CABOMETYX
cabozantinib Small Molecule Target: MET, AXL, VEGF receptors, RET
Exelixis
Most recent annual filing: 2026-02-15
- XL557 / XB773 IND filing2026XL557 / XB773 IND filing, 2026, notable
- Zanzalintinib STELLAR-304 Ph3 toplineMid-2026Zanzalintinib STELLAR-304 Ph3 topline, Mid-2026, material
- Zanzalintinib FDA approvalDec 3, 2026Zanzalintinib FDA approval, Dec 3, 2026, material
Bar width shows how precise the guidance is — a pin is a stated date, a wide band a six-month window. Deeper blue means more of the thesis rides on the event; it is not a view on the stock.
Pipeline (22 active programs)
CABOMETYX
COMETRIQ · cabozantinib Small Molecule Target: MET, AXL, VEGF receptors, RET
COTELLIC
cobimetinib Small Molecule Target: MEK
MINNEBRO
esaxerenonezanzalintinib
Small Molecule Target: TYRO3, AXL, MER, MET, VEGF receptors
XL309
Small Molecule Target: USP1
XB010
- Undisclosed indication
XB628
XB371
Protein Target: tissue factor
ADU-1805
- Undisclosed indication
XB773
Protein Target: delta-like ligand 3
- Undisclosed indication
Technology platforms
SAFEbody · Adagene
Adagene's SAFEbody technology platform for generating masked monoclonal antibodies for ADC or other innovative biotherapeutic development against Exelixis-nominated oncology targets
SMARTag · Catalent
Catalent's SMARTag site-specific bioconjugation technology platform for development of multiple ADCs for oncology
B-Body · Invenra
Invenra's B-Body technology platform for discovery and development of novel binders and multispecific antibodies for oncology
Discontinued (4)
- zanzalintinib — Squamous Cell Carcinoma of the Head and Neck · study will not proceed to phase 3 based on emerging data, competition, and assessment of other commercial opportunities
- XL495 — undisclosed · discontinued further development based on early clinical data
- XB064 — undisclosed · discontinued further development
- XB033 — undisclosed · discontinued further development
Biotech Distilled coverage (6)
- 2026-08-06 UPDATE: Exelixis (EXEL) - The Mea Culpa on STELLAR-303 🔒 Paid
- 2026-06-22 UPDATE: Exelixis (EXEL) - STELLAR-303 Clears the Second Bar
- 2026-05-06 UPDATE: Exelixis (EXEL) - Q1 prints another cash-gusher quarter and the Board just stacked another $750M on the buyback pile. 🔒 Paid
- 2026-02-14 UPDATE: Exelixis (EXEL) - The Receipts Are In 🔒 Paid
- 2026-02-07 UPDATE: Exelixis (EXEL) - The Clock Starts Now 🔒 Paid
- 2026-01-30 Exelixis Inc.(EXEL): Scientific Deep Dive for Zanza and Pipeline Products 🔒 Paid
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