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Exelixis (EXEL) pipeline and stated timing

Pipeline at a glance

ProgramEventStageStated timingFiling
cabozantinib + atezolizumab submission—during the fourth quarter of 202410-Q ·
cabozantinibAdvisory committeeStage not statedMarch 2025SEC filing ·
cabozantinib target date (company stated)PDUFAApril 3, 2025SEC filing ·
zanzalintinib and atezolizumabPDUFA target date (company stated)PDUFADecember 3, 2026SEC filing ·
zanzalintinib/data readoutPhase 3Second Half of 2026EX-99.1 ·

Source: ORION, orionbiotechai.com/company/EXEL, data as of Oct 18, 2026
https://www.orionbiotechai.com/company/EXEL

Nearest upcoming stated timing: zanzalintinib and atezolizumab · PDUFA target date (company stated) · December 3, 2026

SEC sources last checked .

Programs and stated timing

○ Quote matched to filing (not yet reviewed by founder) · ✓ Checked by founder.

cabozantinib + atezolizumab

metastatic castration-resistant prostate cancer

Matched

NDA/BLA submissionduring the fourth quarter of 2024

Stage: —

Public float: $9,400,000,000 · as of · SEC filing

We intend to submit an sNDA to the FDA during the fourth quarter of 2024.

10-Q · Filed · Last checked

Source details

Accession 0000939767-24-000150

Resolution filing: · SEC filing

cabozantinib

previously treated advanced pancreatic and extra-pancreatic neuroendocrine tumors

Matched

Advisory committeeMarch 2025

Stage: Not stated

Public float: $9,400,000,000 · as of · SEC filing

In November 2024, we announced that our sNDA would be discussed at an Oncologic Drugs Advisory Committee (ODAC) meeting in March 2025

SEC filing · Filed · Last checked

Source details

Accession 0000939767-25-000019

Resolution filing: · SEC filing

cabozantinib

previously treated advanced pancreatic and extra-pancreatic neuroendocrine tumors

Matched

PDUFA target date (company stated)April 3, 2025

Stage: PDUFASEC filing · “PDUFA) target action date”

Public float: $9,400,000,000 · as of · SEC filing

Prescription Drug User Fee Act (PDUFA) target action date of April 3, 2025

SEC filing · Filed · Last checked

Source details

Accession 0000939767-25-000019

Resolution filing: · SEC filing

zanzalintinib and atezolizumab

previously treated metastatic colorectal cancer

Matched

PDUFA target date (company stated)December 3, 2026

Stage: PDUFASEC filing · “PDUFA) target action date”

Public float: $9,400,000,000 · as of · SEC filing

Prescription Drug User Fee Act (PDUFA) target action date of December 3, 2026

SEC filing · Filed · Last checked

Source details

Accession 0000939767-26-000098

How this date was described over time

Company periods and sentences are quoted as written. A matching disclosure uses the SEC filing date for the same program and event type. As of .

Program / eventStated period and SEC wordingDisclosure in stated period
zanzalintinibClinical resultsSecond Half of 2026
“Topline Results for Phase 3 STELLAR-304 Pivotal Trial Expected in Second Half of 2026”

Filed · EX-99.1

Still within period

As of Oct 19, 2026

zanzalintinib and atezolizumabFDA decisionDecember 3, 2026
“Prescription Drug User Fee Act (PDUFA) target action date of December 3, 2026”

Filed · SEC original

Period not started

The stated period has not started yet, so there is nothing to compare.

zanzalintinib and atezolizumabFDA decisionDecember 3, 2026
“Prescription Drug User Fee Act (PDUFA) target action date of December 3, 2026”

Filed · SEC original

Period not started

The stated period has not started yet, so there is nothing to compare.

zanzalintinib and atezolizumabFDA decisionDecember 3, 2026
“Prescription Drug User Fee Act (PDUFA) target action date of December 3, 2026”

Filed · SEC original

Period not started

The stated period has not started yet, so there is nothing to compare.

zanzalintinib and atezolizumabFDA decisionDecember 3, 2026
“PDUFA target action date of December 3, 2026”

Filed · SEC original

Period not started

The stated period has not started yet, so there is nothing to compare.

zanzalintinib and atezolizumabFDA decisionDecember 3, 2026
“target action date of December 3, 2026”

Filed · SEC original

Period not started

The stated period has not started yet, so there is nothing to compare.

zanzalintinib and atezolizumabFDA decisionDecember 3, 2026
“Prescription Drug User Fee Act (PDUFA) target action date of December 3, 2026”

Filed · SEC original

Period not started

The stated period has not started yet, so there is nothing to compare.

zanzalintinib and atezolizumabFDA decisionDecember 3, 2026
“Prescription Drug User Fee Act (PDUFA) target action date of December 3, 2026”

Filed · SEC original

Period not started

The stated period has not started yet, so there is nothing to compare.

cabozantinibFDA decisionApril 3, 2025
“Prescription Drug User Fee Act (PDUFA) target action date of April 3, 2025”

Filed · SEC original

Not compared

The stated period has ended. ORION has no record of a complete search of SEC filings from that period.

cabozantinibFDA decisionApril 3, 2025
“PDUFA target action date of April 3, 2025”

Filed · SEC original

Not compared

The stated period has ended. ORION has no record of a complete search of SEC filings from that period.

cabozantinibFDA decisionApril 3, 2025
“Prescription Drug User Fee Act (PDUFA) target action date of April 3, 2025”

Filed · SEC original

Not compared

The stated period has ended. ORION has no record of a complete search of SEC filings from that period.

cabozantinibFDA decisionApril 3, 2025
“PDUFA action date of April 3, 2025”

Filed · SEC original

Not compared

The stated period has ended. ORION has no record of a complete search of SEC filings from that period.

cabozantinibAdvisory committeeMarch 2025
“In November 2024, we announced that our sNDA would be discussed at an Oncologic Drugs Advisory Committee (ODAC) meeting in March 2025”

Filed · SEC original

Not compared

The stated period has ended. ORION has no record of a complete search of SEC filings from that period.

cabozantinibFDA decisionApril 3, 2025
“Prescription Drug User Fee Act (PDUFA) target action date of April 3, 2025”

Filed · SEC original

Not compared

The stated period has ended. ORION has no record of a complete search of SEC filings from that period.

cabozantinibFDA decisionApril 3, 2025
“PDUFA target action date of April 3, 2025”

Filed · SEC original

Not compared

The stated period has ended. ORION has no record of a complete search of SEC filings from that period.

cabozantinibFDA decisionApril 3, 2025
“Prescription Drug User Fee Act (PDUFA) target action date of April 3, 2025”

Filed · SEC original

Not compared

The stated period has ended. ORION has no record of a complete search of SEC filings from that period.

cabozantinibFDA decisionApril 3, 2025
“PDUFA target action date of April 3, 2025”

Filed · SEC original

Not compared

The stated period has ended. ORION has no record of a complete search of SEC filings from that period.

cabozantinibFDA decisionApril 3, 2025
“Prescription Drug User Fee Act (PDUFA) target action date of April 3, 2025”

Filed · SEC original

Not compared

The stated period has ended. ORION has no record of a complete search of SEC filings from that period.

cabozantinib + atezolizumabSubmissionduring the fourth quarter of 2024
“We intend to submit an sNDA to the FDA during the fourth quarter of 2024.”

Filed · 10-Q

Not compared

The stated period has ended. ORION has no record of a complete search of SEC filings from that period.

cabozantinib + atezolizumabSubmissionin the fourth quarter of 2024
“Exelixis intends to submit an sNDA to the FDA for cabozantinib in combination with atezolizumab for mCRPC in the fourth quarter of 2024.”

Filed · EX-99.1

Not compared

ORION has no confirmed start and end dates for this wording, so it is not compared with filings.

“Not compared” means ORION has not matched this wording against a complete set of SEC filings for its period. It says nothing either way about whether a matching filing exists. Wording without exact dates is not given calendar dates.

Retained company announcements

Historical summaries and source dates are retained separately from the SEC timing quotes above. Earlier publications were collected retrospectively.

Historical catalog checked .

CABOMETYX US review for advanced NET

2025 milestones: CABOMETYX NET review date

Source published · Original announcement

Retained timing label: 2025-04-03

Retained summary: Exelixis reported FDA review of the supplemental application for previously treated advanced neuroendocrine tumors, with an April 3, 2025 target action date.

Retained source and collection times
Event effective
UNAVAILABLE
ORION first seen
ORION ingested

CABOMETYX advanced NET approval announcement

Source published · Original announcement

Retained summary: Exelixis announced FDA approval of CABOMETYX for specified previously treated advanced pancreatic and extra-pancreatic neuroendocrine tumors. The approval announcement preceded the published target date.

Retained source and collection times
Event effective
ORION first seen
ORION ingested

Read the retained source trail

Selected registry record

Zanzalintinib · NCT07750158

Condition in the selected registry record
Colorectal Cancer
Phase in the selected registry record
Phase 3
Identity checked

Original ClinicalTrials.gov record · Open the selected study

Retained company–study identity sources

Scope of retained company and registry evidence

These are selected linked records and dated source metadata, not a live registry recheck or the company’s full pipeline. Company announcements and the selected registry study are separate evidence sets. No stage or event timing is borrowed between them.

Coverage and identity checks

Watch EXEL

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Reading these records

First stated window
The timing wording in the earliest company statement located within the sources checked, quoted as written (for example “2H 2026”). An earlier statement may exist outside those sources.
Disclosure date
The date of the filing or company release that disclosed the readout. “None found” means no such disclosure was located in the sources checked. SEC filings were searched through the “SEC filings searched through” date shown.
1H, 2H, 1Q–4Q
First or second half, or first to fourth quarter, of the year named, as the company wrote it. Equivalent notations are compared together; the original wording stays visible.
SEC original
The filing as published on the SEC EDGAR system. “Company original” is the release on the company's own investor site.
Status
One of seven labels set by founder review of the original filings. Definitions: Methodology.

See EXEL in the calendar · Review labels and methodology

A New Drug Application (NDA) or Biologics License Application (BLA) asks the FDA to approve a drug or biologic for sale.A PDUFA date is the target date by which the FDA aims to decide on a drug or biologic application.Topline results are the main summary results of a clinical trial, released before the full data.