Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$13.9B
248M shares
52-week range
$33.76 – $59.72
87% from low
Sector
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
Exchange
NASDAQ
CS
P/S (TTM)
6.0
EV / FCF (TTM)
12.3
Exelixis Inc is a biopharmaceutical firm that discovers, develops, and commercializes treatments for cancer. Its molecule, cabozantinib, is indicated for the treatment of patients with metastatic medullary thyroid cancer under the name Cometriq and for the treatment of kidney and liver cancer under the name Cabometyx. Exelixis and its partner Roche have also brought Cotellic to market for the treatment of melanoma.
www.exelixis.comNo one on the platform currently holds EXEL.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 13,726,993 | $588.8M |
| Bridgewater Associatesas of 2026-03-31 | 480,996 | $20.6M |
No one on the platform has traded EXEL yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 39.2% | 17.5% | — | — | — | |
| Rev. Growth % | 7.0% | 18.6% | ||||
| Profit Margin % | 33.7% | 19.3% | 21.9% | |||
| Free Cash Flow Margin % | 36.4% | 22.5% | 36.7% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is -0.6% on the P/E track.
At today's price, your expected annual return is +6.1% on the P/E track.
At today's price, your expected annual return is +11.4% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $2.6B | +9.9% | $3.51 | $3.36–$3.58 | 16.0× | 10 |
| 2028 | $2.9B | +13.4% | $4.15 | $3.64–$4.88 | 13.6× | 9 |
| 2029 | $3.3B | +12.4% | $4.97 | $3.88–$6.34 | 11.3× | 8 |
| 2030 | $3.5B | +8.1% | $5.65 | $5.10–$6.01 | 10.0× | 4 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $0.85 | $0.91 | +6.7% |
| 2026-05-05 | $0.77 | $0.87 | +13.7% |
| 2026-02-10 | $0.77 | $0.94 | +22.1% |
| 2025-11-04 | $0.69 | $0.78 | +13.9% |
| 2025-07-28 | $0.65 | $0.75 | +15.4% |
| 2025-05-13 | $0.36 | $0.62 | +73.1% |
| 2025-02-11 | $0.51 | $0.55 | +7.8% |
| 2024-10-29 | $0.35 |
| $0.40 |
| +14.3% |
| $7.4B |
| — |
| HALOHalozyme Therapeutics, Inc. | $107.30 | -0.59% | $12.7B | — |
| MDGLMadrigal Pharmaceuticals, Inc. | $536.46 | -0.67% | $12.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$EXEL New PDUFA Date 2027-03-03 EXELIXIS, INC. Link: https://www.sec.gov/Archives/edgar/data/939767/000093976726000108/exel-20260910.htm Calendar: http://www.fdatracker.com/fda-calendar/
View on StockTwits ↗
EXEL Stock Slides After FDA Adds Three Months To Cancer Drug Review — William Blair Sees More Swings In Near Term $EXEL $IJH $VTI https://stocktwits.com/news/equity/markets/exel-stock-slides-after-fda-adds-three-months-to-cancer-drug-review-william-blair-sees-more-swings-in-near-term/cZtXM0eRBbg
View on StockTwits ↗
FDA adds three months to its review of $EXEL zanzalintinib plus Tecentriq for metastatic colorectal cancer after a major amendment. New date: March 3, 2027. https://notreload.xyz/xy/fda-extends-exelixis-crc-combo-review-to-march-2027/
View on StockTwits ↗
$EXEL (-3.2% pre) FDA Extends Review Timeline for Exelixis Cancer Drug https://ooc.bz/l/113915
View on StockTwits ↗
$EXEL this request doesn’t affect the approval of the drug it generally speaking it just extends the breath of the label for the drug It’s not a negative it’s actually a positive it’s gonna lead to an approval with extending the breath of the label based upon side effects
View on StockTwits ↗
$EXEL Exelixis says FDA extends review period for zanzalintinib NDA by three months Exelixis announced that on September 10, the U.S. Food and Drug Administration notified Exelixis that it had extended the review period for Exelixis' new drug application for zanzalintinib, in combination with atezolizumab, for the treatment of patients with metastatic colorectal cancer by three months. In response to an FDA information request, Exelixis had submitted updated safety and efficacy data, which the FDA has deemed a major amendment. The updated Prescription Drug User Fee Act action date is March 3, 2027.
View on StockTwits ↗
$EXEL Google AI Redpone to: "Tiawsn, Excelixis citizens petitoon" The U.S. Food and Drug Administration (FDA) completely rejected a Citizen Petition filed by US-based pharmaceutical company Exelixis against the Taiwanese pharmaceutical firm, Handa Pharmaceuticals. [1, 2] Concurrently, on September 3, 2026, Handa's novel formulation cancer drug, HND-039 (Omcazio), received final FDA approval. [1] Background of the Dispute The Petition: In April 2026, Exelixis (the originator of the blockbuster cancer drug Cabometyx) filed a 505(q) Citizen Petition requesting that the FDA refuse or delay approval for Handa's drug. Exelixis claimed Handa's product required more clinical data regarding safety and effectiveness. [1, 2] The Patent Lawsuit: Alongside the FDA petition, Exelixis filed patent infringement lawsuits to block Handa's copycat drug. However, on August 27, 2026, Exelixis voluntarily dismissed its patent lawsuit against Handa. [1, 2]
View on StockTwits ↗
$EXEL Has anyone seen this? Does it make sense? Chatgpt says it checks out? https://www.reddit.com/r/biotech_stocks/s/8Qs2pqa8sC
View on StockTwits ↗
$BFRI Institutional ownership is only 17%. Alot of funds cannot purchase equities less than $5 and higher. If approved this will start to bring attention. I wonder where the price will go to once tutes start accumulating. I bought $EXEL 7 years ago. Its tute ownership is around the 80% range.
View on StockTwits ↗
I was just asked about $EXEL in my Live Trading Room and, yes, it's a beauty. My response: Beauty! Strong uptrend with base forming. BGS rule applies today but I've got it on my greens list. Likely will coil up a bit. But if not, we can join. Cycles and MACD in good spots
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.