Exelixis Inc (NAS:EXEL)
$ 56.51 -0.60 (-1.05%) Market Cap: 14.20 Bil Enterprise Value: 13.59 Bil PE Ratio: 18.77 PB Ratio: 7.40 GF Score: 92/100

Exelixis Inc at Stifel Virtual Targeted Oncology Forum Transcript

May 20, 2026 / 05:30PM GMT
Release Date Price: $49.9 (+2.53%)
Stephen Willey
Stifel Nicolaus & Company Inc - Equity Analyst

All right. Good afternoon, everyone. I'm Stephen Willey, one of the senior biotech analysts here at Stifel. And glad to have with us for the next session, Andrew Peters, who's the Senior Vice President of Strategy and IR at Exelixis. Andrew, thank you for the time. It's always appreciated.

Andrew Peters
Exelixis Inc - Senior Vice President - Strategy

Yes. Glad to be here.

Questions & Answers

Stephen Willey;
Stifel Nicolaus & Company Inc - Equity Analyst

Maybe we can jump right into zanza, which obviously remains the focal point of an expanding development effort across a lot of different tumor types and lines of therapy. So you've got this December PDUFA date that's approaching in third-line colorectal based on the STELLAR-303 data. Just how do you think about the value proposition of this regimen in this setting? And do you think that there's a subset of later-line patients for whom this regimen might be best suited?

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