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Exelixis reported third-quarter 2026 total revenues of approximately $659 million and global Cabo franchise net product revenue of $818 million. ZANSA’s PDUFA action date is March 3rd, 2027, and Stellar 304 top-line results are expected in the first quarter next year.
Exelixis reported third-quarter 2026 net product revenues of $604.9 million, up from $542.9 million, while the FDA extended the zanzalintinib metastatic colorectal cancer NDA review to a March 3, 2027 target action date after a major amendment.
Exelixis reported third-quarter 2026 total revenues of $658.7 million and GAAP diluted EPS of $0.85, while advancing zanzalintinib trials and awaiting an FDA decision with a March 3, 2027 target action date.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Third-quarter revenue and EPS increased year over year, led by cabozantinib growth, while zanzalintinib continued advancing through pivotal and expansion trials and the company repurchased $402.1 million of stock. Risks included higher operating expenses, a three-month FDA review extension, a non-statistically significant NLM survival trend, collaboration-revenue pressure, and the Azurity settlement permitting potential generic entry beginning in 2030 or 2031.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Average net selling price increase of CABOMETYX | 4% | Three Months Ended June 30, 2026 filing | — |
| Gross margin | 96% | Three Months Ended June 30, 2026 filing | — |
| Ipsen royalties | $50.5M | the three months ended June 30, 2026 filing | — |
| Takeda royalty revenues | $2.7M | the three months ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
EXEL
this stock
Exelixis, Inc.
|
$16.84B | +57.4% | +136.3% | 20.6 | 10.5% |
|
VRTX
Vertex Pharmaceuticals Inc
|
$136.56B | +18.8% | +46.2% | 34.7 | 1.9% |
|
REGN
Regeneron Pharmaceuticals, Inc.
|
$98.84B | +23.8% | +20.8% | 21.1 | 2.1% |
|
MRNA
Moderna, Inc.
|
$90.38B | +657.4% | +4.3% | — | 8.2% |
|
CSLLY
Csl Ltd
|
$66.05B | — | — | — | 0.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Exelixis reported third-quarter 2026 net product revenues of $604.9 million, up from $542.9 million, while the FDA extended the zanzalintinib metastatic colorectal cancer NDA review to a March 3, 2027 target action date after a major amendment.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| EXEL | -0.8% | +10.9% | +38.1% | -0.6% | +57.4% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -3.4% | +12.0% | +37.6% | -0.4% | +46.8% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
