Summit Therapeutics Share Discussion Threads

[football] 22/9/2016 20:01

up 12.3% again

[joe shone] 22/9/2016 20:01

at the moment it is £1.30 on nasdaq gl joe

[luminoso] 22/9/2016 19:18

Hopefully that will assist them to seal a deal.

[waterloo01] 22/9/2016 18:18

Must be due news about Fidaxomicin trial soon as finished recruiting in July.

[solomon] 22/9/2016 15:41

I can never buy when I want to. TDW and HL both have no online availability.
I know I should buy when I don't want to

[someuwin] 22/9/2016 15:25

Nice rebound of late.

[waterloo01] 22/9/2016 15:11

Currently trading at £1.26 on Nasdaq.

[patviera] 22/9/2016 10:59

Who woke u up freedoshU said we would be 40 qd by nowI may filter u as u went AWOL and now first tick up in a year you've reappearedYou're just a blatant ramperI like these long term and so hope a cure is found for the sake of the patients I won't buy more till Glyn resigns

[sorrento06] 22/9/2016 09:56

Another 100,000 order?

[freedosh] 22/9/2016 09:56

No.18 so far.

A tiny fraction of where we are going, IMO.

Sarepta CoGs will be massive along with repeated parenteral administration that in the US gives doctors fees (unlike an oral prescription). Everyone knows of our advantages in these respects. Clinical PoP will be transformational in DMD as pointed out by Wainwright.
I guess he had plenty of time to think it through walking those Fells.

[sorrento06] 22/9/2016 09:55

14p swing on the bid! Massive! Onwards and upwards. GLA.

[chrisatrdg] 22/9/2016 09:06

Now at 1.0702 to sell.

Edit: Moving back down slightly.

[waterloo01] 22/9/2016 08:18

Order being worked as can sell at 1.02 but can't get quote to buy any online. Not surprising given we closed at £1.20 ish on Nasdaq

[chrisatrdg] 21/9/2016 22:00

No storm for Sarepta, but has the FDA created its own tempest? see link below (Adds another viewpoint).

[luminoso] 21/9/2016 18:32

Sarepta decision may have done us a favour, if the increased interest continues.
IF there is to be a placing as part of any fund raise/deal, the price may well be underpinned by this and not as dilutive as some of us feared.

[waterloo01] 21/9/2016 18:13

kmjs, they have mentioned grants, but it will cost $50m+ to get it to approval and you don't see grants of that size, regardless of the rhetoric. However it should have 'added' value to a pharma that needs to have an antibiotic on-board, post O'Neils report. In terms of taking it through phase 3 ourselves, I think it's often been said that ANO needs to come in at this point to get it to and on the market. (The phase 3 will be worldwide and multiple centres, not a SUMM speciality!

DMD is a very different scenario as it's quite a defined population and easily identified, so even a small bio/pharma could handle marketing it, without diluting the % held too much.

[kmjs] 21/9/2016 17:52

musing

Why give up RDZ at all if World governments start coughing up cash to those
developing new treatments?

If it happens wouldn't Summit be in line for a handout enabling them to do a pIII
themselves?

If a deal is close for RDZ would they try to put some clause into a contract, so that
in the event of the "money tree" happening Summit receive extra payments?

[waterloo01] 21/9/2016 17:17

Some games on Nasdaq! Up 10% equivalent share price £1.22. Might we have some deal news soon?

[waterloo01] 21/9/2016 15:31

More musings. If RDZ has a $1bn a year potential in 2021 and in return for funding the phase 3 we keep 25%. What's the value that alone should attract? Patent runs till about 2030, so 9 years of $250m a year = $2.25bn in revenue potential, and that's assuming someone does a generic after patent.

[jag63] 21/9/2016 14:14

BBC news discussing the antibiotic issue right now

[jag63] 21/9/2016 14:11

Shame some can't hold their shares for more than 5 mins

[waterloo01] 21/9/2016 11:13

Some decent volume on Nasdaq over the last week. Finished trading at £1.10. I wonder if they will delay plans till they get some further clarity from FDA as to if a placebo trial is still needed given SRPT news.

Interesting average price to treat DMD boy between £200k-£250k a year.

[hyper al] 21/9/2016 07:55

"Global pledge to stamp out drug-resistant infections" BBC News today

[waterloo01] 20/9/2016 23:41

Does rather change the timetable and funds needed to get there. Removing the need for a placebo is a game changer in rare disease. I fear the FDA will live to regret it, but that's their problem! For us, it brings the area back into focus. Good timing from Wainwright.