Research Feed
Exelixis: Patent Cliff Delayed to 2030, Zanzalintinib PDUFA in 10 Months
EXEL's "patent cliff" narrative is materially de-risked. Two trial wins, two settlements, and a declined IPR push generic CABOMETYX entry to 2030—not 2026-2027 as bears price in. Meanwhile, zanzalintinib (PDUFA Dec 3, 2026) positions the company to transition from single-product to dual-product engi