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Share Name | Share Symbol | Market | Type | Share ISIN | Share Description |
---|---|---|---|---|---|
Summit Therapeutics Plc | LSE:SUMM | London | Ordinary Share | GB00BN40HZ01 | ORD 1P |
Price Change | % Change | Share Price | Bid Price | Offer Price | High Price | Low Price | Open Price | Shares Traded | Last Trade | |
---|---|---|---|---|---|---|---|---|---|---|
0.00 | 0.00% | 20.50 | 18.00 | 23.00 | - | 0.00 | 01:00:00 |
Industry Sector | Turnover | Profit | EPS - Basic | PE Ratio | Market Cap |
---|---|---|---|---|---|
0 | 0 | N/A | 0 |
Date | Subject | Author | Discuss |
---|---|---|---|
10/7/2018 12:09 | Crazy rns on nasdaq not here. wtf. I guess UK mug punters are irrelevant | sugar747 | |
10/7/2018 12:05 | catching up with NASDAQ price? otherwise arbitrage??? | sugar747 | |
09/7/2018 21:00 | Freedosh for this share so wrong I warned him not to buy as I don't trust Glyn And I'm warning you all not to touch this till Glyn leaves SummI've sold out Target 15p | nico115 | |
09/7/2018 16:34 | Some decent sized trades today. Attracting value hunters? | waterloo01 | |
09/7/2018 13:39 | I take todays news as good news as we move further towards REMAINING in the EU. | chrisatrdg | |
09/7/2018 13:19 | I see the traders have disappeared. | luminoso | |
07/7/2018 20:31 | Slight mention of the Antibiotics and Summit in "Investors Chronicle". Nothing about the recent disaster though. | algernon2 | |
06/7/2018 21:52 | Closing NASDAQ Good to see closing NASDAQ is up 2.02% at $2.52 (£0.38) hopefully AIM will follow on Monday. | chrisatrdg | |
06/7/2018 18:26 | In the Phase II trial 67% of patients receiving rinidalazole (Summit) had a sustained (i.e. non-relapsing) response, v. 42% for vancomycin, based on 33-36 patients per group. In a trial of fidaxomicin v. vancomycin,sustained response ('Global Cure')was about 74% for fidaxomicin vs. 64% for vancomycin. This had 300 patients per arm. In another recent trial vanco achieved 59% sustained cure, again with near 300 patients/group So, rinidalazole performed respectably in the Phase II but vanco performed unusually badly. That's what gave the differential.... Maybe they they were exceptionally tough patients? Or maybe it was a fluke on a small sample? | vulgaris | |
06/7/2018 18:03 | Wildbunch, very different from IMM and P140 which had two failed trials before it failed a third time and a mechanism of action that is at best not far from homeopathy. RDZ is well understood and is much simpler as it is only targets C.diff and not any other gut microbes. It does it time and time again and has never either flopped a trial nor had to rely on some unreliable science. Re the BOD holdings, Glyn did buy a decent number a couple of years ago although few others did but he's suffering a great deal more than you or I here as his and the other option holders big pay day has gone and I most options are well out the money. They are no doubt top heavy as it stands, so unless a sale happens before restructuring, I expect a serious cull. | waterloo01 | |
06/7/2018 17:00 | Waterloo, trouble from a layman's perspective is 'that at least repeating phase 2' has an ominous ring -think Immupharma-think 48 weeks compared to 24 weeks for DMD drug. They need to re-build credibility. Remember you asking Chairman and by implication rest of board why had they not built a stake some years ago. You were fobbed off. Still no sizeable investment from any of them. | wildbunch | |
06/7/2018 14:26 | Vulgaris, all good points, although as I understand RDZ has a very good chance of at least repeating the phase 2. It's action in trial phases has been exactly as shown in the labs pre development in that it is an 'exquisite' and highly selective antibiotic. It's been very consistent and an easily understood mode of action. I doubt vaccines will gain traction, mainly for the reason you suggest. I'd also say that the poop treatments have been around for ages (and seems to work) but the synthetic version failed a trial (I seem to recall) and I thinks it's actions on the microbiome is also not well understood and could well have unintended consequences. As I suspect you well know, most people with C.diff get it after treatment with soe of the general antibiotics, and it's the killing off of gut bacteria that often leads to C.diff, and often bad cases of it as C.diff repopulates a barren gut. Much better in dealing with C.diff to use a highly sparing and selective drug. RDZ. | waterloo01 | |
06/7/2018 14:12 | My take on it: I have read various posts this morning on both boards & understand some of the ponts.I have been invested in Summit starting 8 yrs ago & currently £32k down having increased my holdings by a 1/3rd last week at prices higher than now. I believe that Summit has a future with phase 3 C-Diff plus the Discuva platform & todays share price is very tempting as a new entry & should now be regarded as a 'new' investment. In my opinion provided that the remaining DMD pipeline which is still at the earlier stages & found not to have the same problem as the one dropped last week Summit could go for a Licensing deal provided there is confidence in the science but excludes Summit from any further exposure. I believe we will get an update this month from Summit & that I will eventually get my money back within 1 to 2 years so will be holding.Finally with no DMD Summit have now de-risked & has a good future. Edit: I note the Summit Webb site is slowly being updated confirming that DMD is no longer a third shot on goal which leaves 2. | chrisatrdg | |
06/7/2018 11:54 | Once this seller is cleared then we can begin the steady increase in s.p | karmastuartra | |
06/7/2018 11:48 | C diff drug looked good in Phase II vs. oral vancomycin but: The trial was small and may or may not be confirmed in Phase III. Sanofi and Pfizer have vaccines in trial which, if successful (& successfully deployed------ whom do you vaccinate and when?), could knock the bottom out of the C. diff antibiotic market. Alternatives to oral vancomycin are already out and shown to reduce recurrences/relapses cf. vancomycin alone---- Astellas's fidaxamicin and Merck's monoclonal. Faecal transplant, as an alternative to antibiotics, has been elevated to a fetish status by some clinicians as a natural cure .... & does seem to work. In short, ultimate success is very uncertain, but there's a decent chance of bouts of hope between now and the denoument. Discuva assets v. interesting, but v early stage. | vulgaris | |
06/7/2018 11:18 | Target of 50p by Christmas 🎄 | karmastuartra | |
06/7/2018 11:08 | Topped up here,golden opportunity. | karmastuartra | |
06/7/2018 10:59 | Waterloo. They are going to burn their cash pile fairly quickly. The barda grant is not guaranteed. They will need to raise more funds. If equity, then dilution will be massive. On the surface they seem to have a C Diff blockbuster which big Pharma know all about. Big pharma also know they could buy it for circa £100m-stick say £200m behind it and when it works have an asset worth £2bn to £5bn. So, that would be our out-a share price of £1 ish as you have suggested. So will big pharma do this and if not why not. Don't they believe the science, the returns etc. Trouble with sentiment based on credibility is that once credibility goes so does sentiment. Personally am maintaining some holding here-but reorganisation is badly needed-starting at the top. | wildbunch |
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