Expanding Global Oncology Markets Will Broaden Patient Access

Published
27 Aug 24
Updated
20 Aug 25
AnalystConsensusTarget's Fair Value
US$44.74
13.7% undervalued intrinsic discount
20 Aug
US$38.63
Loading
1Y
49.3%
7D
0.8%

Author's Valuation

US$44.7

13.7% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on29 Jul 25
Fair value Increased 9.95%

Exelixis’ consensus price target has risen to $46.05, primarily driven by positive Phase 3 STELLAR-303 results for zanzalintinib, which boost expectations for regulatory approval and over $1B peak sales potential, while some analysts remain cautious on valuation and Cabometyx’s long-term outlook. Analyst Commentary Bullish analysts cite positive topline results from the STELLAR-303 Phase 3 trial, where zanzalintinib (Zanza) in combination with atezolizumab demonstrated statistically significant improvement in overall survival versus comparator regimens in non-microsatellite instability-high metastatic colorectal cancer.

Shared on07 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on30 Apr 25
Fair value Decreased 1.33%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 2.38%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 8.81%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 0.24%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 7.80%

AnalystConsensusTarget has decreased future PE multiple from 14.8x to 11.9x.