Exelixis Gestione
Criteri Gestione verificati 2/4
Exelixis Il CEO è Mike Morrissey, nominato in Jul2010, e ha un mandato di 15.83 anni. la retribuzione annua totale è $ 33.24M, composta da 3.9% di stipendio e 96.1% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1.35% delle azioni della società, per un valore di $ 169.71M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 10.7 anni e 8.9 anni.
Informazioni chiave
Mike Morrissey
Amministratore delegato
US$33.2m
Compenso totale
| Percentuale dello stipendio del CEO | 3.93% |
| Mandato del CEO | 15.8yrs |
| Proprietà del CEO | 1.3% |
| Durata media del management | 10.7yrs |
| Durata media del Consiglio di amministrazione | 8.9yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Seeking Alpha • May 23
Exelixis: Financial Performance Improves Faster Than Market Expectations
Summary Exelixis remains undervalued despite a 13%+ rally post-Q1, supported by robust double-digit growth, sector-leading profitability, and strong free cash flow. Q1 revenue grew 10% year-over-year, driven almost entirely by CABOMETYX demand; operating margin expanded to 41.1% as costs fell. I maintain a Buy rating with a $57 target, reflecting 13% upside; DCF and peer multiples confirm the valuation gap persists. Key risk: EXEL's revenue is ~90% dependent on CABOMETYX, heightening volatility and underscoring urgent need for pipeline diversification. Read the full article on Seeking Alpha
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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 AlphaSeeking Alpha • Oct 31
Exelixis: Cabometyx Drives Revenue While Zanzalintinib Emerges As Future Growth Engine
Summary Exelixis’s Cabometyx continues to drive revenue growth, prompting a raised 2024 forecast to $2.15–$2.2 billion. EXEL plans to diversify its oncology portfolio by launching one new indication for Zanzalintinib annually. Zanzalintinib could also grow into a $5 billion yearly revenue asset by 2033, potentially surpassing Cabometyx as Exelixis’s primary revenue source. The company has repurchased $462.4 million in shares this year, showcasing it's a shareholder-friendly company as well. Its relative valuation multiples and upside potential suggest EXEL still trades at a compelling price despite its recent appreciation. Thus, I maintain a “Buy” rating for Exelixis, as I believe Cabometyx’s revenue and Zanzalintinib’s long-term potential support robust long-term growth. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| 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$294m |
Compensazione vs Mercato: La retribuzione totale di Mike ($USD 33.24M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.79M ).
Compensazione vs guadagni: La retribuzione di Mike è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Mike Morrissey (64 yo)
15.8yrs
Mandato
US$33,239,183
Compensazione
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,...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder & Independent Chair of the Board | 31.4yrs | US$555.74k | 0.47% $ 59.1m | |
| CEO, President & Director | 15.8yrs | US$33.24m | 1.35% $ 169.7m | |
| Executive VP & CFO | 10.8yrs | US$10.65m | 0.22% $ 27.6m | |
| Senior VP & General Counsel | less than a year | US$6.39m | 0.0024% $ 305.1k | |
| Executive Vice President of Research & Development | less than a year | US$10.55m | 0.083% $ 10.4m | |
| Executive Vice President of Commercial | 9.4yrs | US$9.02m | 0.14% $ 17.9m | |
| Senior Vice President of Medical Affairs | 10.7yrs | Nessun dato | Nessun dato | |
| VP & Head of Business Development | no data | Nessun dato | Nessun dato | |
| Senior Vice President of Strategy | no data | Nessun dato | Nessun dato | |
| Senior VP of Finance & Controller | 10.8yrs | US$951.13k | Nessun dato |
10.7yrs
Durata media
61yo
Età media
Gestione esperta: Il team dirigenziale di EXEL è esperto e expertise (durata media dell'incarico 10.7 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder & Independent Chair of the Board | 31.4yrs | US$555.74k | 0.47% $ 59.1m | |
| CEO, President & Director | 15.8yrs | US$33.24m | 1.35% $ 169.7m | |
| Independent Director | 22.3yrs | US$519.99k | 0.11% $ 13.5m | |
| Independent Director | 21.8yrs | US$514.99k | 0.060% $ 7.5m | |
| Member of the Scientific Advisory Board | no data | Nessun dato | Nessun dato | |
| Member of the Scientific Advisory Board | no data | Nessun dato | Nessun dato | |
| Independent Director | 2.3yrs | US$504.49k | Nessun dato | |
| Independent Director | 2.3yrs | US$513.49k | 0.0070% $ 878.6k | |
| Independent Director | 9.7yrs | US$520.49k | 0.0043% $ 540.8k | |
| Independent Director | 8.1yrs | US$517.49k | 0.036% $ 4.6m | |
| Independent Director | 3yrs | US$501.99k | 0.00088% $ 110.9k | |
| Independent Director | 3yrs | US$517.49k | Nessun dato |
8.9yrs
Durata media
69yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di EXEL sono considerati esperti (durata media dell'incarico 8.9 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/26 19:30 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Exelixis, Inc. è coperta da 41 analisti. 19 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Etzer Darout | Barclays |
| Peter Lawson | Barclays |
| Jason Matthew Gerberry | BofA Global Research |