Exelixis (EXEL) reported earnings 30 days ago. What's next for the stock?
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Evaluate Exelixis' (EXEL) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.
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Exelixis, Inc. ( EXEL ) Guggenheim Securities 2nd Annual Healthcare Innovation Conference November 10, 2025 10:30 AM EST Company Participants Michael Morrissey - CEO, President & Director Conference Call Participants Michael Schmidt - Guggenheim Securities, LLC, Research Division Presentation Michael Schmidt Guggenheim Securities, LLC, Research Division Welcome to this next fireside chat with Exelixis. With us today, we have Mike Morrissey, President and CEO.
Exelixis is positioned for growth with positive phase 3 data for zanzalintinib in metastatic colorectal cancer, following cabozantinib's success. STELLAR-303 results show modest survival benefit but introduce the first immunotherapy approach in refractory mCRC, despite notable toxicity concerns. EXEL's pipeline strength is buoyed by zanzalintinib, but real-world adoption and broader success remain uncertain due to tolerability and trial design limitations.
Exelixis posts strong Q3 results with earnings and revenue beats, boosted by Cabometyx sales, and narrows 2025 guidance.
Exelixis, Inc. ( EXEL ) Q3 2025 Earnings Call November 4, 2025 5:00 PM EST Company Participants Susan Hubbard - Executive Vice President of Public Affairs & Investor Relations Michael Morrissey - CEO, President & Director Christopher Senner - Executive VP & CFO Dana Aftab - Executive Vice President of Research & Development P. Haley - Executive Vice President of Commercial Conference Call Participants Silvan Tuerkcan - Citizens JMP Securities, LLC, Research Division Asthika Goonewardene - Truist Securities, Inc., Research Division Anastasia Parafestas - Jefferies LLC, Research Division Tsan-Yu Hsieh - William Blair & Company L.L.C.
The headline numbers for Exelixis (EXEL) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Exelixis (EXEL) came out with quarterly earnings of $0.78 per share, beating the Zacks Consensus Estimate of $0.68 per share. This compares to earnings of $0.47 per share a year ago.
Exelixis (EXEL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.