezolizumab for third-line-plus CRC was accepted by the FDA, with a PDUFA target action date of December 3, 2026. The STELLAR-303 trial demonstrated a 20% reduction in the risk of death in the broader ITT population.
- Exelixis repurchased $954 million of its common stock during fiscal year 2025, with approximately $590 million remaining under the $750 million stock repurchase plan authorized in October 2025.
- Cash and marketable securities stood at approximately $1.66 billion as of December 31, 2025.
Feb 10, 2026, 10:00 PM
Exelixis Reports Strong Q4 and Full Year 2025 Results, Advances Zanzalintinib NDA
EXEL
Earnings
Revenue Acceleration/Inflection
Product Launch
Feb 10, 2026, 10:00 PM
Exelixis Announces Fourth Quarter and Fiscal Year 2025 Financial Results and Provides 2026 Guidance
EXEL
Earnings
Guidance Update
Share Buyback
- Exelixis reported total revenues of $599 million for the fourth quarter of 2025 and $2.320 billion for the fiscal year 2025. GAAP diluted EPS was $0.88 for Q4 2025 and $2.78 for FY 2025.
- The company's Cabozantinib franchise achieved $547 million in U.S. net product revenues for Q4 2025 and $2.123 billion for FY 2025.
- Exelixis provided 2026 financial guidance, projecting total revenues between $2.525 billion and $2.625 billion and net product revenues between $2.325 billion and $2.425 billion.
- The FDA accepted Exelixis' New Drug Application (NDA) for zanzalintinib in combination with atezolizumab for previously treated metastatic colorectal cancer, with a PDUFA target action date of December 3, 2026.
- Exelixis completed a $500 million stock repurchase program in Q4 2025 and authorized an additional $750 million stock repurchase program to be executed before December 31, 2026.
Feb 10, 2026, 9:08 PM
Exelixis Announces Fourth Quarter and Fiscal Year 2025 Financial Results and 2026 Guidance
EXEL
Earnings
Guidance Update
Share Buyback
- Exelixis reported total revenues of $599 million for the fourth quarter of 2025 and $2.320 billion for the fiscal year 2025, an increase from $2.169 billion in 2024.
- GAAP diluted EPS was $0.88 for the fourth quarter of 2025 and $2.78 for the fiscal year 2025, up from $1.76 in 2024.
- The cabozantinib franchise achieved $2.123 billion in U.S. net product revenues for fiscal year 2025, compared to $1.809 billion in 2024.
- Exelixis provided 2026 financial guidance, projecting total revenues between $2.525 billion and $2.625 billion, and net product revenues between $2.325 billion and $2.425 billion.
- The FDA accepted Exelixis' New Drug Application for zanzalintinib in combination with atezolizumab for previously treated metastatic colorectal cancer, with a PDUFA target action date of December 3, 2026.
Feb 10, 2026, 9:05 PM
Exelixis' New Drug Application for Zanzalintinib Accepted by U.S. FDA
EXEL
Product Launch
New Projects/Investments
- Exelixis announced that the U.S. FDA has accepted its New Drug Application (NDA) for zanzalintinib in combination with atezolizumab for the treatment of adult patients with previously treated metastatic colorectal cancer (mCRC).
- The FDA has assigned a Prescription Drug User Fee Act (PDUFA) target action date of December 3, 2026, for the review of the application.
- The NDA is based on results from the phase 3 STELLAR-303 pivotal trial, which showed that zanzalintinib in combination with atezolizumab improved median overall survival and significantly reduced the risk of death compared to regorafenib.
Feb 2, 2026, 1:00 PM
Ellipses Partners with Innolake for B7H3 ADC Development
EXEL
New Projects/Investments
M&A
- Ellipses Pharma Limited has signed a collaboration and licensing agreement with Innolake Biopharm Co. Ltd to jointly develop a clinical-stage, global-first B7H3-targeted antibody-drug conjugate (ADC).
- Under the agreement, Ellipses obtains the rights to develop the ADC, designated as ILB-3101 (or EP0028), globally outside of Greater China.
- The candidate is currently being advanced through Phase I clinical trials in China by Innolake, and Ellipses plans to initiate Phase I clinical trials in the US and expand to Europe and other regions, pending regulatory approvals.
- This ADC is a significant addition to Ellipses' clinical-stage development pipeline and represents its second asset introduced from a Chinese innovative biotech enterprise.
Jan 22, 2026, 11:00 PM
Exeltis signs licensing agreement for tafoxiparin
EXEL
New Projects/Investments
- Exeltis has signed a binding term sheet with Dilafor for an exclusive semi-global license (excluding China and Japan) for Dilafor's lead candidate drug, tafoxiparin.
- Exeltis will fund the pivotal clinical trials, development, and commercialization of tafoxiparin, which is clinical phase 3 ready for priming of labor.
- The agreement includes sales-based milestone payments and up to double-digit royalties on net sales for Dilafor, along with limited upfront and development-based milestones.
Jan 21, 2026, 3:25 PM
Quarterly earnings call transcripts for EXELIXIS.
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