Exelixis-2026-JPM.pdf

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1、Building Next-Generation Oncology FranchisesJ.P.MORGAN 2026 HEALTHCARE CONFERENCEJANUARY 12,2026Michael M.Morrissey,Ph.D.President and CEOSafe Harbor StatementThis presentation,including any oral presentation accompanying it,contains forward-looking statements,including,without limitation,statements

2、 related to:Exelixis strategy to build franchises in keysolid tumors;Exelixis goal to become a leader in oncology R&D and a top 5 solid tumor oncology company,withmultiple blockbuster products across multiple franchises,sustained revenue growth andfocus on building long-term value for patients and s

3、hareholders;Exelixis belief that its pipeline is well-positioned to build leadership in key tumors and drive sustained near to mid-term growth acrossmultiple franchises,including in RCC,NET and CRC;Exelixis commercial strategy to establish leadership across the GU,GI,Lung/H&N and GYN core disease ar

4、eas;Exelixis expected growth andaccelerationin RCC andNETin 2026;Exelixis belief thatzanzalintinib ispositioned tobeitsnext oncology franchise opportunityanditsgoal toestablish zanzalintinib asthe backbone for future oncologyfranchises;Exelixis clinicaldevelopment plans for,and belief in the commerc

5、ialandtherapeutic potential of,zanzalintinib,XB628,XB371,XB010 and XL309 and the rest of the Exelixis pipeline;Exelixispreclinical development plans for,and beliefs regarding the therapeutic potential of,its development candidates,including XB773,XL557 and XB404;Exelixis plans to initiate additional

6、 zanzalintinibpivotal trials;Exelixis 2026 financial guidance;Exelixis plans for its early-stage pipeline and overall vision for development execution;Exelixis anticipated long-term milestones to drive value creationand to sustain revenue growth through 2031 and beyond;and Exelixis summary of key 20