This analysis evaluates the company's strategy and key strengths, weaknesses,
opportunities and threats, and provides an overview of the company's
historical and forecast financial performance. The report also gives an
in-depth analysis of the company's key prescription pharmaceutical product,
and provides a forecast sales performance for this drug.
Features and benefits
Patient-based forecasts for Exelixis's lead candidate, cabozantinib,
supported by key opinion leader research
Assessment of Exelixis's corporate strategy, operating performance, and
earlier-stage pipeline
Highlights
Exelixis's lead candidate is cabozantinib, a an oral inhibitor of the
hepatocyte growth factor receptor MET, receptor tyrosine kinase RET, and the
vascular endothelial growth factor receptor 2 (VEGFR2). It is currently in
Phase III trials for two indications: medullary thyroid cancer and metastatic
castrate-resistant prostate cancer.
For the medullary thyroid cancer (MTC) indication, the US has set a
Prescription Drug User Fee Act action date of November 29, 2012 and subsequent
launch is expected in 2013 in the US. Datamonitor believes a 2015 launch is
likely for the prostate cancer indication in the US.
Your key questions answered
Assess the potential of cabozantinib based on market size, Phase III
results, and future indications
See how uptake of cabozantinib will drive Exelixis' performance
Evaluate the company's long-term prospects, based on its plans to expand
cabozantinib's potential in further cancer indications
Table of Contents
Table of Contents
ABOUT THIS REPORT
PharmaVitae Explorer database
Chapter structure
Sales and product analysis
Financial analysis
Data sourcing
Analyst consensus
EXECUTIVE SUMMARY
Company introduction
Recent developments
Corporate relationships
Strategic overview
SWOT analysis
Strengths
Weaknesses
Opportunities
Threats
SALES AND PRODUCT ANALYSIS
Sales overview
Product analysis
Product sales
Cabozantinib
Cabozantinib - medullary thyroid cancer
Caprelsa was the first therapy to be approved for medullary thyroid
cancer
Nexavar and Sutent are sometimes used off-label in MTC
Clinical trials
Factors affecting approval and use
Key forecasting assumptions
Cabozantinib - castrate-resistant prostate cancer
Jevtana and Zytiga are most often used for second- and third-line
therapy in metastatic castrate-resistant prostate cancer
Clinical trials
Factors affecting approval and use
Key forecasting assumptions
Cabozantinib trials in other indications
Other products
FINANCIAL ANALYSIS
Financial performance overview
Operating costs and profit analysis, 2006 - 11
Operating costs and profit analysis, 2012 - 17
APPENDIX
References
Exchange rates
TABLES
Table: Key Exelixis corporate relationships
Table: Exelixis key product sales, by region ($m), 2012 - 17
Table: Exelixis Phase III trials in medullary thyroid cancer
Table: Cabozantinib US sales forecast model, 2013 - 17
Table: Cabozantinib EU sales forecast model, 2013 - 17
Table: Cabozantinib US sales forecast model, 2015 - 17
