Exelixis

历史时间线

• 1994: Founded in Alameda, California
• 2000s: Pioneers small-molecule kinase inhibitor discovery platform
• 2012: FDA approves cabozantinib (Cometriq) for medullary thyroid cancer
• 2016: Cabometyx approved for advanced renal cell carcinoma
• 2019: HCC indication approved (liver cancer)
• 2021: COSMIC-313 trial shows combination therapy benefit
• 2023: Revenue $2.2B, expanding into new oncology indications
• 2024: Pipeline expansion beyond cabozantinib

商业模式

Focused oncology company centered on cabozantinib (Cabometyx), a multi-kinase inhibitor targeting MET, VEGFR2, and AXL. Revenue from Cabometyx sales across kidney cancer, liver cancer, and thyroid cancer. Pipeline includes next-generation kinase inhibitors and combination therapies with immunotherapy.

护城河分析

Cabozantinib's multi-kinase targeting creates broader efficacy than single-target competitors. Expanded label across three cancer types diversifies revenue. Long patent life with potential extensions through combination indications.

关键数据

• Founded: 1994, Alameda, California
• Revenue 2023: ~$2.2B
• Employees: ~800
• Flagship Drug: Cabometyx (cabozantinib)
• Indications: Renal Cell Carcinoma, Hepatocellular Carcinoma, Thyroid Cancer

有趣事实

• Exelixis's name comes from 'helix' (DNA) and the Greek prefix for 'evolution' — reflecting their focus on evolving cancer treatments.
• Cabozantinib was originally developed for thyroid cancer but found its biggest commercial success in kidney and liver cancer — a classic example of drug repurposing.