EXEL Exelixis (EXEL) Q1 FY26 earnings call
Exelixis delivered a strong Q1 FY26, driven by robust performance of its CABOMETYX franchise, which saw record new patient starts and market share gains. The company is rapidly advancing zanzalitinib (ZANZA) as its next potential oncology franchise, with an NDA under review for colorectal cancer and multiple pivotal trials underway or planned across various tumor types. Management remains committed to disciplined capital allocation, balancing R&D investments, targeted business development, and shareholder returns through an expanded share repurchase program.
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Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.