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Exelixis, Inc. (EXEL) Presents at RBC Capital Markets Glo...
2026-05-19 · via All Articles on Seeking Alpha

Exelixis, Inc. (EXEL) RBC Capital Markets Global Healthcare Conference 2026 May 19, 2026 9:00 AM EDT

Company Participants

Andrew Peters - Senior Vice President of Strategy

Conference Call Participants

Leonid Timashev - RBC Capital Markets, Research Division

Presentation

Leonid Timashev
RBC Capital Markets, Research Division

Our second session, we've got Exelixis, and we're really excited to have them here. They're represented by Andrew Peters, who is the SVP of Strategy. Thanks for being here.

Andrew Peters
Senior Vice President of Strategy

Yes. Thanks for the invite. Glad to be here.

Question-and-Answer Session

Leonid Timashev
RBC Capital Markets, Research Division

Yes. So a lot going on at the company. I wanted to start maybe on the commercial franchises first. So you guys have given guidance. Cabo had a pretty solid quarter. So maybe at a high level, I mean, how are you thinking about the balance of the year, the future trajectory this year for cabo across its existing indications?

Andrew Peters
Senior Vice President of Strategy

Yes. Happy to get into that, I guess, before answering, I want to make sure that everyone understands going to be making forward-looking statements today. So please see our relevant disclosures in our regulatory filings. Yes. So as you said, kind of our guide reflects continued growth for the cabo franchise. Kind of specifically where that's going to come from, I think it's really about our organization, our company continuing to be laser-focused on cabo, both on the base business as well as the NET launch. It's one of the things that we've done well historically, and it's something that we want to continue to do and make sure that we're not taking our eye off the ball.

We've talked about kind of over the last several years, continuing to see market share gains, not only