Akcje Exelixis, Inc. (EXEL) — czy to dobra firma?

Akcje Exelixis, Inc. (EXEL) — czy to dobra firma? — InspectStocks

Just reported

Q3 FY2027 results

From Exelixis's results release of 29 października 2026; its quarterly report has since been filed.

Revenue
Actual
658,7M USD
+10% y/y
+4,8% q/q
Guided
—
No guide given
EPS, GAAP
Actual
0,85 USD
+23% y/y
+3,7% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
268,4M USD
+13% y/y
+8,1% q/q
Guided
—
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.

Jak zarabia

Cabometyx sales38%
Cometriq sales0%
License revenue4%
Collaboration revenue4%

Udziały w przychodach to szacunki za year ended 2025-12-31, a nie dane z raportu złożonego do regulatora.

Konkuruje z

BAYRYBayer

Co sprzedaje6

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.

Pokaż 3 więcej

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.

Kto to kupuje4

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.

Na czym się opiera i co może to zburzyć

Od czego zależy ta działalność

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.

Co może pójść nie tak

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.

Pełne sprawozdania finansowe →

O spółce 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.

Siedziba: Alameda, California, United States
Rok założenia: 1994
Notowana na: NASDAQ
Koniec roku obrotowego: 52- or 53-week year ending on the Friday closest to December 31

Zbudowane z własnych raportów spółki Exelixis, Inc. składanych do amerykańskiej Komisji Papierów Wartościowych i Giełd (SEC). Liczby są takie, jak zaraportowano, a historia na akcję przeliczona na dzisiejszą bazę akcji. To opisuje firmę — nie jest poradą inwestycyjną ani rekomendacją kupna lub sprzedaży.

Just reported

Q3 FY2027 results

From Exelixis's results release of 29 października 2026; its quarterly report has since been filed.

Revenue
Actual
658,7M USD
+10% y/y
+4,8% q/q
Guided
—
No guide given
EPS, GAAP
Actual
0,85 USD
+23% y/y
+3,7% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
268,4M USD
+13% y/y
+8,1% q/q
Guided
—
No guide given

Keep exploring

The themes Exelixis is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Biotechnology

Graded A or B and worth $2B or more: A first, then the largest.

Grade rose recently in Healthcare

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

Jak zarabia

Cabometyx sales38%
Cometriq sales0%
License revenue4%
Collaboration revenue4%

Udziały w przychodach to szacunki za year ended 2025-12-31, a nie dane z raportu złożonego do regulatora.

Konkuruje z

BAYRYBayer

Co sprzedaje6

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.

Pokaż 3 więcej

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.

Kto to kupuje4

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.

Na czym się opiera i co może to zburzyć

Od czego zależy ta działalność

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.

Co może pójść nie tak

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.

Pełne sprawozdania finansowe →

O spółce Exelixis, Inc.

Siedziba: Alameda, California, United States
Rok założenia: 1994
Notowana na: NASDAQ
Koniec roku obrotowego: 52- or 53-week year ending on the Friday closest to December 31

Q3 FY2027 results

Revenue

EPS, GAAP

Operating income, GAAP

Jak zarabia

Konkuruje z

Co sprzedaje6

Kto to kupuje4

Na czym się opiera i co może to zburzyć

Od czego zależy ta działalność

Co może pójść nie tak

O spółce Exelixis, Inc.

Q3 FY2027 results

Revenue

EPS, GAAP

Operating income, GAAP

Keep exploring

The theme it is part of

Highest-graded in Biotechnology

Grade rose recently in Healthcare

Jak zarabia

Konkuruje z

Co sprzedaje6

Kto to kupuje4

Na czym się opiera i co może to zburzyć

Od czego zależy ta działalność

Co może pójść nie tak

O spółce Exelixis, Inc.

Exelixis, Inc.

Keep exploring

The theme it is part of

Highest-graded in Biotechnology

Grade rose recently in Healthcare

Biotech

Wzrost i gotówka — 5 z 5

Trend biznesu

Cena akcji i ocena w czasie

Q3 FY2027 results

Revenue

EPS, GAAP

Operating income, GAAP

Jak zarabia

Konkuruje z

Co sprzedaje6

Kto to kupuje4

Na czym się opiera i co może to zburzyć

Od czego zależy ta działalność

Co może pójść nie tak

O spółce Exelixis, Inc.

Q3 FY2027 results

Revenue

EPS, GAAP

Operating income, GAAP

Keep exploring

The theme it is part of

Highest-graded in Biotechnology

Grade rose recently in Healthcare

Jak zarabia

Konkuruje z

Co sprzedaje6

Kto to kupuje4

Na czym się opiera i co może to zburzyć

Od czego zależy ta działalność

Co może pójść nie tak

O spółce Exelixis, Inc.

Exelixis, Inc.

Wyniki historyczne

Keep exploring

The theme it is part of

Highest-graded in Biotechnology

Grade rose recently in Healthcare

Biotech

Wzrost i gotówka — 5 z 5

Trend biznesu

Cena akcji i ocena w czasie