On Oct 17, major Wall Street analysts update their ratings for $Exelixis (EXEL.US)$, with price targets ranging from $30 to $34.
Morgan Stanley analyst Jeffrey Hung maintains with a hold rating, and maintains the target price at $30.
Stifel analyst Stephen Willey maintains with a hold rating, and maintains the target price at $30.
Truist Financial analyst Asthika Goonewardene maintains with a buy rating, and maintains the target price at $33.
JMP Securities analyst Silvan Tuerkcan maintains with a buy rating, and maintains the target price at $34.
Furthermore, according to the comprehensive report, the opinions of $Exelixis (EXEL.US)$'s main analysts recently are as follows:
The recent judicial decision regarding the Cabometyx MSN II case confirmed that the Malate Salt Patents remain valid, and the '349 patent was neither infringed upon nor invalid. This outcome is largely favorable as it ensures patent protection until 2030. Nevertheless, the ruling did not reach the most optimistic scenario which would have extended patent protection until 2032.
The recent ruling securing Cabometyx patent protection until 2030 has presented a renewed outlook for the company's shares. The progress of the company's pipeline is now emerging as a key factor for the stock's valuation. The extension of Cabo's exclusivity and the resulting improved outlook for the stock has led to increased optimism.
The recent resolution of the MSN Laboratories litigation is deemed an incremental boon for Exelixis, enhancing the predictability of Cabometyx's market exclusivity and granting the company a clearer perspective on future business development endeavors. The potential of zanzalintinib is seen as a significant element in the firm's strategy to evolve its business model following Cabometyx. Furthermore, the newly formed partnerships with a major pharmaceutical company are viewed with interest.
Following a legal ruling that MSN infringed on certain polymorph patents, it's believed that the validity of the claims for all involved patents stands. This development suggests that each additional year of intellectual protection for Cabometyx could translate into significant free cash flow. The outcome may prompt investors to take a closer look at zanza and other assets in the pipeline.
Here are the latest investment ratings and price targets for $Exelixis (EXEL.US)$ from 4 analysts:
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美东时间10月17日，多家华尔街大行更新了$伊克力西斯 (EXEL.US)$的评级，目标价介于30美元至34美元。
摩根士丹利分析师Jeffrey Hung维持持有评级，维持目标价30美元。
斯迪富分析师Stephen Willey维持持有评级，维持目标价30美元。
储亿银行分析师Asthika Goonewardene维持买入评级，维持目标价33美元。
JMP Securities分析师Silvan Tuerkcan维持买入评级，维持目标价34美元。
此外，综合报道，$伊克力西斯 (EXEL.US)$近期主要分析师观点如下：
关于Cabometyx MSN II案件的最新司法裁决确认了Malate盐专利的有效性，'349号专利既未受侵权也不无效。这一结果在很大程度上是有利的，因为它确保了专利保护直至2030年。然而，裁决未达到最乐观的情景，即延长专利保护至2032年。
最近的裁决确保了Cabometyx专利保护至2030年，为公司股票带来了新的展望。公司产品线的进展现在正逐渐成为股票估值的关键因素。Cabometyx独家性的延长和由此带来的股票前景改善已经引发了增多的乐观情绪。
最近解决MSN Laboratories诉讼被视为对Exelixis的渐进性帮助，增强了Cabometyx市场独家性的可预期性，并为公司未来业务发展努力提供了更清晰的视角。zanzalintinib的潜力被视为公司在Cabometyx之后改进其业务模式的重要因素。此外，与一家主要药品公司新建立的合作引起了兴趣。
在一项法律裁决认定MSN侵犯了某些多型专利之后，人们认为所有相关专利的权利有效。这一发展表明，为Cabometyx提供每一年的知识产权保护可能会转化为显著的自由现金流。这一结果可能促使投资者更加关注zanza和其他产品线中的资产。
以下为今日4位分析师对$伊克力西斯 (EXEL.US)$的最新投资评级及目标价：
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