Summit Therapeutics Share Discussion Threads

[deejay007] 11/2/2019 20:30

Am I missing something - but Summit's presentation(s) point to current standard of care (which I think they refer to as Vancoymicin) but don't refer to fidaxomicin which is also a narrow spectrum antibiotic (from what i've read).

Happy to be proved wrong

[waterloo01] 11/2/2019 18:55

Thanks for positing. Some interesting detail. Like the focused presentation. New Science, New philosophy, New opportunity .

Note peak value at at $700m, with approval aimed for 2022, top line 2021 and patent till 2034, so can do NPV.

[football] 11/2/2019 18:41

Summit Therapeutics (SMMT) Presents At BIO CEO & Investor Conference - Slideshow
Feb. 11, 2019 1:18 PM ET | About: Summit Therapeutics (SMMT)

The following slide deck was published by Summit Therapeutics in conjunction with this event.

[football] 11/2/2019 18:40

Summit Therapeutics to begin Phase 3 studies of ridinilazol this quarter




video for above

[chrisatrdg] 11/2/2019 15:41

Summit Therapeutics to begin Phase 3 studies of ridinilazol this quarter:

YY.co.uk/companies/stocktube/12162/summit-therapeutics-to-begin-phase-3-studies-of-ridinilazol-this-quarter-12162.html

Y proactive YY investors

[chrisatrdg] 08/2/2019 12:16

RNS today:

Summit Therapeutics plc
(‘Summit’ or the ’Company’)

Summit Therapeutics to Present at the BIO CEO & Investor Conference

Oxford, UK, and Cambridge, MA, US, 8 February 2019 – Summit Therapeutics plc (NASDAQ: SMMT, AIM: SUMM), a leader in new mechanism antibiotic innovation, announces that Mr Glyn Edwards, Chief Executive Officer, will present at the BIO CEO & Investor Conference on 11 February 2019 at 10:00am EST in New York City.

A live webcast of the presentation will be available in the Investors section of the Company's website, www.summitplc.com. A replay of the webcast will be available from the same location soon after the live presentation.



Edit: I will be listening today hopefully we may get some probing questions from the analysts.

[lagosboy] 08/2/2019 11:52

A takeover, even if it happened, would be very unlikely to result in any return for shareholders. Summ is in a severely distressed financial position and any potential acquirer would be assuming the costs to complete trials, take to market.etc Its similar to buying a company for £1 and assuming £100 of its debts.

The US investor may well inject further capital but the dilution effect will be massive and there is always the prospect that he will force Sum to go private as vultures often do.

I think one needs to accept that there is an ever increasing probability, short of a miracle, that Summ has run its race in terms of ever providing any shareholder value.

Once one of my largest shareholdings, now thank goodness just a small position retained for some years, it has been a very sad story to watch unfolded on a number grounds.

[kirk 6] 08/2/2019 11:12

Do you think they could partner or get taken over ?

[deejay007] 08/2/2019 10:45

Is there a large difference between Summits antibiotic and fidaxomicin - which from what I've read is also a narrow spectrum antibiotic?

[nobbygnome] 08/2/2019 09:26

I was at the Proactive investor presentation yesterday and have to say I was impressed overall that the company are doing the right things. However, the fly in the ointment is that they don't have enough money to get all the way through the phase III trial so clearly further a fund raising is coming later this year.

So as is usual on Aim sadly I can't really see much price appreciation in the short term until funding issues are out of the way. However, I think the ultimate chance of success is good so for those who are prepared to wait, it is a good long term investment.

All IMHO and DYOR

Nobby

[waterloo01] 07/2/2019 14:47

Yes was aware the climate comparison could work a number of ways, and yes O'Neill's approach didn't catch on. However more recent FDA guides do suggest a different potential pricing model, which would help a great deal.

[luminoso] 07/2/2019 14:19

Yes waterloo, but how many years ago was Jim O'Neill's report ?
Nearly three years - May 2016.




I can't see a government anywhere on the planet with the foresight to invest or force others to invest in getting these novel anti biotics to the patient.
If the climate change issue is a guide to the future, it will be done too late.
Would like to be proved wrong, of course.

[waterloo01] 07/2/2019 12:36

Not unsurprising seeing the history of it. Clear path for SRPT though.

[waterloo01] 07/2/2019 10:59

Roblin letter in FT.


The market will change in attitude to antibiotics. It has to as it's a bit like the climate in being on the cusp of serious failure (over it in some cases).

A change in how funding works might well help, but if they follow Roblin's suggestion, it will greatly help target specific drugs. It wasn't that long ago the O'neal report suggested charging a penalty to any large pharma that doesn't invest in the sector.

Change will come

[aim_trader] 04/2/2019 15:16

Summit Therapeutics will be presenting to investors at the upcoming Proactive One2One Forum on Thursday 7th February. Details and registration:

[kirk 6] 01/2/2019 20:45

Can't name him on here mate (-; It did go to 1.66 at one stage up 20%. One day this will have its day and I am fully loaded.UPGS made a fortune on this year so will be adding more here over coming weeks

[luminoso] 01/2/2019 19:25

Booming ?!!!!
O God, I wish that were true.
Whatever substance you are taking, kirk6, I want some.
Can you give me the name of your dealer, please ?
:)

[kirk 6] 01/2/2019 18:54

Booming on the Nasdaq

[kirk 6] 31/1/2019 16:59

That reads really positive for a hold recommendation

[football] 30/1/2019 23:19

The Truth About Antibiotics, review: Angela Rippon delivers some bad news

[lagosboy] 30/1/2019 20:38

That's all good stuff and hardly new , but it never translates into an increase in Summ's share price which is what we are all here for. Endless links to this sort of stuff halve been posted for years now.

Why ?

[chrisatrdg] 30/1/2019 20:04

Thanks for the link waterloo01 now listening.

[waterloo01] 30/1/2019 18:39

BBC programme tonight on antibiotics (another one) and US live streaming now and tomorrow, presidential committee on combating antimicrobial resistance




What we need is a change in sentiment toward investment in antibiotics.