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EXEL

Exelixis, Inc.

Sector: healthcareBiotechnologyNASDAQMarket Cap: $11.70B

Exelixis, Inc. is a biopharmaceutical company focused on developing cancer therapies, with a primary political signal being a single lobbying pattern linked to Rep. Ro Khanna (D-CA) on defense issues related to cancer drug access, despite $0 lobbying income reported in 2024.

Govt Dependence
30/100
Regulatory Density
85/100
Lobbying Intensity
10/100
Political Signal
NEUTRAL

BusinessWhat EXEL does

Exelixis is a biopharmaceutical company that discovers, develops, and commercializes targeted therapies for cancer treatment. Its revenue is primarily driven by sales of its flagship product, cabozantinib, marketed as CABOMETYX for various advanced cancers. The company also engages in partnerships and licensing agreements to expand its pipeline and commercial reach.

12 months past · 3 months futureEXEL activity timeline

$48$41$34 JunJulAugSepOctNovDecJan '26FebMarAprMayJunJulAug ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · May 18 $46.85 hi $34.54 lo $43.68 CONGRESS 20 INSIDERS 0 13F FUNDS 0 BILLS 41 S.827 · markup · 2025-07-30HR.1860 · committee · 2025-09-16HR.2068 · committee · 2025-06-12 MARKUP · House Appropriations Subcommittee on Department of Homeland · 2026-05-18MARKUP · Senate Appropriations Subcommittee on Commerce, Justice, Sci · 2026-05-19MARKUP · Senate Appropriations Subcommittee on Departments of Labor, · 2026-05-19MARKUP · Senate Appropriations Subcommittee on Department of Defense · 2026-05-19MARKUP · House Appropriations Subcommittee on Commerce, Justice, Scie · 2026-05-19MARKUP · Senate Appropriations Subcommittee on Transportation, Housin · 2026-05-19MARKUP · Senate Budget · 2026-05-20MARKUP · Senate Health, Education, Labor, and Pensions · 2026-05-20MARKUP · House Education and Workforce Subcommittee on Health, Employ · 2026-05-20MARKUP · House Energy and Commerce Subcommittee on Oversight and Inve · 2026-05-20MARKUP · House Energy and Commerce Subcommittee on Health · 2026-05-20MARKUP · Senate Appropriations Subcommittee on Energy and Water Devel · 2026-05-20MARKUP · Senate Veterans' Affairs · 2026-05-20MARKUP · Senate Health, Education, Labor, and Pensions · 2026-05-21MARKUP · Senate Appropriations Subcommittee on Department of Defense · 2026-05-21MARKUP · House Appropriations Subcommittee on Departments of Transpor · 2026-05-21
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
240 trading days · 0 congressional trades shown · 0 insider buys · 0 13F filings · 3 past bill actions · 16 upcoming markups

Executive Branch ConflictsEXEL held by Trump-administration officials

Lifetime Government AwardsEXEL federal contracts

EXEL doesn't hold direct federal contracts.

Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.

Congressional TradesWho in Congress is trading EXEL

2024-01-10 Ro Khanna D-California · house Sale $1,001 - $15,000
2024-01-10 Ro Khanna D-California · house sale $1,001 - $15,000
2022-12-06 Ro Khanna D-California · house purchase $1,001 - $15,000
2022-12-06 Ro Khanna D-California · house Purchase $1,001 - $15,000
2019-01-09 (unknown) Purchase $1,001 - $15,000 474d late
2019-01-09 (unknown) purchase $1,001 - $15,000 474d late
2019-06-04 (unknown) Sale $1,001 - $15,000 328d late
2019-06-04 (unknown) sale $1,001 - $15,000 328d late
2019-02-06 (unknown) purchase $1,001 - $15,000 446d late
2019-04-16 (unknown) sale $1,001 - $15,000 377d late
2019-02-06 (unknown) Purchase $1,001 - $15,000 446d late
2019-04-16 (unknown) Sale $1,001 - $15,000 377d late
20+ trades on file · most recent 2024-02-05

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

No Form 4 activity recorded in the last 180 days.

Bills Affecting EXELLive legislation impacting this stock

Political ProfileWhere EXEL sits in Washington

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STRUCTURAL: Single lobbying pattern aligned with House Armed Services Committee on defense issues related to cancer drugs, but $0 lobbying income and no federal contracts. EVIDENTIARY: No corporate insider buys (tier F, 0 buys), no congressional traders, but executive branch exposure shows Trump holds EXEL stock and dividends. Net: Mixed signals with limited scale.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • Potential changes to drug pricing, coverage, and payment under defense-related healthcare policies
    Department of Defense, Centers for Medicare & Medicaid Services
    "get_political_influence.lobbying_patterns[0].committees includes HSAS (House Armed Services) and lobbying filings mention 'access, coverage, and payment for cancer drugs' under defense issue area."

Regulatory opportunities

  • Advocacy for improved access and coverage of cancer drugs through defense health programs
    Department of Defense
    "get_political_influence.lobbying_patterns[0].matches_committee true for HSAS, and lobbying filings focus on defense issues related to cancer drugs."

Capitol Hill AlliesChampions & critics

Congressional champions

Congressional critics

  • No specific congressional critics identified.

LobbyingWho's hired to advocate for EXEL

ARNOLD & PORTER KAYE SCHOLER LLP defense
Member intelligence layer

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Frequently AskedAbout EXEL & political exposure

Does Exelixis, Inc. (EXEL) hold federal contracts?
No direct prime contracts reported in USASpending.gov for Exelixis, Inc.. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.
Which Trump cabinet officials own EXEL stock?
1 Trump cabinet members or senior White House staff have disclosed holdings in EXEL on their OGE 278 financial disclosures, including Donald J. Trump. See the Cabinet Conflicts panel for details.
Has Congress traded EXEL stock?
20 congressional trades by 2 unique members of Congress, most recently on 2024-01-10. See the Congressional Trading panel for politician-by-politician breakdown.
What is EXEL political risk profile?
Government dependence: 30/100. Lobbying intensity: 10/100. Political signal: neutral. Donor party split: R 0% / D 100%.
How does GovGreed track EXEL political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. EXEL data is updated daily from these official federal sources.