[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Top Stock Alerts [@TopStockAlerts1](/creator/twitter/TopStockAlerts1) on x 118.8K followers Created: 2025-06-23 14:32:40 UTC $EXEL Exelixis $ 875M Opportunity With Zanzalintinib William Blair's Andy Hsieh sees a $ 875M commercial opportunity for Exelixis' new drug, zanzalintinib, with potential to hit $ 5B U.S. net sales by 2033. The split: XX% genitourinary, XX% gastrointestinal, XX% head-and-neck cancers. Zanzalintinib is currently in trials for kidney, head-and-neck, and neuroendocrine tumors, with kidney and head-and-neck data expected later this year. Positive early data from the STELLAR-303 study is seen as the first milestone. Hsieh reiterated an Outperform rating. From Cabometyx to Zanzalintinib Cabometyx, Exelixis’ current flagship, is giving way to its next-gen replacement. Leerink's Andrew Berens expects full data in October (ESMO conference), but flagged a concern: the company changed the study’s primary endpoint close to topline results, potentially drawing FDA scrutiny. XXXXX engagements  **Related Topics** [$exel](/topic/$exel) [Post Link](https://x.com/TopStockAlerts1/status/1937156857077838319)
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Top Stock Alerts @TopStockAlerts1 on x 118.8K followers
Created: 2025-06-23 14:32:40 UTC
$EXEL Exelixis $ 875M Opportunity With Zanzalintinib William Blair's Andy Hsieh sees a $ 875M commercial opportunity for Exelixis' new drug, zanzalintinib, with potential to hit $ 5B U.S. net sales by 2033. The split: XX% genitourinary, XX% gastrointestinal, XX% head-and-neck cancers. Zanzalintinib is currently in trials for kidney, head-and-neck, and neuroendocrine tumors, with kidney and head-and-neck data expected later this year. Positive early data from the STELLAR-303 study is seen as the first milestone. Hsieh reiterated an Outperform rating. From Cabometyx to Zanzalintinib Cabometyx, Exelixis’ current flagship, is giving way to its next-gen replacement. Leerink's Andrew Berens expects full data in October (ESMO conference), but flagged a concern: the company changed the study’s primary endpoint close to topline results, potentially drawing FDA scrutiny.
XXXXX engagements
Related Topics $exel