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Exelixis, Inc. (NASDAQ:EXEL ) Bernstein 2nd Annual Global Healthcare Conference September 24, 2025 8:50 AM EDT Company Participants Michael Morrissey - CEO, President & Director Conference Call Participants Courtney Breen - Sanford C. Bernstein & Co., LLC.
Exelixis, Inc. (NASDAQ:EXEL ) Morgan Stanley 23rd Annual Global Healthcare Conference September 9, 2025 8:30 AM EDT Company Participants Michael Morrissey - CEO, President & Director Conference Call Participants Sean Laaman - Morgan Stanley, Research Division Presentation Sean Laaman Head of Healthcare Research & Equity Analyst Good morning, everyone, and welcome to Morgan Stanley's Global Healthcare Conference. I'm Sean Laaman, Head of U.S. mid-cap biotech Equity Research here at the firm.
Exelixis, Inc. (NASDAQ:EXEL ) Citi's Biopharma Back to School Conference September 3, 2025 3:15 PM EDT Company Participants Michael Morrissey - CEO, President & Director Conference Call Participants David Lebowitz - Citigroup Inc., Research Division Presentation David Lebowitz Research Analyst Thank you for being here today at the 2025 Citi Biopharma Conference in Boston. Happy to have with us this afternoon.
Exelixis, Inc. (NASDAQ:EXEL ) 2025 Wells Fargo Healthcare Conference September 3, 2025 12:45 PM EDT Company Participants Michael Morrissey - CEO, President & Director Conference Call Participants Derek Archila - Wells Fargo Securities, LLC, Research Division Presentation Derek Archila Senior Equity Analyst All right, everyone. I think we'll get started here with the first session after lunch time.
The FDA approval to expand Exelixis' Cabometyx into neuroendocrine tumors is witnessing encouraging uptake and boosting investor focus.
CABOMETYX remains the leading TKI in renal cell carcinoma, driving strong revenue growth and expanding into new indications like neuroendocrine tumors. Exelixis's pipeline, led by zanzalintinib, shows promising Phase 3 results in colorectal cancer, offering a credible path to future revenue diversification. Financially robust with $1.4B in cash, active share buybacks, and stable commercial trends, Exelixis is well-positioned despite looming CABOMETYX exclusivity loss.
EXEL rides on Cabometyx momentum and pipeline gains, while MRK leans on Keytruda dominance and a diverse portfolio for growth.
Exelixis repurchases shares for $796M, aiming to boost EPS and shareholder value through 2025.
EXEL rides on Cabometyx growth and zanzalintinib's trial success, but Q2 revenue miss and competition keep investor sentiment cautious.
Exelixis reports strong phase III results for zanzalintinib in metastatic colorectal cancer, raising hopes beyond Cabometyx.