Summit Therapeutics Share Discussion Threads

[chrisatrdg] 11/7/2016 12:39

Well observed waterloo01.

[waterloo01] 11/7/2016 11:55

O/T. So that loathsome woman is pulling out the race. Also bet that the labour NEC will not allow Corbin to run unless he has 50 MP's. Only way to stop the Labour party splitting!

[chrisatrdg] 11/7/2016 10:27

I am working on the basis that there will be no news before the AGM or at the AGM expecting news in Qtr 3 2016 hopefully in the earlier months.

Like to be proved wrong but I think it will be a robust AGM that I will be attending.

[sorrento06] 11/7/2016 10:00

Come on, we want some news before AGM.

[luminoso] 08/7/2016 18:15

They certainly did.
Maybe they will come back and have another look at Ezutromid ! :-)

[waterloo01] 08/7/2016 17:49

BioMarin has provided a further update to the Duchenne Community following the company's announcement of the withdrawal of the EMA marketing application and discontinuation of clinical and regulatory development of drisapersen (BMN 051) and follow-on compounds BMN 044, BMN 045, and BMN 053.


They backed the wrong horse!

[sorrento06] 07/7/2016 19:17

Doesn't that approach still require a broad spectrum anti biotic?

[hugus maximus] 07/7/2016 17:32

BTW - is that NASDAQ fall as a result of this?

[hugus maximus] 07/7/2016 17:31

But we're certainly hoping to get the Ridz show on the road before the slightest possibility of others start to spoil the party Waterloo!

[sorrento06] 07/7/2016 16:27

Another £100k today!

[chrisatrdg] 07/7/2016 10:28

The longer it takes the nearer we are to a deal and there will be people who look at the current share price and realise that it is worth investing now rather than when we get that RNS.

105k shares at a cost of £113k yesterday shows that someone has faith as I do.

I hope that makes sense.

[freedosh] 07/7/2016 10:19

Most rollovers sorrento06

[hugus maximus] 07/7/2016 09:49

MMs playing games?! There seems to be a flutter of interest in the UK for a change.

[sorrento06] 07/7/2016 00:19

120,000 shares bought, about 7,000 sold and we're 1.9%. WTF!

[sorrento06] 06/7/2016 09:24

If you listen to the summit interview on YouTube, they discuss talking to several interested parties who have better distribution in certain countries. I imagine delay is due to them trying to negotiate several contracts.

[chrisatrdg] 06/7/2016 08:44

I think Summit are playing hard to get as part of their strategy but they cannot go it alone at the present share price has to be a partnership of some sorts.Fingers & Toes crossed.

[hugus maximus] 06/7/2016 08:27

I would be very nervous about that notion Freedosh as we really need to crack on with Ridz in a way that is only feasible with significant extra income upfront in order to finance both drugs properly. I'm sure that i am not alone and most investor's preference is a large pharma buying in before becoming marooned on a cashless sand bank. I can't see the ultimate financial pay off in terms of dilution at under £1.

We sit on an share price that is currently above a pound simply due to the fluke of sterling being very low. If sterling rallied we'd soon be looking toward a 70p placement .. not my favourite route.

There are many potential C diff competitors coming up behind and I don't want to see anything put this company in jeopardy as a result of poor timing. Summit have so long as i've been involved, always talked about the C Diff drug funding DMD through P2.

[waterloo01] 06/7/2016 08:10

Don't see how they could afford to go after both unless they offloaded a % of either drug in a deal?

[freedosh] 06/7/2016 07:17

Excellent presentation especially by Richard. Great speaker.
This is a very valuable drug and, whilst not to the liking of most, I reiterate my hope that we can see it through to Regulatory approval whilst finding other funding sources for DMD.

[someuwin] 05/7/2016 22:45

Summit Therapeutics ‏@Summitplc · 5 minutes ago

Ridinilazole features on C. diff Spores and More radio show hosted by @cdiffFoundation. Listen now …

[luminoso] 05/7/2016 21:07

Thanks, Chris. Very helpful.

[chrisatrdg] 05/7/2016 20:51

Per gmcc from the other board this evening:

'RE: C-Diff discussion 5th July

Thanks Chris : Had a listen ( if folks missed it , might need to click on July 2016 to find replay - dated 12th July in Episode listing go figure ? ) .



Format a bit drawn out , some content repetitive, nothing really new . Richard Vickers Summit knows his stuff!
The other speaker Dr. Kevin W. Garey stated any new antibiotic ideally should have 3 or 4 main attributes


Kill the bug - goodbye c-Diff
Do not kill healthy gut flora -- stop collaborative damage
Allow normal gut flora to recover – minimise recurrence
Shut down toxic infection

Both speakers agreed that Ridinilazole met all the above criteria. Richard Vickers said next stage was to plan for phase 3 - North America /Europe & other locations but no details provided nor any comment about looking for partners etc . Did mention Wellcome Trust a few times, wonder if they might help fund next stage ?

Richard Vickers very excited about Ridinilazole c-diff drug prospects ( must be a Summit management buzz word )

Good luck everyone !'

[hugus maximus] 04/7/2016 14:24

Hi Chris

I'll be going to the AGM ... but imagine "the deal" conclusion will have no correlation with the date of the AGM. Although an announcement would of course thoroughly change the mood of the event!

Look forward to seeing you there.
HM