Exelixis, Inc.
EXEL
Jodie situation report
Exelixis, Inc.'s move is being confirmed by its market group.
EXEL accounts for 0.9% of the group's measured movement across 7.8 effective names. raw member direction is mixed; 6 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 41%, so confirmation is not yet clean. No verified headline preceded the measured group move.
Is this move genuinely shared?
MRK, ACAD moved materially before EXEL. EXEL crossed its material path threshold at 10:40 ET. BMY, NBIX, BMRN followed.
- Revenue increased 10.6% versus the comparable filing period.
8 of 15 members in Biopharmaceuticals and Care are active. 0 of 6 disclosed connections are confirming.
- At least 10 of 15 durable members become active together.
- Capital-flow agreement rises above 55%.
- A filing-linked outsider such as ABBV begins moving with the group.
Invalidation: The live read weakens if participation falls to 5 of 15 members or fewer.
Who this business touches
The relationships behind EXEL
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
TAK7.7% of EXELcustomerMay 5, 2026 ▾
“During the three months ended March 31, 2026, we recognized $7.7 million in revenues in connection with an $8.0 million commercial milestone payment from Takeda, which was earned upon their achievement of $300.0 million of cumulative net sales of cabozantinib…”
MRKMerck & Company, Inc.partnerMay 5, 2026 ▾
“To further expand our exploration of the clinical potential of zanzalintinib, we entered into a clinical development collaboration with Merck, known as MSD outside of the United States and Canada.”
Depended on by
RPRXRoyalty Pharma plcdistributorFeb 11, 2026 ▾
“Cabometyx/Cometriq – Royalty Receipts from Cabometyx/Cometriq, which is marketed by Exelixis, Ipsen and Takeda, primarily for the treatment of advanced renal cell carcinoma and hepatocellular carcinoma, increased by $11.9 million in 2025 as compared to 2024,…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 8 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
EXEL is currently a Participant in the organic co-movement group Biopharmaceuticals and Care. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.