Exelixis (EXEL)
Health Care · Oncology / targeted cancer therapeutics
Exelixis is a profitable oncology company commercializing the multi-kinase inhibitor cabozantinib across multiple cancer indications while advancing a pipeline of next-generation small molecules and antibody-drug conjugates.
What Exelixis does
Exelixis is an oncology company developing and commercializing small molecule and biotherapeutic cancer treatments. The company's primary revenue driver is cabozantinib (CABOMETYX and COMETRIQ), a multi-kinase inhibitor approved for renal cell carcinoma, hepatocellular carcinoma, thyroid cancer, and neuroendocrine tumors. It also markets COTELLIC (cobimetinib), a MEK inhibitor for advanced melanoma, and is advancing its clinical pipeline including the lead asset zanzalintinib for colorectal and renal cell carcinomas, along with earlier-stage programs in antibody-drug conjugates and bispecific antibodies.
Themes: ["Oncology / cancer therapeutics","Tyrosine kinase inhibitors","Colorectal cancer","Renal cell carcinoma","Hepatocellular carcinoma","Thyroid cancer","Neuroendocrine tumors","Antibody-drug conjugates","Immuno-oncology"]
Fundamentals
- Price$57.10 as of 2026-07-09 close
- Market cap$14.3B as of 2026-07-10
- 1-year return+29.6% as of 2026-07-09 close
- P/E17.15 as of 2026-07-10
- Net margin+35.1% as of 2026-07-10
- Gross margin+96.4% as of 2026-07-10
- ROE+40.2% as of 2026-07-10
- Debt / equity0.00 as of 2026-07-10
- Revenue growth (YoY)+7.9% as of 2026-07-10
- Revenue CAGR (3y)+9.5% SEC XBRL
- Beta0.41 as of 2026-07-10
Key risks (from latest filing)
["Commercial and regulatory risk: Zanzalintinib is currently under FDA review for colorectal cancer; failure to gain approval or delays would impact pipeline momentum and revenue growth.","Market dependency: Cabozantinib product sales account for the majority of revenues; loss of market share, new competitive therapies, or negative clinical data could materially impact revenues and profitability.","Patent and exclusivity expiration: Future loss of exclusivity on cabozantinib and other marketed products due to patent expiration could result in generic competition and significant revenue decline."]
Competitors & peers
- Merck (MRK)
- Bristol-Myers Squibb (BMY)
- Roche / Genentech (RHHBY)
- Pfizer (PFE)
- AstraZeneca (AZN)
- Incyte (INCY)
- Eli Lilly (LLY)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.