正在加载公司
Just reported
Q3 FY2027 results
From Exelixis's results release of 2026年10月29日; its quarterly report has since been filed.
Revenue
Actual
US$658.7M
+10% y/y
+4.8% q/qGuided
—
No guide given
EPS, GAAP
Actual
US$0.85
+23% y/y
+3.7% q/qGuided
—
No guide given
Operating income, GAAP
Actual
US$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.
The full earnings report →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 themes it is part of
Highest-graded in Biotechnology
Graded A or B and worth $2B or more: A first, then the largest.
ONCBeone Medicines Ltd.US$47.6BA+
JAZZJazz Pharmaceuticals plcUS$15.5BA
TECHBIO-Techne CorpUS$11.4BA+
HALOHalozyme Therapeutics, Inc.US$11.4BA+
TGTXTG Therapeutics, Inc.US$9.7BA+
Grade rose recently in Healthcare
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
DHRDanaher Corporation2026年10月21日CBGraded C, now B
MCKMckesson Corporation2026年11月4日BAGraded B, now A
CVSCVS Health Corp2026年11月4日BAGraded B, now A
EWEdwards Lifesciences Corporation2026年11月4日BAGraded B, now A
GEHCGE Healthcare Technologies Inc.2026年10月28日CAGraded C, now A
怎么赚钱
- Cabometyx sales38%
- Cometriq sales0%
- License revenue4%
- Collaboration revenue4%
各项收入占比是对year ended 2025-12-31的估算，并非来自已提交报告的数字。
竞争对手
卖什么6
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.
再显示 3 项
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.
谁在买4
- 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.
靠什么支撑，什么会击垮它
业务依赖什么
- 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.
可能出什么问题
- 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.
关于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.
- 总部
- Alameda, California, United States
- 成立于
- 1994
- 上市于
- NASDAQ
- 财年结束
- 52- or 53-week year ending on the Friday closest to December 31
基于 Exelixis, Inc. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。 这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。
