Exelixis, Inc. (NASDAQ:EXEL) 2025 Wells Fargo Healthcare Conference September 3, 2025 12:45 PM EDT
Company Participants
Michael Morrissey – CEO, President & Director
Conference Call Participants
Derek Archila – Wells Fargo Securities, LLC, Research Division
Presentation
Derek Archila
Senior Equity Analyst
All right, everyone. I think we’ll get started here with the first session after lunch time. But my name is Derek Archila. I’m one of the senior biotech analysts here at Wells. Very excited to have Exelixis and with us today, Michael Morrissey, the President and Chief Executive Officer. Thanks for being here.
Michael Morrissey
CEO, President & Director
Great to be here. Thanks again. Beautiful day in Boston. Indeed.
Derek Archila
Senior Equity Analyst
Indeed.
Michael Morrissey
CEO, President & Director
It passed the summer mugginess and heat, just gorgeous here. So — but thanks again for the invite. You had a great day, just packed one-on-one. So, awesome. Really super.
Question-and-Answer Session
Derek Archila
Wells Fargo Securities, LLC, Research Division
Well, good to hear that. And maybe just to kind of level set us, kind of just give us the state of the business here in terms of what’s going on at Exelixis, and we have obviously plenty of questions to dig into, but maybe just set us up and then we’ll move on from there.
Michael Morrissey
CEO, President & Director
For sure. Before I begin, let me just remind you, I’ll be making forward-looking statements. So please see our SEC filings for a description of the risks that we face in our business.
So yes, so Exelixis, commercial stage biotech company focused exclusively in oncology. Main value driver immediately is around cabozantinib in its tablet form called COMETRIQ as the leading drug for RCC. Strong commercial performance over the last number of years. I would say the — certainly, in the kidney cancer space, the most
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