Summit Therapeutics Share Discussion Threads

[kirk 6] 08/6/2019 14:18

Thanks waterloo nice article from yesterday! Great research

[waterloo01] 08/6/2019 14:12

President, Chief Operating Officer, and Chief Medical Officer of Paratek Pharmaceuticals and Chairman of the AWG. "If passed, we believe the policy will give physicians the ability to make clinical decisions based on the needs of their patients and help to stabilize the tenuous situation antimicrobial manufacturers are currently facing."

[waterloo01] 08/6/2019 14:07

This could actually make a big difference. If I've read it correctly, hospitals will be able to claim back 102% of the cost of using a more appropriate antibiotic. One of the big barriers for RDZ as an example is that the current main antibiotic is a few $$ not it's efficiency, so if this takes that issue away, then it could make all the difference.






The Developing an Innovative Strategy for Antimicrobial Resistant Microorganisms (DISARM) Act of 2019 would allow Medicare to offer an add-on payment to inpatient hospitals that use a qualifying DISARM antibiotic to treat a serious or life-threatening infection.

Hospitals must be members of a specified Centers for Disease Control (CDC) antibiotic stewardship program to qualify for the payment.

[hugus maximus] 08/6/2019 12:10

Except to say that time will certainly see antibiotics valued in a very different way.

For example the minute folk can no longer have hip / knee (etc) replacements because poor antibiotics make routine surgery impossible, the drugs will have value. (see link to BBC R4 show - my note 24985)

It's just a question of "what & when" things turn. IMO there will be some emotional trigger that changes things here as a consequence of some significant "event".

[kirk 6] 07/6/2019 22:06

Don't think anything will make difference here

[waterloo01] 07/6/2019 15:51

Might this make the difference?



“The need for the DISARM Act has never been greater as antibiotic resistance threatens to undo decades of medical progress and the few small companies remaining in the antibiotics market struggle to stay in business,” said James M. Hughes, MD, professor emeritus of medicine at Emory University School of Medicine in Atlanta. “This important legislation can help drive optimal antibiotic use and stabilize the antibiotic market for innovators and investors.”

“By requiring antibiotic stewardship programs and providing an opportunity for companies who develop urgently needed new antibiotics to earn a fair and reasonable return on their investments, the DISARM Act can both stimulate antibiotic research and development and promote appropriate antibiotic use to help curb the development of antibiotic resistance,”

[kirk 6] 06/6/2019 14:24

Sounds good?

[waterloo01] 04/6/2019 11:59

In 2018, there were 447,694 new diagnoses of STIs, a 5% increase on the 422,147 in 2017.

Gonorrhoea increased the most - by 26% to 56,259 cases, the largest number since 1978.

[volsung] 04/6/2019 11:43

Well that's me out for a 25% loss. GL holders

[hugus maximus] 01/6/2019 18:00

Just been listening to Radio 4 - THE BOTTOM LINE introduced by Evan Davies ...this week the subject:

"Antibiotic resistance is a global problem. No new drugs have been produced since the 1980s. So who is to blame? The public's over-consumption or the economics of Pharma companies?"

Listen again here


Sadly not an encouraging listen for those brave enough to be in the business of creating new anti-biotics.

[waterloo01] 31/5/2019 16:20

Up in US on decent volume (=600k shares so far today).

[waterloo01] 29/5/2019 17:15

Not a great share price is it, although some will be due to US markets falling, but not all. Not suggesting anything has changed SUMM specific, just that everyone now acknowledges that unless antibiotics funding changes, companies such as Summit have little reason to speed anything up. Not sure how Dungan feels about it. Even his deep pockets doesn't change the funding at a hospital level.

Some news on grants etc would certainly help sentiment and reverse some of the drop of late.

[algernon2] 27/5/2019 18:48

I hope to go to the Summit AGM unless I decide to go to the Midatech Pharma one which thy have just unfortunately scheduled for the same morning!
It would be nice to meet up with you guys and say hello.

[waterloo01] 27/5/2019 15:06

And from today



Researchers looked at 14 commonly used antibiotics in rivers flowing through 72 countries and found antibiotics were in two-thirds of samples.

Scientists fear antibiotics in rivers cause bacteria to develop resistance meaning they can no longer be used in medicines for humans. The UN estimates that the rise in antibiotic resistance could kill 10 million people by 2050.

[waterloo01] 27/5/2019 15:01

From a few weeks back.


Haileyesus Getahun, the director of the IACG, said the threat of antimicrobial resistance was “a silent tsunami”. He said the public were still largely unaware of the problem, but that it could yet be solved if people were educated about the dangers. “We are calling for people to come together,” he said. “We don’t see the effects of it yet, but what is coming will be a catastrophe.”

[waterloo01] 27/5/2019 11:46

I'm intending attending

[chrisatrdg] 27/5/2019 11:28

Hi All - I have decided to go to the AGM & was wondering who else on this board may be going.

PS Include me in that HM - regards.

[hugus maximus] 27/5/2019 09:54

"Bodycount" ... sounds like I was part of that last year Waterloo! ;-/

[bermudashorts] 23/5/2019 16:00

Good to see UK pushing hard and leading the way on this. Whatever your views on Brexit, it might have been that bit easier to bring about changes and gather momentum within the EU.

[waterloo01] 23/5/2019 15:47

Not the right comparison IMO. Unlike climate change it only takes the US or EU to change the way they fund (be that push or pull) for it to change, not a change in the way we do everything effecting everyone. (see today's BBC story on Chinese CFC's). The other thing that might waken some interest would be a serious antibiotic resistance outbreak . Horrible to say but might need a body count to get a change in attitude

[hugus maximus] 23/5/2019 15:29

The lack of interest in life saving antibiotics for the world is bizarre indeed. I wonder what factor might eventually come to play, that actually makes all this profitable? Assume it's left to some sort of government intervention ... but how long must that be away? If the impact of climate change on attitudes is anything to go by, we may be in for the long haul.

[waterloo01] 23/5/2019 13:31

Indeed, shocking how few boys were actually on the trial (12 I recall). No idea about Utrophin upregulation but suspect the hope for DMD boys will be in gene editing, as and when.

Something a little wrong really when rare disease development gets loads of funding and commands a heavy price, for limited/any benefit, yet a relatively cheap antibiotic that could save many of the 23k who die in the US from C.diff struggles to get much financial attention.

Hardly utilitarian is it!

[hugus maximus] 23/5/2019 13:21

Interesting to see this follow up Waterloo. I think many who followed Summit's Ezutromid development were astounded by the way in which Sarepta's Exondys 51 made it on to the market under such dodgy circumstances and pushed the company's share price up ridiculously in the process.
I wonder if Dame Kay Davies's work is set to ever reap reward? What a tragedy.