Exelixis Inc at Citi Virtual Oncology Leadership Summit Summary - Thomson StreetEvents

Exelixis Inc at Citi Virtual Oncology Leadership Summit Summary

Exelixis Inc at Citi Virtual Oncology Leadership Summit Summary - Thomson StreetEvents
Exelixis Inc at Citi Virtual Oncology Leadership Summit Summary
Published Feb 19, 2025
9 pages (6101 words) — Published Feb 19, 2025
Price US$ 54.00  |  Buy this Report Now

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Abstract:

Edited Brief of EXEL.OQ presentation 19-Feb-25 7:00pm GMT

  
Brief Excerpt:

...A. Again, 11% growth around basically demand, new patient starts, revenue. B. It's fourth or fifth year now that we've had double-digit growth since the 9ER data came out in 2020 and was approved in terms of that frontline cabo-nivo RCC setting in 2021. C. We think we have an opportunity to surpass cabo in terms of the scope and scale and revenue and certainly is one of our main mid- and long-term drivers for revenue growth. D. We did about $1.8 billion in net product revenue last year. E. We're guiding midpoint for NPR in 2025 is about $2 billion without adding on the contribution from a net approval, we'll deal with that later. F. We're certainly vectoring towards -- certainly $1.5 billion of shares that will buy back when we finish the current plan and then looking to really identify high conviction assets in the GU GI oncology space that we believe have the ability to both clinically and commercially differentiate themselves from the competition and drive growth....

  
Report Type:

Brief

Source:
Thomson StreetEvents
Company:
Exelixis Inc
Ticker
EXEL.OQ
Time
7:00pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: David Lebowitz - Citigroup Inc - Analyst : Thank you very much for that. I appreciate it. I'll unmute myself here. Certainly, cabozantinib has been backbone for the company and for quite a while and renal cell carcinoma has been a big part of that. Could you walk us through the current treatment landscape in renal cell carcinoma, talk about the role that cabo has served is currently serving and how you expect that role might evolve going forward? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. FEBRUARY 19, 2025 / 7:00PM, EXEL.OQ - Exelixis Inc at Citi Virtual Oncology Leadership Summit

Question: David Lebowitz - Citigroup Inc - Analyst : So you mentioned that, certainly, that's going to be an important topic in the next month or so, given the FDA's imminent decision. Could you run us through what was presented in the net beta in the cabinet trial to this point. And what we should take away from it as far as the potential in that particular population?

Question: David Lebowitz - Citigroup Inc - Analyst : So given how heterogeneous the population is how are they currently treated today and how you expect that might change? And as we look towards this approval, what is the opportunity actually represent? How large?

Question: David Lebowitz - Citigroup Inc - Analyst : What type of cadence could we see with the penetration and do it given how heterogeneous the market is, will it be more gradual?

Question: David Lebowitz - Citigroup Inc - Analyst : And let's jump over to prostate cancer. We do update us and tell us about the COMPACT-02 data and where things stand on that end?

Question: David Lebowitz - Citigroup Inc - Analyst : Got it. Let's jump over to zanza. I guess to start, how is it similar and how is it different from cabo?

Question: David Lebowitz - Citigroup Inc - Analyst : So we have some pivotal data coming up in the second half of the year. Could you set the stage for what we should expect from each of those studies? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. FEBRUARY 19, 2025 / 7:00PM, EXEL.OQ - Exelixis Inc at Citi Virtual Oncology Leadership Summit

Question: David Lebowitz - Citigroup Inc - Analyst : We are getting close to the end here. Last question here, a little free for all for you. What's next? What do you want to tell us about what we can expect in the future?

Question: David Lebowitz - Citigroup Inc - Analyst : Excellent. Thanks again for coming today, and we look forward to chatting again soon.

Table Of Contents

Exelixis Inc at Barclays Global Healthcare Conference Summary – 2025-03-11 – US$ 54.00 – Edited Brief of EXEL.OQ presentation 11-Mar-25 5:30pm GMT

Exelixis Inc at Barclays Global Healthcare Conference Transcript – 2025-03-11 – US$ 54.00 – Edited Transcript of EXEL.OQ presentation 11-Mar-25 5:30pm GMT

Exelixis Inc at TD Cowen Healthcare Conference Summary – 2025-03-04 – US$ 54.00 – Edited Brief of EXEL.OQ presentation 4-Mar-25 2:50pm GMT

Exelixis Inc at TD Cowen Healthcare Conference Transcript – 2025-03-04 – US$ 54.00 – Edited Transcript of EXEL.OQ presentation 4-Mar-25 2:50pm GMT

Exelixis Inc at Citi Virtual Oncology Leadership Summit Transcript – 2025-02-19 – US$ 54.00 – Edited Transcript of EXEL.OQ presentation 19-Feb-25 7:00pm GMT

Exelixis Inc Q4 2024 Earnings Call Summary – 2025-02-11 – US$ 54.00 – Edited Brief of EXEL.OQ earnings conference call or presentation 11-Feb-25 10:00pm GMT

Exelixis Inc Q4 2024 Earnings Call Transcript – 2025-02-11 – US$ 54.00 – Edited Transcript of EXEL.OQ earnings conference call or presentation 11-Feb-25 10:00pm GMT

Exelixis Inc at JPMorgan Healthcare Conference Summary – 2025-01-14 – US$ 54.00 – Edited Brief of EXEL.OQ presentation 14-Jan-25 1:15am GMT

Exelixis Inc at JPMorgan Healthcare Conference Transcript – 2025-01-14 – US$ 54.00 – Edited Transcript of EXEL.OQ presentation 14-Jan-25 1:15am GMT

Exelixis Inc at Citi Global Healthcare Conference Summary – 2024-12-04 – US$ 54.00 – Edited Brief of EXEL.OQ presentation 4-Dec-24 6:45pm GMT

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Cite this Report

  
MLA:
Thomson StreetEvents. "Exelixis Inc at Citi Virtual Oncology Leadership Summit Summary" Feb 19, 2025. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Exelixis-Inc-at-Citi-Virtual-Oncology-Leadership-Summit-B16260262>
  
APA:
Thomson StreetEvents. (2025). Exelixis Inc at Citi Virtual Oncology Leadership Summit Summary Feb 19, 2025. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Exelixis-Inc-at-Citi-Virtual-Oncology-Leadership-Summit-B16260262>
  
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