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Summit Corp Share Discussion Threads
Showing 38226 to 38249 of 38250 messages
|So I find although somewhat distracting.|
|Sitting around in anticipation of news does inspire a little creativity!|
|Very cynical IMO and unlikely to be connected... but then again, I guess that's part of the purpose of having a vesting price, and given the last AGM vote, it seems unlikely they will reissue them if they lapse?|
|Nice to see the NASAQ nestling up around $12 again.
Conspiracy theorist's are suggesting on the other channel, that there's a good news flow due here in March, in order to consolidate a £2 plus share price for 60 days ... as the board's 2012 Share options are up!
I'm happy to ensure Glyn's got some pocket money if March/April indeed sees good data (FDX C Diff comparison results due & nudging toward Q2 for initial DMD news?)
|I guess each PI has their own buy out price but I don't think we are anywhere near that for most at the market price right now. Certainly not me :-)
Add a couple of zero's and I'd come to the table :-)
I would even think by the end of 2019 we could be looking at buying Sarepta to get our EU rights back!|
|Last time SRPT came into money they did the deal with us. Apart from the milestone due, might they acquire more territory rights or even make a bid? Probably unlikely and unless it was at a significant premium, I'm sure it would be rebuffed, but as last time, these things can happen rather quickly. Just a thought!|
|Even the FDA don't like them but they are in-place to encourage work in areas of rare diseases.|
|Folk also saying that with Trump suggesting he'll change the way these things work, it may ultimately have little value ... but I agree Solomon, the principle seems nuts!|
|I don't understand why these Priority Review Vouchers are transferable. Surely they are meant to encourage the company that receives the voucher to be motivated in the field where they are having success, not to be passed on to some other company that might not have the qualification to use it properly.|
|We've got one of these! (Lowest price paid in a while but still rather valuable)
|Presidents' Day today in US, so no Nasdaq to follow today.|
|My favourite two stocks are spectra and nuog for 2017Spsy tgt 70pNuog 3pThese stocks have all the attributes to motor over the weeks and months ahead|
|Sarepta dropping below their pre FDA approval share price again.|
|A high and probably very fair offer is what it will be. "People were saying that five years ago" because they believed wrongly that trials would be further advanced than they are now. The picture is a lot clearer now. Summit is ripening fast.|
|freemoney1,I tend to agree, for me RDZ underpins a future valuation and EZD is the prospective bountiful jam-on-the cake. However I was not surprised that the recent Seeking Alpha article took a very different view with U.S. Investors (Predominantly DMD community) being totally focussed on EZD-based progress and valuation. It seems to me that if EZD takes a tumble it could be quite some while before RDZ brings home the smaller pack of bacon; it seems C.Diff just doesn't have a following and attention has waned on next-generation antibiotics?Cheers, tightfist|
|People were saying that 5 years ago :-)
The majority of shares are strongly held by well informed investors. It would need to be a very high and fair deal to budge them. GLA|
|I doubt that Summit will exist in 3-4 years time.|
|Hi Solomon, I guess it all about doing your own research and building your own confidence.... all the top investors say the same thing....read, read and read. The more you understand the better you'll make informed choices.
For me it comes down to how confident we are in the company delivering value from C.Diff, we know RDZ works but can they commercialise it?
I'm staying positive and as said previously I see RDZ underpinning the value here now.
DMD is more of a gamble but as they call themselves a DMD company I'm sure they'll make a success of it at some stage with either F3 or F6. Not long now to Q2/Q3 for the initial read!!!! GLA|
|Yes, moving shares to ISA would sound like a good idea (and the ISA limit rises to 20K this April). The problem I have is that my history of non-divi-paying shares in ISA's is abysmal. I know SUMM is different, but that's what I said about all the other shares I had dreams of making huge capital gains without the CGT overhead. So, apart from the cost of Bed & ISA (which raises my base cost) I have to overcome the voice in my head that says "you lost when you did it before with tiny Mkt Cap shares and you were not able to offset the loss because of the tax shelter"|
|Hi H-M, Great work form you and Waterloo.
As Waterloo points out any deal will give upfronts and milestones which will more than offset any further development and set-up costs.
So to simplify calculation I just use the predicted peak sales and assume a 20% royalty.
The Crystal Ball Calculator puts out values between £11-£16 per share ...depending which way the wind is blowing :-)
So my point is with the share price below £2 it would seem a no brainer to invest at this level knowing the share is underpinned by that value in 3-4 years time and the 'free' gamble of the multi billion $ DMD programme hitting success... which could be worth £100's per share IMHO without further dilution.
It's all looking very exciting... it'd be nice to see the FDX results and a deal soon to boost the share price to where it should be.... but then again if it stays low we can move more shares to ISA in April... win win :-) GLA|
|Hi All I have bought shares mid price before & they were shown in Black neither a Sell or a Buy.Is it possible that the large transaction yesterday was a Buy which might explain waterloo01's point.The actual shares based on the figures shown under Share Information comparing 7th Feb. 17 & the SEC number is 248,245.|
|Point 72 sold 275k shares (now own 7.6%). Surely they traded ADS's so not sure why sale appears on AIM?|
|someone moving 275k of share around yesterday with that late trade today|
|Summit Therapeutics (SMMT) Presents at 19th Annual BIO CEO & Investor Conference
The following slide deck was published by Summit Therapeutics in conjunction with this event.