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EXEL

Exelixisdistress 0/10 · well-funded / low risk
$54.800%today-4% from 52w high
exelixis.com1,077 employeesFounded 1994Alameda, CABiotechnology
Oncology 3
Lead: Renal Cell Carcinoma (RCC) · target PD-1
Revenue
$611M
Liquidity
$1426M
Runway
Shares 1y
-6%

Price & events

+23.1% over 6M
$40.74$48.92$57.10Jan 26Apr 26Jul 267.8Mrating: Barclays: Equal-Weight (2026-07-14)rating: Wells Fargo: Equal-Weight (2026-07-13)rating: RBC Capital: Sector Perform (2026-07-07)rating: Truist Securities: Hold (2026-07-07)rating: UBS: Neutral (2026-07-02)rating: HC Wainwright & Co.: Buy (2026-07-02)rating: Truist Securities: Buy → Hold (2026-06-25)rating: Citizens: Market Outperform (2026-06-24)
CatalystRating changeDilutionFinancingdashed = today
-0.3%
1D
-1.6%
1W
+6.7%
1M
+19.0%
3M
+23.8%
6M
+20.7%
1Y
+144.0%
2Y
+227.6%
5Y
+166.9%
All

Overview

Market Cap
$13.77B
Volume
119.87K
52 Week Range
$34.54 – $57.10
Total Shares
251.36M
Float Shares
204.45M
Short %
15.44%
% Held by Insiders
1.82%
% Held by Institutions
106.91%
RVOL
0.05x
Beta
0.42

Pipeline stages · 9 programs

XL092, Atezolizumab, Avelumab
Preclin
Ph1
Ph2
Ph3
Filed
PDUFA
Approved
next 2026-08-31
XB010, Pembrolizumab
Preclin
Ph1
Ph2
Ph3
Filed
PDUFA
Approved
next 2026-11-23
XB628, Zanzalintinib
Preclin
Ph1
Ph2
Ph3
Filed
PDUFA
Approved
next 2027-05-31
XB371
Preclin
Ph1
Ph2
Ph3
Filed
PDUFA
Approved
next 2027-11
Zanzalintinib, Nivolumab, Ipilimumab
Preclin
Ph1
Ph2
Ph3
Filed
PDUFA
Approved
next 2028-02-29
XL309, Olaparib
Preclin
Ph1
Ph2
Ph3
Filed
PDUFA
Approved
next 2029-01-03
Cabozantinib, Zanzalintinib, Atezolizumab
Preclin
Ph1
Ph2
Ph3
Filed
PDUFA
Approved
next 2030-05-31
XL495, ADC cytotoxic agents
Preclin
Ph1
Ph2
Ph3
Filed
PDUFA
Approved
XB002, Nivolumab, BevacizumabPD-1
Preclin
Ph1
Ph2
Ph3
Filed
PDUFA
Approved

Pipeline · 13 trials · 10 upcoming

ReadoutPhaseDrugIndicationEnrollStatus
2026-08-31
Estimated 50%
readout ~2026-09-30
final ~2027-02-28
Phase 1XL092, Atezolizumab, AvelumabNeoplasm Malignant, Renal Cell Carcinoma, Hormone Receptor Positive Breast Carcinoma, Metastatic Castration-resistant Prostate Cancer, Colorectal Canceractive not recruiting
2026-11-23
Estimated 50%
readout ~2026-12-23
Phase 1XB010, PembrolizumabLocally Advanced or Metastatic Solid Tumors, Esophageal Squamous Cell Cancer, Head and Neck Squamous Cell Cancer, NSCLC (Non-small Cell Lung Cancer), Hormone-receptor-positive Breast Cancer, Triple Negative Breast Cancer (TNBC)recruiting
2027-05-31
Estimated 50%
readout ~2027-06-30
Phase 1XB628, ZanzalintinibSolid Tumor, Advanced Solid Tumor, Metastatic Solid Tumor, Immune Sensitive Tumorrecruiting
2027-11
Estimated 50%
readout ~2027-12-01
Phase 1XB371Solid Tumorsrecruiting
2028-02-29
Estimated 50%
readout ~2028-04-14
Phase 2ZanzalintinibMeningiomarecruiting
Show all 13 trials · 8 more ▾
ReadoutPhaseDrugIndicationEnrollStatus
2028-08
Estimated 50%
readout ~2028-10-15
Phase 2/3Zanzalintinib, PembrolizumabHead and Neck Squamous Cell Carcinomaactive not recruiting
2029-01-03
Estimated 50%
readout ~2029-02-02
Phase 1XL309, OlaparibAdvanced Solid Tumorrecruiting
2029-06
Estimated 50%
readout ~2029-08-15
Phase 2/3Zanzalintinib, EverolimusPancreatic Neuroendocrine Tumor (pNET), Extra-Pancreatic Neuroendocrine Tumor (epNET)recruiting
2030-05-31
Estimated 50%
readout ~2030-08-14
Phase 3Cabozantinib, Zanzalintinib, AtezolizumabCancer, Renal Cell Carcinoma (RCC), Pancreatic Neuroendocrine Tumors (pNET), Extra-Pancreatic NET (epNET), Hepatocellular Carcinoma (HCC), Differentiated Thyroid Cancer (DTC), Non-Clear Cell Renal Cell Carcinoma (nccRCC), Colorectal Cancer, Prostate Cancernot yet recruiting
2030-06-28
Estimated 50%
readout ~2030-07-28
Phase 1Zanzalintinib, Nivolumab, IpilimumabRenal Cell Carcinoma (RCC), Metastatic Castration-Resistant Prostate Cancer (mCRPC), Urothelial Carcinoma (UC), Solid Tumor, Hepatocellular Carcinoma (HCC), Non-small Cell Lung Cancer (NSCLC), Colorectal Cancer (CRC), Head and Neck Squamous Cell Carcinoma (HNSCC), Clear Cell Renal Cell Carcinoma (ccRCC), Non-Clear Cell Renal Cell Carcinoma (nccRCC)recruiting
2025-05-12
Phase 1zanzalintinib, AB521, NivolumabAdvanced Clear Cell Renal Cell Carcinoma or Other Advanced Solid Tumors25terminated
2025-05-07
Phase 1XL495, ADC cytotoxic agentsSolid Cancers, Solid Tumor Cancer, Solid Tumor Malignancy, Urothelial Cancer (Urinary Bladder, Ureters, or Renal Pelvis Cancer), Metastatic Solid Tumor, Locally Advanced Solid Tumor, Urothelial Cancer of Renal Pelvis9terminated
2025-03-10
Phase 1XB002, Nivolumab, BevacizumabNon Small Cell Lung Cancer, Cervical Cancer, SCCHN, Pancreatic Cancer, Esophageal SCC, Metastatic Castration-resistant Prostate Cancer, Triple Negative Breast Cancer, Hormone Receptor-positive Breast Cancer, Epithelial Ovarian Cancer, Endometrial Cancer, Tissue Factor-Expressing Solid Tumors269completed

Catalyst news & presentations · 2

Approved drugs (2)

  • CABOMETYXCABOZANTINIB S-MALATE2016 · Prescription
  • COMETRIQCABOZANTINIB S-MALATE2012 · Prescription

Capital structure — dilution & financing

Shares out: 251,355,083 · 0 offerings/1y · 0 PIPEs
  • none
🔒 Positioning — Pro
Short interest / days-to-cover, insider buys & sells.
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🔒 Top holders — Pro
Institutional ownership + quarter-over-quarter accumulation/trimming.
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Wall St ratings

buy · target $51 (-7% upside) · 15 analysts
  • 2026-07-14BarclaysEqual-Weight
  • 2026-07-13Wells FargoEqual-Weight
  • 2026-07-07RBC CapitalSector Perform
  • 2026-07-07Truist SecuritiesHold
  • 2026-07-02UBSNeutral
  • 2026-07-02HC Wainwright & Co.Buy

Competitors — PD-1

  • REGNREGENERON PHARMACEUTICALS, INC.$60.4B · D2
  • BEIGFBeOne Medicines Ltd.$31.7B · D1
  • NCNANuCana plc$28.3B · D2
  • TNGXTango Therapeutics, Inc.$4.0B · D5
  • IOVAIOVANCE BIOTHERAPEUTICS, INC.$2.3B · D4
  • CGEMCullinan Therapeutics, Inc.$1.1B · D1
  • REPLReplimune Group, Inc.$906M · D2
  • ALXOALX ONCOLOGY HOLDINGS INC$262M · D5
  • BCABBioAtla, Inc.$107M · D8
  • IOBTQIO Biotech, Inc.$71,949 · D5

Not financial advice. Data: ClinicalTrials.gov, SEC EDGAR, FINRA, Nasdaq, Yahoo.