EXEL · Exelixis, Inc.
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AI Brief
Q2 FY27 earnings call · Aug 5, 2026TL;DR. Exelixis reported Q2 2026 total revenues of $628.7M with CABOMETYX U.S. net product revenues of $573.0M (up ~10% YoY), but lowered and narrowed its full-year 2026 total revenue and net product revenue guidance (midpoint cut by $50M) while also reducing R&D expense guidance (midpoint cut by $50M) due to a more gradual NET ramp; the company continues to advance zanzalintinib toward its December 3, 2026 PDUFA date in CRC, expects STELLAR-304 topline in 2H 2026, completed $311.6M of buybacks, and initiated a new $750M repurchase program.
- + Q2 2026 CABOMETYX U.S. net product revenues grew ~10% YoY to $573M
- + CABOMETYX achieved >45% second-line-plus oral new patient market share in NET
- + ZANSA NDA for previously treated metastatic CRC accepted with PDUFA date of December 3, 2026
- + STELLAR-304 topline results expected in 2H 2026, which could lead to a second ZANSA NDA
- + Merck initiated the LITESPARK-034 pivotal phase 3 trial of ZANSA+WELIREG in 2L+ RCC in April 2026
- + Q2 2026 operating expenses reduced R&D guidance — midpoint cut by $50M
- − Full-year 2026 total revenue and net product revenue guidance lowered and narrowed; midpoint cut by $50M
- − Full-year 2026 gross-to-net deduction estimate raised to 30%–31%
- − STELLAR-303 non-liver metastases subgroup missed statistical significance on OS
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Biotechnology — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
EXEL
this stock
Exelixis, Inc.
|
$14.41B | +33.3% | +136.3% | 18.2 | 10.7% |
|
VRTX
Vertex Pharmaceuticals Inc / Ma
|
$133.37B | +15.3% | +46.2% | 30.7 | 1.9% |
|
REGN
Regeneron Pharmaceuticals, Inc.
|
$81.13B | -1.8% | +20.8% | 19.5 | 2.5% |
|
MRNA
Moderna, Inc.
|
$79.40B | +553.0% | +4.3% | — | 8.2% |
|
CSLLY
Csl Ltd
|
$61.25B | — | — | — | 0.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| EXEL | +3.0% | +2.7% | +28.6% | +6.9% | +33.3% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | +3.6% | +2.6% | +16.5% | +7.5% | +21.4% |
Capital returns
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.