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Exelixis Earnings Calls
| Release date | Nov 04, 2025 |
| EPS estimate | $0.685 |
| EPS actual | $0.780 |
| EPS Surprise | 13.87% |
| Revenue estimate | 609.782M |
| Revenue actual | 597.755M |
| Revenue Surprise | -1.97% |
| Release date | Jul 28, 2025 |
| EPS estimate | $0.668 |
| EPS actual | $0.650 |
| EPS Surprise | -2.69% |
| Revenue estimate | 594.93M |
| Revenue actual | 568.261M |
| Revenue Surprise | -4.48% |
| Release date | May 13, 2025 |
| EPS estimate | $0.358 |
| EPS actual | $0.620 |
| EPS Surprise | 73.14% |
| Revenue estimate | 500.959M |
| Revenue actual | 555.447M |
| Revenue Surprise | 10.88% |
| Release date | Feb 11, 2025 |
| EPS estimate | $0.426 |
| EPS actual | $0.477 |
| EPS Surprise | 11.99% |
| Revenue estimate | 563.213M |
| Revenue actual | 566.755M |
| Revenue Surprise | 0.629% |
Last 4 Quarters for Exelixis
Below you can see how 0IJO.L performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 11, 2025 |
| Price on release | $32.52 |
| EPS estimate | $0.426 |
| EPS actual | $0.477 |
| EPS surprise | 11.99% |
| Date | Price |
|---|---|
| Feb 05, 2025 | $33.48 |
| Feb 06, 2025 | $33.47 |
| Feb 07, 2025 | $33.18 |
| Feb 10, 2025 | $33.61 |
| Feb 11, 2025 | $32.52 |
| Feb 12, 2025 | $35.12 |
| Feb 13, 2025 | $34.01 |
| Feb 14, 2025 | $34.82 |
| Feb 17, 2025 | $34.82 |
| 4 days before | -2.86% |
| 4 days after | 7.07% |
| On release day | 7.99% |
| Change in period | 4.00% |
| Release date | May 13, 2025 |
| Price on release | $36.69 |
| EPS estimate | $0.358 |
| EPS actual | $0.620 |
| EPS surprise | 73.14% |
| Date | Price |
|---|---|
| May 07, 2025 | $36.96 |
| May 08, 2025 | $36.86 |
| May 09, 2025 | $36.50 |
| May 12, 2025 | $37.20 |
| May 13, 2025 | $36.69 |
| May 14, 2025 | $44.42 |
| May 15, 2025 | $47.79 |
| May 16, 2025 | $45.74 |
| May 19, 2025 | $44.59 |
| 4 days before | -0.727% |
| 4 days after | 21.53% |
| On release day | 21.05% |
| Change in period | 20.64% |
| Release date | Jul 28, 2025 |
| Price on release | $45.43 |
| EPS estimate | $0.668 |
| EPS actual | $0.650 |
| EPS surprise | -2.69% |
| Date | Price |
|---|---|
| Jul 22, 2025 | $44.24 |
| Jul 23, 2025 | $44.66 |
| Jul 24, 2025 | $44.94 |
| Jul 25, 2025 | $45.02 |
| Jul 28, 2025 | $45.43 |
| Jul 29, 2025 | $37.12 |
| Jul 30, 2025 | $37.09 |
| Jul 31, 2025 | $37.22 |
| Aug 01, 2025 | $37.81 |
| 4 days before | 2.69% |
| 4 days after | -16.78% |
| On release day | -18.30% |
| Change in period | -14.54% |
| Release date | Nov 04, 2025 |
| Price on release | $38.02 |
| EPS estimate | $0.685 |
| EPS actual | $0.780 |
| EPS surprise | 13.87% |
| Date | Price |
|---|---|
| Oct 29, 2025 | $40.00 |
| Oct 30, 2025 | $39.20 |
| Oct 31, 2025 | $38.36 |
| Nov 03, 2025 | $37.88 |
| Nov 04, 2025 | $38.02 |
| Nov 05, 2025 | $40.48 |
| Nov 06, 2025 | $40.32 |
| Nov 07, 2025 | $40.44 |
| Nov 10, 2025 | $40.41 |
| 4 days before | -4.96% |
| 4 days after | 6.30% |
| On release day | 6.48% |
| Change in period | 1.02% |
Exelixis Earnings Call Transcript Summary of Q3 2025
Exelixis reported a strong Q3 2025 driven by continued growth of the cabozantinib (CABOMETYX) franchise and a major clinical milestone for zanzalintinib (zanza). Key financials: Q3 total revenue ~$598M, U.S. cabozantinib net product revenue ~$543M (up ~14% YoY), global cabo franchise revenue ~$739M, gross-to-net for the cabo franchise ~30% (full-year forecast ~30%), cash & marketable securities ~$1.6B. The company narrowed full-year 2025 revenue guidance to the upper end of prior ranges (total revenue $2.3B–$2.35B; net product revenue $2.1B–$2.15B), lowered R&D and SG&A guidance, tightened COGS and lowered effective tax rate guidance (17%–18%). Capital allocation: repurchased ~$99M in Q3, $105M remaining under prior plan, and Board authorized an additional $750M buyback through end of 2026. Commercial: CABOMETYX remains #1 TKI in RCC, grew TRx and market share, and the NET launch is progressing rapidly (NET demand +50% QoQ; NET contributed ~6% of cabo demand in Q3; expected >$100M NET revenue in 2025). The company is expediting a GI commercial build-out to support NET and to prepare for a potential zanza CRC launch. Clinical/R&D: STELLAR‑303 (zanza + atezolizumab vs regorafenib in non‑MSI-high mCRC) met one of its dual primary endpoints — a statistically significant OS benefit in the ITT population (stratified HR 0.80; p=0.0045; median OS 10.9 vs 9.4 months). Exelixis plans an NDA submission for CRC as soon as the U.S. government reopens. Additional zanza pivotal programs (seven ongoing/near-term), including STELLAR‑304 in non‑clear cell RCC (topline expected mid‑2026), plus studies in NET, meningioma and adjuvant CRC are underway or planned. Early-stage pipeline: four Phase I programs (XL309, XB010, XB628, XB371) progressing; R&D Day scheduled for December 10. Overall message to investors: durable, growing revenue base from CABOMETYX, a potentially transformative new franchise in zanza with a positive Phase III readout and imminent filing plans, disciplined capital allocation with sizable buyback authorization, and an active early-stage pipeline.
