Summit Therapeutics Share Discussion Threads

[tightfist] 13/10/2016 14:15

Hooray! That ridiculous 4% trading spread has now been closed up; MM's need to generate some volume sometime!

[luminoso] 13/10/2016 13:22

Unless it was a false bottom ! The thing is, even though in reality its all jiggery pokery, its what the majority of traders/gamblers work by.
Investors like us are just soooo yesterday, my dear !

[luminoso] 13/10/2016 12:37

Well, someone quoted an american trader a few days ago, who said 10.3 was a possible bottom. We'll see this afternoon, i guess.

[freemoney1] 13/10/2016 11:07

Hi Waterloo, Great idea, RDZ deal on just one or other major territory (US or EU) like the EZD deal. That would give the company a potential very high revenue stream from either/both of the key pipelines. It would dramatically reduce the risk for shareholders, especially since RDZ has such a strong data package and is seen as likely to pass P3 without any worries. Very exciting times watching this biotech transform into a new pharmaceutical. GLA

[waterloo01] 13/10/2016 10:55

Sorry just my shortcut. Should be EZT!

[waterloo01] 13/10/2016 10:28

Lot's of possibilities but if ETZ is shown to work, anything is possible

[waterloo01] 13/10/2016 10:15

Hyper, I think we are tied into SRPT in that investors who wanted to spread the risk with ETZ can now do so via SRPT. There are rumours that SRPT itself will get taken out, so we might benefit from that, as we will once they start to get some sales traction, however we have our own drivers independent of them, both in RDZ but also any further RNS's on ETZ recruitment of feedback.

We could of course be a target ourselves, but let's leave that speculation for another day.

[hugus maximus] 13/10/2016 08:15

Someuwin ... Many thanks for putting up the Sarepta chart here. Yesterdays NASDAQ chart shows how our paths now seem totally intertwined.

[patviera] 13/10/2016 06:48

That is the key free moneyWe are no longer staples for cashSo we can be patient with any decisionsDefinitely into buy territoryI have an ultimate 6 pounds tgt here based on a major taking us outKeeping the faithPat

[waterloo01] 12/10/2016 15:31

Freemoney, about my understanding as well. I think they are talking about a lower price point for that very reason and to get it into 1st & 2nd line care. One suspects, with the pressure off, that they might do a mix of license in some territories (mirroring SRPT deal?) and with some more grant/Wellcome type money, might take it through the next stage? I know that would please some. Regardless it does mean they don't have to take any deal.

[freemoney1] 12/10/2016 15:23

Thanks Waterloo,
Reading this journal article on Fidoxamicin (hxxp://www.pharmaceutical-journal.com/news-and-analysis/a-new-antibiotic-to-tackle-c-difficile/11103973.article) it would seem the results of the Ridinilazole vs Fidoxamicin results could be very transformational in deal discussions.

Interesting that the cost/benefit calc is prohibiting FDX being used too widely too quickly. Maybe a lesson for Summit/Partner in their pricing strategy to produce the maximum revenue from both front and second line treatment.

I was told that deal discussions would not be waiting for the RDZ vs FDX study but maybe things have moved on since then. Since Summit are no longer in a rush for cash, and results are so close on the study, it might be prudent to wait for the even stronger commercial data set this study could provide. Interesting to see how it evolves. GLA

[chrisatrdg] 12/10/2016 13:29

Hi freemoney1 The other board is somewhat cluttered up & I understand why you have moved back & have on many occasions reposted your LSE posts here.

Having seen the share price drop below £1 I can hold without concern as I & others on this board believe in the science - just a matter of time before the share price goes back north.Regards to all.

[waterloo01] 12/10/2016 13:01

Welcome freemoney1. There is an event in a couple of weeks in New Orleans. I understand we are taking part in this: The event has RDZ written all over it but is part of a much larger event

We must be close to results v Fidoxamicin.

[freemoney1] 12/10/2016 12:56

Thanks guys.
Yes, the price drift isn't great but there are many Warren quotes to cover this :-)
Hold firm in your knowledge and research and let the herd follow their own path.

The Sarepta insurance company knock back isn't helping the outlook for the nervous either. Hopefully Summit's Ezutromid will have much clearer results that make it an easy decision for insurance companies.

The DMD deal gives the company up to $82million income before EZD gets to market. I hope our market capital doesn't get down to those levels again, it would make no sense.

I think once the C.Diff deal is signed Summit will be seen as a well capitalised two drug company again. Currently no one knows what is happening with RDZ so it's all down to the speculators. Hopefully once the deal is announced a new wave of investors will come in transforming the value. GLA

[poseidon2] 12/10/2016 12:40

Yes, very welcome!

[tightfist] 12/10/2016 12:37

Hi freemoney1, Good to have a new contributor who is closely following the company and the short-term hurdles. The current profit-taking on piddling volumes is quite an eye-opener; I just love the Warren Buffett quote on an earlier posting.Cheers, tightfist

[freedosh] 12/10/2016 12:32

Welcome freemoney1
Good to have you over here. Your reputation precedes you

[hugus maximus] 12/10/2016 11:49

Welcome FreeMoney ... although there is huge enthusiasm for Summit here, you'll find this a far more serious and level headed board. I've also stopped using LSE.(AppleMacMan I.D.) HM