Stratrix
On the Record · Exelixis

Exelixis competitors, on the record

The companies Exelixis itself names as competitors in its annual reports, 2023 to 2026, each with the sentence it appears in and the filing it came from.

Who Exelixis names

CompanyNamed in
AstraZeneca PLC2026
Genzyme2026
Merck & Co.2026
MSN Pharmaceuticals, Inc.2026
Teva2026

In its own words

  1. AstraZeneca PLC

    Word for word“Should the combination of zanzalintinib and nivolumab be approved for the treatment of these RCC patients, we believe its principal competition may include AstraZeneca PLC’s savolitinib + durvalumab vs. Pfizer’s sunitinib and similar approved therapies or therapies in late-stage development that compete with cabozantinib or combination regimens containing cabozantinib in various RCC indications.” 10-K for 2026
  2. Genzyme

    Word for word“We believe that the principal competing anti-cancer therapy to COMETRIQ in progressive, metastatic MTC is Genzyme’s vandetanib, which has been approved by the FDA and the EC for the treatment of symptomatic or progressive MTC in patients with unresectable, locally advanced, or metastatic disease, as well as other therapies that have been recently approved to treat patients with advanced or metastatic RET-mutant MTC who require systemic therapy, including: Blueprint Medicines’ and Roche’s pralsetinib; and Eli Lilly’s selpercatinib.” 10-K for 2026
  3. Merck & Co.

    Word for word“We believe the principal competition for CABOMETYX in advanced RCC includes: the combination of Merck & Co.’s pembrolizumab and Pfizer’s axitinib; the combination of BMS’s ipilimumab and nivolumab; the combination of Merck & Co.’s pembrolizumab and Eisai’s lenvatinib; the combination of Eisai’s lenvatinib and Novartis’ everolimus; and Merck & Co.’s belzutifan.” 10-K for 2026
  4. MSN Pharmaceuticals, Inc.

    Word for word“For example, other companies, including MSN Pharmaceuticals, Inc.” 10-K for 2026
  5. Teva

    Word for word“In the longer term, we may eventually face competition from potential manufacturers of generic or follow-on versions of our marketed products, including the proposed generic versions of CABOMETYX tablets that are the subject of ANDAs submitted to the FDA by MSN, Teva, Cipla, Biocon and Sun, as well as the 505(b)(2) for cabozantinib capsules submitted by Handa, or the 505(b)(2) for cabozantinib tablets submitted to the FDA by Azurity.” 10-K for 2026

Read from Exelixis’s annual reports (10-K for 2026, 10-K for 2025, 10-K for 2023) and the financial data it files with the SEC, as of 2026-02-10. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.