← Exelixis, Inc. (EXEL) — catalysts, pipeline & price
Catalyst Dossier · compiled by CeliA 🧫
Exelixis, Inc. (EXEL)
Biological Products, (No Diagnostic Substances) · market cap $14.0B · as of 2026-07-11
Research and calibrated estimates, not financial advice — verify before acting.
Next catalyst
2026-11-03 (est.)
Earnings
Pipeline
7
programs
Upcoming events
2
next 90d+
Dossier
Ready
cached
Exelixis, Inc. (EXEL) is an Alameda, California-based oncology company best known for cabozantinib (XL184/Cometriq), a multi-kinase inhibitor approved for medullary thyroid cancer and active across a broad range of solid tumors. With $2.32B in 2025 revenue and $783M in net income, the company is firmly cash-generative and carries net cash of $226M. The stock trades at ~$57, near the top of the analyst target range of $40–$62.
The catalyst path
- 2026-11-03 (est.)Earningsimp 5/10
- 2027-01-01 (est.)PDUFA · Cabozantinibimp 9/10
Pipeline
| Asset | Phase | Indication |
|---|---|---|
| XL092 | Phase 3 | Non-Clear Cell Renal Cell Carcinoma |
| XL184 | Phase 3 | Glioblastoma Multiforme |
| XL820 | Phase 2 | Gastrointestinal Stromal Tumors |
| Regorafenib | Phase 3 | Colorectal Cancer |
| Zanzalintinib | Phase 3 | Head and Neck Squamous Cell Carcinoma |
| Cabozantinib tablets | Phase 3 | Renal Cell Carcinoma |
| Cabozantinib | Phase 3 | Solid Tumors |
Price & technical context
3-month
+3.7%
6-month
+31.6%
12-month
+40.3%
52-wk range
$34.54–$59.13
vs 50-day MA
+3.9%
vs 200-day MA
+18.3%
Realized vol
36.9%
Max drawdown
-25.3%
Daily closes through 2026-10-01. Realized vol annualized; max drawdown over ~2 years.
The full dossier is a Pro feature
Thesis, bull & bear, the if-approved scenario, financials, smart-money signals and risks — compiled by CeliA. The catalyst path & pipeline above are free.
Sources & data
- SEC filings — EDGAR filings for EXEL (10-K, 10-Q, S-3, 13D/G, Form 4)
- Clinical trials — 7 registered trials on ClinicalTrials.gov (per-trial NCT links in the pipeline)
- Market & financial data — SEC EDGAR (XBRL filings, Form 4), Yahoo Finance, Nasdaq — prices, statements, key metrics, insider & institutional filings.
- Regulatory — openFDA, FDA advisory & PDUFA calendars.
Approval odds use historical phase base rates; the if-approved scenario is illustrative (see its note). Figures trace to the sources above — verify before acting.
Data from CatalystAlert (ClinicalTrials.gov, SEC EDGAR, openFDA, market-data providers). Compiled by CeliA. Not financial advice.