Why EXEL rose on Oct 30
Up 5% on Oct 30, and still 8% over its Oct 29 close.
“The increase in net product revenues was primarily due to an increase in sales volume and an increase in average net selling price.”
EXEL's Quality Score fell 3 points on Tue, Nov 10, to 16. Buying slipped from its highest in 20 days (3 chart checks stopped).
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Up 5% on Oct 30, and still 8% over its Oct 29 close.
“The increase in net product revenues was primarily due to an increase in sales volume and an increase in average net selling price.”
| The company | Profit quadrupled |
| Its score | Up:Excellent or better for 39 days in a row |
| Latest filing | 8-K, Oct 29 |
Tue Nov 10: Guggenheim 3rd Annual Global…Investor conference · date confirmed.
4 more dates ahead: conferences, for Pro members.
After its last 4 reports it closed +1.6% on average, higher 2 of 4 times.
No shelf registration or at-the-market program on file in the last three years.
Director Mary C Beckerle sold 9,812 shares on Aug 10, under a planned sale. 18 more insider trades this year.
Decision dates and advisory committee meetings the companies have announced in their filings, soonest first and small companies first.
Excellentfor quality, not price, 6 of 14 chart checks firingWhat the Quality Score means
EXEL is #16 of 281 by Quality Score.
| Rank | Stock | Quality Score |
|---|---|---|
| 1 | ||
| 2 | ||
| 3 | ||
| Open for its score | ||
| Open for its score | ||
| Open for its score | ||
| Open for its score | ||
| 16 |
Share count against a year before: EXEL -8.1%, CGON +16%, BIIB +0.8%.
Expected to report Tue Feb 9, after the close (in 91 days).
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
Sales of $658.7M, 10% more than a year ago; a profit of $0.85 a share, from $0.69.
“The increase in net product revenues was primarily due to an increase in sales volume and an increase in average net selling price.”
| Line | Q3 2026 | Q2 2026 | Q3 2025 |
|---|---|---|---|
| Product, Gross | $854M | $813M | $780M |
Each quarter's sales and their share of its total. Figures as filed (SEC filing, Oct 29)
No outlook figures read from this release.
“GAAP net income per share for the quarter ended September 30, 2026 was favorably impacted by lower weighted-average common shares outstanding for the quarter ended September 30, 2026, as compared to the comparable period in 2025, as a result of the stock repurchase programs.”
From its results filing (SEC filing · Oct 29)
Sales grew 19% a year over 5 years, fiscal 2020 to 2025.
Its share count fell 2.4% a year over 5 years.
| Reported | Gap | Reaction | 5 days |
|---|---|---|---|
| Oct 29, 2026 | +3.1% | +4.8% | +3.8% |
| Aug 5, 2026 | -6.7% | -7.9% | -11.2% |
| May 5, 2026 | +7.3% | +9.6% | +11.3% |
Sales grew every year from 2018 to 2025, to $2.3B. It made a profit in each of the eight years.
RSI 65.5, MACD above signal, above both averages. Not scored.
3 insiders sold $5.5M across 3 filings in the last 6 months. No open-market buys on record. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: EXEL is under 0.1% of VTI, the most of the 24 funds Breakaway covers, by their holdings as filed for Jun 30, 2026.
Exelixis Inc is a biopharmaceutical firm that discovers, develops, and commercializes treatments for cancer. Its molecule, cabozantinib, is indicated for the treatment of patients with metastatic medullary thyroid cancer under the name Cometriq and for the treatment of kidney and liver cancer under the name Cabometyx. Exelixis and its partner Roche have also brought Cotellic to market for the treatment of melanoma.
“Our competitors and potential competitors include major pharmaceutical and biotechnology companies, as well as academic research institutions, clinical reference laboratories and government agencies that are pursuing research activities similar to ours.”
EXEL scores 16 today, which Breakaway calls Excellent. It is #16 of 281 in Biotech by Quality Score, with 6 of 14 chart checks firing. Up 5% on Oct 30, and still 8% over its Oct 29 close. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
EXEL scores 16 today, which Breakaway calls Excellent (15 to 19). That is #16 of 281 in Biotech by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind EXEL's 16.
3 insiders sold $5.5M across 3 filings in the last 6 months. No open-market buys on record. The newest is Dana Aftab, EVP, Research and Development, who sold $2.2M on May 26. Every filing, with the scored weight, for Pro members.
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Insider and Congress trades, the chart, and the financials, in one score.
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