Exelixis Management
Management Kriterienprüfungen 2/4
Exelixis CEO ist Mike Morrissey , ernannt in Jul 2010, hat eine Amtszeit von 16.17 Jahren. Die jährliche Gesamtvergütung beträgt $33.24M , bestehend aus 3.9% Gehalt und 96.1% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 1.37% der Aktien des Unternehmens, im Wert von $189.91M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 11 Jahre bzw. 9.2 Jahre.
Wichtige Informationen
Mike Morrissey
Geschäftsführender
US$33.2m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 3.93% |
| Amtszeit als Geschäftsführer | 16.2yrs |
| Eigentum des Geschäftsführers | 1.4% |
| Durchschnittliche Amtszeit des Managements | 11yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 9.2yrs |
Jüngste Management Updates
Recent updates
Seeking Alpha • Sep 01
Exelixis: 'Hold' On Zanzalintinib Subpopulation Miss And STELLAR-304 H2 2026 Data
Summary Exelixis is downgraded from "Strong Buy" to "Hold" due to lowered 2026 revenue guidance and mixed clinical trial outcomes. Zanzalintinib + TECENTRIQ achieved an overall survival benefit in mCRC but missed the non-liver metastases subgroup endpoint; the FDA PDUFA date is set for December 3, 2026. Q2 2026 revenues rose to $628.7M, but future sales growth is uncertain, and full-year guidance was cut to $2.500–$2.550B. STELLAR-304 phase 3 data in 1st-line nccRCC, expected in 2H 2026, is a key catalyst; cash burn and R&D ramp present funding risks. Read the full article on Seeking Alpha
Narrative-Update • Aug 21
EXEL: Colorectal Cancer Decision And Neuroendocrine Trends Will Shape Balanced Outlook
Analysts have lifted their fair value estimate for Exelixis from $49.65 to $53.00, reflecting updated assumptions that include a slightly higher discount rate, more conservative revenue growth, stronger profit margins, and a modestly lower future P/E multiple following recent research that highlights both cabozantinib's high margin profile and the longer term patent and pipeline uncertainties. Analyst Commentary Recent research on Exelixis shows a more balanced tone as analysts weigh the strength of the cabozantinib franchise against upcoming patent and pipeline questions.
Narrative-Update • Aug 07
EXEL: Future Colorectal Cancer Data And Pipeline Execution Will Drive Share Sentiment
Exelixis' analyst fair value estimate has shifted to $66 from $62, as analysts factor in slightly lower modeled revenue growth, a modestly higher discount rate, improved profit margin assumptions, and updated P/E expectations following a mix of recent price target increases and more cautious ratings tied to Q2 performance and the Cabometyx and zanzalintinib outlook. Analyst Commentary Recent Street research on Exelixis presents a mixed picture.
Narrative-Update • Jul 24
EXEL: Future Returns Will Depend On Colorectal Cancer Drug Regulatory Outcome
The analyst price target for Exelixis has been raised by $1 to $41. Analysts attribute this change to updated Q2 earnings previews and refreshed models that place more weight on company specific execution, sector momentum, and a slightly refined outlook for revenue growth, profit margins, and future P/E assumptions.Narrative-Update • Jul 09
EXEL: Future Catalyst Calendar And Pipeline Risks Will Shape Share Sentiment
The analyst price target for Exelixis has moved higher to $62.00 from $58.74, with analysts pointing to refreshed Q2 earnings models, a stronger sector backdrop, and a fuller catalyst calendar as key reasons for the updated view. Analyst Commentary Recent research commentary on Exelixis points to a mix of optimism around the updated Q2 earnings outlook and caution around clinical risk, providing a fuller picture of how Wall Street is framing the stock right now.Narrative-Update • Jun 25
EXEL: Future Returns Will Hinge On Post Cabometyx Pipeline Execution Risk
Exelixis' analyst fair value estimate has shifted from $35.00 to $40.00 as analysts factor in revised assumptions on revenue growth, profit margins and future P/E expectations, while also weighing recent pipeline risks and the changing mix of Street price targets. Analyst Commentary Recent Street research on Exelixis reflects a more cautious tone, with some bearish analysts focusing on pipeline uncertainty and the maturation of existing products when assessing the stock's valuation and risk profile.Narrative-Update • Jun 11
EXEL: Colorectal Cancer Decision And Neuroendocrine Data Will Guide Fairly Balanced Outlook
Analysts have nudged their average price target for Exelixis higher by a few dollars into the mid $40s, citing slightly stronger long term revenue assumptions and a modestly higher future P/E multiple, while also acknowledging a small reduction in projected profit margins. Analyst Commentary Recent research on Exelixis reflects a mix of optimism and caution, with several firms adjusting price targets and assumptions rather than making wholesale shifts in their overall stance.Narrative-Update • May 28
EXEL: Future Colorectal Cancer Decision And Competitive Data Will Shape Balanced Outlook
Analysts have nudged their fair value estimate for Exelixis higher. The updated analyst price target has moved from about $47.53 to roughly $49.65 as they factor in slightly lower discount assumptions, a modest adjustment to expected revenue growth, firmer profit margins, and a lower future P/E multiple.Narrative-Update • May 01
EXEL: Future Colorectal Cancer Decision And Competitive Data Will Guide Upside Potential
Analysts have nudged their average price target on Exelixis higher by about $1, citing updated models that reflect slightly different assumptions for long term growth, profitability, and future P/E multiples, following recent research from firms including Barclays, Morgan Stanley, H.C. Wainwright, and RBC Capital. Analyst Commentary Recent research on Exelixis shows a mix of optimism and caution, with several firms fine tuning their price targets and assumptions instead of making sweeping changes.Narrative-Update • Apr 16
EXEL: Future Colorectal Cancer Decision And Competitive Data Will Shape Upside Potential
Exelixis' analyst price targets have adjusted in a tight range, with some firms trimming estimates by a few dollars to reflect heightened competitive pressure from Merck's HIF-2alpha data, while others nudged targets higher by $1 to $3 as they updated models and assumptions on the company. Analyst Commentary Recent commentary on Exelixis reflects a mix of cautious and constructive views, with modest price target adjustments rather than sweeping changes.Narrative-Update • Apr 02
EXEL: Future Returns Will Depend On Competitive Pressures In Key Oncology Categories
Exelixis' fair value estimate has been updated to $35.00 from $32.08 as analysts incorporate recent price target changes and adjust assumptions around revenue growth, profit margins, discount rate, and future P/E levels. Analyst Commentary Recent Street research on Exelixis points to a mixed setup.Narrative-Update • Mar 19
EXEL: Future Colorectal Cancer Data Will Shape Upside Potential
Analysts have fine tuned Exelixis's price targets in recent weeks, with cuts such as the move from $46 to $43 at RBC Capital balancing earlier increases as they factor in competitive pressures around HIF 2alpha data and updated views on the commercial potential of key pipeline assets like zanzalintinib. Analyst Commentary Recent research on Exelixis shows a split between bullish analysts who highlight pipeline optionality and cautious voices who focus on competitive pressure around HIF 2alpha data and existing oncology franchises.Narrative-Update • Mar 05
EXEL: Future Colorectal Cancer Readouts And Buybacks Will Shape Upside Potential
Analysts have trimmed their average price target on Exelixis by about $0.33 to reflect slightly lower fair value assumptions and modestly softer long term growth and profitability expectations, influenced in part by renewed competitive concerns highlighted in recent research. Analyst Commentary Recent research on Exelixis reflects a mix of optimism around the company specific pipeline and partnerships, alongside caution around competitive risks and valuation sensitivity to clinical outcomes.Narrative-Update • Feb 19
EXEL: Pipeline Sentiment And Buybacks Will Shape A Measured Forward Outlook
Analysts have nudged their average price target on Exelixis higher by about $1.33 to $47.17. The revision reflects updated views on slightly faster revenue growth, a modestly lower discount rate, and a small adjustment to expected profit margins and future P/E multiples following recent research commentary.Narrative-Update • Feb 04
EXEL: Pipeline Sentiment And Buybacks Will Guide A Balanced Forward View
Analysts have nudged their price targets on Exelixis higher by a few dollars, citing recent research that highlights a modestly higher fair value estimate around $45.83. This figure is supported by updated views on discount rate, revenue growth, profit margin, and future P/E assumptions tied to the commercial potential of zanzalintinib.Narrative-Update • Jan 21
EXEL: Pipeline Sentiment And Buybacks Will Shape A Measured Forward Outlook
Analysts have nudged their price targets for Exelixis higher by about $0.61, reflecting refreshed models that incorporate updated revenue growth assumptions, slightly adjusted discount rates and profit margins, and revised future P/E expectations following recent research updates that highlight sentiment around zanzalintinib across multiple tumor types. Analyst Commentary Recent research on Exelixis has been clustered around fresh modeling after the Q3 report and the Natera collaboration, with most of the discussion centering on how much value to ascribe to zanzalintinib across different tumor types and how that feeds into updated price targets.Narrative-Update • Jan 06
EXEL: Future Pipeline Execution Will Shape Sentiment On Lead Oncology Candidate
Analysts have nudged their implied price target for Exelixis higher, reflecting updated models that incorporate recent Q3 results, a higher assumed profit margin of about 57%, and ongoing debate around zanzalintinib's commercial potential across tumor types. Analyst Commentary Recent Street research on Exelixis has centered on updated models after the Q3 report and how much value investors may ascribe to zanzalintinib across multiple tumor types.Narrative-Update • Dec 14
EXEL: Future Returns Will Depend On Oncology Pipeline Execution Risk
Exelixis' analyst price target has been revised modestly higher, with the Street now generally looking for shares to move into the mid to high $40s. This is driven by updated post Q3 models that factor in improving long term profitability, slightly faster revenue growth, and growing confidence in the commercial potential of zanzalintinib across multiple tumor types, even as some analysts trim colorectal cancer assumptions.Narrative-Update • Nov 30
EXEL: Positive Trial Data And Share Buybacks Will Shape A Balanced Outlook
The analyst price target for Exelixis has increased modestly, with the consensus now approaching $45. Analysts cite improving profit margins and positive commercial prospects for zanzalintinib following the latest quarterly results.Narrative-Update • Nov 16
EXEL: Momentum From Key Readouts And Share Buybacks Will Support Balanced Outlook
Exelixis' analyst price target increased modestly to approximately $44.61. A generally positive outlook from analysts reflects confidence in future revenue growth and improved profit margins, although this is offset slightly by conservative updates to market share assumptions.Narrative-Update • Sep 08
Expanding Global Oncology Markets Will Broaden Patient Access
Exelixis’ consensus price target saw a marginal decrease to $44.06 as enthusiasm for positive Phase 3 colorectal cancer trial results and potential new revenue from zanzalintinib was offset by revenue model reductions from the discontinuation of head and neck cancer development and ongoing concerns about long-term growth beyond the Cabometyx 2031 patent expiry. Analyst Commentary Bullish analysts raised price targets due to positive topline results from the STELLAR-303 Phase 3 trial, where zanzalintinib in combination with atezolizumab showed a statistically significant improvement in overall survival in metastatic colorectal cancer, paving the way for potential regulatory approval.Seeking Alpha • Mar 13
Exelixis: Pinning Hopes On Cracking One Of The Toughest Nuts
Summary Exelixis relies heavily on cabozantinib, with potential growth from its NETs approval, but faces patent expiration (after 2030). Zanzalintinib shows promise in ongoing trials but lacks definitive data; 2025 will be pivotal for its success. Despite strong cabozantinib sales, EXEL's current valuation is high, making it a cautious investment; better entry points may arise. I hold a "Sell" sentiment due to high valuation and uncertain future growth, though holding shares would not be something I recommend against. Read the full article on Seeking AlphaSeeking Alpha • Jan 09
Exelixis: Bullish On Cabo, Not So Convinced By It's Long-Term Replacement, Zanza
Summary Exelixis' stock has surged over 45% since my "Sell" rating given in March last year, driven by strong performance of cabozantinib, which remains a leading TKI for various cancers. Despite concerns over cabozantinib's patent expiry, Exelixis projects robust future revenues, with lead pipeline candidate zanzalintinib showing potential to offset future revenue losses. Exelixis is optimistic about new approvals for cabozantinib in neuroendocrine tumors and has promising pipeline assets besides zanzalintinib in various cancer indications. While cautious about zanzalintinib's clinical data, I remain bullish on Exelixis due to cabozantinib's continued success and potential short-term gains, e.g. driven by a potential new approval in NET. Read the full article on Seeking AlphaAnalyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$861m |
| Mar 31 2026 | n/a | n/a | US$833m |
| Dec 31 2025 | n/a | n/a | US$783m |
| Sep 30 2025 | n/a | n/a | US$678m |
| Jun 30 2025 | n/a | n/a | US$602m |
| Mar 31 2025 | n/a | n/a | US$644m |
| Dec 31 2024 | n/a | n/a | US$521m |
| Sep 30 2024 | n/a | n/a | US$467m |
| Jun 30 2024 | n/a | n/a | US$350m |
| Mar 31 2024 | n/a | n/a | US$205m |
| Dec 31 2023 | n/a | n/a | US$208m |
| Sep 30 2023 | n/a | n/a | US$92m |
| Jun 30 2023 | n/a | n/a | US$164m |
| Mar 31 2023 | n/a | n/a | US$154m |
| Dec 31 2022 | US$17m | US$1m | US$182m |
| Sep 30 2022 | n/a | n/a | US$308m |
| Jun 30 2022 | n/a | n/a | US$273m |
| Mar 31 2022 | n/a | n/a | US$298m |
| Dec 31 2021 | US$8m | US$1m | US$231m |
| Sep 30 2021 | n/a | n/a | US$164m |
| Jun 30 2021 | n/a | n/a | US$94m |
| Mar 31 2021 | n/a | n/a | US$65m |
| Dec 31 2020 | n/a | n/a | US$112m |
| Sep 30 2020 | n/a | n/a | US$152m |
| Jun 30 2020 | n/a | n/a | US$282m |
| Mar 31 2020 | n/a | n/a | US$294m |
Vergütung im Vergleich zum Markt: MikeDie Gesamtvergütung ($USD33.24M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD14.74M).
Entschädigung vs. Einkommen: MikeDie Bezüge der Mitarbeiter sind im vergangenen Jahr um mehr als 20 % gestiegen.
Geschäftsführer
Mike Morrissey (65 yo)
16.2yrs
Amtszeit
US$33,239,183
Vergütung
Dr. Michael M. Morrissey, Ph.D. also known as Mike, serves as Independent Director at XW Laboratories Inc. Dr. Morrissey serves as Independent Chairman of the Board at Vera Therapeutics, Inc since May 24,...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Co-Founder & Independent Chair of the Board | 31.8yrs | US$555.74k | 0.48% $ 66.7m | |
| CEO, President & Director | 16.2yrs | US$33.24m | 1.37% $ 189.9m | |
| Executive VP & CFO | 11.2yrs | US$10.65m | 0.22% $ 30.9m | |
| Senior VP & General Counsel | less than a year | US$6.39m | 0.0025% $ 350.4k | |
| Executive Vice President of Research & Development | 1.1yrs | US$10.55m | 0.096% $ 13.4m | |
| Executive Vice President of Commercial | 9.8yrs | US$9.02m | 0.14% $ 20.1m | |
| Senior Vice President of Medical Affairs | 11yrs | keine Daten | keine Daten | |
| VP & Head of Business Development | no data | keine Daten | keine Daten | |
| Senior Vice President of Strategy | no data | keine Daten | keine Daten | |
| Senior VP of Finance & Controller | 11.2yrs | US$951.13k | keine Daten |
11.0yrs
Durchschnittliche Betriebszugehörigkeit
62yo
Durchschnittliches Alter
Erfahrenes Management: Das Managementteam von EXEL ist erfahren und erfahren (durchschnittliche Amtszeit von 11 Jahren).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Co-Founder & Independent Chair of the Board | 31.8yrs | US$555.74k | 0.48% $ 66.7m | |
| CEO, President & Director | 16.2yrs | US$33.24m | 1.37% $ 189.9m | |
| Independent Director | 22.6yrs | US$519.99k | 0.11% $ 16.0m | |
| Independent Director | 22.1yrs | US$514.99k | 0.048% $ 6.7m | |
| Member of the Scientific Advisory Board | no data | keine Daten | keine Daten | |
| Member of the Scientific Advisory Board | no data | keine Daten | keine Daten | |
| Independent Director | 2.7yrs | US$504.49k | 0.0040% $ 550.7k | |
| Independent Director | 2.7yrs | US$513.49k | 0% $ 0 | |
| Independent Director | 10yrs | US$520.49k | 0.0083% $ 1.2m | |
| Independent Director | 8.4yrs | US$517.49k | 0.041% $ 5.7m | |
| Independent Director | 3.3yrs | US$501.99k | 0.0049% $ 675.8k | |
| Independent Director | 3.3yrs | US$517.49k | 0.013% $ 1.9m |
9.2yrs
Durchschnittliche Betriebszugehörigkeit
70yo
Durchschnittliches Alter
Erfahrener Vorstand: EXELDie Vorstandsmitglieder gelten als erfahren (9.2 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/09/13 03:20 |
| Aktienkurs zum Tagesende | 2026/09/11 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Exelixis, Inc. wird von 42 Analysten beobachtet. 18 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Etzer Darout | Barclays |
| Peter Lawson | Barclays |
| Jason Matthew Gerberry | BofA Global Research |