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Just reported
Q3 FY2027 results
From Exelixis's results release of 29. Oktober 2026; its quarterly report has since been filed.
Revenue
Actual
658,7M $
+10 % y/y
+4,8 % q/qGuided
—
No guide given
EPS, GAAP
Actual
0,85 $
+23 % y/y
+3,7 % q/qGuided
—
No guide given
Operating income, GAAP
Actual
268,4M $
+13 % y/y
+8,1 % q/qGuided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
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Womit das Unternehmen Geld verdient
- Cabometyx sales38 %
- Cometriq sales0 %
- License revenue4 %
- Collaboration revenue4 %
Die Umsatzanteile sind Schätzungen für year ended 2025-12-31 und keine Zahlen aus einem eingereichten Bericht.
Konkurriert mit
Was es verkauft6
CABOMETYX (cabozantinib) tablets
A cancer medicine used alone for several cancers, including kidney, liver, thyroid and neuroendocrine cancers, and with nivolumab for some kidney cancers.
COMETRIQ (cabozantinib) capsules
A cabozantinib medicine for progressive, metastatic medullary thyroid cancer.
COTELLIC (cobimetinib)
A medicine used in combination treatments for certain forms of advanced melanoma; Genentech markets it under a collaboration with Exelixis.
3 weitere anzeigen
MINNEBRO (esaxerenone)
A medicine for high blood pressure in Japan, licensed to Daiichi Sankyo.
Zanzalintinib
An experimental cancer medicine being tested alone and with other medicines. Exelixis has applied for U.S. approval of its use with atezolizumab for previously treated metastatic colorectal cancer.
XL309
An experimental medicine being tested in people with advanced solid tumors, alone and with a drug that blocks PARP, a protein involved in cell repair.
Wer es kauft4
- U.S. wholesalers and specialty pharmacies buy Cabometyx and Cometriq and may resell them to hospitals and other organizations that provide the medicines to patients.
- Oncologists and other healthcare professionals prescribe and help patients obtain the medicines; Exelixis also provides reimbursement assistance and patient support.
- Ipsen sells cabozantinib outside the United States and Japan and pays Exelixis royalties; Takeda sells it in Japan and pays Exelixis royalties.
- Genentech markets Cotellic under a collaboration with Exelixis, and Daiichi Sankyo holds the license for Minnebro.
Worauf es steht, und was es umwerfen könnte
Wovon das Geschäft abhängt
- 1Cabometyx accounts for most of the company’s revenue, so sales depend substantially on physicians choosing it and patients continuing treatment.
- 2Ipsen handles cabozantinib commercialization outside the United States and Japan, and Takeda handles it in Japan; Exelixis does not control the amount or timing of their commercial investment.
- 3Exelixis relies on outside manufacturers to make its medicines and drug candidates, and on outside logistics providers to store and ship its U.S. commercial products.
- 4Sales depend on government and private health plans covering the medicines and reimbursing their cost; U.S. drug-pricing rules and other government measures can affect that coverage and reimbursement.
Was schiefgehen könnte
- 1Cabometyx faces competing cancer treatments, and lower physician or patient use could reduce the sales on which Exelixis relies.
- 2Generic and follow-on cabozantinib products could reduce Cabometyx revenue; the timing of their entry depends on regulatory decisions, patent disputes and settlement terms.
- 3Clinical trials or regulatory reviews may not lead to approval of new uses or new medicines, including zanzalintinib; even if approved, doctors and payers may not adopt or cover them.
Über Exelixis, Inc.
Exelixis’s main medicine is Cabometyx, a tablet used to treat several cancers, including kidney cancer; it is also used with Bristol Myers Squibb’s nivolumab for some patients. Exelixis sells Cabometyx and Cometriq in the United States, while Ipsen and Takeda sell cabozantinib in other countries and pay Exelixis royalties. The company also earns money from licensing and collaborating on other medicines, including Cotellic and Minnebro, and is developing cancer drug candidates such as zanzalintinib. The U.S. Food and Drug Administration is reviewing zanzalintinib with atezolizumab for previously treated colorectal cancer.
- Hauptsitz
- Alameda, California, United States
- Gegründet
- 1994
- Notiert an
- NASDAQ
- Geschäftsjahresende
- 52- or 53-week year ending on the Friday closest to December 31
Gebaut aus den eigenen Einreichungen von Exelixis, Inc. bei der US-Börsenaufsicht Securities and Exchange Commission (SEC). Die Zahlen sind wie berichtet, die Historie je Aktie auf die heutige Aktienbasis umgerechnet. Dies beschreibt ein Unternehmen — es ist keine Anlageberatung und keine Kauf- oder Verkaufsempfehlung.
