Dilok Klaisataporn Market Rotation: Magnificent Seven The Magnificent Seven rallied in early July, carrying the market to new highs, but reversed course with a violent selloff in early August for over $3T of total market value lost. While some of the Magnificent Seven's lower prices offer a more attractive valuation, recession fears have driven the CBOE Volatility Index "fear gauge" to pandemic-era levels amid economic uncertainty. The deepening tech sell-off prompted the Nasdaq to enter correction territor ...

Investors with an interest in Medical - Biomedical and Genetics stocks have likely encountered both Exelixis (EXEL) and CSL Limited Sponsored ADR (CSLLY) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out. The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Styl ...

文章核心观点 - 公司二季度业绩超预期,收入和利润均大幅增长 [3][4] - 公司主要产品Cabometyx在肾细胞癌治疗领域保持领先地位,销售额增长 [8][9][10] - 公司正积极推进管线产品的开发,拓展适应症,减少对主要产品的依赖 [12][13][14] - 公司通过股票回购等方式积极回报股东 [15][16] - 公司正在积极维护知识产权,应对仿制药挑战 [17] 行业概况 - 公司股价在一周内上涨14.9%,而同期行业整体增长0.7% [1] 业绩表现 - 公司二季度每股收益0.84美元,大幅超出市场预期0.37美元 [3] - 公司二季度收入637.2百万美元,同比增长35.6%,大幅超出市场预期468百万美元 [4] - 合作收入增加,主要由于获得了1.5亿美元的里程碑付款 [5][6] - 产品收入增长6.8%,主要由于销量和平均售价上升 [7] 主要产品表现 - Cabometyx在肾细胞癌治疗领域保持领先地位,二季度销售额433.3百万美元,超出预期 [8][9] - Cabometyx与Bristol Myers的Opdivo联合用于一线治疗的市场份额持续领先 [9] - Cabometyx处方量同比增长6% [10] - Cabometyx还获批用于治疗肝细胞癌 [10] - 公司正积极推进Cabometyx适应症扩展,如胰腺神经内分泌瘤和其他神经内分泌瘤 [11] 管线进展 - 公司正在开发下一代口服酪氨酸激酶抑制剂zanzalintinib和XL309等新药 [13] - 新药开发有助于公司拓展产品组合,降低对主要产品的依赖 [14] 股东回报 - 公司通过股票回购方式积极回报股东,已完成2024年回购计划,累计回购20.3百万股 [15][16] 知识产权维护 - 公司与Cipla达成和解,解决了针对Cabometyx仿制药的专利诉讼 [17]

Have you looked into how Exelixis (EXEL) performed internationally during the quarter ending June 2024? Considering the widespread global presence of this drug developer, examining the trends in international revenues is essential for assessing its financial resilience and prospects for growth. In the current global economy, which is more interconnected than ever, a company's success in penetrating international markets is crucial for its financial health and growth journey. Investors must understand a comp ...

le l 1 IDH Morsa Images Exelixis, Inc. (NASDAQ:EXEL) released its earnings report for its second-quarter 2024 earnings. Investors should look into this name because Cabometyx has been holding strong in treating patients with Renal Cell Carcinoma [RCC]. Matter of fact, U.S. net product revenues grew by 16% quarter over quarter. Furthermore, a 7% growth of this was attributed year over year as well. Revenue for this franchise is coming along so well that it was able to receive a $150 million sales-based miles ...

Exelixis, Inc. (EXEL) reported better-than-expected second-quarter results. Shares have risen following the announcement. EXEL recorded earnings of 84 cents per share, which beat the Zacks Consensus Estimate of 37 cents. The company registered adjusted earnings of 31 cents per share in the second quarter of 2023. The upside is mainly driven by higher revenues and lower operating expenses. Including stock-based compensation expense, earnings were 77 cents per share in the reported quarter. Net revenues were ...

In its second-quarter earnings release, Exelixis, Inc. EXEL announced that the final overall survival (OS) analysis for the phase 3 CONTACT-02 trial has been completed. This study evaluates cabozantinib in combination with atezolizumab compared with a second novel hormonal therapy (NHT) in patients with metastatic castration-resistant prostate cancer (mCRPC) and measurable softtissue disease who have progressed after treatment with one prior NHT. Also Read: Bristol Myers, Exelixis Reveal 4-Year Follow-Up Re ...

财务数据和关键指标变化 - 第二季度总收入约6.372亿美元,其中卡博坦尼布产品净收入4.376亿美元,同比增长7% [21][22] - 卡博坦尼布毛利率为72.4%,较第一季度有所下降,主要是Medicare Part D、共付费用和340B费用减少 [22][23] - 第二季度净利润2.261亿美元,非GAAP净利润2.46亿美元 [26] - 截至6月30日,现金及投资约14亿美元,公司宣布再次启动5亿美元股票回购计划 [27][28][29] 各条业务线数据和关键指标变化 - 卡博坦尼布在肾细胞癌(RCC)市场保持领先地位,第二季度销售额同比增长7% [11] - 卡博坦尼布联合尼沃鲁单抗在一线RCC市场占有率持续提高,达到历史最高水平 [70][71][72] 各个市场数据和关键指标变化 - 公司正积极准备在神经内分泌瘤(NET)适应症上市,预计2025年4月获批 [33][34][35] - 公司研究显示,NET患者群体广泛,包括不同原发部位、分级、SSTR状态和功能状态的患者 [75][76][77][78] - 公司认为卡博坦尼布和赞扎利替尼在NET治疗中都有很大潜力,可以成为该领域的市场领导者 [129][134][135] 公司战略和发展方向及行业竞争 - 公司将继续推进卡博坦尼布在新适应症如NET的开发,并加快赞扎利替尼的临床开发 [13][15][56] - 公司决定终止XB002的开发,将资源集中在赞扎利替尼和其他更有价值的机会上 [16] - 公司正在评估管线中其他化合物的发展机会,如XL309和XB010等 [63][64][65][66][67] - 公司将继续积极进行业务开发和临床合作,同时保持财务和管线纪律 [17] 管理层对经营环境和未来前景的评论 - 公司对卡博坦尼布在NET适应症的前景以及赞扎利替尼在多个适应症的发展前景表示乐观 [13][56][129][134][135] - 公司认为NET是一个被忽视的领域,有很大的未满足医疗需求,这为公司带来了重要的发展机会 [75][76][77][78] - 公司将继续专注于通过临床试验数据和监管批准来改善癌症患者的标准治疗 [15][56] 其他重要信息 - 公司将继续积极保护知识产权,维护卡博坦尼布和其他创新分子的权益 [18][19] - 公司宣布启动新的5亿美元股票回购计划,体现了公司的财务实力和对未来发展的信心 [27][28][29] - 公司表示将继续关注业务开发和临床合作机会,特别是在泌尿生殖系统肿瘤领域 [93][94] 问答环节重要的提问和回答 问题1 **Asthika Goonewardene提问** 对于CONTACT-02未能达到OS主要终点,公司对于该药物的商业前景有何信心? [96][97] **Michael Morrissey回答** 公司对CONTACT-02的数据非常兴奋,尽管未能达到OS主要终点,但PFS数据已经获批准的先例,相信该药物仍有很大的临床价值和商业前景,特别是对于肝转移等高未满足需求的患者群体 [97][98][99] 问题2 **Andy Hsieh提问** 对于卡博坦尼布在NET适应症获标准审评而非突破性审评,公司有何评论?同时STELLAR-311与CABINET研究的适应症是否存在重叠和潜在的市场蚕食? [110][111][112] **Michael Morrissey回答** 公司对卡博坦尼布获标准审评感到满意,现在可以专注于审评和上市准备工作。对于STELLAR-311和CABINET的适应症,公司将根据最终的标签信息来评估市场机会,目前还为时尚早,需要等待更多数据 [111][112][129][130] 问题3 **Jason Gerberry提问** 公司如何看待卡博坦尼布和赞扎利替尼在NET适应症的市场机会差异,以及患者在治疗过程中的停留时间? [126][127][128] **Michael Morrissey回答** 公司将根据最终的标签信息来评估卡博坦尼布和赞扎利替尼在NET适应症的具体机会。对于赞扎利替尼,公司希望能够通过与依维莫司的对比试验,将其确立为NET患者的首选口服治疗 [128][129][130]

Exelixis (EXEL) reported $637.18 million in revenue for the quarter ended June 2024, representing a year-overyear increase of 35.6%. EPS of $0.84 for the same period compares to $0.31 a year ago. The reported revenue represents a surprise of +36.09% over the Zacks Consensus Estimate of $468.21 million. With the consensus EPS estimate being $0.37, the EPS surprise was +127.03%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determi ...

Exelixis (EXEL) came out with quarterly earnings of $0.84 per share, beating the Zacks Consensus Estimate of $0.37 per share. This compares to earnings of $0.31 per share a year ago. These figures are adjusted for nonrecurring items. This quarterly report represents an earnings surprise of 127.03%. A quarter ago, it was expected that this drug developer would post earnings of $0.28 per share when it actually produced earnings of $0.17, delivering a surprise of -39.29%. Over the last four quarters, the compa ...