Summit Therapeutics Share Discussion Threads

[football] 09/4/2018 12:05

HM had the same problem was hoping someone here could elaborate on what was in the link

[football] 09/4/2018 09:28

Riccardo Lowi discusses Summit Therapeutics
23:13 03 Apr 2018

Capital Network's Riccardo Lowi discusses Summit Therapeutics'
investment case.

[hugus maximus] 09/4/2018 09:22

Great clarification - thanks.

[waterloo01] 09/4/2018 08:25

I assume so yes. Looks like they are looking to repopulate the gut with good microbes. Naturally you need to kill off C.diff 1st, so could be a useful addition post generalised antibiotic treatment. However IF RDZ becomes 1st/2nd line treatment, it probably isn't needed.

[hugus maximus] 09/4/2018 08:19

Morning Waterloo ... good to see interest here.

RE: "Rebiotix’s RBX2660 - a non-antibiotic treatment", ... we can assume however that this is no competition for Summit's RZD drug. (Incase folk think this means Summit have lost their C Diff lead)

[waterloo01] 08/4/2018 09:53

Good to see there is interest C.diff sector.



Ferring Acquires Innovative Biotechnology Company and Microbiome Pioneer Rebiotix Inc.
Rebiotix’s RBX2660 is a non-antibiotic treatment in Phase 3 development for the prevention of recurrent Clostridium difficile infection (CDI) and has the potential to be the world’s first approved human microbiome product
CDI is one of the most common healthcare-associated infections in the US, affecting more than 500,000 people and causing approximately 29,000 deaths each year.1
Ferring’s global capabilities ensure broader patient access to any future approved human microbiome treatments derived from Rebiotix’s Microbiota Restoration Therapy™ (MRT™) drug platform

[waterloo01] 06/4/2018 20:28

Good to see SUMM up on Nasdaq on a day that the US markets have fallen over.

[waterloo01] 05/4/2018 18:19

Welcome to ImagingDMD
The National Institute of Arthritis and Musculoskeletal and Skin Diseases (NIAMS) and the National Institute of Neurological Disorders and Stroke (NINDS) recently renewed a 5-year, multi-million dollar research grant to investigate the potential of magnetic resonance imaging (MRI) to noninvasively monitor disease progression in Duchenne muscular dystrophy.


This all helps.

[chrisatrdg] 05/4/2018 12:05

RNS Today

SUMMIT THERAPEUTICS TO PRESENT AT THE H.C. WAINWRIGHT GLOBAL LIFE SCIENCES CONFERENCE



PS Happy listening next week !

[hugus maximus] 05/4/2018 08:27

Morning Chris ... things looked a little Foggy yesterday when the yearly accounts were set for release. I've personally not dismissed the possibility of big moves before year end! 48 week results, time wise give us a whole month short of a year ... so data before the AGM? If those are good ... perhaps a wee glass of Prosecco?

[chrisatrdg] 04/4/2018 17:27

Nice one HM but not yet maybe never.The Company has a good mix now & is back to 3 shots on goal.I agree with waterloo01 no champagne this AGM but surely 2019 has to be our year & when that happens would be good to all meet up say London & celebrate in style.Regards.

[hugus maximus] 04/4/2018 15:53

'Thought the years figures were due today?
EDIT Put back because they're otherwise engaged? e.g. a takeover? ;-/

[football] 03/4/2018 23:55

Summit Therapeutics Plc - Stock Valuation Undemanding
12:24 03 Apr 2018

[waterloo01] 03/4/2018 10:03

I think the seeking alpha article is spot on (although actually it was only 10 boys, not 12 that completed the trial). Their follow on studies also don't show a massive increase in Dystrophin, so it is possible that they will still run into trouble with Exon skipping. Gene therapy will, eventually, be the best hope as it's a cure and potentially is just a single treatment, however that is potentially many years away, and as yet still unproven.

At least with our trial we have shown actual, measurable positive changes in muscles and with the FDA clearly open to a surrogate end-point and potentially an accelerated approval based on the 48wk data, I think we are undervalued compared to the upside.

[hugus maximus] 03/4/2018 08:43

Signs that Sarepta's positive run could be coming to a close? IMHO they've been defying gravity recently. I've also wondered if keeping the faith alive with their shareholders, would makes it difficult to express interest in Summit's drug? The NASDAQ bulletin boards certainly suggest undying chauvinism for Exon skipping drugs and apparent blindness to any success with utrophin modulation:

[waterloo01] 01/4/2018 15:32

Regulatory Flexibility andLessons Learned: Sept 2016
Drugs for Rare Diseases



This is interesting. Done after the SRPT trial. Makes clear that a surrogate endpoint (such as the MRI data) would be acceptable, although as yet not agreed as far as anyone knows.

It also highlights where a 2nd trial or confirmatory trial is required.

The Easter bunny.

[hugus maximus] 30/3/2018 17:34

That's great news Waterloo. Happy Easter!

[waterloo01] 30/3/2018 13:08

FDA guidance to Sarepta could speed Summit's DMD path, says JMP Securities JMP Securities analyst Liisa Bayko noted that the FDA recently communicated to Sarepta Therapeutics (SRPT) that it would allow a statistically significant increase in de novo truncated dystrophin to serve as the basis for accelerated approval for golodirsen. She thinks this could also open the door for Summit Therapeutics (SMMT) to utilize utrophin as a potential biomarker for accelerated approval of ezutromid, its own Duchenne muscular dystrophy candidate, adding that she sees an accelerated path as upside to her valuation. Bayko keeps an Outperform rating and $42 price target on Summit shares.

Read more at:

[luminoso] 29/3/2018 18:22

Never had an Amazon account. Would not touch it with a barge pole.

[waterloo01] 29/3/2018 14:00

As it's the last day of Lent, why not give up the Amazon account? Shop local!

[algernon2] 29/3/2018 13:49

Happy Easter Too.