Exelixis (EX9) Stock Price & Analysis
EX9 Stock Chart & Stats
- Day’s Range
- EUR 58.79 - EUR 59.62
- 52-Week Range
- EUR 32.56 - EUR 59.96
- Previous Close
- EUR 59.94
- Volume
- N/A
- Average Volume (3M)
- 88
- Market Cap
- EUR 15.16B
- Enterprise Value
- EUR 14.20B
- Total Cash (Recent Filing)
- EUR 892.02M
- Total Debt (Recent Filing)
- EUR 162.20M
- Price to Earnings (P/E)
- 20.1
- Beta
- 0.40
- Next Earnings
- Feb 09, 2027 (Est.)
- EPS Estimate
- 0.86
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
CABOMETYX Franchise Leadership And Growth
The core cabozantinib franchise is expanding through both revenue growth and market-share gains across important oncology indications. Leading prescribing positions and rising prescription volume support durable commercial strength, while the established franchise provides a foundation for funding future pipeline development.
Strong Cash Generation And Liquidity
Robust operating and free cash flow, combined with substantial cash and marketable securities, gives Exelixis meaningful financial flexibility. Low leverage further reduces balance-sheet risk and supports continued investment in clinical programs, business development, and shareholder returns without relying heavily on new debt.
Protected Commercial Exclusivity And Pipeline Expansion
The patent ruling extends protection around a key commercial product and helps preserve the economic value of the existing franchise. At the same time, the broad zanzalintinib development program and new candidates create opportunities to diversify growth beyond the current lead medicine over time.
Bears Say
Gross-to-net And Margin Pressure
Higher gross-to-net deductions reduce the revenue retained from reported product sales and can pressure the economics of the commercial franchise. The sharp decline in TTM gross margin also indicates recent cost or mix pressure, which could limit how much revenue growth converts into durable earnings and cash flow.
Delayed Zanzalintinib Regulatory Timeline
The extended FDA review delays a potential zanzalintinib launch in metastatic colorectal cancer and postpones a possible second growth franchise. The delay also reflects the significance of updated safety and efficacy data, keeping regulatory timing and approval execution as material uncertainties for pipeline-driven expansion.
Dependence On The Cabozantinib Franchise
Reliance on one main commercial franchise concentrates Exelixis's revenue base around the continued performance of CABOMETYX and its approved indications. This makes future growth more dependent on sustained prescribing, market access, and successful pipeline launches that can broaden the company's product mix.
Exelixis News
EX9 FAQ
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Exelixis Stock Smart Score
Company Description
Exelixis
Exelixis, Inc. operates as a biotechnology firm dedicated to combating cancer, primarily focusing on the identification, advancement, and marketing of novel oncological treatments within the United States. Its portfolio of commercially available therapeutics includes CABOMETYX tablets, prescribed for individuals with advanced renal cell carcinoma who have previously undergone anti-angiogenic treatment, and COMETRIQ capsules, utilized for managing progressive and metastatic medullary thyroid cancer. Both CABOMETYX and COMETRIQ originate from cabozantinib, a compound that inhibits several tyrosine kinases such as MET, AXL, RET, and VEGF receptors. Additionally, Exelixis offers COTELLIC, an MEK inhibitor employed in combination therapies for advanced melanoma, and MINNEBRO, an orally administered, non-steroidal selective mineralocorticoid receptor blocker, approved for hypertension treatment in Japan. The company's developmental pipeline features several promising candidates, such as XL092, an oral tyrosine kinase inhibitor designed to target VEGF receptors, MET, AXL, MER, and other kinases crucial for cancer proliferation; XB002, an antibody-drug conjugate containing a human monoclonal antibody against tissue factor (TF), intended for advanced solid tumors and non-Hodgkin's lymphoma; and XL102, an orally available cyclin-dependent kinase 7 (CDK7) inhibitor being developed for advanced or metastatic solid tumors. Exelixis, Inc. maintains extensive research partnerships and licensing arrangements with numerous pharmaceutical and biotechnology entities, including Ipsen Pharma SAS, Takeda Pharmaceutical Company Ltd., F. Hoffmann-La Roche Ltd., Redwood Bioscience, Inc., R.P. Scherer Technologies, LLC, Catalent Pharma Solutions, Inc., NBE Therapeutics AG, Aurigene Discovery Technologies Limited, Iconic Therapeutics, Inc., Invenra, Inc., StemSynergy Therapeutics, Inc., Genentech, Inc., Bristol-Myers Squibb Company, and Daiichi Sankyo Company, Limited. Established in 1994, the company originally operated as Exelixis Pharmaceuticals, Inc. before rebranding to Exelixis, Inc. in February 2000. Its corporate headquarters are located in Alameda, California.
- Sector
- Healthcare
- Industry
- Biotechnology
- CEO
- Michael Morrissey
- Employees
- 1,077
- Website
- www.exelixis.com
- Address
- 1851 Harbor Bay Parkway, Alameda, CA, 94502, US
Exelixis (EX9) Earnings & Revenues
EX9 Company Deck
EX9 Earnings Call
Earnings Call SentimentPositive
The call was strongly positive. Management reported solid revenue and CABOMETYX growth, improving market share in RCC and NET, robust zanzalintinib enrollment and broad pipeline expansion, while also highlighting a substantial potential CRC opportunity and continued share repurchases. The main challenges were sequentially higher operating expenses and taxes, a higher full-year gross-to-net estimate, volatile clinical-trial sales, and the previously reduced revenue guidance.
View all DE:EX9 earnings summariesEX9 Net sales Breakdown
- 89.92% U.S.
- 7.92% Europe
- 2.16% Japan
EX9 Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 14 | 3 | 5 |
| Technical Analysis | 2 | 3 | 5 |
| Moving Averages | 12 | 0 | 0 |
