{"schema_version":"secwatch.filing_event.v1","accession":"0000939767-22-000108","form_type":"8-K","ticker":"EXEL","cik":"0000939767","company_name":"EXELIXIS, INC.","filed_at":"2022-11-01T23:59:59+00:00","discovered_at":"2026-05-14T18:03:54.108599+00:00","generated_at":"2026-06-22T21:07:12.522234+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Exelixis Q3 revenue $411.7M; cabozantinib franchise up 39% YoY; GAAP EPS $0.23","bullets":["Total revenues $411.7M (up 25% YoY); cabozantinib net product revenue $366.5M (+39% YoY).","GAAP net income $73.2M ($0.23 diluted EPS) vs $38.2M ($0.12) prior year; non-GAAP EPS $0.31.","Announced option deals with Cybrexa and Sairopa to access early-stage oncology assets.","Cash and investments $2.1B at quarter end, up from $1.9B at Dec 2021.","R&D expenses $198.8M (up from $163.4M); SG&A $115.0M (up from $101.6M)."],"urls":{"canonical":"https://secwatch.observer/filing/0000939767-22-000108","json":"https://secwatch.observer/filing/0000939767-22-000108.json","markdown":"https://secwatch.observer/filing/0000939767-22-000108.md","text":"https://secwatch.observer/filing/0000939767-22-000108.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/939767/000093976722000108/0000939767-22-000108-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/939767/000093976722000108/exel-20221101.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-22T21:07:12.522234+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"950b106106ae0d24258537199f41bbc9b3a5f904","claim":"EXELIXIS, INC. reported the quarter ended September 30, 2022 results: revenue $411.7 million, net income $73.2 million, EPS $0.23.","evidence_excerpt":"EXELIXIS ANNOUNCES THIRD QUARTER 2022 FINANCIAL RESULTS AND PROVIDES CORPORATE UPDATE - Total Revenues of $411.7 million, Cabozantinib Franchise Revenues of $366.5 million - - GAAP Diluted EPS of $0.23, Non-GAAP Diluted EPS of $0.31 -","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/939767/000093976722000108/0000939767-22-000108-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended September 30, 2022"},{"label":"Revenue","value":"$411.7 million"},{"label":"Net income","value":"$73.2 million"},{"label":"EPS","value":"$0.23"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}