Exelixis Inc. in the Spotlight
Exelixis Inc. (NYSE: EXEL), a development‑stage biotechnology firm listed on the Nasdaq, has drawn attention from both institutional investors and the broader oncology market. The company’s shares traded at $44.44 on 25 November 2025, a level near the 52‑week low of $31.90 but below the 52‑week high of $46.26. With a market capitalization of $11.9 billion, Exelixis trades at a price‑earnings ratio of 18.67.
Institutional Interest
A recent article on InsideMonkey (28 November 2025) notes that several high‑profile hedge funds and insiders—including Ray Dalio, Michael Burry, and Marshall Wace—have disclosed positions in Exelixis. The disclosure reflects continued confidence from institutional investors in the company’s pipeline of small‑molecule therapeutics for cancer. While the article does not detail the size of the holdings, the presence of these influential funds signals sustained institutional support.
Market Dynamics for Rhabdomyosarcoma
Exelixis is also positioned within the broader rhabdomyosarcoma therapeutic landscape. Two identical press releases dated 27 November 2025 (published by PRNewswire and Finanznachrichten.de) summarize a DelveInsight report that projects significant growth in the rhabdomyosarcoma market through 2034. Key points from the report include:
| Item | Detail |
|---|---|
| Market Growth | Expected to rise substantially by 2034 |
| Geographic Focus | United States, EU4, United Kingdom, Japan |
| Notable Therapies | Cabozantinib (Exelixis/Ipsen), PEEL‑224, Orotecan, ONIVYDE |
Cabozantinib, co‑developed by Exelixis and Ipsen, is highlighted as a promising candidate that could contribute to the market’s expansion. The report indicates that unmet needs in pediatric and young‑adult patients are driving increased research and clinical activity, potentially benefiting Exelixis’s portfolio.
Related Corporate Activity
On 25 November 2025, a feed from feeds.feedburner.com reported that Caligan Partners LP increased its stake in Verrica Pharmaceuticals Inc. The article listed EXEL among related stocks, suggesting that market movements in biotech are being monitored across a network of companies. Although the stake change pertains to Verrica, the inclusion of Exelixis indicates that investors and analysts are tracking developments across multiple players in the oncology sector.
Summary
Exelixis continues to attract institutional interest while operating within a rapidly growing therapeutic area. The company’s small‑molecule portfolio, particularly its partnership on Cabozantinib, aligns with market forecasts that predict substantial expansion of rhabdomyosarcoma treatment options. Current share price activity reflects both the company’s valuation relative to its 52‑week range and the broader investor sentiment within the biotechnology sector.
