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Wells Fargo downgrades Exelixis, says take profits after rally

Wells Fargo downgrades Exelixis, says take profits after rally

Wells Fargo downgraded Exelixis (EXEL) to Equal Weight from Overweight with an unchanged price target of $36. While there is a better chance than not that zanzalintinib’s STELLAR-303 trial in metastatic colorectal cancer will be positive in the second half of 2025, it seems priced in at these share levels, the analyst tells investors in a research note. As such, Wells sees a more balanced risk/reward in 2025 for Exelixis. With the shares up 71% in the past 12 months, it is time to take profits and move to the sidelines given the more balanced risk/reward at these levels, contends Wells.

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