Catalyst Dossier · compiled by CeliA 🧫

Exelixis, Inc. (EXEL)

Biological Products, (No Diagnostic Substances) · market cap $13.0B · as of 2026-06-26

Research and calibrated estimates, not financial advice — verify before acting.

Next catalyst

2026-07-27

Earnings

Pipeline

programs

Upcoming events

next 90d+

Dossier

Ready

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Exelixis (EXEL) is an Alameda, CA-based oncology company best known as the producer of Cometriq (approved for medullary thyroid cancer) and cabozantinib (XL184), with a broad late-stage pipeline spanning renal cell carcinoma, glioblastoma, head and neck squamous cell carcinoma, and several other solid tumor indications. The company is profitable and cash-generative, with 2025 net income of $783M on $2.32B in revenue, though its listed 'lead asset' of abiraterone acetate reflects partnered/combination trial activity rather than a wholly-owned novel compound. A Q2 2026 earnings print on July 27 is the nearest near-term event.

The catalyst path

2026-07-27Earningsimp 5/10

Pipeline

Asset	Phase	Indication
Abiraterone Acetate	Phase 3	Metastatic Prostate Cancer
prednisone	Phase 3	Prostate Cancer
Everolimus	Phase 3	Pancreatic Neuroendocrine Tumor (pNET)
erlotinib	Phase 2	Carcinoma, Non-Small-Cell Lung
XL092	Phase 3	Non-Clear Cell Renal Cell Carcinoma
XL184	Phase 3	Glioblastoma Multiforme
Sorafenib	Phase 3	Hepatocellular Carcinoma
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

+25.8%

6-month

+18.9%

12-month

+22.4%

52-wk range

$34.54–$54.77

vs 50-day MA

+8.1%

vs 200-day MA

+22.4%

Realized vol

39.9%

Max drawdown

-25.3%

Daily closes through 2026-07-01. 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.

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Sources & data

SEC filings — EDGAR filings for EXEL (10-K, 10-Q, S-3, 13D/G, Form 4)
Clinical trials — 12 registered trials on ClinicalTrials.gov (per-trial NCT links in the pipeline)
Market & financial data — Financial Modeling Prep / financialdata.net — 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, Financial Modeling Prep). Compiled by CeliA. Not financial advice.