Exelixis: Zanzalintinib MOA Overcomes Competing CRC Regorafenib Treatment

Terry Chrisomalis
Investing Group Leader
(16min)

Summary

  • Exelixis is a strong buy due to robust CABOMETYX sales growth, with Q1 2025 revenues up 36% year-over-year and raised full-year 2025 guidance.
  • Positive phase 3 STELLAR-303 results for zanzalintinib plus TECENTRIQ in non-MSI-high metastatic colorectal cancer opens significant new market opportunities.
  • Expansion of the zanzalintinib pipeline into additional indications (nccRCC, HNSCC) and ongoing regulatory milestones could further drive shareholder value.
  • The global metastatic colorectal cancer market is expected to reach $9.78 billion by 2034.
  • Looking for more investing ideas like this one? Get them exclusively at Biotech Analysis Central. Learn More »
Injection vials with medicinal product in sunlight on beige background.

Mariya Borisova/iStock via Getty Images

Exelixis Overview

Exelixis (NASDAQ:EXEL) has made significant progress with respect to its pipeline because of two key recent developments. The first development to make note of is that its partner Ipsen received a positive opinion from the European Medicines

This article is published by Terry Chrisomalis, who runs the Biotech Analysis Central pharmaceutical service on Seeking Alpha Marketplace. If you like what you read here and would like to subscribe to, I'm currently offering a two-week free trial period for subscribers to take advantage of. My service offers a deep-dive analysis of many pharmaceutical companies. The Biotech Analysis Central SA marketplace is $49 per month, but for those who sign up for the yearly plan will be able to take advantage of a 33.50% discount price of $399 per year.

This article was written by

Terry Chrisomalis
13.47K Followers

Terry Chrisomalis is a private investor in the Biotech sector with years of experience utilizing his Applied Science background to generate long term value from Healthcare.

He is the author of the investing group Biotech Analysis Central which contains a library of 600+ Biotech investing articles, a model portfolio of 10+ small and mid-cap stocks with deep analysis for each, live chat, and a range of analysis and news reports to help Healthcare investors make informed decisions.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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