Exelixis Förvaltning
Förvaltning kriterier kontrolleras 2/4
Exelixis VD är Mike Morrissey, utsedd i Jul 2010, har en mandatperiod på 16.08 år. totala årliga ersättningen är $ 33.24M, bestående av 3.9% lön 96.1% bonusar, inklusive företagsaktier och optioner. äger direkt 1.37% av företagets aktier, värda $ 179.76M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 10.9 år respektive 9.1 år.
Viktig information
Mike Morrissey
Verkställande direktör
US$33.2m
Total ersättning
| VD-lön i procent | 3.93% |
| Anställning som VD | 16.1yrs |
| Ägande av VD | 1.4% |
| Ledningens genomsnittliga anställningstid | 10.9yrs |
| Styrelsens genomsnittliga mandatperiod | 9.1yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Seeking Alpha • Jul 09
Exelixis: STELLAR-303 Results Mixed, STELLAR-304 Success Likely
Summary The final analysis of STELLAR-303, a trial of zanzalintinib in colorectal cancer, underwhelmed in the non-liver metastases patients, raising doubts about the drug’s commercial potential. Approval of zanzalintinib in the colorectal cancer indication is still possible come December 2026, when an FDA decision is expected. While STELLAR-304 may deliver positive PFS results in renal cell carcinoma, skepticism persists regarding real-world uptake. EXEL's Board has approved another $750M share repurchase program, which could help limit downside in the stock. Read the full article on Seeking AlphaUppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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 AlphaAnalys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| 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$294m |
Ersättning vs marknad: Mike s total kompensation ($USD 33.24M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 14.50M ).
Ersättning vs inkomst: Ersättningen för Mike har ökat med mer än 20 % det senaste året.
VD OCH KONCERNCHEF
Mike Morrissey (65 yo)
16.1yrs
Anställning
US$33,239,183
Kompensation
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,...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Co-Founder & Independent Chair of the Board | 31.7yrs | US$555.74k | 0.48% $ 63.2m | |
| CEO, President & Director | 16.1yrs | US$33.24m | 1.37% $ 179.8m | |
| Executive VP & CFO | 11.1yrs | US$10.65m | 0.22% $ 29.3m | |
| Senior VP & General Counsel | less than a year | US$6.39m | 0.0025% $ 331.7k | |
| Executive Vice President of Research & Development | 1yr | US$10.55m | 0.096% $ 12.6m | |
| Executive Vice President of Commercial | 9.7yrs | US$9.02m | 0.14% $ 19.0m | |
| Senior Vice President of Medical Affairs | 10.9yrs | inga uppgifter | inga uppgifter | |
| VP & Head of Business Development | no data | inga uppgifter | inga uppgifter | |
| Senior Vice President of Strategy | no data | inga uppgifter | inga uppgifter | |
| Senior VP of Finance & Controller | 11.1yrs | US$951.13k | inga uppgifter |
10.9yrs
Genomsnittlig anställningstid
62yo
Genomsnittlig ålder
Erfaren ledning: EXEL s ledningsgrupp är erfaren och erfaren ( 10.9 års genomsnittlig anställning).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Co-Founder & Independent Chair of the Board | 31.7yrs | US$555.74k | 0.48% $ 63.2m | |
| CEO, President & Director | 16.1yrs | US$33.24m | 1.37% $ 179.8m | |
| Independent Director | 22.5yrs | US$519.99k | 0.11% $ 15.1m | |
| Independent Director | 22yrs | US$514.99k | 0.048% $ 6.3m | |
| Member of the Scientific Advisory Board | no data | inga uppgifter | inga uppgifter | |
| Member of the Scientific Advisory Board | no data | inga uppgifter | inga uppgifter | |
| Independent Director | 2.6yrs | US$504.49k | 0.0040% $ 521.2k | |
| Independent Director | 2.6yrs | US$513.49k | 0% $ 0 | |
| Independent Director | 9.9yrs | US$520.49k | 0.0083% $ 1.1m | |
| Independent Director | 8.3yrs | US$517.49k | 0.041% $ 5.4m | |
| Independent Director | 3.3yrs | US$501.99k | 0.0049% $ 639.7k | |
| Independent Director | 3.3yrs | US$517.49k | 0.013% $ 1.8m |
9.1yrs
Genomsnittlig anställningstid
70yo
Genomsnittlig ålder
Erfaren styrelse: EXEL s styrelse anses vara erfaren ( 9.1 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/08/19 15:29 |
| Aktiekurs vid dagens slut | 2026/08/19 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Exelixis, Inc. bevakas av 42 analytiker. 19 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Peter Lawson | Barclays |
| Etzer Darout | Barclays |
| Jason Matthew Gerberry | BofA Global Research |