Summit Therapeutics Share Discussion Threads

[football] 21/10/2016 16:43

$12.37 up (5.27%)

[chrisatrdg] 21/10/2016 14:56

NASDAQ as Hugus Maximus says is on the increase & now Barclays Stockbrokers are catching up showing an increase of plus 5 being SELL 190 & BUY 200 hope it continues.

[hugus maximus] 21/10/2016 14:43

someuwin ... I can find reference to the N+1 Singer note but no figure for their forecast? Credit Suisse figure is good news. Are these announcements alone the reason for the share price going up like a rocket on the NASDAQ?

[someuwin] 21/10/2016 13:35

Sarepta Therapeutics (NASDAQ:SRPT) initiated with Outperform rating and $68 (39% upside) price target by Credit Suisse.

[someuwin] 21/10/2016 11:20

N+1 Singer have issued a broker note on SUMM today. Anyone seen it?

[sorrento06] 21/10/2016 08:56

Please can we have a 1pm C-Diff RNS!

[hugus maximus] 20/10/2016 23:09

Well what a good day that was on both sides of the pond. Some consolidation?

[football] 20/10/2016 21:38

close up 5.95%

[freedosh] 20/10/2016 20:58

Bit of a feeding frenzy towards close on NASDAQ.
Message getting through or is it just Amendment 2.1 and the gut lobby?

[chrisatrdg] 20/10/2016 19:12

FDA's new drugs director slams Sarepta, says biotech’s approval ‘NOT a good model’



Edit:I am sure Summit will scale all hurdles set by the FDA but maybe the above was a close shave for all concerned.

[tightfist] 20/10/2016 14:47

Hi Algernon,Many thanks for your link (post 21665) to the PPMD call with Glynn & Sarepta - a thoroughly recommended 43 minutes. It is really positive and informative, and does feel like a mutually respectful 3-way team effort too. Clearly there are already good existing relationships being built upon.With DMD now shaping-up, we need the same clear partnership path forward on C.Diff, hopefully in the next few months now there is less time pressure to seal a deal.Cheers, tightfist

[freemoney1] 20/10/2016 14:13

Yes, the share seems to be setting a good baseline now that the company is well funded with the very lucrative Sarepta deal.
But I see the big inflection points being the announcement of a C.Diff deal, so shareholders will be sure to get value from that, and obviously the PhaseOut initial results following that. Only months to wait on those, so an absolutely gift at this price.
We'll probably get a tick up before those too, on the FDX comparison trial results. GLA

[clarkey26] 20/10/2016 13:19

Agree assume waiting for some evidence of benefit from trial before true rerating occurs

[someuwin] 20/10/2016 13:07

The market just hasn't woken up yet to the transformational deal that is being done here between £120m SUMM and $2.6bn Sarepta.


* $40m upfront payment.
* Milestone payments of up to $522m.
* Sarepta share R&D costs with SUMM.
* Plus royalties on sales of up to near 20% of net sales.
* Plus milestone payments on its next gen DMD drug.
* Plus additional fees, milestones and royalty payments if Sarepta takes up otions on Latin America too.

All that PLUS SUMM retains commercialization rights in all other countries!

PLUS SUMM also have their C. diff antibiotic programme too!

This deserves to be a lot, lot higher.

[patviera] 20/10/2016 11:23

So like summ below 2qd thoughMust be a prime take out candidate

[patviera] 20/10/2016 11:22

Wish u luck sorrento!!

[someuwin] 20/10/2016 08:37

Moving up now

[algernon2] 20/10/2016 01:30

Community Update Call] Sarepta & Summit - October 2016

There's some really interesting stuff in here from both Sarepta and Summit on the upcoming trial in the USA and of their relationship.

[someuwin] 19/10/2016 20:31

Looks like the story is starting to sink in over there.

UK will have to catch up.

[abergele] 19/10/2016 20:16

From a bottom reached of 2 days ago,this has risen $2 on the nasdac..but certainly not the same percentage of the rise here at lse,SUMM,why not??

[football] 19/10/2016 18:00

got to vote up anyone asking for £6

[sorrento06] 19/10/2016 17:42

I want 6 quid.

[patviera] 19/10/2016 17:37

WaterlooI don't think there's a change eitherIt's just an adr RNS for some reasonI do think we will rise again soonI wonder if griffiths still dumpingI'm looking for 4qd

[waterloo01] 19/10/2016 16:47

Worth a read.

Edit: Luckily our chosen path fits broadly within the recommendations. Biomarker and MRI work could prove vital in, as Glyn says 'making the regulators job easy'.

Looking a little healthier on Nasdaq.