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NASDAQ · mid · thesis board

EXEL Exelixis

VEGFR TKI (cabozantinib) oncology franchise

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Thesis

Editorial summary — not a primary filing

Cabometyx franchise funding next-gen prostate and solid-tumor combinations.

Next gate

2026-12-02Company-guidedPh3 readout

Prostate combo readout

111 days · Company: Company guidance

Survive-to-Event

ok

Cash covers the next gate with ~22 months spare (curated estimate).

Unverified estimate — not from a live SEC parse

Cash runway (~782d)100%
Days to gate (111d)14%
Show math

$1.8B cash ÷ $70M/mo burn ≈ 782 days. Source: curated SEC quarter figures.

Cash $1.8B as of 2026-03-31 (SEC)

Pipeline spine

  1. Preclinical
  2. Ph1
  3. Ph2
  4. Ph3
  5. Filed
  6. Approved

Rivals in this race

Open race →
AZNApprovedokPFEApprovedokJANXPh1ok

Risks

  • Franchise concentration
  • Combination trial risk
  • Competition
  • Label expansion timing

Source trail

  1. SECCash from latest reported quarter (curated)as of 2026-03-31
  2. ClinicalTrials.govNCT04446117as of 2026-07-01
  3. CompanyIR / press disclosuresas of 2026-07-01