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Exelixis EXEL · USD

Health Care · US listing · 🇺🇸 United States

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71.74

+3.12%

Close of 9 Nov 2026, in USD

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About Exelixis

From its filings with the US Securities and Exchange Commission

SEC filings

Exelixis is based in Alameda, California and is incorporated in Delaware. Its shares trade on Nasdaq under the ticker EXEL. The SEC classifies its business as biological products, (no diagnostic substances). In the fiscal year to 2 January 2026, it reported revenue of $2.32bn and net income of $782.6m. At that date it held total assets of $2.84bn and shareholders' equity of $2.16bn. By region, U.S. accounted for 92.3%, followed by Europe at 6.6% and Japan at 1.1%.

In its own words

Exelixis, Inc. (Exelixis, we, our or us) is an oncology company innovating next-generation medicines and regimens at the forefront of cancer care. We have produced four marketed pharmaceutical products, two of which are formulations of our flagship molecule, cabozantinib, and we are steadily advancing and evolving our product pipeline portfolio, including our lead clinical asset, zanzalintinib, currently under review by the U.S. Food and Drug Administration (FDA) for the treatment of certain forms of colorectal cancer (CRC), as well as the focus of an extensive late-stage clinical development program in other indications. With a rational and disciplined approach to investment, we are leveraging our internal experience and expertise and the strength of strategic partnerships, to identify and pursue opportunities across the landscape of scientific modalities, including small molecules and biotherapeutics, such as antibody-drug conjugates (ADCs).

Quoted from its 10-K, filed 10 Feb 2026. Read the filing on SEC.gov ↗

Company facts

Sector
Health Care
Industry
Biotechnology
Listed since
11 Apr 2000
Employees
1,077
Head office
1851 HARBOR BAY PARKWAY, ALAMEDA, CA, 94502
Incorporated in
DE
Classification
Biological Products, (No Diagnostic Substances)
Filer status
Large accelerated filer

Leadership

Pay as last reported

  • Dr. Stelios PapadopoulosIndependent Chairman of the Board, Co-Founder$542,596
  • Dr. Michael MorrisseyPresident, Chief Executive Officer, Director, since 2000$12.7m
  • Mr. Christopher SennerChief Financial Officer, Executive Vice President$4.7m
  • Mr. Jeffrey HessekielExecutive Vice President$3.7m
  • Dr. Dana AftabExecutive Vice President - Research and Development$3.6m
  • Mr. Patrick HaleyExecutive Vice President - Commercial$4.7m
  • Dr. Brenda HeftiGeneral Counsel
  • Dr. Mary BeckerleIndependent Director$1.2m
  • Dr. S. Gail EckhardtIndependent Director$1.2m
  • Dr. Maria FreireIndependent Director$511,596
  • Mr. Tomas HeymanIndependent Director$499,096
  • Mr. David JohnsonIndependent Director$493,907

Environmental, social and governance

Scores out of 100, from our data supplier

ESG
Overall
78
Environment
53
Social
99
Governance
81
Women in the workforce
51%
Carbon reduction policy
No
Human rights policy
No

SWOT analysis

AI-generated by our data supplier. Not written or checked by our editors.

AI-generated

Strengths

  • Strong product portfolio: Exelixis Inc offers a diverse range of innovative pharmaceutical products, giving the company a competitive edge in the market.
  • Robust research and development (R&D) capabilities: The company has invested heavily in R&D, allowing them to continuously develop new and improved drugs.
  • Established reputation: Exelixis Inc has built a solid reputation for delivering high-quality products and has gained the trust of healthcare professionals worldwide.

Weaknesses

  • Reliance on key products: The company's revenue heavily relies on a few key products, which could pose a risk if sales decline or face regulatory issues.
  • Limited geographic presence: Exelixis Inc primarily operates in select markets, limiting its potential customer base and growth opportunities.
  • Vulnerability to market competition: Intense competition from rival pharmaceutical companies could impact market share and profitability.

Opportunities

  • Expansion into new markets: Exelixis Inc can explore untapped markets or enter into strategic partnerships to reach a wider customer base.
  • Growing demand for innovative therapies: With rising healthcare needs and advancements in medical science, there is an increasing demand for new and effective treatments.
  • Emerging markets: The company can take advantage of opportunities offered by emerging markets, where healthcare infrastructure and access to medicines are improving.

Threats

  • Stringent regulatory environment: Regulatory changes or delays in obtaining approvals may impact the company's ability to launch new products or expand into new markets.
  • Intellectual property challenges: Exelixis Inc may face patent infringements or challenges, potentially affecting the exclusivity and profitability of its products.
  • Economic uncertainties: Global economic fluctuations, healthcare reforms, or changes in insurance coverage could impact consumer spending on pharmaceuticals.

Sources and methodology

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