Exelixis, Inc.
EXEL
Jodie read · what matters now
Revenue increased 10.0% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to EXEL, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-05 against the comparable filing from 2025-05-13.
What improved
- Revenue increased 10.0% versus the comparable filing period.
- Operating margin improved 7.5 percentage points.
- Net income increased 31.9% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“The increase in cash used in investing activities was primarily due to an increase in purchases of marketable securities and a decrease in cash proceeds from maturities and sales of marketable securities, partially offset by a decrease in cash paid for acquired in-process research and development technology related to certain in-licensing collaboration arrangements and purchases of property and equipment.”
“The decrease in cash, cash equivalents and marketable securities as of March 31, 2026, as compared to December 31, 2025, was primarily due to cash payments to repurchase our common stock, payments to support our development and discovery programs and cash payments for employee-related expenditures, partially offset by cash inflows generated by our operations from sales of our products and our commercial collaboration arrangements.”
“Net cash provided by operating activities increased for the three months ended March 31, 2026, as compared to the corresponding prior year period, primarily due to an increase in cash received on sales of our products and a decrease in cash paid for certain operating expenses.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind EXEL
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 8 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
EXEL is currently a Leader in the organic co-movement group Clinical Stage Biotech. 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.
Theme membership history
No durable theme membership has been observed for this name yet.